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Technology  // Browsing posts in Technology

Shopify Idea Proposal (SHOP)

Shopify Idea Proposal (SHOP)

Will anything slow Shopify down in 2018?   Report Available: March 14, 2018   Blueshift’s initial research found SHOP surging with dramatic revenue growth and more than 600,000 merchants generating over $9 billion on its platform in the fourth quarter. SHOP is adding features and partnerships to continue offering its merchants the tools to excel in […]

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Tech Trends: Almost Everybody Wins—for Now—in the 2018 Cloud SaaS and PaaS Market

Research Question: Which effect is competition having on incumbent vendors now that cloud-based SaaS is emerging as the No. 1 IT sales strategy among numerous major tech vendors? Companies: ACN, AMZN, ASX:XRO, CRM, GOOG/GOOGL, HDP, IBM, MSFT, ORCL, RHT, WDAY By: John Harrington Click here to download report (.pdf)   Key Findings Cloud-hosted software as a […]

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Everbridge Has Growth Opportunities in a Crowded MNS Market (EVBG)

Research Question: Are Everbridge’s mass notification customers adding new applications to their existing plans? Will Everbridge continue to add new customers at its current pace? Companies: AMZN, BB, ETN, EVBG, FB, GOOG/GOOGL, ORCL, TWLO, TWTR By: David Franklin Click here to download report (.pdf)   Summary of Findings Everbridge Inc. (EVBG) is considered an industry […]

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Tech Trends: Cloud Automation Is Disrupting Everything IT

Research Question: Which legacy information technology is most at risk of being diminished or replaced by next-generation developments and cloud-hosted services this year? Which vendors are most likely to be affected? Companies: AMZN, CSCO, CTXS, DVMT, FFIV, GOOG/GOOGL, HPE, IBM, INTC, MSFT, RHT, VMW By: John Harrington Click here to download report (.pdf)   Key […]

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Share Loss and Top Agent Departures Challenge Realogy in High-end Markets (RLGY)

Research Question: Are technology-enabled real estate brokerage competitors like Compass and Redfin taking agents and market share from Realogy? Companies: AMZN, BRK.A/B, NWSA, PRPPF, RDFN, RLGY, Z By: David Franklin Click here to download report (.pdf)   Summary of Findings Realogy Holdings Corp. (RLGY) brands, which serve luxury real estate markets, are experiencing strong competition […]

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Tech Trends: 2018 IT Spending Will Be Flat and Will Move from Products to the Cloud

Research Question: How will the tech networking, storage and security verticals deal with the expansion of on-demand cloud IT in 2018? Has the cloud permanently diminished large growth for the biggest incumbents? Companies: AKAM, AMZN, CHKP, CSCO, DVMT, FTNT, GOOG/GOOGL, HPE, IBM, JNPR, MLNX, MSFT, NTAP, ORCL, PANW, PFPT, PSTG, RHT, SMCI By: John Harrington Click […]

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Neither Price Hikes Nor Competitors Will Slow Netflix This Year (NFLX)

Research Question: Will Netflix’s price increase open the door for a growing set of competitors to steal subscribers? Companies: AAPL, AMZN, CBS, CHTR, CMCSA, DIS, DISH, ERIC, FB, FOX, GOOG/GOOGL, LON:SKY, NFLX, RLJE, ROKU, T, TMUS, TWX, VZ By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Netflix Inc.’s (NFLX) recent […]

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Everbridge Idea Proposal (EVBG)

Everbridge Idea Proposal (EVBG)

Are Everbridge’s mass notification customers adding new applications to their existing plans? Will Everbridge continue adding new customers at its current pace? Report Available: February 7, 2018   Blueshift’s initial research found EVBG, provider of a cloud-based software that automates and manages responses to public safety threats and critical business events, experiencing a breakout year in […]

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Tech Trends: Flawed Chips to Help Makers (Excepting Lawsuits) and Big Cloud (INTC, AMD, NVDA)

Research Question: What will be the immediate and longer-term effects of the “Meltdown” and “Spectre” security flaws built into the world’s leading microprocessors as related to their makers and end users? Companies: AMD, AMZN, CSCO, GOOG/GOOGL, INTC, MSFT, NVDA By: John Harrington Click here to download report (.pdf)   Key Findings Intel’s and AMD’s computer […]

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Tech Trends: VAR Wars: Ingram Micro Disrupts Data Security Market Via Cloud Partnerships (PANW)

Research Question: Will Ingram Micro’s moves to become a full-service cloud support and IT security super-VAR add more disruption to the data security marketplace and directly affect Palo Alto Networks? Companies: AMZN, CDW, CHKP, FTNT, JNPR, MSFT, PANW, PFPT, PSDO, SHA:600515   By: John Harrington Click here to download report (.pdf)   Key Findings “VAR wars […]

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