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Will Cisco Acquire Twilio?

Posted on Friday, May 24th 2019
20 May 2019; Twilio SendGrid Partner Booth prior to the start of Collision 2019 at Enercare Center in Toronto, Canada. Photo by Sam Barnes/Collision via Sportsfile

According to a report published by Market Insights earlier this year, the global cloud communication platform market is expected to grow 27% annually to $9.87 billion by 2025. The industry is seeing some consolidation as well. Earlier this year, Twilio (NYSE:TWLO) announced a $3 billion acquisition of SendGrid. I believe the consolidation in the industry will continue during the coming quarters, and Twilio itself may become a potential target.

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Pluralsight Banks on Acquisitions

Posted on Thursday, May 23rd 2019

According to a Global Markets Insight report, the global e-learning market is estimated to reach $300 billion by 2025 from $190 billion in 2018 driven by the adoption of the technology in the academic segment. Cedar Valley, Utah-based Pluralsight (NASDAQ: PS) is a leading player in the e-learning segment that continues to outpace market expectations.

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Cloud Stocks: HubSpot Counts on its API Strategy

Posted on Wednesday, May 22nd 2019

According to a Grand View Research Report, the global digital marketing software market is estimated to grow 15% annually through to 2025. Cambridge, Massachusetts-based HubSpot (NYSE:HUBS) is a leading player in the inbound marketing campaigns segment that recently reported a strong quarter.

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Will OpenText Launch an App Marketplace?

Posted on Tuesday, May 21st 2019

According to a Persistence market research report, the global enterprise information management solutions market is estimated to grow to $70 billion by 2025. Waterloo, Canada-based OpenText (Nasdaq: OTEX) is a leader in the market that has grown through acquisitions and a well-defined platform strategy.

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Cloud Stocks: Should SAP Acquire Zendesk or Freshworks?

Posted on Monday, May 20th 2019

Cloud Customer Service software company Zendesk (NYSE: ZEN) has recently launched a CRM platform while rival Freshworks has launched an AI powered customer engagement platform.

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Square Thriving Through Acquisitions and PaaS

Posted on Friday, May 17th 2019

Earlier this month, mobile payments platform Square (NYSE: SQ) announced its first quarter results. While the results outpaced market expectations, a lackluster first quarter outlook disappointed the market and the stock fell 8% since the result announcement.

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Rapid7 Counts On Acquisitions for Growth

Posted on Thursday, May 16th 2019

According to a recent ResearchAndMarkets report, the global security and vulnerability management market is expected to grow to $14.7 billion by the year 2024. Organizations of all sizes are expected toincrease their focus on preventing security attacks instead of waiting for system flaws to catch them off guard. Boston-based Rapid7 (Nasdaq: RPD) is a leading security solutions provider that recently announced its first quarter results that surpassed market expectations for the fourth consecutive quarter.

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Will SAP Acquire BlackLine?

Posted on Wednesday, May 15th 2019

According to a Market.Us report, the global accounting software market is estimated to grow at 7% CAGR from 2019-2028. The market was valued at $6.2 billion in 2018. Recently, cloud-based financial software provider BlackLine (Nasaq: BL) announced its fiscal first quarter results that surpassed market expectations.

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