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PaaS: SaaS Companies NEED PaaS Strategy

Posted on Thursday, Mar 14th

I have been analyzing SaaS companies for over a decade. More recently, I have been looking into their acquisition strategies, as many have now reached critical mass and need to expand beyond the one product that made them successful to begin with. Some clear trends are evident in the industry: First, SaaS companies are acquiring

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What is Next for VMWare?

Posted on Tuesday, Mar 12th

According to a Gartner report, VMWare (NYSE:VMW) accounts for 91% share of the virtualization infrastructure software market. Even after including vendors like Microsoft that provide virtual machine capabilities bundled with their other server offerings, VMWare still leads with about 60%-75% share of the market.

Vernacular Social Media App ShareChat Reaches Deep into India

Posted on Monday, Mar 11th

India is a diverse country with over 30 languages and over 1600 dialects. According to KPMG, Indian language Internet users are expected to grow at a CAGR of 18% to 536 million or nearly 75% of the Internet base in 2021. It is this untapped market that Indian social media platform ShareChat caters to.

Is Druva Ready for an IPO?

Posted on Monday, Mar 4th

According to a MarketsAndMarkets report, the cloud backup market is expected to grow at a CAGR of 26.1% from $1.30 billion in 2017 to $4.13 billion by 2022. A leading player in the space is data protection solutions provider Druva that recently made its first acquisition.

Indian Logistics Firm Rivigo in Top Gear

Posted on Monday, Feb 25th

According to ASSOCHAM, India spends around 14.4% of its GDP on logistics and transportation as compared to less than 8% spent by the other developing countries. The Indian logistics sector is set to reach $307 billion by 2020. In India, road freight accounts for around 63% of the total freight movement across the country. Gurugram-based Rivigo is a logistics startup that

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Indian Robotics Firm GreyOrange Takes on Amazon’s Kiva

Posted on Monday, Feb 18th

According to ResearchAndMarkets, the global inventory robots market is expected to grow at a CAGR of over 13% by 2023 and expected to reach $3.1 billion by 2020. Booming growth of the e-commerce industry comes with its own problems such as rising wages, increasing rivalry, and price wars. To deal with them, retailers are turning

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The Seattle Wars: Who Will Win the Cloud?

Posted on Friday, Feb 8th

Amazon (NASDAQ: AMZN) recently reported its fourth quarter results that beat analyst estimates. However, AWS, its cloud segment failed to impress analysts.

What Startups Might Broaden Apple’s Services Push?

Posted on Monday, Feb 4th

Early this month, Apple (NASDAQ: AAPL) CEO Tim Cook had warned of a bleak first quarter, the first-ever decline in a holiday quarter due to decline in Greater China. Last week, Apple announced the details of its earnings. The bright spot in its earnings was its performance in Services.