Adobe（NASDAQ：ADBE）最近公布了季度财报，继续超越市场预期。然而，对未来一年展望较为悲观，导致股价在盘后交易中下跌了6%。

Adobe的财务状况

Adobe第四季度营收增长了12%，达到50.5亿美元，超过了市场预期的50.3亿美元。调整后的每股收益为4.27美元，也超过了分析师的预期4.14美元。

按业务板块划分，数字媒体板块的营收增长了13%，达到37.2亿美元，其中创意收入增长了12%，达到30亿美元，文档云收入增长了16%，达到7.21亿美元。数字体验板块的营收增长了10%，达到12.7亿美元，数字体验订阅收入增长了12%，达到11.2亿美元。

数字媒体年化重复收入（ARR）增长至151.7亿美元。 Net new Digital 媒体ARR达到5.69亿美元。创意ARR增长至123.7亿美元，文档云ARR增长至28.1亿美元。

然而，Adobe对今年的展望有点保守。它预计年底营收将达到213-215亿美元，非GAAP每股收益为17.60-18.00美元。市场预期的营收为217.3亿美元，每股收益为18.00美元。由于市场目前的疲软，各公司继续保持谨慎支出，因此导致了较弱的展望。

Adobe的Figma收购

市场一直在议论Adobe宣布取消200亿美元的Figma收购。去年，Adobe宣布收购Figma以改进其设计工具并为Adobe XD注入活力。Adobe希望在其工具和Fi之间创建无缝连接。 Adobe与Figma合并计划已被叫停。原定将Figma打造成原生平台，与设计工具整合。交易公布时，有人对价格标签表示担忧，但Adobe根据165亿美元的可寻址市场机会为交易辩解。

这项交易在英国和欧盟地区面临重大监管障碍。监管机构担心这一收购将显著影响产品设计、图像编辑和插图市场，大幅减少竞争。Adobe未能令当局满意。虽然Adobe和Figma都不同意监管机构的发现，但他们决定取消交易。Adobe将向Figma支付10亿美元的终止费。

在本季度，Adobe继续推出其基于人工智能的产品，并宣布Firefly生成式人工智能功能现已可用。 Adobe在第三季度宣布了对Photoshop和Illustrator程序的更新，供Creative Cloud订阅者使用。Firefly网络应用的企业版本也在该季度推出，帮助开发人员根据几个词创建图像。

与此同时，Adobe的股价为599.13美元，市值为2703亿美元。股价在11月触及52周高点633.89美元，在2月触及52周低点318.60美元。

披露： 所有投资者都应根据自己的研究、知情解读和风险偏好做出评估。本文表达了我基于对产品市场契合度、渠道执行和其他因素的研究得出的个人观点。我的主要兴趣在于产品策略。虽然这可能会影响股价走势，但我的写作倾向于关注长期影响。所呈现的信息具有说明性和教育性，但不应被视为完整分析或对所述证券的买卖建议。 我不是注册投资顾问，也没有为这篇文章接受报酬。

这一部分是云股票系列的一部分

• Smartsheet正在收购自助创业公司以推动增长 (opens new window)

• 自助创业公司独角兽Atlassian正在收购资本高效的创业公司 (opens new window)

• Netflix价格上涨激起竞争 (opens new window)

• Carbon Black将如何区分自己？ (opens new window)

• ServiceNow通过增加资本高效的创业公司实现增长 (opens new window) - Zendesk 和 Freshworks 采用不同的收购策略 (opens new window)

• Tableau 通过小规模收购实现增长 (opens new window)

• Intuit 通过开放平台战略取得良好成绩 (opens new window)

• GoDaddy 是否会走 PaaS 路线？ (opens new window)

• Adobe 通过 PaaS 提供服务 (opens new window)

• Oracle的 2018 年并购活动一瞥 (opens new window)

• 哪些应用程序将推动 Cloudera 获得更多市场份额？ (opens new window) - Slack的App重点将是上市后成功的关键 (opens new window)

• IBM依靠云和平台实现扭转局面 (opens new window)

• Atlassian从其PaaS市场收购 (opens new window)

• SAP应该收购什么以在2023年将其价值提升三倍？ (opens new window)

• 预计ServiceNow将从应用市场收购 (opens new window)

• Alarm.com应该采用PaaS策略吗？ (opens new window)

• Upwork如何利用虚拟公司趋势 (opens new window) Qualys寻找收购机会
  SAP是否应收购Zendesk或Freshworks？
  HubSpot依靠其API战略
  SurveyMonkey计划通过收购实现增长
  Workday希望利用机器学习颠覆云计算
  Einstein和开源平台引领Salesforce的冲锋
  DocuSign准备击败竞争对手Adobe . Veeva飙升，但达索系统以58亿美元收购Medidata (opens new window)
  . Tableau收购预示着Salesforce大规模分析推动 (opens new window)
  . 甲骨文携手微软共同对抗亚马逊 (opens new window)
  . GoDaddy正在进行战略收购以迎接下一个增长阶段 (opens new window)
  . Alteryx看到强劲的增势 (opens new window)
  . Adobe利用Magento和Marketo实现出色表现 (opens new window) 利用Magento和Marketo实现高性能

• Slack被高估了吗? (opens new window)

• Cloudera将如何应对竞争? (opens new window)

• Zoom不受思科或微软的影响 (opens new window)

