SAAS

William Blair commended two SaaS plays, Mulesoft Inc (NYSE: MULE) and Blackline Inc (NASDAQ: BL), for their solid quarterly performances. Q1 Analysis Analysts Bhavan Suri and David Griffin said BlackLine has made it look easy by turning in another solid beat-and-raise performance. The analysts...

Twilio Inc (NYSE: TWLO), a once-hot stock that soared after its 2016 initial public offering, tanked more than 30 percent. Twilio's stock plummeted after the company report a strong first-quarter earnings report Tuesday afternoon, but the company's guidance for the full-year fell well short...

Twilio Inc (NYSE: TWLO), one of the hottest IPO performing stocks of 2016, is scheduled to report its first-quarter results after markets close next Tuesday. Q1 Expectations Bhavan Suri of William Blair previewed Twilio's earnings in a research report. Here is a summary of some of his key findings...

With Q1 earnings just around the corner, William Blair analyst Justin Furby just updated clients on the firm’s take on three major names in the software-as-a-service (SaaS) space. According to Furby, Workday Inc (NYSE: WDAY) and The Ultimate Software Group, Inc. (NASDAQ: ULTI) are both buys...

Among a few tech companies speculated to be readying for an IPO is Dropbox. The software-as-a-service, or SaaS company, offers cloud storage, file synchronization, personal cloud and client software. The News A Bloomberg report, citing people familiar with the plan, said on Thursday Dropbox is...

Shares of Bazaarvoice Inc (NASDAQ: BV), a relatively unknown small-cap company that connects hundreds of millions of shoppers around the world, saw unusual strength on Friday. Bazaarvoice's Software as a Service (SaaS) solution enables companies to leverage the voice of its customers by...

Cloud computing has created a number of avenues to expand its services, branching out into other key segments beyond SaaS. Software-as-a-service (SaaS) has garnered attention for a while now following the advent of could technology, but platform-as-a-service (PaaS) is also catching on among some...

Companies realize that their ITOM/ITSM has to evolve from reactive to proactive. Customers will not engage when the platform doesn’t function. Fixing it after the fact has become old school according to Optanix CEO Rob Kennedy. Optanix, which launched in January but has actually been an...

KeyBanc analyst Brendan Barnicle believes 2016 will be another strong year for leading enterprise software stocks. While the large capital expenditure required to compete in the professional cloud space will likely limit competition to the major players already involved, Barnicle believes there...

In a new report, MKM Partners analyst Kevin Buttigieg took a look back at the enterprise software industry and discussed investing themes that have worked and those that haven’t over the past two years. Typically, many of the worst performers in a given industry will outperform in the...

Shares of Oracle Corporation (NYSE: ORCL) were trading lower by more than 3.5 percent Thursday following the company's second quarter print on Wednesday. Oracle earned $0.63 per share on revenue of $9 billion. Wall Street analysts were looking for an earnings per share of $0.60 on...

Goldman Sachs has initiated coverage on several emerging software names. The firm believes that coming cash flow inflection will serve as a catalyst for leading stocks in the space. Goldman also anticipates that attractive valuations will lead to a pickup in M&A activity as well. This week,...