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Technology  // Browsing posts in Technology

Many Cloud Promises Made by IT Vendors Cannot Come True

Research Question: What type of cloud strategies will or will not work in order for established IT product vendors to remain intact this year and beyond? Companies: AMZN, ANET, CHKP, CSCO, CTXS, CVLT, DVMT, EXTR, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, JNPR, MSFT, PANW, PSTG By: John Harrington Click here to download report (.pdf)   Summary Major […]

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IT Security Firms Face an Uncertain Future in a Crowded Market (CSCO, FEYE)

Research Question: What main trends are driving IT security spending at the start of 2017? What next-generation technologies are gaining traction and disrupting the market? Companies: AMZN, CHKP, CSCO, DVMT, FEYE, FFIV, FTNT, JNPR, MSFT, PANW By: John Harrington Click here to download report (.pdf)   Summary IT security industry leaders will show off their wares […]

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RealPage Growth Will Continue, But Customer Concerns Cloud Future (RP)

Research Question: Can RealPage maintain its growth and profit trends through 2017 even as the multifamily market softens in some areas? Companies: APPF, CSGP, DATA, GOOG/GOOGL, MSFT, RP, SSNC By: David Franklin Click here to download report (.pdf)   Summary of Findings RealPage Inc. (RP) will maintain its current growth trend, thanks to its position […]

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Netgear on Track to Achieve Projected Revenue Growth in 2017 (NTGR)

Research Question: Will Netgear’s commercial and retail business segments achieve the 10% revenue growth expected by the company in 2017? Companies: ARRS, CSCO, DVMT, GOOG/GOOGL, HPE, JNPR, LOGI, NTGR, SHE:002528, TPE:2332, TPE:2357, UBNT By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Netgear Inc.’s (NTGR) retail and commercial business segments are expected […]

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Mindbody’s Lead Threatened by Poor User Experience, Customer Service (MB)

Research Question: Will Mindbody experience a breakout year in 2017? Companies: GOOG/GOOGL, INTU, MB, MSFT, NZE:XRO, ORCL, UA By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Mindbody Inc. (MB) is not expected to have a breakout year in 2017 as nearly half of Blueshift Research’s user sources and all of […]

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Cost-Effective Cloud Solutions Weaken Security, Storage Vendors

Research Question: What trends will increasingly shape data network management, storage and protection spending in 2017? Companies: AMZN, CHKP, CSCO, CVLT, FEYE, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, INTC, JNPR, MSFT, NTAP, PANW, PSTG, RHT, SYMC By: John Harrington Click here to download report (.pdf)   Summary Spending for IT security and storage products provided by traditional […]

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RealPage Idea Proposal (RP)

RealPage Idea Proposal (RP)

Can RealPage maintain its growth and profit trend through 2017 as the multifamily market softens in some geographic areas? Report Available: February 9, 2017   Blueshift’s initial research shows a positive growth and profit trajectory for RP, a leading property management Software as a service provider. RP’s goal of $1 billion in revenue and 30% […]

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Netgear Idea Proposal (NTGR)

Netgear Idea Proposal (NTGR)

Will Netgear’s commercial and retail business segments achieve expected 10% revenue growth in 2017? Report Available: February 2, 2017   Blueshift’s initial research found NTGR counting heavily on its retail and commercial segments to drive growth in 2017. The company introduced a new Nighthawk wireless router, an improved Arlo security camera, and unveiled the Orbi […]

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Convergence Helps Some—But Not Many—IT Players

Research Question: What role will data center network automation play in pushing nontraditional data networking hardware players like Intel and Facebook into new areas of revenue generation in 2017 and beyond? And at whose expense? Companies: AMZN, ANET, CSCO, CTXS, CVLT, FB, GOOG/GOOGL, HPE, INTC, JNPR, MSFT, NTAP, RHT, VMW By: John Harrington Click here to […]

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Apple Idea Proposal (AAPL)

Apple Idea Proposal (AAPL)

Where are the best opportunities for Apple to reclaim its cutting edge reputation?   Report Available: February 16, 2017   Blueshift’s initial research reveals AAPL fighting and possibly falling behind rivals like MSFT and AMZN in areas such as laptops, tablets and digital assistants. Perhaps the victim of sky-high expectations, AAPL is being criticized for […]

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