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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
microsoft

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
facebook

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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Cloud Stocks: Analysis of Unity’s Parsec Acquisition

Posted on Tuesday, Oct 26th 2021
gaming Unity

The global gaming market is projected to grow at 11% CAGR to $398.9 billion by 2026, from $192.2 billion in 2019, driven by the increased adoption of internet services, widespread availability of online games, the adoption of gaming platforms, such as E-sports. Gaming developers are responding to this high growth by providing games that are constantly improving and leveraging advanced technological capabilities in the form of real-time rendering of images. San Francisco-based Unity Software (NYSE: U) is a leading player in the market that is hoping to address this high growth through acquisitions.

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Cloud Stocks: Analysis of IBM’s Rego Acquisition

Posted on Monday, Oct 25th 2021

The Big Blue (NYSE: IBM) recently reported its third-quarter results that failed to impress the market. The company is looking toward acquisitions and partnerships to drive its services segment.

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Cloud Stocks: Alarm.com Leverages AI for Growth

Posted on Friday, Oct 22nd 2021
smart home

The global smart home security market is estimated to grow at 19.8% CAGR to reach $8.55 billion by 2028 from $2.02 billion in 2020. Virginia-based Alarm.com (NASDAQ: ALRM) is a fast-growing provider in the market that continues to expand its product offerings.

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Cloud Stocks: Fastly Addresses Latency Issues for Developers

Posted on Thursday, Oct 21st 2021
fastly content delivery network

The global content delivery network (CDN) market is expected to grow 22% from $10.73 billion in 2020 to $52.3 billion by 2028. Fastly (NYSE: FSLY) Is a fast-growing player in the market that continues to add to its product portfolio to expand market share.

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IPOs 2021: Duolingo’s Monetization Rates Remain Unimpressive

Posted on Wednesday, Oct 20th 2021
Duolingo

The global language training market is expected to grow to $115 billion by 2025 from $61 billion in 2019 at 11% CAGR. Online language learning service provider Duolingo (Nasdaq: DUOL) recently went public and announced their first set of results.

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Cloud Stocks: Analysis of Qualtrics’s $1.125B Clarabridge Acquisition

Posted on Tuesday, Oct 19th 2021
qualtrics

The global customer experience management market is expected to grow at 15.5% CAGR to $27.12 billion by 2028. CX leader Qualtrics (NYSE: XM) recently acquired Clarabridge, a leader in conversational analytics, for $1.125 billion.

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