• Domo依靠企业收入实现增长 (opens new window)

• Netflix通过定价和游戏吸引订阅者 (opens new window)

• CrowdStrike成功上市 (opens new window)

• Atlassian突破十亿美元营收里程碑 (opens new window) ServiceNow认为实力在于合作
  BlackLine的口号是合作
  SurveyMonkey依靠企业部门实现增长
  HubSpot飙升至新高
  Intuit推动人工智能简化税务申报
  Splunk看到强劲的云动力
  Forescout与大公司合作
  Smartsheet利用Go . Smartsheet Tapping into the Government Sector (opens new window)
  . Salesforce Continues its Shopping Spree (opens new window)
  . Palo Alto Networks Targets the IoT Security Market (opens new window)
  . DocuSign Focuses on the Mortgage Sector (opens new window)
  . Oracle Brags About Autonomous Database (opens new window)
  . Blackbaud Acquires YourCause to Grow Addressable Market (opens new window)
  . The Market Expects a Lot More from Adobe (opens new window)
  . [Anaplan Makes its First Acquisition Post - Anaplan 在 IPO 后进行首次收购 (opens new window)

• 激进投资者推动 Box 的市场兴趣 (opens new window)

• MongoDB 成功的秘诀 (opens new window)

• Coupa 旨在实现 10 亿美元收入 (opens new window)

• Dropbox 颇具挑战的道路 (opens new window)

• Medallia 依赖收购进行银行业务 (opens new window)

• IBM 依赖人工智能进行银行业务 (opens new window)

• 对 Netflix 持怀疑态度的时候到了 (opens new window)

• SAP 在云端大放异彩 (opens new window)

• Amazon 的时代可能已经结束 (opens new window) 亚马逊更快的运输正在伤害其收益
  ServiceNow首席执行官变更信号着重点转向收购
  谷歌会收购Fitbit吗？
  HubSpot专注于其平台
  BlackLine与Google Cloud合作
  Rapid7在云端SIEM的专注取得成功
  Splunk在数据流处理上大胆押注
  Intuit的QBO大获成功 - Intuit在QBO方面取得巨大成功 (opens new window)

• VMware通过收购壮大规模 (opens new window)

• Palo Alto目标在2022年实现50亿美元收入 (opens new window)

• Workday瞄准采购到付款周期 (opens new window)

• Salesforce是否会收购DocuSign？ (opens new window)

• Okta瞄准企业客户 (opens new window)

• MongoDB通过与阿里巴巴的合作瞄准中国市场 (opens new window)

• Twilio依靠API升级实现增长 (opens new window) . Adobe加速体验平台 (opens new window)
  . 2020年度前20名 (opens new window)
  . Anaplan看到用例不断扩大 (opens new window)
  . Dropbox准备重获失去的估值 (opens new window)
  . Forescout未能兑现承诺 (opens new window)
  . 企业投资为SurveyMonkey带来回报 (opens new window)
  . SAP大胆押注体验管理 (opens new window)
  . [Twilio加大2020年的投资以保持增长势头](https://ww Zendesk, Freshworks专注于市场和集成 (opens new window)
  Proofpoint通过收购针对内部威胁 (opens new window)
  RingCentral的强大合作伙伴战略将通过PaaS增强 (opens new window)
  Qualys依赖Google和Microsoft实现增长 (opens new window)
  Shopify在改进商家服务方面飙升 (opens new window)
  HubSpot相信PaaS的重要性 (opens new window) . BlackLine专注于SAP集成 (opens new window)
  . 最近上市的Cloudflare有新的Edge (opens new window)
  . GoDaddy正在疯狂投资 (opens new window)
  . Intuit通过收购瞄准在线用户群体 (opens new window)
  . Palo Alto Networks是否应该收购ZScaler？ (opens new window)
  . Salesforce收购Vlocity证明PaaS的重要性不断增长 (opens new window)
  . [Datadog在最近的IPO后表现良好](https://w - Datadog在最近的IPO之后表现良好 (opens new window)

• Workday应该公开其PaaS成功 (opens new window)

• Anaplan专注于其平台的API连接器 (opens new window)

• Veeva (opens new window)

• Five9加强其PaaS聚焦 (opens new window)

• RealPage将AI和SaaS带入房地产领域 (opens new window)

• Splunk应该公开其PaaS指标 (opens new window)

• Okta从应用多样性中受益 (opens new window) - Oracle看到增长势头 (opens new window)

• Xero专注于PaaS战略 (opens new window)

• DocuSign对COVID-19具有弹性 (opens new window)

• Smartsheet寻求企业客户以实现增长 (opens new window)

• Paylocity取得稳固的业绩 (opens new window)

• Q2 Holdings通过收购扩大TAM (opens new window)

• New Relic专注于PaaS (opens new window)

• [AppFolio利用AI进行产品增强] - Adobe是否会公开其PaaS统计数据?

