Microsoft's stock trajectory began to change when Satya Nadella became CEO in 2014 and today Microsoft is the world's most valuable company partly thanks to Microsoft Azure and Microsoft's other cloud solutions.

Watch I/O Fund Analyst Bradley Cipriano talk about SailPoint's strong growth that is hidden from the Street due to a billing model transition.

Watch I/O Fund analyst Bradley Cipriano quickly go over Bill.com's block buster results as both subscription sales and transaction revenues accelerated during the quarter!

We give a brief overview of our universe of cloud stocks and discuss key metrics that investors should be aware of heading into Q3 earnings.

Cloud stocks continue to do well in the market as these companies are growing very fast. This quarter we chose Cloudflare, Datadog, Dropbox, Bill.com, Five9, and RingCentral with some already reporting today and some reporting soon.

Watch I/O Fund Analyst Bradley Cipriano give an update following Lyft's Q3 record results. Key metrics, such as average revenue per ride and contribution margin reached all time highs as Lyft exits Covid a stronger company. EBITDA is also very robust and rides will likely accelerate.

We provide an update on FuboTV downloads and other metrics ahead of Q3 earnings.

Watch I/O Fund analyst Bradley Cipriano give a brief overview of Eventbrite as the company recovers from the headwinds caused by Covid-19 pandemic.