Tuesday, December 15, 2020

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
WCLD 
CLOU cloud ETF

 (by market cap)                        
Company name Mkt Cap ($ billion)
  • CRM Salesforce 130.042B
  • NOW ServiceNow     46.933B
  • WDAY Workday 38.452B
  • SHOP Shopify 35.29B
  • TEAM Atlassian Corporation 29.773B
  • VEEV  Veeva Systems   22.136B
  • SNAP  Snap  22.096B
  • ZM   Zoom Video Communications  20.801B
  • TWLO  Twilio   14.473B
  • OKTA  Okta  11.623B;  provider of cloud-based identity management solutions
  • CRWD  CrowdStrike  11.355B
  • RNG RingCentral 10.276B
  • DDOG  Datadog  9.353B
  • TTD  The Trade Desk  8.311B
  • COUP  Coupa Software  8.037B
  • ZEN Zendesk 8B
  • PFPT Proofpoint 6.95B; acquired by Thoma Bravo at $176.00/share or ~$12.3 bln. (April 2021)
  • AYX  Alteryx  6.902B
  • MDB  MongoDB  6.608B
  • HUBS HubSpot 6.371B
  • PLAN  Anaplan  6.184B
  • RP RealPage 5.849B; acquired by Thoma Bravo for $88.75/share. (Dec 2020)
  • MDSO Medidata Solutions 5.709B
  • NET Cloudflare  5.351B
  • DT  Dynatrace  5.315B
  • AVLR  Avalara  5.127B
  • NEWR  New Relic  3.587B
  • LOGM LogMeIn 3.433B
  • MDLA  Medallia  3.377B
  • SMAR  Smartsheet 3.318B
  • CSOD Cornerstone OnDemand 3.312B
  • APPN  Appian   3B
  • BOX  Box  2.359B
  • RPD  Rapid7  2.184B
  • EGHT  8x8, Inc.   2.119B
  • EVBG  Everbridge  2.056B
  • FSLY  Fastly  2.022B
  • ZUO  Zuora  1.697B
  • LVGO  Livongo Health   1.61B
  • CRTO Criteo   1.205B
  • HCAT  Health Catalyst  1.106B
++++INFA  Informatica; California; data management & analytics
  • ---------------
  • Constant Contact (CTCT) $1.3B; acquired by Endurance International (EIGI) for $1.1 billion in November 2015.  
  • Demandware (DWRE) was acquired by Salesforce (CRM) for $2.8B  (2016)
  • NetSuite (N) $4.6B   a cloud-based provider of financial information and ERP - Enterprise Resource Planning suites of software. Acquired by Oracle (ORCL) for $109/share or $9.3 billion.  (7/28/16)
  • LifeLock (LOCK) $1.0B;  acquired by Symantec (SYMC) for $2.3 billion. (Nov. 2016)
  • Fleetmatics Group (FLTX) acquired by Verizon (VZ) for $2.4 billion.  (Nov. 2016)
  • LinkedIn(LNKD)    $14.8B; acquired by Microsoft (MSFT) for $26.2 billion (June 2016)
  • athenaHealth (ATHN) $5.2B; acquired by Elliott Management and Veritas (Nov. 2018)
  • Ultimate Software Group (ULTI)  acquired by Hellman & Friedman Capital Partners for $11 billion. (Feb. 2019)

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.
  • 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. 

Acquisitions

  • Citrix Systems (CTXS) –  Acquired Cloud.com in July 2011, RingCube in August 2011, and ShareFile in October 2011.  Citrix Systems was acquired by affiliates of Vista Equity Partners and Evergreen Coast Capital, an affiliate of Elliott, for $16.5 bln. (Jan 2022)

©Artremis/EAS (9/27/19)

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