• Change Healthcare推动API

• Dropbox需要分享API指标

• Upwork改善货币化

• MongoDB还有很长的路要走

• Nutanix需要明确的PaaS战略

• Cloudera专注于混合云

• Atlassian Gea - Atlassian gears up for growth, unfazed by Covid-19

• Shopify helps merchants pivot to online stores

• ServiceNow steady in turbulent seas

• RingCentral sees strong traction

• Twilio hits 52-week high amidst COVID crisis

• HubSpot lowers outlook amidst virus concerns

• Proofpoint acquiring even amidst crisis . BlackLine在Covid-19面前表现稳健 (opens new window)
  . GoDaddy继续收购 (opens new window)
  . Qualys扩展云服务以飞跃到新高度 (opens new window)
  . Zendesk在经济衰退中挣扎 (opens new window)
  . Alteryx尽管前景不佳也重振雄风 (opens new window)
  . Palo Alto Networks继续收购 (opens new window)
  . Workday延伸其PaaS战略 (opens new window) Splunk在云计划中取得成功 (opens new window)
  Salesforce与Workday合作应对新常态 (opens new window)
  Veeva创下新高 (opens new window)
  Smartsheet的回调是购买机会吗？ (opens new window)
  MongoDB在危机中腾飞 (opens new window)
  Okta重申前景 (opens new window)
  Anaplan是Oracle、SAP的潜在目标吗？ (opens new window) * Oracle 依赖自主产品 (opens new window)

• Adobe 转移其重点 (opens new window)
• Paycom 在当前形势下充满信心 (opens new window)
• DocuSign 飙升至历史新高 (opens new window)
• Paylocity 在危机中收购 (opens new window)
• Datadog 的整合和升级帮助其飙升 (opens new window)
• AppFolio 改进产品以适应当前形势 (opens new window)
• [SurveyMonkey 应该进入 PaaS 领域](http . Model N创历史新高 (opens new window)
  . Appian专注于RPA的增长 (opens new window)
  . Slack增强其产品组合 (opens new window)
  . Coupa扩展至财务服务 (opens new window)
  . CrowdStrike创历史新高 (opens new window)
  . Guidewire扩展云服务 (opens new window)
  . Dropbox应专注于PaaS (opens new window)
  . Talend在云市场上表现强劲 (opens new window) - Talend 通过合作伙伴扩展数据产品 (opens new window)

• IBM 扩展云合作伙伴关系 (opens new window)
• One Medical 在数字化支持 COVID-19 护理方面发挥作用 (opens new window)
• 微软凭借 Teams 和游戏取得成功 (opens new window)
• 投资者对 nCino 的 IPO 表示支持 (opens new window)
• Nutanix 关注政府和媒体行业 (opens new window)
• SAP 重新思考 Qualtrics 收购 (opens new window)
• [Tenable 拓展工业网络安全领域](https: - ServiceNow与Zoom扩大合作关系 (opens new window)
• Cloudera通过合作伙伴关系推动其数据平台 (opens new window)
• Atlassian继续从PaaS生态系统中收购 (opens new window)
• Shopify飙升至历史新高 (opens new window)
• PaaS景观 (opens new window)
• HubSpot专注于企业领域 (opens new window)
• GoDaddy在COVID期间进行重组 (opens new window) - Godaddy Stocks Restructure amid COVID-19 (opens new window)
• Akamai's Security Solutions Thriving (opens new window)
• BlackLine Needs a PaaS Strategy (opens new window)
• Twilio - A Successful PaaS Story (opens new window)
• Zendesk Invests in the Future (opens new window)
• Qualys Continues to Acquire Indian Startups (opens new window)
• ZoomInfo Lists Despite COVID-19 (opens new window)
• Analysis of Alteryx PaaS Strategy (opens new window)
• Fastly Needs to Diversify - Fastly Needs to Diversify from TikTok (opens new window)
• Way to Go, Salesforce (opens new window)
• Intuit Continues to Acquire (opens new window)
• VMware Continues Buying Spree (opens new window)
• Analysis of Five9's PaaS Strategy (opens new window)
• Okta Expands Alliances to Attract Enterprises (opens new window)
• Palo Alto Continues to Acquire (opens new window)
• Analysis of Splunk's PaaS Strategy (opens new window) - BigCommerce Goes Big with IPO (opens new window)
• Analysis of Workday's PaaS Strategy (opens new window)
• Analysis of Anaplan's PaaS Strategy (opens new window)
• Bill.com Sees Strong Demand (opens new window)
• Analysis of MongoDB's PaaS Strategy (opens new window)
• Analysis of Wix's Platform Strategy (opens new window)
• New Relic Product Upgrades Deliver Growth (opens new window)
• What Should Proofpoint Acquire? (opens new window) . Proofpoint应该收购什么？ (opens new window)
  . Smartsheet应该效仿Atlassian的榜样 (opens new window)
  . Adobe的持续增长不停歇 (opens new window)
  . SurveyMonkey的PaaS前景 (opens new window)
  . DocuSign在疫情期间收购 (opens new window)
  . Paylocity依赖视频 (opens new window)
  . 势不可挡的Veeva (opens new window)
  . Magic Software收购以在欧洲扩张 (opens new window)
  . [云创业公司能做些什么？ - 2021 年云创业公司如何筹集种子资本？ (opens new window)
• Guardant 寻求颠覆肿瘤检测 (opens new window)
• Dropbox 增加安全功能 (opens new window)
• Domo 稳步增长 (opens new window)
• Nutanix 关注混合云 (opens new window)
• IBM 未能打动 (opens new window)
• 微软与 Tom Siebel 的 C3 AI 合作令人感兴趣 (opens new window)
• ServiceNow 处于有利位置 (opens new window) 数字转型
  Shopify的长期战略分析
  HubSpot重新思考定价模型以支持企业
  Akamai投资于5G安全解决方案
  Twilio应提供开发者市场收入指标
  Alteryx如何改进其PaaS战略？
  合作伙伴关系为RingCentral带来增长 - Five9专注于基于人工智能的联系中心
• Nutanix构建了一个Kubernetes PaaS
• Workday和Anaplan在大流行期间执行良好
• BlackLine在订单至现金市场扩展
• Zoom投资于安全
• Splunk正在疯狂购物
• Veeva看到客户势头增长 - 看到客户动力/
  . Palo Alto Networks错过了购买Zscaler的良机 (opens new window)
  . Okta能保持这种势头吗？ (opens new window)
  . Adobe收购以应对不断增长的市场机会 (opens new window)
  . nCino的人工智能产品使其腾飞 (opens new window)
  . Pure Storage收购Portworx的分析 (opens new window)
  . Coupa收购LLamasoft的分析 (opens new window)
  . ZoomInfo收购Everstring的分析 (opens new window) ZoomInfo的EverString收购分析
  Q2控股创下新高
  数据泄露推动云安全股票创下历史新高
  Zoom是否应该收购Smartsheet？
  New Relic需要加快PaaS战略
  Proofpoint在网络攻击后续中
  Talend专注于数据可靠性
  Medallia继续收购 - Medallia继续收购 (opens new window)
• 柠檬汽水和Root颠覆保险业 (opens new window)
• PagerDuty的API战略关键 (opens new window)
• CrowdStrike准备应对安全漏洞担忧 (opens new window)
• Everbridge扩大产品和合作伙伴关系 (opens new window)
• Cornerstone OnDemand扩展产品线 (opens new window)
• Alarm.com扩大产品以应对竞争 (opens new window)
• [Sumo Logic的IPO ramanamitra.com/2021/02/02/cloud-stocks-paas-strategy-makes-unity-ipo-soar/)

