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Technology Stocks
Cloud Stocks: Is SAP Acquiring Alteryx?
According to a recent Market Research Future report, the Global Data Analytics Market is estimated to grow at 29% CAGR to reach $132.9 billion by the year 2026 from $23 billion in 2019. Data science and analytics platform provider Alteryx’s (NYSE: AYX) recently announced its fourth quarter results that surpassed market expectations. There is a lot of speculation in the industry that SAP is in the process of acquiring Alteryx.
>>>Cloud Stocks: Snowflake Focuses on Developer Community for Growth
According to a recent report, the global data warehouse as a service market is predicted to grow from $1.4 billion in 2019 to $23.8 billion by 2030 ata CAGR of 29% driven by increased digitization that is resulting in the creation of structured, semi-structured, and unstructured data in huge amounts. Businesses realize the importance of leveraging this data to derive useful insights to make better decisions and are investing heavily in storing, managing, and analyzing big data. San Mateo-based Snowflake is a leading data warehouse solution provider that went public in September last year.
>>>Cloud Stocks: ServiceNow Firing on All Cylinders But One: Startup ISVs
Despite the COVID-19 crisis, ServiceNow (NYSE:NOW) continues to outpace all market expectations. It is doubling down on tying up with other technology partners to provide solutions needed to accelerate digital transformation of organizations.
>>>Cloud Stocks: Amazon After Jeff Bezos
According to a recent report from eMarketer, despite a challenging year for retail in 2020, worldwide retail e-commerce sales grew 28% with sales exceeding $4 trillion. Total worldwide retail sales declined by 3% during the year and economies worldwide are facing recessionary conditions. But the pandemic and lockdown conditions have accelerated the spread of e-commerce. Growth is expected to continue even in 2021, albeit at a slower pace. Amazon (NASDAQ: AMZN) recently reported its fourth quarter results that clearly benefitted from this growth.
>>>Ad Rebound Pushes Google to Record Levels
Earlier this week, Google (Nasdaq: GOOG) reported its fourth-quarter results that continued to surpass market expectations. Q4 for Google was all about ad revenues with significant growth across its properties. The stock surged 6% in the after-hours trading session in reaction to its performance.
>>>Cloud Stocks: ON24 Goes Public with $42B TAM as Covid Puts Webinars and Virtual Events Front and Center
According to a recent report, The Global Digital Experience Platform (DXP) market is expected to grow at 11% CAGR to $15.7 billion by 2025. San Francisco-based ON24 is a leading player within the space that recently went public.
>>>Facebook is Unscathed Despite Public Backlash
The recent Capitol riots have sparked a lot of controversy and public interest in the social media stocks. Privacy and content sharing policies across platforms like Facebook (Nasdaq: FB) have become a matter of national interest. During the quarter, Facebook has had to take a strong stand on its political policy – a rare move by the company.
>>>Cloud Stocks: PaaS Strategy Makes Unity IPO Soar
Analysts estimate that the global online gaming industry will grow from $152 billion in 2019 to $196 billion by the year 2022 at a CAGR of 9%. Mobile gaming share is estimated to grow from 45% in 2019 to just under 50% by 2022. During the same period, console gaming share is expected to remain mostly flat at 31% while PC gaming share is expected to decline from 23% to 20%.
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