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Cloud Stocks Again Lagged Equity Benchmarks in 1H2014

Posted by Igor Stenmark
Igor Stenmark
Igor Stenmark is a Managing Director of MGI Research.
User is currently offline
on Wednesday, 09 July 2014
in MGI Quant

As was the case in 2013, during the 1H2014 equities of cloud companies have lagged broad market benchmarks. In 2013, the 2nd half of the year reversed the trend - cloud equities not only caught up but also outperformed the market finishing the year up over 32.22% vs. S&P 500 up 29.69%.

© 2014 MGI Research, LLC
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2013 Cloud Innovators Summit: Core Club, NYC March 5th

Posted by MGI Research
MGI Research
MGI Research Analyst Team
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on Thursday, 07 February 2013
in Cloud Computing

On March 5th in New York City we are hosting the 2013 MGI Research Cloud Innovators Summit. This will be a half-day, invitation-only conference focused on business and technology innovation in Cloud Infrastructure and Tools. This is an exclusive opportunity to meet CEOs of up and coming cloud providers, network with cloud industry executives, investors and analysts. MGI will also present our 2013 Cloud Computing Scenario and discuss the MGI Cloud30 Index.

© 2013 MGI Research, LLC
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Deploying Enterprise Apps to the Cloud - 20 Questions with Coert Baart, the CEO of XebiaLabs

Posted by MGI Research
MGI Research
MGI Research Analyst Team
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on Wednesday, 14 December 2011
in Cloud Computing
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SAP Concedes - Questions Concerning SAP's bid for SuccessFactors

Posted by MGI Research
MGI Research
MGI Research Analyst Team
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on Friday, 09 December 2011
in SaaS

While the overall analyst commentary generally has been pretty constructive and supportive of SAP’s $3.4 Billion bid for SuccessFactors, Inc., many questions remain.  Although many analysts believe SAP is overpaying for SuccessFactors (SFSF), in our view, the valuation is not unreasonable and is not the critical factor in assessing this deal.

© 2011 MGI Research, LLC
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IBM Purchase of DemandTec Reconfirms MGI SaaS Valuation Model

Posted by Igor Stenmark
Igor Stenmark
Igor Stenmark is a Managing Director of MGI Research.
User is currently offline
on Thursday, 08 December 2011
in SaaS

For a 2nd time in less than a week, a purchase of a SaaS vendor reconfirmed our SaaS valuation model. IBM is paying $440Million in cash to acquire San-Mateo, CA-based DemandTec (DMAN).

© 2011 MGI Research, LLC
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SAP Did not Overpay for SuccessFactors

Posted by MGI Research
MGI Research
MGI Research Analyst Team
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on Tuesday, 06 December 2011
in SaaS

According to the MGI SaaS valuation model, SAP did not overpay for its acquisition of SuccessFactors.

© 2011 MGI Research, LLC
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