ZACKSยท2025-06-18 13:21Core Insights - The article highlights the significant growth potential in the cloud computing sector, driven by increasing global demand for cloud services and the integration of AI technologies across various applications [4][10]. Group 1: Company Profiles - BILL Holdings Inc.: Focuses on AI-enabled financial software for small and medium businesses, benefiting from an expanding clientele and strong adoption of its platform. Expected revenue and earnings growth rates are 13.5% and 7.8% respectively for the next year [7][9]. - Five9 Inc.: Provides intelligent cloud software for contact centers, leveraging AI tools to enhance customer interactions. Expected revenue and earnings growth rates are 9.6% and 11.7% respectively for the current year [11][14]. - Fastly Inc.: Offers infrastructure software and edge cloud solutions, recently launching Fastly AI Accelerator to optimize AI applications. Expected revenue and earnings growth rates are 8.6% and 25% respectively for 2025 [15][17]. - Qualys Inc.: Focuses on cloud-based cybersecurity solutions, benefiting from increasing demand amid cyber threats. Expected revenue and earnings growth rates are 7.3% and 0.7% respectively for the current year [18][21]. - Commvault Systems Inc.: Provides a cyber resilience platform for data protection and recovery, with expected revenue and earnings growth rates of 14% and 13.2% respectively for the current year [22][25]. Group 2: Market Trends and Drivers - The cloud computing industry is experiencing a paradigm shift from traditional infrastructure to cloud-based solutions, enhancing operational efficiency and scalability for organizations [2][3]. - Key drivers for growth in the selected companies include AI integration, cybersecurity demand, and the development of cloud-native platforms [10].