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Technology Stocks

Cloud Stocks and PaaS: Which SaaS Players Will Win in PaaS

Posted on Monday, Jan 11th 2021

At the end of 2020, I wrote Big Idea 2021: SaaS Companies Will Create 10 Million Jobs with the central thesis that SaaS players would evolve into PaaS to create deeper moats around their core market positions and gain access to the related force multiplier.

To recap on the assumptions:

  • IF 1000 SaaS companies open up their platforms as a service, PaaS, as Salesforce.com does, by 2025
  • IF each platform lets startups sell through its marketplace, as Salesforce.com does, by 2025
  • IF each platform empowers 1000 startups to build on its stack by 2025
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Newly Public Remitly Working Toward a Platform Strategy

Posted on Friday, Oct 15th 2021

The global digital remittance market is expected to grow at 13% CAGR to reach $42.46 billion by 2028. Seattle-based Remitly (NASDAQ: RELY) is a leading player in the market that recently went public amid tumultuous market conditions.

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Cloud Stocks: Analysis of Appian’s Lana Labs Acquisition

Posted on Thursday, Oct 14th 2021

The low-code industry is estimated to grow from $13.2 billion to $187 billion by 2030. Reston, Virginia-based Appian (NASDAQ: APPN) recently announced its quarterly results as it continues to consolidate within the space.

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Asana Banks on its Expanding Zoom Partnership

Posted on Wednesday, Oct 13th 2021

The global enterprise collaboration market is estimated to grow 9% from $29.45 billion in 2020 to $53.3 billion by 2028. San Francisco-based Asana (NYSE:ASAN) recently announced stellar quarterly results.

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Analysis of Elastic’s Acquisitions

Posted on Tuesday, Oct 12th 2021

The Enterprise Search market is expected to grow at 13.6% to reach $6.8 billion by 2026. Elastic, (NYSE: ESTC) a leading player in the open-source Big Data search sector recently reported results that surpassed market expectations.

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Cloud Stocks: Tuya Prepares to Address the Chip Shortage

Posted on Monday, Oct 11th 2021

The global IoT market is expected to grow to $1.386 trillion by 2026 from $761.4 billion in 2020, at a CAGR of 10.5%. China’s Tuya (NYSE: TUYA), which has pioneered a purpose-built IoT cloud platform, went public earlier this year and continues to expand its presence in the market through partnerships. The recent semiconductor shortage is an area of concern, but Tuya appears to be prepared to handle it.

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Cloud Stocks: Analysis of Dynatrace’s SpectX Acquisition

Posted on Friday, Oct 8th 2021

The global application performance monitoring (APM) market is expected to grow at 11% CAGR to reach $15.4 billion by 2028. Dynatrace (NYSE: DT), a leading player in the market, is looking to expand its presence in the market through acquisitions.

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Cloud Stocks: Sumo Logic Leverages Red Hat Marketplace

Posted on Thursday, Oct 7th 2021

  

         
The stock market is going through very turbulent times. Redwood City-based Sumo Logic (NASDAQ: SUMO) recently announced impressive quarterly results, but the market turmoil did not help its stock price soar.

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Cloud Stocks: Analysis of Okta’s atSpoke Acquisition

Posted on Wednesday, Oct 6th 2021

The global identity and access management market size is projected to grow at CAGR of 13.2% to $24.76 billion by 2026. Corporate identity management software company Okta (NASDAQ: OKTA) continues to expand its presence in the market through acquisitions.

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Cloud Stocks: Dropbox Focuses on Content Creators with New Product

Posted on Tuesday, Oct 5th 2021

The global Enterprise File Sharing and Synchronization market is expected to grow from $3.4 billion in 2020 at a CAGR of 21.6% to $13.8 billion by 2027. Dropbox (Nasdaq: DBX) recently announced its second quarter results that continued to outpace market expectations.

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Cloud Stocks: Zoom Focuses on Expanding Reseller Offerings

Posted on Monday, Oct 4th 2021

Online video conferencing player Zoom Video Communications (Nasdaq: ZM) continues to deliver stellar quarterly results. But recently, it had a big setback when its plans to acquire Five9 fell through.

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