Cloud Stocks: Microsoft’s Partnership with Tom Siebel’s C3 AI is Intriguing

Earlier this week, Microsoft (Nasdaq: MSFT) reported its first quarter results that continued to surpass all market expectations. Its focus on Azure offerings is helping Microsoft gain a bigger market share within cloud services. Analysts believe that the current pandemic conditions are driving spending on cloud services, and Microsoft is making sure it taps into this opportunity.

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PluralSight Acquires During Pandemic

A recent Research and Markets report forecasts that the global e-learning market will grow to $325 billion by the year 2025. Besides individual consumers who are flocking to the digital learning resources during the pandemic, organizations are also relying on these technologies to help upskill their globally dispersed employee base. Cedar Valley, Utah-based Pluralsight (Nasdaq: PS) is an e-learning player that recently reported a strong second quarter.

Competition Keeps Increasing for Netflix

Earlier this week, Netflix (Nasdaq: NFLX) reported a mixed third quarter. Not only did the company stumble on its earnings performance, but its subscriber growth for the quarter was also slower than what Netflix had forecast a quarter ago. Its stock tumbled 5% in reaction to the disappointing performance and outlook.

Udemy Soars Amid Pandemic

According to a recent report, the global online learning market is estimate to grow at 9% CAGR to more than $319 billion by 2025. The current pandemic conditions will spur the growth to higher rates as people look to remote options for learning and skill enhancement.

Cloud Stocks: IBM Fails to Impress

IBM (NYSE: IBM) reported its third quarter results this week that failed to meet the market’s expectations. This was the third consecutive quarter of revenue decline for the company as it struggles to navigate through the global pandemic.

Coursera Growth Surges Under Lockdowns

The global pandemic has been a boon to EdTech companies focusing on expanding learning capabilities through an online platform. According to recent reports, the global market for higher education is valued at $2 trillion. Even before the COVID crisis, education was moving online, but the crisis has accelerated that move significantly.

Duolingo Joins the Billion Dollar Unicorn Club

Several analysts expected language teaching site Duolingo to list this year. But the global economic and pandemic conditions have usurped quite a few well-laid out plans this year. It doesn’t look like Duolingo will list soon.

PagerDuty Keeps Building on its API Strategy

A Fortune Business Insight report released earlier this year estimates the global DevOps tool market to grow at 19% CAGR to $15 billion by 2026. Last month, San Francisco-based PagerDuty (NYSE: PD) announced its second quarter results that impressed the market.

GoodData Should Enhance its Platform Strategy

According to a recent Frost and Sullivan report, the Big Data Analytics market is expected to grow 4.5 times from $14.9 billion in 2019 to $68.1 billion by 2025 at a CAGR of 29%. Data discovery and visualization are expected to become more mainstream in the coming years as organizations realize the importance of data prepping, data management, and data visualization as essentials for advanced analytics.

Cloud Stocks: Nutanix Focuses on the Hybrid Cloud

According to a Research and Markets report, the global cloud computing market is expected to grow from $371.4 billion in 2020 to $832.1 billion by 2025 at a CAGR of 17.5%. The research reveals that the Covid-19 crisis has accelerated digital business transformation as organizations, educational institutions, and government agencies are all looking to cloud-based solutions and services. Enterprise cloud computing player Nutanix (Nasdaq: NTNX) is reaping the benefits of this growth.