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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.
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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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Cloud Stocks Pull Higher Away from Market Benchmarks

Posted by Igor Stenmark
Igor Stenmark
Igor Stenmark is a Managing Director of MGI Research.
User is currently offline
on Thursday, 19 September 2013
in Cloud Computing

After a long period of under performance in 2013, cloud equities caught up and surpassed major market performance benchmarks. The MGI Cloud 30 Index has been making and breaking new highs and the pull higher has now accelerated vis-a-vis the market overall.

© 2013 MGI Research, LLC
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The Cloud Trend is Intact - MGI Cloud 30 Index Reaches an All Time High

Posted by Igor Stenmark
Igor Stenmark
Igor Stenmark is a Managing Director of MGI Research.
User is currently offline
on Monday, 29 July 2013
in MGI Quant

The upward trend in cloud equities is intact. On Friday, July 26 2013, The MGI Cloud30(tm) Index reached an all-time-high of 247.02. But even with the latest surge in performance, the cloud stocks have markedly under performed the broad equity index benchmarks like S&P 500. The gap between MGI Cloud30 and S&P 500 has narrowed considerably from over 17% earlier this year to just over 3.5% as of Friday. While it is difficult to assess how many investors have followed this arbitrage situation, it is clear to us that the interest level is clearly rising.

© 2013 MGI Research, LLC
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Posted by MGI Research
MGI Research
MGI Research Analyst Team
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on Friday, 12 July 2013
in Cloud Computing

This is the opening keynote delivered by Igor Stenmark, Managing Director of MGI Research at the 2013 MGI Research Cloud Innovators Summit on March 5, 2013 at the Core Club in New York City . Discusses market sizing for IaaS, valuation trends, key drivers for growth, winners and losers.

© 2013 MGI Research, LLC
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Jack Sepple, Global Managing Director of Accenture at MGI Research 2013 Cloud Innovators Summit

Posted by MGI Research
MGI Research
MGI Research Analyst Team
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on Wednesday, 12 June 2013
in Cloud Computing

Presentation by Jack Sepple, Global Managing Director of Cloud Strategy at Accenture at the 2013 Cloud Innovators Summit hosted by MGI Research on March 5th 2013 at the Core Club in NYC.

© 2013 MGI Research, LLC
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Michael Crandell, CEO and Founder of RightScale Speaks at the 2013 MGI Research Cloud Innovators Summit

Posted by MGI Research
MGI Research
MGI Research Analyst Team
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on Wednesday, 12 June 2013
in Cloud Computing

Michael Crandell, CEO and Founder of RightScale Speaks at the 2013 MGI Research Cloud Innovators Summit about cloud management tools market, competitive landscape and positioning of RightScale within that market. Recorded on March 5th 2013 at the Core Club in New York, NY.

© 2013 MGI Research, LLC
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NetSuite: SuiteWorld 2013 - Nothing Sexy, Just Steady Momentum

Posted by Andrew Dailey
Andrew Dailey
Andrew Dailey is a Managing Director of MGI Research
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on Monday, 03 June 2013
in SaaS

NetSuite hosted its SuiteWorld user confab in San Jose, CA on May 13-16, 2013.  Well-attended, the event underscored NetSuiteā€™s strong position in its core market. The major news, a product entry into manufacturing, will impact the generic ERP suites, a market ripe for replacement.  Execution now is the major issue facing NetSuite for the next two years.

© 2013 MGI Research, LLC
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