Cloudera通过收购实现增长

IBM试图但未能重振增长

Box知道这一切都与PaaS有关

Bill.com专注于移动和人工智能

DocuSign在产品创新中利用人工智能

Atlassian在2020年在PaaS领域赚取了一亿美元以上

PaaS战略使Unity的IPO飙升 - ON24公司以420亿美元的总地址空间公开上市，随着疫情将网络研讨会和虚拟活动置于前沿 (opens new window)

• 杰夫·贝佐斯之后的亚马逊 (opens new window)
• ServiceNow在所有领域表现出色，但有一个问题 (opens new window)
• Snowflake专注于开发者社区的增长 (opens new window)
• SAP是否正在收购Alteryx？ (opens new window)
• Qualys专注于SaaS应用程序安全 (opens new window) SurveyMonkey专注于API，ISV PaaS仍然缺失
  Domo需要公开有关PaaS指标的信息
  与Wix类似，GoDaddy需要专注于PaaS
  Datadog正在进行收购
  Twilio飙升，专注于社会倡议
  HubSpot通过收购扩展内容提供
  Zendesk增加产品，而Freshdesk不断收购 Shopify和BigCommerce正在构建基于API的生态系统
  RingCentral收购并增加合作伙伴，但PaaS仍然缺失
  并购和产品升级是Palo Alto Networks的口头禅
  Salesforce可以转变Slack PaaS，但收购仍在进行中
  收购后，Five9专注于渠道和网络合作伙伴关系 - Workday通过PaaS推动企业应用案例，Anaplan利用顾问 (opens new window)
• C3.ai应该做ISV专注的PaaS (opens new window)
• Splunk在云和PaaS方面走在正确的轨道上 (opens new window)
• Veeva树立榜样，转型为公益公司 (opens new window)
• BlackLine瞄准应收账款自动化市场 (opens new window)
• [Okta通过收购瞄准250亿美元的客户身份市场](https://www.sramanamitra.com/2021/03/1 - Okta Targets $25B Customer Identity Market with Acquisition (opens new window)
• Teradata Trying to Reinvent Itself on the Cloud (opens new window)
• Dropbox Acquires, But Competition Remains Stiff (opens new window)
• Smartsheet Focuses on Partners, and not on ISVs (opens new window)
• MongoDB has Huge Room to Grow in $97B Market (opens new window)
• Cloud and Platform Expansion Continues at Nutanix (opens new window)
• Rapid7 Targets $1B ARR by 2025 (opens new window) DocuSign正在探索前所未有的数字签名服务
  Tenable继续其收购活动
  SolarWinds攻击推动Zscaler的出色表现
  Zoom应报告开发者生态系统指标
  Dynatrace通过简化DevOps与竞争对手竞争
  Talend再次成为私有公司 verbridge专注于政府部门](https://www.sramanamitra.com/2021/04/05/cloud-stocks-everbridge-focuses-on-the-government-sector/)
  . 快速分析Signal Sciences收购活动 (opens new window)
  . Cloudera专注于垂直行业的机器学习 (opens new window)
  . Medallia收购以扩大数字体验分析 (opens new window)
  . PagerDuty看到市场超越IT运营 (opens new window)
  . Bill.com为中小企业拓展支付服务 (opens new window)
  . [Alarm.com' . 云股云公司Alarm.com的产品和合作伙伴组合有助于应对竞争 (opens new window)
  . Sumo Logic依靠收购和产品升级 (opens new window)
  . 对Crowdstrike收购Humio的分析 (opens new window)
  . IBM转型为混合云和人工智能公司 (opens new window)
  . 对Box收购SignRequest的分析 (opens new window)
  . ON24应考虑整合MarTech SaaS (opens new window)
  . [Snowflake探索用于数据仓库的人工智能技术] - 雲股Snowflake探索數據倉儲能力的AI (opens new window)
• Unity Software通過RestAR收購專注於數字營銷 (opens new window)
• Tuya依靠PaaS實現物聯網內增長 (opens new window)
• ServiceNow持續收購、合作和整合 (opens new window)
• Atlassian擴展至企業全面服務而非僅限IT團隊 (opens new window)
• Google在監管擔憂下持續增長 (opens new window) - 微软收购Nuance的影响
• 亚马逊广告收入增长
• Alteryx关注用户和合作伙伴社区
• Qualys扩展终端安全产品
• SurveyMonkey投资人工智能和机器学习工具
• GoDaddy扩展注册目录
• Wix展开并购行动
• 分析 - Twilio 收购 Zipwhip 的战略分析 (opens new window)
• HubSpot 的 PaaS 生态系统收入预计将快速增长 (opens new window)
• Zendesk 的产品有助于增加平均交易规模 (opens new window)
• Shopify 专注于社交商务 (opens new window)
• Pure Storage 通过收购 Portworx 扩展到混合云市场 (opens new window)
• Salesforce 成功利用 Mulesoft 和 Tableau 的收购战略 (opens new window) . Workday为疫情后的IT支出增加做准备 (opens new window)
  . Veeva力争在2025年达到30亿美元 (opens new window)
  . Anaplan扩展垂直领域产品 (opens new window)
  . 分析Palo Alto的Bridgeview收购 (opens new window)
  . Nutanix扩展政府领域产品 (opens new window)
  . Okta扩展政府部门能力 (opens new window)
  . [分析Splunk的TruStar收购](https://ww - Splunk收购TruSTAR的分析 (opens new window)
