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Technology Stocks
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.
>>>Cloud Stocks: Analysis of ServiceNow’s Gekkobrain Acquisition
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.
>>>Cloud Stocks: Microsoft Teams Lags Far Behind Zoom
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.
>>>Facebook Counts on Metaverse to Divert Attention
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.
>>>Cloud Stocks: UiPath Envisions Advanced ML Capabilities
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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