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Technology Stocks

Cloud Stocks and PaaS: Which SaaS Players Will Win in PaaS

Posted on Monday, Jan 11th 2021

At the end of 2020, I wrote Big Idea 2021: SaaS Companies Will Create 10 Million Jobs with the central thesis that SaaS players would evolve into PaaS to create deeper moats around their core market positions and gain access to the related force multiplier.

To recap on the assumptions:

  • IF 1000 SaaS companies open up their platforms as a service, PaaS, as Salesforce.com does, by 2025
  • IF each platform lets startups sell through its marketplace, as Salesforce.com does, by 2025
  • IF each platform empowers 1000 startups to build on its stack by 2025
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IPOs 2021: Amplitude Focuses on Digital Optimization

Posted on Thursday, Dec 9th 2021
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Unlike most companies that go for a standard IPO process, digitization optimization services provider Amplitude (Nasdaq: AMPL) recently listed on the stock exchange through the direct IPO listing. Its IPO has been received well, and despite the market turbulence, the stock has been rising.

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Cloud Stocks: Splunk Expands Partner Capabilities

Posted on Wednesday, Dec 8th 2021
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Big data player Splunk (NASDAQ: SPLK) continues to expand its PaaS capabilities by adding to its partner offerings. The company recently announced its quarterly results that surpassed market expectations.

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Cloud Stocks: Veeva Eyes Data Cloud

Posted on Tuesday, Dec 7th 2021

Healthcare cloud computing player Veeva (NYSE: VEEV) recently announced its quarterly results that continued to surpass market expectations. The company is eyeing the Data Cloud sector where it is seeing some traction.

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Cloud Stocks: Qualys Expands Solutions to Address Ransomware

Posted on Monday, Dec 6th 2021

The Global Cloud Security Market is estimated to grow at 14% CAGR to $67.6 billion by 2026 from $34.8 billion in 2021. Cloud security services provider Qualys (Nasdaq: QLYS) recently announced its quarterly results that continued to surpass market expectations.

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Cloud Stocks: Analysis of Salesforce’s LevelJump Acquisition

Posted on Friday, Dec 3rd 2021
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Salesforce (NYSE: CRM) recently announced its third-quarter results that continued to surpass market expectations. The company is banking on acquisitions and partnerships to continue to drive its stellar growth.

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IPOs 2021: Couchbase Goes Public in Crowded Database Market

Posted on Thursday, Dec 2nd 2021
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The global NoSQL market size is projected to grow at 28% CAGR to reach $13.6 billion by 2027 from $2.3 billion in 2020. Couchbase (Nasdaq: BASE), a leading vendor in the market, went public earlier this year.

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IPOs 2021: monday.com’s Workflow Platform Targets $87.6 Market Opportunity

Posted on Wednesday, Dec 1st 2021

According to IDC, 65% of global GDP is expected to be digitized by 2022, driving over $6.8 trillion in global spending on digital transformation from 2020 to 2023. As organizations digitize their workstreams, activities that were earlier performed in physical environments, and those that were already digital, need to be continuously re-engineered to drive faster speed and higher efficiency. Israel-based monday.com (Nasdaq: MNDY), which recently went public, provides cloud-based solutions to drive this digitization.

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Cloud Stocks: Pure Storage Partners with Microsoft Azure to Address Chip Shortage Concerns

Posted on Tuesday, Nov 30th 2021

The global NAND Flash Memory market is expected to grow from $18.5 billion in 2020 at 22% CAGR to $74.3 billion market by the end of 2027. Mountain View-based Pure Storage (NYSE: PSTG) recently reported its quarterly results that continued to outpace market expectations.

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Cloud Stocks: Wix Focuses on Fitness Services Providers

Posted on Monday, Nov 29th 2021

The global market for Website Builders is projected to grow 8% annually to $2.62 billion by 2027. Israel-based Wix.com (Nasdaq:WIX), a leading player in the market, is helping deliver vertical-focused offerings to several businesses.

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Cloud Stocks: Analysis of Alteryx’s Acquisitions

Posted on Wednesday, Nov 24th 2021
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The Global Data Science Platform Market is estimated to grow at 11% CAGR from $43.3 billion in 2021 to reach $81.43 billion by 2027. Data science and analytics platform provider Alteryx’s (NYSE: AYX) is expanding its presence in the market through acquisitions.

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