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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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Verizon and the Price Wars

Posted on Sunday, Mar 16th 2008

On January 28, Verizon reported its Q4 and fiscal year 2007 results. Earlier coverage is available here and here. >>>

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Expedia and the Web 3.0 Trends

Posted on Friday, Mar 14th 2008

Expedia.com (NASDAQ: EXPE), reported their Q4 2007 revenues on Feb 7. With annual global bookings just short of $20 billion, they are the world’s largest online travel agency. I have covered Expedia’s business offerings in the Web 3.0 series in detail. Let’s take a look at their latest financials. >>>

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How’s TiVo’s Turnaround?

Posted on Thursday, Mar 13th 2008

It has been almost two years since I last wrote about TiVO when I said that it should get out of the retail hardware business model. Its focus has now shifted to selling set-top software to multichannel operators. >>>

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Is Baidu Seeing a Google Effect?

Posted on Wednesday, Mar 12th 2008

Baidu.com (NASDAQ: BIDU) is the leading Chinese language internet search engine. According to iResearch, Baidu has 72% share of the Chinese language web search market and is the third most popular search engine according to comScore. >>>

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T-Mobile Sees Slight iPhone Effect in Germany

Posted on Tuesday, Mar 11th 2008

On February 28, T-Mobile USA reported its Q4 and full year 2007 results. Earlier coverage is available here and here. >>>

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InterDigital: Risky Play with Huge Potential Upside

Posted on Monday, Mar 10th 2008

Vijay Nagarajan recently did a complete analysis on InterDigital that covers his speculation on Qualcomm acquiring it. Check out the posts The Infineon Alliance, Inside the iPhone, and The Apple Deal which look at how it is going to reap the benefits from the boom in the 3G market. >>>

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Sprint Imploding

Posted on Thursday, Mar 6th 2008

On February 28, Sprint Nextel Corp. (NYSE: S) reported disappointing results for fourth quarter and full-year 2007 with a huge net loss in Q4 due to a write-down of its Nextel acquisition in 2005 for $36 billion. Earlier coverage is available here and here in which I had looked at Sprint’s troubles including the launch of iPhone. >>>

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MercadoLibre Marches On

Posted on Thursday, Mar 6th 2008

MercadoLibre (NASD: MELI), the leader in e-commerce in Latin America, announced fourth quarter earnings yesterday.

Their revenues for Q4 at $26.9 million, a year on year growth of 73.9%, were in line with market expectations. Their Marketplace revenues grew 61.5% to $21.1 million and Payments revenues grew 141.1% to $5.8 million over the same period last year. >>>

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Is Broadcom a Bargain?

Posted on Tuesday, Mar 4th 2008

Vijay Nagarajan recently completed his deep-dive analysis on Broadcom (Nasdaq: BRCM). My earlier posts are available here and here. >>>

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What is Nortel’s Investment Thesis?

Posted on Tuesday, Mar 4th 2008

Last week on February 27, Nortel Networks Corporation [NYSE/TSX: NT] reported fourth quarter net loss of $844 million, or $1.70 per share. Added to the economic slowdown and low North American carrier spending, Nortel also had to deal with a change in Canadian tax profile with a $1.1 billion tax write-down. Following 2900 job cuts in 2007, it plans to save $300 million in 2008 by cutting 2100 more jobs and moving 1000 positions to high-growth, low-cost locations. Earlier coverage is available here and here. >>>

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