IPOs 2021: Analysis of Toast’s xtraCHEF Acquisition

There are 22 million restaurant locations globally generating more than $2.6 trillion in annual sales in 2021. Within the US, there are approximately 860,000 restaurant locations. US restaurants generated nearly $700 billion in sales last year and are expected to grow to $1.1 trillion by 2024. Recently listed Toast (NYSE: TOST) is helping adapt the restaurant industry to the digital world.

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IPOs 2021: SentinelOne Targets $40 Billion Market Opportunity

The global cyber security industry is expected to grow at 9.7% CAGR to reach $345.4 billion by 2026. Newly public Mountain View-based SentinelOne (NYSE:S) is expanding its partnerships and product offerings to grow its reach in the market.

IPOs 2021: Confluent Addresses $91B Market Opportunity

Mountain View-based Confluent (Nasdaq: CFLT) is a leading provider of Apache Kafka-based solutions addressing the $149B global application infrastructure & middleware, database management systems, data integration tools and data quality tools, and analytics and business intelligence markets.

IPOs 2021: Robinhood Makes it Easier for All to Invest

Palo Alto-based Robinhood (Nasdaq: HOOD) has been trying to make it easier for the average investor to invest in all financial markets – stocks, funds, and even cryptocurrency. The company went public earlier this year and recently reported its third-quarter results.

Cloud Stocks: Twilio Leverages Segment Platform for Product Expansion

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.

Cloud Stocks: Amazon Addresses Margin Pressures Through Product Upgrades

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.

IPOs 2021: Udemy Targets $223 Billion Market Opportunity

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.

Cloud Stocks: Atlassian Expands Beyond IT Offerings

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.

Apple Fails to Dodge Supply Chain Woes

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.

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

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.