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Technology  // Browsing posts in Technology

Vicor Idea Proposal (VICR)

Vicor Idea Proposal (VICR)

How big are the opportunities and what are the potential obstacles for Vicor’s Power-on-Package technology?   Report Available: September 26, 2018   Blueshift’s initial research found VICR’s revenue spiking as artificial intelligence and other data center trends increase demand for better power sources. A new solution from VICR is generating buzz as big players like […]

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Tech Trends: Product Delivery Delays Begin for Tech Hardware Vendors

Research Question: Are supply chain disruptions related to trade issues beginning to hurt IT hardware/software vendor delivery times to the reseller channels? Companies: AMZN, ANET, CHKP, CSCO, DVMT, FTNT, GOOG/GOOGL, HPE, INTC, JNPR, MSFT, PANW By: John Harrington Click here to download report (.pdf)   Key Findings News is surfacing from key IT VAR/integration sources that […]

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Wix.com Idea Proposal (WIX)

Wix.com Idea Proposal (WIX)

Will Wix Code spur a major spike in Wix’s paid subscription base or revenue per user?   Report Available: September 12, 2018   Blueshift’s initial research found WIX improving its 2018 revenue forecast after a strong Q2. The company is banking on new tools like Wix Code to expand its addressable market and improve conversion […]

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Spotify Is No Netflix But Has a Chance to Soar Beyond Pandora (SPOT)

Research Question: Is Spotify the next Netflix or the next Pandora? Companies: AAPL, AMZN, EPA:VIV, GOOG/GOOGL, HKG:0700, NFLX, P, SPOT, TYO:6758 By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Spotify Technology S.A. (SPOT) will never become the runaway dominant force in music streaming that Netflix Inc. (NFLX) has become in […]

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Tech Trends: F5’s Product Development Likely Can’t Keep Up with Computing Advancements (FFIV)

Companies: AMZN, FFIV, GOOG/GOOGL, MSFT By: John Harrington Click here to download report (.pdf)   Summary The new cloud architectures have no use for F5’s main products. As the gap between high-performance computing and everyday enterprise network application workloads continues to narrow, many technologies that came to market in the late 1990s and early 2000s […]

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The Facebook Juggernaut Rolls On (FB)

Research Question: Were advertisers spooked enough by the data privacy and other scandals swirling around Facebook to hurt its top line in the second quarter? Companies: ACXM, AMZN, CRM, EFX, FB, GOOG/GOOGL, HKG:0700, MSFT, SNAP, T, TWTR, VZ   By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Facebook Inc. (FB) appears […]

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Tech Trends: IT Veterans Forecast Which Technologies Face Extinction

Research Question: Are rapidly evolving trends like on-demand utility computing, AI and accelerated machine learning pushing large incumbent IT companies to the brink of extinction? If so, which companies in which IT categories are threatened, and which will emerge in the next frontier? Companies: AMZN, ANET, BABA, CHKP, CSCO, CTXS, DVMT, ETR:DTE, FFIV, FTNT, GOOG/GOOGL, HPE, […]

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Nvidia Is in Great Shape to Extend Its Data Center Dominance (NVDA)

Research Question: What are the roadblocks to Nvidia’s growth in AI-powered data centers? Companies: AAPL, AMD, AMZN, CTXS, ETR:SAP, FB, GOOG/GOOGL, IBM, INTC, KRX:005930, MSFT, NVDA, ORCL, QCOM, TXN, TYO:9984, XLNX By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Nvidia Corp.’s (NVDA) astonishing growth in sales to data centers should […]

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Tech Trends: Big Cloud Shrinks Big IT Projects; IBM, Dell, HPE, Oracle Feel the Pain

Research Question: How are firms like IBM and HPE being affected by the large multiyear IT projects that are being reduced by faster-to-implement cloud options? Companies: AMZN, BABA, CSCO, DVMT, ETR:DTE, ETR:SAP, GOOG/GOOGL, HPE, IBM, MSFT, ORCL By: John Harrington Click here to download report (.pdf)   Key Findings A seismic shift is underway in how […]

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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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