Cloud Stocks: SAP Bets Big on Experience Management

Last week, SAP (NYSE:SAP) reported results of its fourth quarter, which beat analyst expectations. The results were driven by strong cloud bookings.

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Amazon Looks to India for Next Round of E-tail Growth

Amazon (NASDAQ: AMZN) recently announced its fourth quarter results that surpassed all market expectations. For a short moment, post the announcement of the results, the company even went into the trillion-dollar valuation territory. However, it failed to maintain the levels for long.

Microsoft’s Azure Strategy Pays Off

Microsoft (Nasdaq: MSFT) appears to be on a roll on all fronts. The recently announced results sent the stock soaring to record high levels as the company delivered a stellar performance shattering all market expectations. The star of the show was its cloud offering Azure.

Apple Rides High on iPhones, Wearables, Services

Apple (Nasdaq: AAPL) announced its first quarter results that put all iPhone doubters to rest. The holiday quarter saw iPhones sales surge to record high levels. With the continuing 5G revolution within the mobile segment, analysts believe iPhone sales are likely to keep growing. But it is not only the iPhones that are driving growth, Apple continued to witness growing demand for its services and wearables also.

PaaS: How PaaS Impacts the Stock Prices of SaaS Companies

I assume you have been reading my commentary on Platform-as-a-Service (PaaS). 

To recap, in SaaS Companies: You Have An Unprecedented Opportunity, I started highlighting the massive momentum in Cloud Stocks exactly two years back.

In Cloud Stocks: SaaS Companies NEED PaaS Strategy and Cloud Stocks: Calling ALL PaaS Leaders, I pointed out how PaaS is a key strategic tool in building leverage for SaaS companies.

And at the end of 2019, I published Cloud Stocks: Top 20 for 2020 with a summary of which SaaS companies are succeeding on the basis of a strong PaaS strategy. Salesforce.com (NYSE: CRM), Microsoft (Nasdaq: MSFT), Amazon (NASDAQ: AMZN), Atlassian (NASDAQ: TEAM), ServiceNow (NYSE: NOW) – all featured on this list.

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Is Zoox Ready to Launch This Year?

According to an Allied Market Research report, the global autonomous vehicle market is expected to grow from $54.23 billion in 2019 at 40% CAGR to $556.67 billion by 2026. The autonomous vehicle market is flooded with several players ranging from traditional car manufactures such as GM and Ford to focused players such as Waymo and Zoox.

Yitu Looking to Go Public

According to an Allied Market Research report, the global AI market is expected to grow at CAGR 55% to $169.4 billion by the year 2025 from $4.1 billion in 2016. China-based Yitu Technology is an AI unicorn from the industry that is rumored to list soon.

PaaS: Atlassian has a Strong Start in 2020

Among our list of the Top 20 Cloud Stocks for 2020, Atlassian (NASDAQ: TEAM) is the top mid-sized player for PaaS. Last week, it reported a strong second quarter that beat estimates.

Will the Competition Get to Netflix?

Netflix (Nasdaq: NFLX) recently reported its fourth quarter results that sent the stock falling 4% in the after-hours session. While the company outpaced market expectations on all accounts, it was the outlook that has the market worried. It appears that Netflix may really be facing the heat of competition from Disney+ and others.

Is the Cloud Strategy Delivering for IBM?

IBM (Nasdaq: IBM) delivered a surprising performance for its fourth quarter. Not only did the company manage to surpass market expectations, but also delivered a y-o-y growth in revenue – a first for it in the last six quarters.