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Hardware & Equipment  // Browsing posts in Hardware & Equipment

Switch Wars: Faster, Better, Cheaper and Plentiful for Commodity Clouds

Research Question: With large-scale cloud players making their own switching gear, or considering it, and with switches from Chinese contract builders flooding the market, how will Arista continue to grow against traditional rivals like Cisco as well as new, low-cost competitors such as Mellanox? Companies: AMZN, ANET, BRCD, CSCO, EXTR, FB, GOOG/GOOGL, HPQ, JNPR, MLNX, SMCI, […]

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Ad Tech Whisper

Ad Tech Whisper

Research Question: Will Apple Safari’s ad-blocking and iOS 9’s prohibition of app user data collection cause ad tech companies to lose significant revenue? Report Available: July 31, 2015   Blueshift’s initial research shows countless sources fretting about AAPL’s ad-blocking and app data collection restrictions in its iOS 9 update. Ad tech firms, as well as advertisers […]

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Slowdown in 2H15 IT Hardware Spending Leaves Vendors Scrambling

Research Question: Are IT hardware sales cycles continuing to lengthen as we move further into the year? If so, which classes of equipment and vendors are exposed to the trend? Companies: AMZN, ANET, CSCO, CTXS, CVLT, EMC, FFIV, FTNT, HPQ, IBM, JNPR, MSFT, NTAP, ORCL, PANW, RVBD, SMCI By: John Harrington Click here to download the […]

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Ubiquiti’s U.S. Sales Model Not Enterprise-Competitive

Research Question: As it tries to target the enterprise market, will Ubiquiti Networks’ down-line style distribution sales method offer it any advantage over other Wi-Fi network vendors in sales to U.S. enterprise and education clients? Companies: ARUN, CSCO, EXTR, FTNT, HIVE, HPQ, RKUS, UBNT By: John Harrington Click here to download the report (.pdf)   Highlights S. organizations, […]

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Data Center Industry Goes All-In on Cloud Services Bet, Akamai Wins Big

Research Questions: What were the driving trends in colocation, managed hosting and content delivery networks during the first quarter? What will the remainder of the year look like for the major providers in these areas? Companies: AAPL, AKAM, AMZN, CONE, CRM, CSCO, CTL, EMC, EQIX, GOOG/GOOGL, IBM, HPQ, LVLT, MSFT, ORCL, RAX, T, WDAY, ZAYO By: John Harrington […]

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Explosive Data Growth Forces Rise of Cheap Storage

Research Question: What effect are the cloud and inexpensive white-label storage equipment having on storage vendors as the middle of 2015 approaches? What will be the trends for the rest of the year? Companies: AMZN, CVLT, CSCO, EMC, GOOG/GOOGL, HPQ, IBM, MSFT, NTAP, RVBD, SMCI, TWC, TYO:6501 Click here to download the report (.pdf)   Highlights The […]

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Cash to Cisco, Aruba in Education Wi-Fi Windfall

Research Question: Which vendors are best positioned to benefit from the imminent release of more than $2 billion in federal E-rate funds to upgrade K–12 school Internet? Companies: ARUN, CSCO, EXTR, RKUS, UBNT By: John Harrington Click here to download the report (.pdf)   Highlights Three CEOs and one senior vice president of companies that design Wi-Fi […]

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Networking Trends Favor Cisco, AWS Above All Others

Research Question: As enterprises upgrade and certain cloud services take hold, what effect will those trends, along with the stifling of U.S. IT companies in China, have on leading tech hardware vendors in 2015? Companies: ALU, AMZN, ANET, BRCD, CIEN, CSCO, CTXS, EMC, EXTR, FFIV, GOOG/GOOGL, HPQ, IBM, JNPR, LVLT, MSFT, NTAP, ORCL, RHT, SHA:600198, […]

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Cisco Dominates Data Switching, SDN a Slow Go

Research Questions: What effect is software-driven network design likely to have on advanced hardware switch makers heading into 2015? Which companies are likely to best make the transition to SDN? Companies: AMZN, ANET, BRCD, CSCO, CTXS, EXTR, GOOG/GOOGL, HPQ, IBM, JNPR, MSFT, ORCL, VMW By: John Harrington Click here to download the report (.pdf)   Highlights […]

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Pushing the Internet to the “Eyeballs” on the Network Edge

Research Question: What strategies and next-generation technologies are being employed to push content across the crowded Internet toward end users? Which companies are in line to benefit as demand for enhanced IP content continues unabated? Companies: AAPL, AKAM, AMZN, CMCSA, EQIX, GOOG/GOOGL, LVLT, MSFT, NFLX, P, S, T, VZ, WIN, YHOO, ZAYO By: John Harrington […]

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