• Smartsheet专注于集成 (opens new window)
• Five9的合作伙伴关系转化为产品创新 (opens new window)
• DocuSign认为数字签名趋势将持续下去 (opens new window)
• 市场领导者Tenable利用收购实现增长 (opens new window)
• Zscaler最近两次收购的分析 (opens new window)
• [Rapid7的Velocidex收购分析](https://www.sramanamitra.com/2021 . Dropbox在国际电子签名市场扩张 (opens new window)
  . MongoDB在Atlas五周年取得成功 (opens new window)
  . RingCentral借助合作伙伴关系实现增长 (opens new window)
  . BlackLine专注于SAP (opens new window)
  . ON24拓展营销服务 (opens new window)
  . Magnite收购Spot X的分析 (opens new window)
  . [PagerDuty专注于集成](https://www.sramanamitra . PagerDuty专注于集成 (opens new window)
  . Bill.com对Divvy收购的分析 (opens new window)
  . C3.ai加倍合作伙伴关系 (opens new window)
  . Coupa对Pana收购的分析 (opens new window)
  . BigCommerce通过与沃尔玛合作扩大市场份额 (opens new window)
  . Everbridge对xMatters收购的分析 (opens new window)
  . Adobe的数字解决方案推动卓越增长 (opens new window) Trike领先端点安全性通过合作](https://www.sramanamitra.com/2021/07/15/cloud-stocks-crowdstrike-leads-in-endpoint-security-through-tie-ups/)
  . Snowflake专注于扩大合作伙伴计划以推动增长 (opens new window)
  . 对Sumo Logic的Sensu收购进行分析 (opens new window)
  . Dynatrace依靠人工智能继续保持市场领先地位 (opens new window)
  . IBM的Waeg收购分析 (opens new window)
  . Tuya专注于智能产品分销 (opens new window) - Zoom收购Five9的分析 (opens new window)
• 谷歌的产品帮助推动合作伙伴收入增长 (opens new window)
• ServiceNow的整个产品组合都在蓬勃发展 (opens new window)
• Atlassian如何能够放大其强劲增长？ (opens new window)
• 微软在Nuance之后进行了三次收购的分析 (opens new window)
• Twilio专注于客户参与度 (opens new window) - 亚马逊收购MGM的分析 (opens new window)
• Guidewire专注于构建其合作伙伴网络 (opens new window)
• Momentive，前身为SurveyMonkey，为其产品增加了分析功能 (opens new window)
• Zendesk应该考虑收购 (opens new window)
• HubSpot继续扩展其应用市场 (opens new window)
• Alteryx会被收购吗？ (opens new window)
• Shopify继续吸引开发者 (opens new window) - Shopify继续吸引开发者
• DigitalOcean扩大与MongoDB的合作伙伴关系
• Qualys收购TotalCloud的分析
• Pure Storage尝试不同定价模式
• Palo Alto Networks扩展安全功能
• RingCentral利用混合工作环境赚取利润
• Splunk通过产品升级应对增长放缓 . MongoDB's Atlas Capabilities Expand to the Government Sector (opens new window)
  . Analysis of Bill.com's Invoice2Go Acquisition (opens new window)
  . DocuSign Banks on Agreement Cloud (opens new window)
  . Smartsheet's Expanding Use Cases (opens new window)
  . Analysis of Salesforce's Servicetrace Acquisition (opens new window)
  . Zscaler Focuses on Federal Agencies (opens new window)
  . [Coupa Launches PaaS Strategy](https://www.sramanamitra.com/2021/09/15/cloud-stocks-coupa-l - BlackLine的Kyriba合作分析 (opens new window)
• PagerDuty不断扩大的集成组合 (opens new window)
• Tenable收购Accurics的分析 (opens new window)
• Upstart在金融科技消费信贷中改进的AI算法 (opens new window)
• C3.ai不断增长的合作伙伴关系分析 (opens new window)
• Veeva的Learnaboutgmp收购分析 (opens new window)
• [Adobe的Frame.io收购分析] . Snowflake专注于金融服务行业 (opens new window)
  . CrowdStrike扩展政府业务 (opens new window)
  . Zoom专注于扩大经销商产品 (opens new window)
  . Dropbox专注于为内容创作者推出新产品 (opens new window)
  . Okta的atSpoke收购分析 (opens new window)
  . [Sumo Logic利用Red Hat Marketplace](https://www.sramanamitra.com/2021/10/07/cloud-stocks-sumo-logic-levera - Dynatrace的SpectX收购分析 (opens new window)
• Tuya准备解决芯片短缺问题 (opens new window)
• Appian的Lana Labs收购分析 (opens new window)
• Qualtrics的11.25亿美元Clarabridge收购分析 (opens new window)
• Fastly解决开发人员的延迟问题 (opens new window)
• Alarm.com利用人工智能实现增长 (opens new window)
• [IBM的Rego收购分析](https://www - IBM 收购 Rego 的分析 (opens new window)
