Sramana Mitra Blog | Talkmarkets | Page 1
Founder at One Million by One Million (1M/1M)

Sramana Mitra has been an entrepreneur and a strategy consultant in Silicon Valley since 1994. Her fields of experience span from hard core technology disciplines like semiconductors to sophisticated consumer marketing industries including fashion and education.

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Acquisitions And Product Upgrades Are The Mantra For Palo Alto Networks
Second-quarter revenues grew 25% over the year to $1 billion, significantly ahead of the Street’s estimate of $985.648 million.
Cloud Stocks: RingCentral Acquires And Adds Partners, But PaaS Is Still Missing
RingCentral’s fourth-quarter revenues grew 32% to $335 million, significantly ahead of the market’s forecast of $317.4 million. Non-GAAP net income per diluted share was $0.29, ahead of the Street’s estimates of $0.27.
Gig Economy Growth Helps Upwork Soar
The increased unemployment due to the pandemic has accelerated this growth. Upwork recently reported its fourth-quarter results that saw stellar growth as well.
Shopify And BigCommerce Building API-based Ecosystems
Ontario-based Shopify recently announced its fourth-quarter results that surpassed all market expectations. Nothing seems to be stopping Shopify as it continues to invest in its platform and business.
Cloud Stocks: Zendesk Adds Products, While Freshdesk Keeps Acquiring
Zendesk’s API strategy is helping create an ecosystem that supports the growth of companies like Unbabel and SupportLogic that have leveraged Zendesk’s solution to build their own businesses.
Cloud Stocks: HubSpot Expands Content Offering Through Acquisition
HubSpot’s fourth-quarter revenues grew 35% to $252.1 million, ahead of the Street’s forecast of by 6.6%. Non GAAP EPS of $0.40 beat the market’s estimate of $0.23.
Cloud Stocks: Twilio Soars, Focuses On Social Initiatives
For the fourth quarter, Twilio’s revenues grew an impressive 65% over the year to $548.1 million, surging ahead of the market’s forecast of $454.8 million.
Cloud Stocks: Datadog On An Acquisition Spree
Datadog, a provider of essential monitoring and security platform for cloud applications, recently announced its quarterly results that outpaced market expectations.
Like Wix, GoDaddy Needs To Focus On PaaS
The global pandemic has accelerated the digital transformation movement across all industries.
Cloud Stocks: Domo Needs To Open Up About PaaS Metrics
Domo’s revenue for the third quarter grew 20% to $53.6 million, ahead of the market’s forecast by 4.98%. Non GAAP loss was $0.40 per share, better than the Street’s estimated loss of $0.44 per share.
Cloud Stocks: SurveyMonkey Remains Focused On APIs, ISV PaaS Still Missing
SurveyMonkey recently reported its third quarter results that surpassed all market expectations, but its outlook was disappointing.
Cloud Stocks: Qualys Focuses On SaaS App Security
Earlier this month, Qualys also introduced Qualys SaaS Detection and Response (SaaSDR), a single console for IT and security teams to gain continuous visibility, security, and compliance of critical SaaS apps.
Cloud Stocks: Is SAP Acquiring Alteryx?
For the fourth quarter, Alteryx’s revenue grew 3% to $160.5 million ahead of the market’s estimates by $6.9 million.
Snowflake Focuses On Developer Community For Growth
During the recent quarter, Snowflake announced an expanded partnership with Salesforce.
Cloud Stocks: ServiceNow Firing On All Cylinders But One: Startup ISVs
Despite the COVID-19 crisis, ServiceNow continues to outpace all market expectations. It is doubling down on tying up with other technology partners to provide solutions needed to accelerate the digital transformation of organizations.
Amazon After Jeff Bezos
Amazon’s fourth-quarter revenues grew 44% to $125.56 billion, ahead of the market’s forecast of $119.7 billion. Net income of $14.09 per share was significantly higher than the Street’s forecast of $7.23 per share.
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