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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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Dell Could Use a Mark Hurd

Posted on Friday, Feb 29th 2008

Yesterday, Dell posted its financial results for Q4 and fiscal year 2008 that ended February 1, 2008. Earlier coverage is available here and here. In my last post on Dell, I had said that its turnaround wasn’t going so badly, but that I would like to see a smartphone strategy. A smartphone isn’t on the horizon yet. Let us see how it fared this quarter. >>>

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Intuit Needs a Painful Business Model Re-engineering

Posted on Wednesday, Feb 27th 2008

Last week, Intuit Inc. (NASDAQ: INTU) reported its financial results. Earlier coverage is available here and here, where I have discussed that Intuit needs to move to a SaaS model, and get more of an International business going. >>>

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No Weakness in ADP, Paychex

Posted on Tuesday, Feb 26th 2008

We have been looking at various Human Resources related services businesses recently, especially with a multi-part interview series with Michael Gregoire, CEO of Taleo (Nasdaq: TLEO). Taleo has not signaled any weakness due to the economy. One would expect the payroll providers to signal weakness. Let’s take a look at their numbers. >>>

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Chips Look Cheap

Posted on Monday, Feb 25th 2008

I had earlier covered ST Micro, Texas Instruments, and ARM in the iPhone and The Future series and the iPhone’s Component Ecosystem series. Let’s take a look at them based on the Q4 earnings and current market dynamics. >>>

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HP Results Delight, What Recession?

Posted on Wednesday, Feb 20th 2008

Are we in a recession? HP says a resounding NO.

Hewlett Packard (NYSE: HPQ) joined Microsoft and IBM in producing excellent results. HP announced their first quarter results yesterday and beat all market expectations. With revenues of $28.5 Billion, they recorded a 13% growth over $25.1 Billion reported in the same period previous year. Sequentially the revenue was up marginally by 0.7% from $28.3 Billion for the previous quarter. The revenues were higher than market expectations of $27.6 Billion. >>>

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SaaS Companies Perform Despite Recession Fears

Posted on Tuesday, Feb 19th 2008

In an earlier post, I had said that SaaS companies will see growth over the next 3-5 years with potentially some M&A activity this year. Let us look at them again based on recent results.
You can also read my interview with Michael Gregoire, CEO of Taleo and with Steve Singh of Concur. You can also read my Forbes article on why I think the next VMWare will emerge out of SaaS.

>>>

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Akamai Key to Net’s Future

Posted on Thursday, Feb 14th 2008

On Feb 6, Akamai Technologies, Inc. (NASDAQ: AKAM) reported its Q4 and 2007 financial results that were way above its guidance, driven by unexpected strength in media and entertainment. In after hours trading, Akamai shares went up 87 cents, or 2.9%, to $30.60.

I had earlier covered Akamai as part of the Online Video Beneficiaries series. I have also done an interview with its founder, Tom Leighton. >>>

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SAP’s Next Acquisition?

Posted on Wednesday, Feb 13th 2008

Many in the industry are asking where would SAP’s innovation come from in the future? With Shai Agassi’s departure, many of the Silicon Valley executives who came with him have left. On the positive side, they have opened up to major acquisitions, and bought Business Objects last year. I am particularly interested in seeing SAP go for a comprehensive collaboration strategy, and would like to explore the idea of Citrix in that context. >>>

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PDF Offers Value, Finds Scaling Difficult

Posted on Tuesday, Feb 12th 2008

I reiterate – not much has been happening in the EDA space. With Cadence having crashed earlier this month, the industry continues towards its bleak financial future, unless it takes necessary decisive steps. (Read more on Future of EDA and Future of EDA Addendum).

Yield is one of the big problems facing the EDA industry – as chips grow denser, yields suffer. EDA has done very little so far to impact yield. Design for Yield remains, by and large, a distant dream. A real pity! >>>

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Major Trends Driving Storage Vendors SanDisk, Seagate

Posted on Tuesday, Feb 12th 2008

With the booming digital content adoption, storage vendors are predictably showing strong performance. Sandisk is also benefiting from the convergence device movement, as the devices are becoming increasingly storage-heavy. Weaker consumer market notwithstanding, I think, both movements would continue. >>>

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