• Unity 收购 Parsec 的分析 (opens new window)
• UiPath 展望先进的 ML 功能 (opens new window)
• 微软 Teams 远远落后于 Zoom (opens new window)
• ServiceNow 收购 Gekkobrain 的分析 (opens new window)
• 谷歌试图在云和人工智能领域取得进展 (opens new window)
• Atlassian 扩展IT产品以外的业务 (opens new window)
• 亚马逊解决利润问题 - 亚马逊通过产品升级解决边际压力 (opens new window)
• Twilio利用Segment平台进行产品拓展 (opens new window)
• Shopify扩展PaaS集成 (opens new window)
• Zendesk 41亿美元收购Momentive的分析 (opens new window)
• HubSpot成为更具黏性的平台 (opens new window)
• Alteryx收购分析 (opens new window)
• Wix专注于健身服务提供商 (opens new window) . Pure Storage与Microsoft Azure合作解决芯片短缺问题 (opens new window)
  . Salesforce收购LevelJump的分析 (opens new window)
  . Qualys扩展解决方案以应对勒索软件 (opens new window)
  . Veeva瞄准数据云 (opens new window)
  . Splunk扩展合作伙伴能力 (opens new window)
  . Coupa继续在其PaaS上构建 (opens new window)
  . MongoDB专注于赢得政府合同 (opens new window) - MongoDB Focuses on Winning Government Contracts (opens new window)
• DocuSign Targets $50B Market Opportunity in Agreement Cloud (opens new window)
• Smartsheet Focuses on PaaS Growth (opens new window)
• C3.ai Expands Enterprise and Public Sector Presence (opens new window)
• 25 Cloud Stocks to BUY in 2022 (opens new window)
• IBM Realigns its Portfolio to Focus on AI and Hybrid Cloud (opens new window)
• [Analysis of ServiceNow's DotWalk Acquisition](https://www.sramanamitra.com/2022/01/31/cloud-sto 希望微軟分拆自己嗎？](https://www.sramanamitra.com/2022/02/03/cloud-stocks-should-microsoft-break-itself-up/)
  . Google專注於AI增強功能 (opens new window)
  . 亞馬遜將測試Prime客戶的黏性 (opens new window)
  . Bill.com繼續專注於中小企業服務 (opens new window)
  . 對Godaddy的Pagely收購進行分析 (opens new window)
  . [HubSpot的PaaS持續增長](https://www.sram - Freshworks瞄准IT运营管理市场 (opens new window)
• Zendesk拒绝私募股权收购要约 (opens new window)
• Shopify以出色的业绩成为疫情受益者 (opens new window)
• Wix简化应用创建 (opens new window)
• Anaplan扩大与AWS的合作关系 (opens new window)
• ON24建立合作伙伴网络 (opens new window)
• RingCentral在UCaaS市场份额中保持领先地位 通过合作伙伴关系
  . BigCommerce乘着TikTok的增长
  . Veeva的Veracity收购分析
  . Salesforce减缓并购步伐以专注整合
  . Okta的不断扩大的亏损令投资者担忧，但增长指标保持强劲
  . Nutanix计划挑战VMWare
  . 新上市的HashiCorp专注于730亿美元的基础设施即代码 - HashiCorp专注于730亿美元的基础设施即代码市场 (opens new window)
• Coupa专注于关键产品以重启减速的业绩 (opens new window)
• Smartsheet的产品线未能加速增长 (opens new window)
• DocuSign瞄准价值500亿美元的市场机遇 (opens new window)
• Pure Storage在顶级存储市场挑战Dell (opens new window)
• PagerDuty的Catalytic收购分析 (opens new window)
• Splunk令人印象深刻 - Splunk Impresses with Enterprise Customer Growth (opens new window)
• Analysis of Qualtrics's Acquisition of SurveyVitals (opens new window)
• Analysis of DigitalOcean's Nimbella Acquisition (opens new window)
• Squarespace Eyes Video Offerings for SMBs (opens new window)
• MongoDB is Leveraging Alliance with Amazon for Growth (opens new window)
• Rapid7's Cross-Sell Capabilities Deliver Results (opens new window)
• [CrowdStrike Expands Partnerships to Address Cyber Attack Fears](ht . CrowdStrike扩展合作伙伴关系以应对网络攻击恐慌 (opens new window)
  . Upstart专注于汽车市场增长 (opens new window)
  . Zoom增加联系中心功能以增强其UCaaS堆栈 (opens new window)
  . Tuya在宏观经济条件下苦苦挣扎 (opens new window)
  . Fastly的Fanout收购分析 (opens new window)
  . BlackLine的FourQ Systems收购分析 (opens new window)
  . [IBM的Neudesic收购分析](https://www.sramana - IBM收购Neudesic的云股分析 (opens new window)
• Snowflake收购Streamlit的分析 (opens new window)
• 谷歌收购Mandiant推动其云战略 (opens new window)
