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Technology  // Browsing posts in Technology

Alteryx Is in Great Shape to Fend Off Tableau and Other Competitors (AYX)

Research Question: Is Alteryx becoming robust enough to defend itself once Tableau’s Prep product is a viable threat? Companies: AYX, DATA, IBM, MSFT, ORCL, TLND By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Customers and partners of Alteryx Inc. (AYX) are enamored with the company’s data science platform and do […]

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Tech Trends: Sales-Focused IT Security “Pathetic” As Attacks Skyrocket

Research Question: Are organized hackers stepping up attacks against U.K. and U.S. targets amid Brexit preparations and other political turmoil? Can leading IT security vendors keep up? Companies: CHKP, FEYE, FTNT, JNPR, PANW, SPLK, SYMC   By: John Harrington Click here to download report (.pdf)   Key Findings Editor’s Note: John Harrington has been reporting from […]

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Anaplan Idea Proposal (PLAN)

Anaplan Idea Proposal (PLAN)

Can Anaplan build on its recent large enterprise sales success?   Report Available: April 18, 2019   Blueshift’s initial research found PLAN, a leader in the connected planning cloud platform space, hitting record performance numbers. PLAN is used by companies’ finance, sales, marketing, operations, and human resources departments to manage budgets, forecast, and plan. Since its founding […]

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Tech Trends: IT Buying Clients Suddenly Are Calling Off Deals Because of Brexit

Research Question: What effect is the United Kingdom’s impending exit from the European Union having on the technology sector, particularly U.S.-based networking and IT security vendors? Companies: AMZN, CSCO, DELL, GOOG/GOOGL, HPE, IBM, MSFT By: John Harrington Click here to download report (.pdf)   Key Findings Editor’s Note: John Harrington has been reporting from the United […]

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Record Labels Still Have the Upper Hand in Talks with Spotify (SPOT)

Research Question: Does Spotify have the leverage to get lower royalty rates or a bigger share of music label ad budgets? Companies: AAPL, AMZN, BABA, EPA:VIV, FB, GOOG/GOOGL, NFLX, NSE:RELIANCE, NTES, SIRI, SPOT, T, TME, TYO:6758 By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Spotify Technology S.A. (SPOT) has not […]

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Tech Trends Alert: Brexit Forces Tech Planning Hand (CSCO, MSFT, NOK)

Companies: AMZN, CSCO, MSFT, NOK, VZ By: John Harrington Click here to download report (.pdf)   Summary Microsoft and Cisco look to be benefitting near term amid Brexit chaos. Cloud adoption and DIY upgrades are happening in larger-than-usual numbers on Windows networks and network fabric deals for Cisco as enterprises try to work around Brexit […]

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Shopify Plus Pushes Forward with Upmarket Success (SHOP)

Research Question: Will Shopify Plus become the go-to ecommerce platform for Global 2000 companies? Companies: SHOP By: David Franklin Click here to download report (.pdf)   Summary of Findings Shopify Inc.’s (SHOP) Shopify Plus, an ecommerce platform designed for large enterprises, is expected to gain additional share and is on a path to become the […]

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Alteryx Idea Proposal (AYX)

Alteryx Idea Proposal (AYX)

Is Alteryx becoming robust enough to defend itself against Tableau once its Prep product becomes a more viable threat? Report Available: April 4, 2019   Blueshift’s initial research found AYX benefiting from increasing global demand for analytics. AYX offers self-serve data analytics software for teams that work heavily with data but are not data scientists, […]

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Tech Trends: Demand for Speed Forces Data Center Computing Upgrades

Research Question: Will the demands of new application workloads for higher-performance computing and fast recall storage build to the point at which a mass upgrade cycle for new data center fabrics will be triggered over the next three years, starting in the second half of 2019? Companies: AMZN, ANET, CSCO, DELL, GOOG/GOOGL, HPE, INTC, MLNX, MSFT, […]

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Shopify Idea Proposal (SHOP)

Shopify Idea Proposal (SHOP)

Will Shopify Plus become the go-to ecommerce platform for Global 2000 companies? Report Available: March 13, 2019   Blueshift’s initial research found SHOP posting a strong Q4 and hitting $1 billion in revenue. Still, SHOP has posted 12 consecutive quarters of declining growth. SHOP’s Shopify Plus platform designed for high volume merchants and enterprise solutions […]

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