Netflix Delivers Stellar Subscriber Growth

Earlier this week, Netflix (Nasdaq: NFLX) reported its fourth-quarter performance that surpassed all market expectations. The significant increase in its subscriber base helped the stock soar. In the after-hours trading session, the stock climbed an impressive 12%.

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Cloud Stocks: Sumo Logic’s IPO Going Strong

According to an Allied Market Research report, the global big data and business analytics market size is estimated to grow at 11% CAGR to $420.98 billion by 2027. Conducting analytics on structured data is relatively simpler when compared with conducting analytics on unstructured data. Redwood City-based Sumo Logic (NASDAQ: SUMO) was set up in 2010 to provide organizations with the ability to harvest structured and unstructured data from application infrastructure and mobile sources to become one of the most powerful machine data analytics services in the world. The company went public late last year, and despite the market turmoil, appears to be doing well.

PluralSight Goes Private, But is on an Acquisition Spree

According to a recent Global Market Insights report, the global e-learning market size surpassed $200 billion in 2019 and is expected to grow at 8% CAGR between 2020 and 2026. Cedar Valley, Utah-based Pluralsight (Nasdaq: PS) continues to deliver strong growth in the market. It recently announced a few acquisitions as it consolidates within the industry and adds additional capabilities to its portfolio. The company was also recently acquired by Vista Equity Partners and will soon be going private.

Cloud Stocks: Alarm.com Expands Products to Address Competition

According to Verified Market Research, the global smart home market was valued at $80.83 billion in 2019 and is estimated to grow at 14% CAGR to $207.88 billion market by 2027. Virginia-based Alarm.com (NASDAQ: ALRM) is cashing in on this growth by providing security solutions for smart homes and businesses.

Cloud Stocks: Cornerstone OnDemand Expands Product Line-up

According to a  360 Market Updates report, the global talent management software market is estimated to grow by $5.4 billion, at 11% CAGR through 2020-2024. The current pandemic has accelerated the adoption of mobile technologies within the industry. Players like Cornerstone OnDemand (Nasdaq: CSOD) are delivering new products and learning modules to help gain market share.

McAfee Testing the Stock Markets Again

Earlier this week McAfee (Nasdaq: MCFE) reported its third quarter results that continued to surpass all market expectations. The recent cyber breach has been a boon to cyber security players. McAfee is also cashing in on the surge.

Databricks Should Open PaaS Up to Startup ISVs

According to an Adroit market research report, the data science platform market is estimated to grow $178 billion by the year 2025. Data science leverages advanced technologies such as machine learning and artificial intelligence to mine actionable insights from large data sources. Databricks is a unified data analytics solution provider that has seen tremendous growth in the past few years.

Cloud Stocks: Everbridge Widens Products and Partnerships

The current pandemic conditions coupled with other social issues in the country have resulted in businesses driving focus on business continuity. Emergency notifications provider Everbridge (Nasdaq: EVBG) is a provider of a Critical Event Management platform to study ad hoc data feeds and correlate threats with locations of assets and people to ensure a rapid and comprehensive incident assessment and remediation.

Cloud Stocks: CrowdStrike Gears up to Tackle Security Breach Concerns

According to a recent TechNavio report, the global endpoint security market is estimated to grow at 17% CAGR by $8.9 billion through the period 2020-2024. The recent cyber breach in the US, which impacted several federal organizations, will surely accelerate this growth even more. Endpoint security players like CrowdStrike (NASDAQ: CRWD) will see significant growth in the coming quarters as organizations beef up their security profile.

Cloud Stocks and PaaS: Which SaaS Players Will Win in PaaS

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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