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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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3G iPhone Impact on AT&T and Verizon

Posted on Monday, Jun 16th 2008

The new 3G iPhone has changed the game plan for AT&T. AT&T is still the exclusive carrier in the US and the iPhone comes with a 2-year plan but AT&T will no longer be sharing subscription revenues with Apple. >>>

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Featured Videos

Digital River Up, WebSense Down

Posted on Friday, Jun 13th 2008

Digital River, Inc. (DRIV), provider of outsourced e-commerce solutions to various companies in the software and high-tech products, consumer electronics, computer and video games, announced Q1 results last month crossing $100 million for the quarter for the first time ever. >>>

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Is United Online Doing a Roll-up?

Posted on Thursday, Jun 12th 2008

United Online, Inc. (UNTD) is a provider of connectivity and online media services and is now famous for its withdrawn Classmates.com IPO. Its primary Content & Media segment services include social networking site Classmates.com which it acquired for $131.4 million in November 2004 and online loyalty marketing service MyPoints. Their Communications segment includes Internet access and email services through NetZero and Juno. >>>

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RIM Thunders

Posted on Wednesday, Jun 11th 2008

With the 3G iPhone targeting enterprise users with push-email, better security, and low price, Apple’s race with RIM has started to get interesting. There are reports of a touch-screen enabled iPhone killer from RIM called the Thunder. Photos of the device posted a day before the 3G iPhone release may be stealing the thunder from the iPhone. >>>

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3G iPhone Going For Market Share

Posted on Tuesday, Jun 10th 2008

The rumor mill was proved right this time round. The new 3G phone delivers on all that was expected from it the past few weeks – 3G, low price, GPS, push e-mail, tighter security, and longer battery life. The surprise factor was surprisingly not there. But then, we expect a lot from Apple, read somewhere that even video conferencing was on the wish list. No video conferencing in this one but the highlight of the event was that the 3G iPhone will launch in 22 countries on July 11 and will roll out to 70 countries by the end of the year. And of course the enterprise features. Recent coverage on Apple is available here which discusses Apple’s moves towards vertical integration. >>>

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SaaS Updates: NetSuite and CRM

Posted on Monday, Jun 9th 2008

Following Taleo’s acquisition of Vurv, Netsuite followed with the consolidation trend in the SaaS sector (and in its majority shareholder Larry Ellison’s footsteps). On June 2, it announced its plans to acquire OpenAir, a leader in on-demand project management software, for $26 million. >>>

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IDCC, National Semiconductor Trending Up

Posted on Friday, Jun 6th 2008

National Semiconductor (NYSE: NSM) reported its Q4 and fiscal year 2008 results that beat analyst estimates and also gave a strong forecast. Earlier coverage is available here, here, and here. >>>

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Talent Management Sector Getting Stronger

Posted on Thursday, Jun 5th 2008

Last month, Taleo announced its plans to acquire Vurv for approximately $128.8 million. This acquisition adds scale and Taleo continues as a leader in the talent management sector. The combined company will have over 3,400 customers, including 48 of the Fortune 100, and more than 2,800 small and medium-sized businesses. However, Gartner says the acquisition will not enhance Taleo’s immediate market position beyond e-recruitment. In this post, I will review the performance of Taleo and its top competitor, SuccessFactors. >>>

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Bullish on Seagate and Sandisk

Posted on Wednesday, Jun 4th 2008

Tremendous growth in digital content is driving the performance of storage vendors. Seagate recently crossed the milestone of shipping 1 billion hard drives and it expects to ship another billion over the next 5 years. >>>

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Synopsys Better Than the Rest

Posted on Tuesday, Jun 3rd 2008

In continuation with the EDA industry review of Magma yesterday, here is the Q2 analysis for Synopsys’ (SNPS) results announced last month. >>>

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