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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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Autodesk Long-Term Hold

Posted on Friday, Nov 21st 2008

Leading 2D and 3D design software maker Autodesk (ADSK) announced their Q3 results yesterday. The stock might have taken a beating yesterday to close at $16.82 and is now hovering around $13.17, but the company’s performance makes me remain bullish on it. >>>

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Dell Should Do SmartPhone Acquisition

Posted on Friday, Nov 21st 2008

Dell Inc (Nasdaq: DELL), the No.2 PC vendor with annual revenue of $61 billion, reported its third quarter results yesterday. Though slowdown in IT spending and demand saw its revenue decline and miss estimates, Dell’s cost-cutting measures have boosted its earnings, beating expectations. Last quarter, Dell beat revenue estimates but missed earnings estimates. This quarter the focus has been on profitability rather than growth. Let’s take a closer look. >>>

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Carriers Roundup: AT&T, Verizon, Sprint, T-Mobile

Posted on Thursday, Nov 20th 2008

The wireless race is heating up: AT&T acquired two companies in a week earlier this month, Verizon got the green light for its Alltel acquisition and T-Mobile launched the Android phone with Google. Let’s take a look at the recent performances of the major wireless carriers, AT&T, Verizon, Sprint and T-Mobile. >>>

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Media Stocks: Disney, Time Warner

Posted on Wednesday, Nov 19th 2008

The Walt Disney Company (DIS) had been exceeding market expectations over the past few quarters. However, the recently announced quarterly results showed that Disney is one more company that is not immune to the recession and decline in consumer confidence. >>>

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NVIDIA Finally Wins Apple’s Heart

Posted on Tuesday, Nov 18th 2008

NVIDIA Corporation (NVDA), the leading graphics chip maker with annual revenue of $4.1 billion, recently reported a 74% decline in its Q3 earnings due to a 20% decline in revenue. However, earnings topped analyst estimates and shares soared, helped by the design win with Apple. NVIDIA is on my list of Top 10 Semiconductor Stocks. >>>

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Online Travel: Priceline, Expedia, Orbitz

Posted on Monday, Nov 17th 2008

The online travel industry’s woes just don’t seem to be coming to an end, not a surprise as Japan follows the European Union and Hong Kong into an official recession. The World Travel Market’s Global Trends Report 2008 notes that global capacity for winter airline schedules is down and hotel occupancy rates continue to fall in developed economies. While most online travel stocks remain strong fundamentally, current valuations are far below the levels that some of these stocks had reached in the past couple of years. >>>

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MercadoLibre Outperforms

Posted on Monday, Nov 17th 2008

At a time when many e-commerce companies are slipping on quarterly numbers, MercadoLibre (NASD: MELI), the Latin American online marketplace, exceeded all expectations for their Q3 results, released on November 11. >>>

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SaaS Stocks: Concur, NetSuite, Taleo

Posted on Friday, Nov 14th 2008

Last week, I reviewed the performance of some SaaS companies, namely SuccessFactors, RightNow, Omniture and Citrix in the context of the recession. As I have discussed before on this blog and in my Forbes column, I believe SaaS companies will be able to withstand a prolonged downturn. In this post, I look at how Taleo, Concur and NetSuite have fared recently. >>>

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Energy Recovery: Strong Buy

Posted on Thursday, Nov 13th 2008

Seawater desalination leader Energy Recovery Inc’s, (ERII) Q3 results were disappointing compared with the previous year’s performance, yet the company managed to beat both market expectations and last quarter’s outlook. >>>

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Semiconductor IP Stocks: ARM, InterDigital, Tessera

Posted on Wednesday, Nov 12th 2008

In this post, I take a look at the impact the recession is having on three major semiconductor intellectual property (IP) players: ARM, InterDigital and Tessera (earlier coverage is available here and here). It seems as though royalty revenues are growing just fine, presumably on the wings of ballooning handset sales across the world, from which all 3 players benefit handsomely. >>>

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