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Technology  // Browsing posts in Technology

Tech Trends: All-Time High IT Security Spending Nears Saturation Point

Research Question: How are IT security incumbents responding to a source-forecasted spending slowdown and increasing competition from newer companies in the second half of 2018? Companies: AMZN, CHKP, CSCO, FFIV, FTNT, GOOG/GOOGL, JNPR, MSFT, PANW, PSDO, LON:SOPH By: John Harrington Click here to download report (.pdf)   Key Findings Think the IT security run is endless? […]

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Spotify Idea Proposal (SPOT)

Spotify Idea Proposal (SPOT)

Is Spotify the next Netflix or the next Pandora? Report Available: July 24, 2018   Blueshift’s initial research found strong revenue and subscriber growth in SPOT’s first earnings report as a public company but also some question marks around profitability and revenue per user. SPOT’s success and growing influence in the music industry has led […]

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Facebook Idea Proposal (FB)

Facebook Idea Proposal (FB)

Were advertisers spooked enough by the data privacy and other scandals swirling around Facebook to hurt its top line in Q2? Report Available: July 13, 2018   Blueshift’s initial research found FB’s stellar Q1 results quelling many fears about a series of recent controversies. However, the Cambridge Analytica scandal over data privacy first became public […]

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Tech Trends: Cheaper Speed to Market Fuels Disruptive Tech Boom

Research Question: Which legacy enterprise IT vendors are most likely to be disrupted the soonest? Which factors are leading the disruption? Companies: AKAM, AMZN, CSCO, CTXS, DVMT, FFIV, GOOG/GOOGL, HPE, IBM, INTC, MSFT, NVDA, ORCL, RHT, VMW By: John Harrington Click here to download report (.pdf)   Key Findings Cloud-accelerated disruption is fracturing the IT marketplace. […]

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Nvidia Idea Proposal (NVDA)

Nvidia Idea Proposal (NVDA)

What are the roadblocks to Nvidia’s growth in AI-powered datacenters and self-driving cars? Report Available: June 29, 2018   Blueshift’s initial research found NVDA outperforming expectations, led by its graphics cards and chips for gaming. NVDA is also leading the push to bring artificial intelligence applications to datacenters. But the ever-changing chip industry is rife […]

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PayPal Idea Proposal (PYPL)

PayPal Idea Proposal (PYPL)

Will PayPal’s acquisition of iZettle give it critical momentum to boost in-store use? Report Available: June 28, 2018   Blueshift’s initial research found PYPL making a major acquisition that could increase its presence in physical stores. The company continues to make gains with is peer-to-peer payment app but faces stiff competition from a bank-backed platform. […]

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Tech Trends: Super-Scale AI Cloud Disruption Hitting Critical Mass

Research Question: Which new technologies and applications are most immediately disruptive toward the business models of the established large IT vendors in every category? Companies: AMZN, CHKP, CSCO, CTXS, DVMT, GOOG/GOOGL, FTNT, HPE, IBM, JNPR, MSFT, ORCL, PANW, SAP By: John Harrington Click here to download report (.pdf)   Key Findings All 16 sources agree that, […]

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Tech Trends: Super-Scale AI Cloud Disruption Hitting Critical Mass

Research Question: Which new technologies and applications are most immediately disruptive toward the business models of the established large IT vendors in every category Companies: AMZN, CHKP, CSCO, CTXS, DVMT, GOOG/GOOGL, FTNT, HPE, IBM, JNPR, MSFT, ORCL, PANW, SAP By: John Harrington Click here to download report (.pdf)   Key Findings All 16 sources agree that, […]

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Dropbox Will Be Hard-Pressed to Stand Out in a Crowded Field (DBX)

Research Question: Will Dropbox be able to grow its subscription base in a competitive cloud-storage market? Companies: AAPL, BOX, CRM, DBX, GOOG/GOOGL, MSFT By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Dropbox Inc.’s (DBX) cloud storage and file sharing software does not stand out in terms of price or key […]

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Blowback for Facebook Is Building in Q2 But Likely to Dissipate (FB)

Research Question: Is Facebook’s ad revenue growth threatened by the data privacy and fake news scandals engulfing the platform? Companies: ACXM, ADS, AMZN, FB, GOOG/GOOGL, ORCL, SNAP, TWTR By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Facebook Inc. (FB) could be in for an extremely rocky Q2 as some advertisers […]

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