• 微软扩展其医疗保健云服务 (opens new window)
• 亚马逊应对利润压力 (opens new window)
• Atlassian面临激烈竞争 (opens new window)
• GoDaddy瞄准1260亿美元的TAM机会 (opens new window)
• [Bill.com建立起 . 增值服务有助于扩大钱包份额 (opens new window)
  . 对ON24的VIBBIO收购进行分析 (opens new window)
  . Twilio的增长受到Segment的推动 (opens new window)
  . Freshworks的机器人使客户互动更加轻松 (opens new window)
  . 谁将收购Zendesk？ (opens new window)
  . 对Shopify的Deliverr收购进行分析 (opens new window)
  . Wix在持续亏损中专注盈利能力 (opens new window) - Dynatrace瞄准500亿美元的可寻址市场 (opens new window)
• Salesforce对Troop.Ai收购的分析 (opens new window)
• Workday对VNDLY收购的分析 (opens new window)
• Nutanix因供应链问题而跌跌撞撞 (opens new window)
• Veeva瞄准130亿美元的TAM (opens new window)
• RingCentral通过合作和创新保持UCaaS领导地位 (opens new window)
• [尽管安全事件，Okta更强劲地反弹](htt - Adobe强化其创意云产品组合，为元宇宙做好准备 (opens new window)
• Zoom收购Solvvy的分析 (opens new window)
• Smartsheet拓展其面向营销人员的功能 (opens new window)
• Toast应对变化中的餐饮行业动态 (opens new window)
• UiPath简化智能自动化 (opens new window)
• [Informatica专注于垂直领域的产品提供] - Informatica Focuses on Vertical-Specific Offerings for Growth (opens new window)
• Samsara Expands Farm-Focused Vertical Offerings (opens new window)
• ForgeRock Leverages AI for Growth (opens new window)
• Marqeta Struggles, Tries to Recover Through an API Strategy (opens new window)
• Confluent Expands Ecosystem with Microsoft and AWS (opens new window)
• Couchbase Focuses on Improving Efficiencies for Developers (opens new window)
• Sprinklr's Deepening Integrations with TikTok and Amazon - Sprinklr's Deepening Integrations with TikTok and Amazon (opens new window)
• Analysis of IBM's Randori Acquisition (opens new window)
• Expensify Tests Other Services for Growth (opens new window)
• monday.com Builds Capabilities for its App Marketplace (opens new window)
• Snowflake Leverages the Streamlit Acquisition (opens new window)
• Google Hones its Search Tech (opens new window)
• Microsoft's Momentum in Commercial and Cloud Keeps it Steady (opens new window) - 亚马逊的双引擎AWS和Prime使其具有弹性 (opens new window)
• ServiceNow对Hitch Works收购的分析 (opens new window)
• Twilio在收购Segment后的策略 (opens new window)
• HubSpot的市场策略持续繁荣 (opens new window)
• 对GoDaddy收购Dan.com的分析 (opens new window)
• Freshworks寻求通过Freshchat扩大产品组合 (opens new window) Zendesk同意被收购
  Tenable提供对基于互联网资产的可见性
  Qualys利用合作伙伴网络推动市场营销议程
  Bill.com在经济动荡中依靠其有机增长模式
  ON24瞄准440亿美元的可寻址市场
  Palo Alto Network的转型战略取得成果 - Atlassian的生态系统战略保持稳定 (opens new window)
• Okta在Auth0集成方面遇到困难 (opens new window)
• Salesforce瞄准垂直领域提供以抗衡经济条件 (opens new window)
• 尽管经济衰退，Workday仍然增长强劲 (opens new window)
• Nutanix的订阅模式取得成果 (opens new window)
• Veeva相信研发领域将在经济不确定性下取得成果 (opens new window) . RingCentral专注于硬件集成 (opens new window)
  . MongoDB通过产品升级解决经济问题 (opens new window)
  . Rapid7专注于简化安全团队的视图 (opens new window)
  . Smartsheet收购分析 (opens new window)
  . HashiCorp在股市条件下努力维持DecaCorn估值 (opens new window)
  . [Coupa帮助最大化储蓄效率以应对全球经济状况](https://www. . Coupa帮助最大化节省效率以应对全球经济状况 (opens new window)
  . DocuSign专注于集成 (opens new window)
  . PagerDuty专注于减少DevOps中的手动干预 (opens new window)
  . Pure Storage专注于灵活的客户服务 (opens new window)
  . Adobe的200亿美元Figma收购分析 (opens new window)
  . Backblaze构建伙伴计划 (opens new window)
  . [DigitalOcean收购分析](https://www.sramanamitra.com/2022/09/30/clou . BlackLine扩大与Google Cloud的合作伙伴关系 (opens new window)
  . Sumo Logic专注于联邦产品 (opens new window)
  . Tuya未能应对经济动荡 (opens new window)
