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Technology Stocks
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%.
>>>Cloud Stocks: Atlassian Makes over $100M in PaaS in 2020
Last week, Atlassian (NASDAQ: TEAM), a leading provider of team
collaboration and productivity software, reported its second quarter results that surpassed estimates. Atlassian has been focusing on becoming a cloud-first company and recently announced a three-year migration path to the cloud for on-premises customers.
Analysis of Apple’s AppStore Business and More
Earlier this week, Apple (Nasdaq: AAPL) announced another blowout quarter. While the pandemic has curtailed sales in physical stores, Apple’s continuous product upgrades has helped it accelerate its sales significantly.
>>>Cloud Stocks: DocuSign Leverages AI in Product Innovation
According to a recent report, DocuSign (NASDAQ: DOCU) is the leader in the e-signature market with more than 70% of the global digital signature and document services market. The continued pandemic and lockdown conditions have helped it remain in lead. The company recently announced its quarterly results that continued to outpace market expectations.
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