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Cloud Stocks: GoDaddy Targets a $126B TAM Opportunity

Posted on Wednesday, May 11th 2022

According to a recent report, GoDaddy (NYSE: GDDY) remains an undefeated leader in the web-hosting business by managing more than 44.18 million websites globally. Cloudflare comes a distant second with 12.32 million websites. GoDaddy recently announced its near-term financial plans and listed the areas of focus that will help it attain its goals.

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Cloud Stocks: Atlassian Faces Stiff Competition

Posted on Tuesday, May 10th 2022

According to a recent report, the global enterprise collaboration market is expected to grow from $47.2 billion in 2021 to $85.8 billion by 2026 at a CAGR of over 12%. Atlassian (Nasdaq: TEAM) continues to expand its product offerings to take a bigger share in the market in the face of stiff competition.

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Cloud Stocks: Amazon Battles Margin Pressures

Posted on Monday, May 9th 2022

Tech giant Amazon (NASDAQ: AMZN) recently reported its quarterly results that failed to impress the market. Like other tech giants, the company is facing strong inflationary pressures coupled with a disturbing global political and economic climate.

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Netflix Searches for Alternate Monetization Opportunities

Posted on Friday, May 6th 2022

Earlier this week Netflix (Nasdaq: NFLX) reported its first-quarter performance that failed to impress the market. With the global pandemic restrictions easing, the company appears to be struggling to attract and grow its user base.

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Apple Expands Product Line-up But Faces Supply Issues

Posted on Thursday, May 5th 2022
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Earlier last week, Apple (Nasdaq: AAPL) announced its second-quarter results that surpassed market expectations. All of Apple’s segments, except the iPad, reported year-on-year growth for the second consecutive quarter this year. In the coming quarters, Apple does not appear to be constrained by market demand, but by market supply.

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Meta Leverages AI for Growth

Posted on Wednesday, May 4th 2022

Earlier this month, Meta (Nasdaq: FB), formerly Facebook, announced its first-quarter results that surpassed all market expectations. The company continues to invest in AI and its Horizon platform as it transitions towards a somewhat unclear Metaverse strategy.

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Cloud Stocks: Microsoft Expands its Healthcare Cloud Offerings

Posted on Tuesday, May 3rd 2022
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Microsoft (Nasdaq: MSFT) continues to remain unscathed with the current macro-economic conditions. For the recently reported third quarter, the company outpaced market expectations on the power of its cloud platform.

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Cloud Stocks: Google’s Acquisition of Mandiant Fuels its Cloud Strategy

Posted on Monday, May 2nd 2022
Google

Google’s (Nasdaq: GOOG) recently reported first-quarter results failed to impress the market’s expectations. The company is stepping up focus on its cloud offerings as it tries to expand its share in the market. But its disappointing results sent the stock tumbling 18% in the after-hours trading session.

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Analysis of Tenable’s Continuing Acquisitions

Posted on Friday, Apr 29th 2022

According to a recent report, the global security and vulnerability management market is expected to grow at 9% CAGR to reach $15.86 billion by 2030. Maryland-based Tenable (Nasdaq: TENB) is a leading player in the market that continues to expand its market reach through acquisitions.

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IPOs 2021: Analysis of Zeta Global’s Acquisitions

Posted on Thursday, Apr 28th 2022

According to recent research, the media owners’ advertising global revenues grew by 22% in 2021 to reach a record $710 billion and is expected to grow by another 12% this year. Digital advertising sales that include search, social, video, banners, and digital audio increased by 31% to reach $442 billion. Zeta Global (NYSE:ZETA) is a leading player in the advertising market that is continuing to expand its market share through acquisitions.

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