  . 对CrowdStrike的Reposify收购进行分析 (opens new window)
  . Upstart扩大其人工智能产品覆盖范围 (opens new window)
  . Zoom在疫情后失去吸引力 (opens new window)
  . [Samsara展示用例以证明对市场环境的稳健性 - Samsara展示用例以证明对市场条件的稳健性 (opens new window)
• 对Fastly收购Glitch的分析 (opens new window)
• Couchbase专注于其社区的发展 (opens new window)
• UiPath收购Reinfer的分析 (opens new window)
• Snowflake帮助开发者实现市场化 (opens new window)
• IBM最近收购Dialexa和Databand.ai的分析 (opens new window)
• [Confluent通过合作伙伴网络实现增长](https://www.sra Squarespace专注于商业工具 (opens new window)
  微软EduBrite收购分析 (opens new window)
  ServiceNow收购Era软件的分析 (opens new window)
  Google展开简洁冲刺以应对经济不确定性 (opens new window)
  亚马逊应对日益恶化的经济状况 (opens new window)
  [Twilio的解决方案瞄准客户生命周期旅程](https . Twilio的解决方案针对客户的终身旅程 (opens new window)
  . Freshworks面临着来自以人工智能为重点的支持服务提供商的日益激烈竞争 (opens new window)
  . Atlassian的云增长放缓 (opens new window)
  . Hubspot在市场动荡中成功扩大客户群 (opens new window)
  . Bill.com收购分析 (opens new window)
  . Qualys的Blue Hexagon收购分析 (opens new window)
  . [Nutanix的潜在买家](https://www.sramanamitra - Nutannix云股的潜在买家 (opens new window)
• Workday专注于构建合作伙伴生态系统以促进创新 (opens new window)
• 为什么Salesforce股票下跌？ (opens new window)
• Veeva CRM将迁移到Vault平台 (opens new window)
• DocuSign专注于多元化投资组合 (opens new window)
• Adobe为创意云增加AI功能 (opens new window)
• Oracle专注于应用平台正在取得成果 (opens new window) - RingCentral Expands into Device as a Service (opens new window)
• Smartsheet Focuses on App Integrations (opens new window)
• Analysis of DigitalOcean's Cloudways Acquisition (opens new window)
• BlackLine Expands Product Line-up with AI and AR tools (opens new window)
• Microsoft Challenges Google with OpenAI Partnership (opens new window)
• ServiceNow has a Stellar Year (opens new window)
• [Analysis of IBM's Octo Acquisition](https://www.sramanamitra.com/2023/02/02/c . IBM 收购 Octo 公司的声音股票分析 (opens new window)
  . 谷歌展示其人工智能实力以应对 ChatGPT (opens new window)
  . 亚马逊专注于通过 Prime 购买扩大配送服务 (opens new window)
  . Twilio 专注于健康领域 (opens new window)
  . Atlassian 专注于协作工具能力 (opens new window)
  . Freshworks 与 Meta 合作提供其基于人工智能的对话机器人 (opens new window)
  . Shopify 着眼于企业业务与商业组件 (opens new window) - Workday 迈出里程碑一步，致力于AI和ML领域 (opens new window)
• Nutanix 瞄准国际市场实现增长 (opens new window)
• Salesforce 的 Einstein GPT 利用生成式AI功能进行CRM (opens new window)
• Veeva CRM 从 Salesforce 分拆的分析 (opens new window)
• DocuSign 正在发展AI和自助服务功能 (opens new window)
• [Adobe Beta 推出i Adobe Beta Launches Its Generative AI Tool - the Firefly (opens new window)
  Okta Focuses on Finance Integrations (opens new window)
  Oracle's New Release Focuses on Developers (opens new window)
  MongoDB Expands its Cloud IaaS Capabilities (opens new window)
  Qualys Focuses on SMB Segment for Growth (opens new window)
  BlackLine Improves Cash Management Offerings Amid Recession Fears (opens new window)
  IBM’s Presses into Quantum Computing (opens new window) - IBM加大量子计算的力度
• 微软通过OpenAI在Azure上的领先地位
• ServiceNow利用人工智能能力
• Meta尝试生成式人工智能能力
• 谷歌加速人工智能推动，以应对微软不断增长的实力
• 亚马逊对One Medical收购的分析
• Twilio尝试个性化
• Atlassian 将AI嵌入解决方案
  . Nutanix重新构想数据中心平台服务
  . Shopify将AI嵌入商店
  . Workday在其收购中利用AI
  . Zscaler为网络安全增加AI功能
  . Veeva加强其咨询引擎
  . Nvidia在AI增长中获利
  . DocuSign专注于 - DocuSign Focuses on the Healthcare Sector (opens new window)
• Adobe Builds on Firefly Generative AI (opens new window)
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