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Cloud Stocks: HubSpot’s PaaS Keeps Growing

Posted on Monday, Feb 14th 2022
hubspot

Inbound marketing specialist HubSpot (NYSE:HUBS) recently reported its fourth-quarter results that surpassed market expectations. The company continues to see significant benefits from its PaaS ecosystem.

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Twilio Uses its PaaS to Expand Partnerships

Posted on Friday, Feb 11th 2022
twilio customer data platform segment

Communications PaaS player Twilio (NYSE: TWLO) recently announced its fourth-quarter results that surpassed market expectations. The company continues to bank on expanding its partnerships with other customer engagement companies as it progresses towards its mission of becoming the leader in customer engagement solutions.

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Cloud Stocks: Analysis of GoDaddy’s Pagely Acquisition

Posted on Thursday, Feb 10th 2022

Internet domain provider GoDaddy (NYSE: GDDY) delivered another strong quarter. The company continues to acquire other players to expand its product offerings. It is also focusing on payment services for its portfolio of customers.

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Cloud Stocks: Bill.com Continues Focus on Services for the SMB Segment

Posted on Wednesday, Feb 9th 2022
bill.com

I have been impressed with how invoicing solutions provider Bill.com (NYSE:BILL) has been quietly scaling its operations. I rank Bill.com as one of the top 25 cloud stocks to invest in 2022. Its recent result announcements have reaffirmed my faith in the company.

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Cloud Stocks: Amazon to Test Prime Customer Stickiness

Posted on Tuesday, Feb 8th 2022
amazon

Earlier last week, Amazon (NASDAQ: AMZN) announced its fourth-quarter results that had mixed reactions. While it fell marginally short of revenue expectations, it reported a significant increase in income, thus gaining the market’s confidence. For the longest time, Amazon decoupled growth and profitability, and the market went along with that sentiment. It is nice to see profitability returning to being a consideration.

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Facebook Gets the Thrashing it Deserves

Posted on Monday, Feb 7th 2022
facebook

Facebook (Nasdaq: FB) recently announced its fourth-quarter financials that sent its stock plummeting. The company suffered its biggest one-day wipeout ever with its stock sliding 26%, wiping out more than $230 billion of its market value. The company actually reported the first-ever user decline in 18 years, causing the big upheaval. Also, Apple has tightened the privacy screws on Facebook, taking away serious targeting capabilities. Most likely, a lot more grief is on the way for the company as EU privacy rules also start to kick in gear on privacy issues.

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Cloud Stocks: Google Focuses on AI Enhancements

Posted on Friday, Feb 4th 2022
Google

Google (Nasdaq: GOOG) reported its fourth-quarter results earlier this week that continued to outpace market expectations. While it saw significant growth across most of its segments, its Cloud growth was impressive. The company is investing in AI capabilities and released several new products during the quarter.

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Cloud Stocks: Should Microsoft Break Itself Up?

Posted on Thursday, Feb 3rd 2022
microsoft

Earlier last week, Microsoft (Nasdaq: MSFT) announced its second-quarter results that continued to outpace market expectations. Microsoft recently announced its biggest acquisition yet as it changes gears to address the global gaming market.

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Apple Focuses on Small Businesses

Posted on Wednesday, Feb 2nd 2022
apple

Earlier last week, Apple (Nasdaq: AAPL) announced its first-quarter results that surpassed market expectations. If there were any concerns about supply chain issues hurting Apple, they were soon dispelled as the company reported record-level sales across most of its segments.

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Cloud Stocks: Analysis of Atlassian’s Percept.AI Acquisition

Posted on Tuesday, Feb 1st 2022
atlassian

Recently Atlassian (Nasdaq: TEAM) reported its second-quarter results that continued to surpass estimates. The company is focusing on building its AI capabilities through acquisitions and partnerships with other smaller ventures.

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