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Technology  // Browsing posts in Technology

Tech Trends Alert: Palo Alto Networks Slashes Traps Pricing, Boosts Sales Rep Salary (PANW)

Companies:PANW By: John Harrington Click here to download report (.pdf)   Summary Palo Alto Networks Inc. (PANW) cuts prices some 40% in order to boost Traps sales. The company is also offering hefty salaries to lure new sales talent. Management blames “execution issues” for slowing growth. Customers have balked at Palo Alto’s high prices. Endpoint […]

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Tech Trends: New Projects Are Slowing Now That Many Fiber Nets Are Already Built (DY)

Research Questions: Has the prolonged buildout of the fiber optic network infrastructure reached a slowdown point? Companies: ALU, CIEN, CSCO, CTL, DY, GLW, JNPR, LVLT, T, VZ, ZAYO By: John Harrington Click here to download report (.pdf)   Summary Considerable buzz surrounds the building of large fiber optic networks needed to support the rollout of 5G […]

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Box Is the Best But Will Have to Fight to Keep Its Lead (BOX)

Research Question: Does Box offer the right enterprise features and potential cost savings to attract big businesses to its platform? Companies: AMZN, BOX, CRM, GOOG/GOOGL, IBM, MSFT, SNCR, TSE:OTEX/OTEX, TYO:6702 By: Seth Agulnick Click here to download report   Summary of Findings Box Inc. (BOX) offers the best platform for enterprise-level document sharing and storage, […]

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Tech Trends: IT Vendors in for a Slower Second Half Amid Intense Competition

Research Questions: What technologies are on the rise? Which are slowing down in data networking project pipelines heading into the second half of 2017? Companies: AMZN, ANET, CDW, CHKP, CSCO, CTXS, DVMT, FFIV, FTNT, GOOG/GOOGL, HPE, MSFT, ORCL, PANW, RHT, VMW By: John Harrington Click here to download report (.pdf)   Summary Hybrid networking—the combination of […]

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Shopify’s Growth Trend Will Continue With Higher Pricing Model (SHOP)

Research Question: Will Shopify’s new variable-pricing model for Shopify Plus slow its growth or be a profit catalyst? Companies: CRM, PYPL, SAP, TSE:SHOP/SHOP By: David Franklin Click here to download report (.pdf)   Summary of Findings Shopify Inc.’s (TSE:SHOP/SHOP) growth trend will not be hurt by the new variable-pricing model for its Shopify Plus enterprise […]

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Tech Trends: Facebook Could Be Networking Itself Toward Trouble (FB)

Research Question: Are Facebook’s large data center networking expansions, which are geared toward heavy data loads like video and messaging, putting the company under pressure? Companies: AMZN, ANET, FB, GOOG/GOOGL, MSFT, SNAP, TWTR By: John Harrington Click here to download report (.pdf)   Summary Facebook Inc. (FB) may be painting itself into a precarious corner in […]

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Box Idea Proposal (BOX)

Box Idea Proposal (BOX)

Does Box offer the right enterprise features and potential cost savings to attract big businesses to its platform? Report Available: May 4, 2017 Blueshift’s initial research found BOX growing its revenue as a content management platform for enterprises. The company is positioning its cloud-based software as a tool that meets all the key enterprise needs […]

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Grubhub Feeling the Heat from UberEATS and Other Delivery Services (GRUB)

Research Question: Will Grubhub fend off UberEATS and Amazon? Companies: AMZN, GRPN, GRUB, SQ, YELP   By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Grubhub Inc. (GRUB) faces mounting pressure from competitors and is finding it more difficult to fight them off. This worrisome trend for the company is a […]

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Microsoft Cloud License Shift A Bolt Of Lightning (MSFT)

Companies: MSFT   By: John Harrington Click here to download report (.pdf) Summary Good for Microsoft. Streamlines an unwieldy, last-gen sales channel. Bad for excess partners clinging to old on-prem software licensing model. Company expands large enterprise direct sales, eliminating bottlenecks. SMB deals left for channel to chase. Resellers are pitted against each other to […]

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Premier Agents Will Drive Growth for Zillow Despite Negative Views and Concerns (Z, ZG)

Research Question: Will premier agent spending continue to drive growth for Zillow in 2017? Companies: BRK.A/B, FB, GOOG/GOOGL, NWS/NWSA, RLGY, TWTR, Z By: David Franklin Click here to download report (.pdf)   Summary of Findings Zillow Group Inc.’s (Z) growth trend will continue this year, according to 14 of 20 sources. Eleven of the 14 […]

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