Friday, May 20, 2016

Cloud computing stocks

The cloud computing industry includes companies offering services such as data centers, software as a service (SaaS) and networking hardware manufacturers.

SKYY  First Trust ISE Cloud Computing ETF

 (by market cap)                        
Company name Mkt Cap ($ billion)
  • CRM Salesforce $41.6 B
  • LNKD LinkedIn $14.8
  • WDAY Workday $11.1
  • NOW ServiceNow     $8.9
  • ATHN Athenahealth $5.2
  • ULTI The Ultimate Software Group $4.7
  • TEAM Atlassian Corporation $4.5
  • VEEV Veeva $3.3
  • PFPT Proofpoint $2.0
  • MDSO Medidata Solutions $1.9
  • ZEN Zendesk $1.7
  • SHOP Shopify $1.6
  • FLTX Fleetmatics Group $1.6
  • RNG RingCentral $1.5
  • CSOD Cornerstone OnDemand $1.4
  • XRO Xero $1.4
  • RP RealPage $1.4
  • NEWR New Relic $1.3
  • LOGM LogMeIn $1.2
  • BOX Box $1.2
  • HUBS HubSpot $1.1
  • LOCK LifeLock $1.0
  • DWRE Demandware $1.0
  • CTCT Constant Contact $1.3  (*)
  • N NetSuite $4.6   a cloud-based provider of financial information and ERP - Enterprise Resource Planning suites of software.  (**)
(*) Constant Contact (CTCT) was acquired by Endurance International (EIGI) for $1.1 billion in November 2015.
(**) NetSuite (N) acquired by Oracle (ORCL) for $109/share or $9.3 billion.  (7/28/16)


Large players:
  • Google, Inc. (GOOG) – An exposure to cloud computing, a mega cap leader in search, online advertising and more 
  • Cisco Systems (CSCO) – a global leader in networking and communication devices, and is best-known for its routers and switches.
  • Oracle (ORCL) – Cloud services is a part of one of the three segments of this enterprise software company.
  • F5 Networks (FFIV) – both software and hardware technology for application delivery networking.
  • Citrix Systems (CTXS) – They acquired Cloud.com in July 2011, RingCube in August 2011, and ShareFile in October 2011.
  • VMware, Inc. (VMW)
  • Rackspace Hosting (RAX) – The launched Cloud Servers for Windows in summer 2010, and United Kingdom cloud service in January 2011.
  • Amazon.com, Inc. (AMZN) – a prominent player in the cloud computing industry with its Amazon Web Services (AWS) 
  • Microsoft  (MSFT) – The Microsoft Cloud includes Microsoft Azure, Windows Server, and Microsoft System Center.
  • CenturyLink (CTL)  – Offers network and data systems management, Big Data analytics and IT consulting, and operates more than 55 data centers in North America, Europe and Asia. 

More about cloud computing
Cloud computing, also known as 'on-demand computing', is a kind of Internet-based computing, where shared resources, data and information are provided to computers and other devices on-demand.   Cloud computing has now become a highly demanded service or utility due to the advantages of high computing power, cheap cost of services, high performance, scalability, accessibility as well as availability. Cloud vendors are experiencing growth rates of 50% per annum.

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