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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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Cloud Stocks: Twilio Leverages Segment Platform for Product Expansion

Posted on Tuesday, Nov 9th 2021
twilio customer data platform sement

Communications PaaS player Twilio (NYSE: TWLO) recently announced its third-quarter results that continued to surpass market expectations. Twilio released several new products in the quarter based on Segment, its Customer Data Platform.

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Cloud Stocks: Amazon Addresses Margin Pressures Through Product Upgrades

Posted on Monday, Nov 8th 2021
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Amazon’s (NASDAQ: AMZN) recently announced results highlight the pressures of higher labor costs impacting the global markets. Surprisingly, Amazon failed to meet the market’s expectations for the quarter and believes that these pressures will continue into the current holiday quarter as well.

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IPOs 2021: Udemy Targets $223 Billion Market Opportunity

Posted on Friday, Nov 5th 2021
udemy

According to a recent HolonIQ study, the global online and offline education market was worth $2.6 trillion across K-12, higher education, corporate training, and online learning in 2019. Most of this instruction was conducted offline before the pandemic. However, the pandemic has accelerated the transition of corporate training, and in some cases, higher education, to the online medium. San Francisco-based Udemy, which went public on NASDAQ last week under the ticker UDMY, estimates that its market opportunity in online learning is $223 billion of which the global corporate opportunity is $71 billion and the global consumer opportunity accounts for the balance $152 billion in 2021.

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Cloud Stocks: Atlassian Expands Beyond IT Offerings

Posted on Thursday, Nov 4th 2021
atlassian

Atlassian (Nasdaq: TEAM) recently reported its first-quarter results that continued to surpass estimates. The company continues to expand its product offerings to cash in on the continuing demand for cloud-based enterprise collaboration tools.

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Apple Fails to Dodge Supply Chain Woes

Posted on Wednesday, Nov 3rd 2021
apple

The global supply chain pressures are hurting some big players. Earlier last week, Apple (Nasdaq: AAPL) announced its fourth-quarter results that failed to meet market expectations as the company reported an impact of $1.5 billion on account of supply chain challenges. But Apple continued to release new products and services across the spectrum to expand its global market reach.

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Cloud Stocks: Google Attempts to Gain Ground in Cloud and AI

Posted on Tuesday, Nov 2nd 2021
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Google (Nasdaq: GOOG) recently reported its quarterly results that continued to outpace market expectations. Like most other tech players, Google delivered strong growth across all segments. The company is pushing hard on all fronts, especially Cloud. But the market leaders continue to remain far ahead of them.

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Cloud Stocks: Analysis of ServiceNow’s Gekkobrain Acquisition

Posted on Monday, Nov 1st 2021
gekkobrain acquisition of servicenow

Earlier last week, ServiceNow (NYSE:NOW) reported its third quarter results that continued to outpace market expectations. Its results showed momentum across the entire portfolio. ServiceNow continued to expand its market reach through partnerships and the recent Gekkobrain acquisition.

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Cloud Stocks: Microsoft Teams Lags Far Behind Zoom

Posted on Friday, Oct 29th 2021
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Earlier this week, Microsoft (Nasdaq: MSFT) announced its first-quarter results that outpaced market expectations. Microsoft is firing on all cylinders, but it still lags far behind Zoom.

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Facebook Counts on Metaverse to Divert Attention

Posted on Thursday, Oct 28th 2021
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Facebook (Nasdaq: FB) has had a tough few weeks in the news. Since the release of the “the facebook files” on the Wall Street Journal, Facebook’s public image has taken a beating. The continuous revelation by whistleblower Frances Hagen on Facebook’s culture has not done the company much good either. But despite that, the company’s profits just keep climbing.

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Cloud Stocks: UiPath Envisions Advanced ML Capabilities

Posted on Wednesday, Oct 27th 2021
UiPath automation

The global intelligent process automation market is expected to grow at 11.5% CAGR from $8.1 billion in 2018 to reach $20.7 billion by 2026. New York-based UiPath (NYSE: PATH) recently announced its second-quarter results that continued to outpace market expectations.

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