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Technology  // Browsing posts in Technology

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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Tech Trends: Cloud Software “Time Bomb” Looms for Traditional IT Vendors

Research Question: How is the traditional IT security equipment sales landscape affected by the flood of cloud-style networking, software-only virtual firewalls, secure application accelerators and other virtual IT security machines? Companies: AMZN, CHKP, CSCO, CTXS, DVMT, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, JNPR, MSFT, ORCL, PANW, RHT, VMW By: John Harrington Click here to download report (.pdf) […]

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Report Update: Facebook Data Use Changes Create Temporary Challenges for Shopify (SHOP)

Research Question: Will tighter Facebook data sharing restrictions doom Shopify? Companies: FB, GOOG/GOOGL, SHOP By: David Franklin Click here to download report (.pdf)   Summary of Findings Considering the Facebook Inc. (FB) data privacy breach, the Federal Trade Commission investigation and the Citron Research report, Shopify Inc. (SHOP) and some of its customers using Facebook […]

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Tech Trends: IT Vendors Are at Major Risk As VARs Begin to Struggle

Research Question: As VARs move away from straight DIY product sales and toward their own set of client services that bypass reseller commissions, how much risk does this pose to major IT vendors? Which ones are most vulnerable? Companies: AMZN, ANET, CDW, CHKP, CSCO, CTXS, DVMT, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, JNPR, MSFT, PANW, PSDO, SHA:600751 […]

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Dropbox Idea Proposal (DBX)

Dropbox Idea Proposal (DBX)

Will Dropbox be able to grow its subscription base in a competitive cloud-storage market? Report Available: May 9, 2018   Blueshift’s initial research found significant enthusiasm for DBX during its recent IPO. The file sharing and cloud storage company’s revenues have been growing and its losses narrowing. However, DBX faces a tough fight to grow […]

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Tech Trends: Trade War Supply Chain Risks Could Threaten U.S. IT Vendors

Research Question: Will U.S. IT equipment companies be affected by moves to place tariffs on Chinese-manufactured equipment that carries U.S. brand names? Companies: By: John Harrington Click here to download report (.pdf)   Key Findings A looming trade war with China has major U.S.-based vendors of IT networking equipment caught in a confusing limbo that threatens […]

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