SolarWinds (SWI) and CommVault (CVLT) have joined the Talkin' Cloud Stocks Index for 2012, replacing RightNow Technologies (RNOW) and SuccessFactors (SFSF) -- both of which were acquired in recent weeks.
The Talkin' Cloud Stocks Index tracks 20 publicly held cloud computing companies. We update the index after U.S. markets close each Friday, giving Talkin' Cloud readers a unique reality check on the cloud computing market. Talkin' Cloud does not make buy, sell or hold recommendations.
SolarWinds and CommVault: A Closer Look
SolarWinds joins the index because of the company's focus on network monitoring and network management software. Many corporate customers and managed services providers (MSPs) use SolarWinds' software to monitor public cloud and private cloud data centers. SolarWinds launched a more formal MSP partner program in late 2011.
CommVault joins the index because of the company's focus on enterprise backup software, data protection and data deduplication. Jeff Echols, CommVault's senior director of cloud strategy and alliances, frequently blogs about CommVault's cloud strategy.
RightNow and SuccessFactors: Acquired
Two companies are exiting our Talkin' Cloud Stocks Index. They are:
- RightNow, the SaaS-centric CRM provider, which Oracle acquired in recent weeks.
- SuccessFactors, the business execution software provider, which SAP is acquiring.
Can Cloud Stocks Keep Climbing?
The Talkin' Cloud Stocks Index rose 13.64 percent in 2011, easily outpacing the S&P 500 (flat) and the Dow Jones Industrial Average (up 5.53 percent).
Most of the Talkin' Cloud Stocks Index members are profitable and generating at least double-digit growth. We will next update the index after U.S. markets close on Friday, January 6.