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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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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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Magma Squeezed From Both Sides

Posted on Monday, Jun 2nd 2008

I have not been too optimistic about the EDA industry’s growth potential. (Read: Future of EDA and Future of EDA Addendum). Last December, I had also recommended that investors stay away from Magma(LAVA). Their Q4 results, announced last month, were in line with my predictions. >>>

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Dell Acknowledges Need For Convergence Device Strategy

Posted on Friday, May 30th 2008

Dell yesterday reported strong Q1 FY 2009 results driven by strong growth in commercial and consumer products and services and lower operating expenses. Revenue grew 9.6% y-o-y to $16 billion beating analyst estimate of $15.68 billion. Net income at $784 million (up 4%) or EPS of $0.38 (up 12%) also beat analyst estimates of $0.34. The market is upbeat about its turnaround and its shares jumped 10% in after hours trading to about $24. Earlier coverage is available here, here, and here. >>>

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Marvell’s Price Target Looks Achievable

Posted on Friday, May 30th 2008

Yesterday, Marvell reported a strong Q1 2009 that beat analyst estimates helped by its cost-cutting and strong sales of wireless products. Earlier coverage is available here and here. >>>

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Can ST Become Fabless?

Posted on Wednesday, May 28th 2008

Yesterday, Vijay Nagarajan completed his in-depth of analysis of ST Microelectronics . I will review his analysis as well as STM’s recent financials in this post. >>>

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Mentor, PDF Solutions Climb

Posted on Friday, May 23rd 2008

Mentor Graphics (MENT), the third largest player in the EDA space, announced their Q1 results yesterday. >>>

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