Cloud Stocks: Should Microsoft Break Itself Up?

Earlier last week, Microsoft (Nasdaq: MSFT) announced its second-quarter results that continued to outpace market expectations. Microsoft recently announced its biggest acquisition yet as it changes gears to address the global gaming market.

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Apple Focuses on Small Businesses

Earlier last week, Apple (Nasdaq: AAPL) announced its first-quarter results that surpassed market expectations. If there were any concerns about supply chain issues hurting Apple, they were soon dispelled as the company reported record-level sales across most of its segments.

Cloud Stocks: Analysis of Atlassian’s Percept.AI Acquisition

Recently Atlassian (Nasdaq: TEAM) reported its second-quarter results that continued to surpass estimates. The company is focusing on building its AI capabilities through acquisitions and partnerships with other smaller ventures.

Cloud Stocks: Analysis of ServiceNow’s DotWalk Acquisition

The IT Service Management (ITSM) applications market is expected to reach $6.8 billion by 2025, from $6.3 billion in 2020. ServiceNow (NYSE:NOW), one of our picks for 25 Cloud Stocks to BUY for 2022, remained the largest vendor in the space with a 40% market share, followed by Atlassian and LogMeIn. Recently, it reported its fourth quarter results that continued to outpace market expectations.

Cloud Stocks: IBM Realigns its Portfolio to Focus on AI and Hybrid Cloud

The Big Blue (NYSE: IBM) recently reported stellar fourth-quarter results. IBM’s performance had been declining for a while. But it appears to have made a rebound with the company delivering three straight quarters of positive growth.

Indian Unicorns 2022: Acko Helps Indian Masses Get Insured

Non-life insurance market in India is expected to grow 14% in fiscal 2022 from INR 1.98 trillion (~$27 billion) in fiscal 2021 driven by the influx of private insurers in the sector. But despite the market size, currently, only a fraction of the nation’s 1.3 billion people have access to affordable, sizable policies. Acko is a leading non-life insurance player in the country that recently entered the unicorn club.

Indian Unicorns 2022: Rebel Foods Takes Kolkata Rolls to Cloud Kitchens

The food delivery market in India is expected to grow at 28% CAGR through 2026, and 26% this year. The market is highly fragmented with global players like McDonald’s and Pizza Hut competing with Indian-origin players like Zomato, Swiggy, and Rebel Foods. Rebel Foods is among the latest Unicorn players in the country that is spearheading the Cloud Kitchen concept.

Indian Unicorns 2022: Vedantu Targets the K-12 Tuition Opportunity

The EdTech market in India is estimated to reach $126 billion in 2022 from $63 billion in 2016. K12 education market alone is expected to be $55 billion by 2022. The recent pandemic has accelerated the growth in the EdTech market with user base doubling from 45 million in 2019 to 90 million in April 2020. Analysts believe that the increasing adoption and availability of online tools will continue to accelerate the growth of this market in the coming years. Vedantu, is among the leading Unicorns in the market.

Indian Unicorns 2022: Mobile Premier League Eyes International Markets

The global mobile games market is estimated to grow at 24% CAGR to reach $420.4 billion by 2026. The growth will continue to be driven by increasing smartphone penetration, particularly in emerging markets. The Indian mobile gaming industry is expected to be one of the fastest-growing markets, and Unicorn Mobile Premier League is cashing in on this growth.

Indian Unicorns 2022: Zetwerk Brings eCommerce to Manufacturers

India’s manufacturing segment accounted for 17% of its GDP last year. While it is a big market, it still remains a highly untapped and fragmented one. India’s Unicorn entrant Zetwerk is leading the process of bringing eCommerce to this sector, and it appears to be successful.