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Cloud Stocks: Analysis of Alteryx’s Acquisitions

Posted on Wednesday, Nov 24th

The Global Data Science Platform Market is estimated to grow at 11% CAGR from $43.3 billion in 2021 to reach $81.43 billion by 2027. Data science and analytics platform provider Alteryx’s (NYSE: AYX) is expanding its presence in the market through acquisitions.

Cloud Stocks: HubSpot Becomes a Stickier Platform

Posted on Friday, Nov 19th

Inbound marketing specialist HubSpot (NYSE:HUBS) recently reported its third quarter results that continued to surpass market expectations. HubSpot remains focused on its product strategy to ensure that it expands its reach in both small and large businesses.

IPOs 2021: Expensify’s Interesting Journey to an IPO

Posted on Thursday, Nov 18th

Earlier this month, expense management services provider Expensify (Nasdaq: EXFY) went public. I have had several interesting interactions with Expensify’s founder David Barrett, explaining his journey to setting up this multi-billion-dollar unicorn.

Cloud Stocks: Analysis of Zendesk’s $4.1B Momentive Acquisition

Posted on Wednesday, Nov 17th

Zendesk (NYSE: ZEN), a leading complaint management services provider, recently announced its third-quarter results that continued to outpace the market’s forecast. The big news for Zendesk though was the $4 billion acquisition of Momentive announced last month.

Cloud Stocks: Shopify Expands PaaS Integrations

Posted on Tuesday, Nov 16th

Earlier last month, Ontario-based Shopify (NYSE:SHOP) announced its quarterly results that missed market expectations. Shopify continues to invest in product upgrades while benefiting from social partnerships with players like TikTok, and several partner integrations.

IPOs 2021: Analysis of Toast’s xtraCHEF Acquisition

Posted on Monday, Nov 15th

There are 22 million restaurant locations globally generating more than $2.6 trillion in annual sales in 2021. Within the US, there are approximately 860,000 restaurant locations. US restaurants generated nearly $700 billion in sales last year and are expected to grow to $1.1 trillion by 2024. Recently listed Toast (NYSE: TOST) is helping adapt the

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IPOs 2021: SentinelOne Targets $40 Billion Market Opportunity

Posted on Friday, Nov 12th

The global cyber security industry is expected to grow at 9.7% CAGR to reach $345.4 billion by 2026. Newly public Mountain View-based SentinelOne (NYSE:S) is expanding its partnerships and product offerings to grow its reach in the market.

IPOs 2021: Confluent Addresses $91B Market Opportunity

Posted on Thursday, Nov 11th

Mountain View-based Confluent (Nasdaq: CFLT) is a leading provider of Apache Kafka-based solutions addressing the $149B global application infrastructure & middleware, database management systems, data integration tools and data quality tools, and analytics and business intelligence markets.