Application performance management (APM) is a $50 billion opportunity, and there are at least five pure-play #stocks for exposure to this theme - Datadog $DDOG, Dynatrace $DT, Elastic $ESTC, Splunk $SPLK, and New Relic $NEWR. Gartner's Magic Quadrant shows three of these names as leaders, but that's not the entire story. We also need to understand how security information and event management (SEIM) relates to APM. All of these stocks are solid #SaaS plays, so perhaps the "best" ones will be those that are most capable of surviving a bear market. We navigate the lingo so #investors don't have to. In a bear market, we can be sure that purse strings will tighten, and companies won’t be keen on taking meetings from new vendors. That’s when upselling new products to existing customers becomes an important avenue for revenue growth. SIEM vendors who also provide APM solutions have an advantage over their competitors who only offer APM solutions. Regardless of which APM stock you decide to invest in, if any, you can be sure that once these platforms find their way into an organization, they probably won’t come under scrutiny when it’s time for budget cuts.
RESEARCH PIECES USED IN THIS VIDEO:
1.5 Application Performance Monitoring Stocks
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2. Splunk Stock Forecast: Calm With a Chance of Volatility
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3. Why We’re Avoiding Sumo Logic Stock
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CHAPTERS:
00:00 Intro
00:25 What is application performance management?
02:11 Gartner's list of leaders in APM
03:31 5 APM stocks to investigate
04:11 Valuing our APM stocks
05:02 SIEM vs APM
07:46 3 SIEM stocks: Splunk, Elastic, Sumo Logic
09:21 Datadog vs Dynatrace
12:08 Which APM stock to buy?
13:47 Conclusion
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