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Technology  // Browsing posts in Technology

Data Hosting to Spread Everywhere (AMZN, EQIX, INTC, MSFT)

Research Question: How will major technological shifts in networking and storage affect IT and data center host spending by category in 2017 and beyond? Companies: AKAM, AMZN, CONE, COR, DFT, DLR, EQIX, IBM, INTC, MSFT, VZ, ZAYO By: John Harrington Click here to download report (.pdf)   Summary Powerful technological advances are allowing data center–based private […]

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Tableau Has Not Pivoted to Complex Analyses As Rivals Close In (DATA)

Research Question: Has Tableau lost its edge in a sea of analytics competitors? Companies: AMZN, CRM, DATA, GOOG/GOOGL, IBM, MSFT, MSTR, ORCL, SAP, TYO:6501 By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Tableau Software Inc.’s (DATA) once massive advantage among data visualization providers is dwindling. Microsoft Corp.’s (MSFT) Power BI […]

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Mindbody Idea Proposal (MB)

Mindbody Idea Proposal (MB)

Will Mindbody experience a breakout year in 2017? Report Available: January 25, 2017   Blueshift’s initial research shows MB well positioned as the leading cloud-based business management software and payments platform to the health and wellness industry. MB was founded in 2001 and has a network of more than 58,000 small and midsize businesses in […]

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A Cloud Software “Tsunami” Threatens the IT Appliance Market

Research Question: How will traditional IT vendors selling hardware appliance-based products likely be affected in 2017 and beyond by the development of software-only IT applications on superclouds belonging to Amazon Web Services and Microsoft Azure? Companies: AMZN, ANET, CSCO, CTXS, CVLT, FB, FFIV, GOOG/GOOGL, IBM, MLNX, MSFT, NTAP, ORCL, RVBD, SYMC, TPE:2345, TPE:2382, VMW Click here […]

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Nov 22 2016 Real Estate, Technology

CoStar’s Apartments.com Continues Leading Role in the Top-Tier Rental Market (CSGP)

Research Question: Is CoStar’s Apartments.com the best platform for advertising and returns for rental property managers? Companies: APPF, FB, CSGP, GOOG/GOOGL, Z By: David Franklin Click here to download report (.pdf)   Summary of Findings CoStar Group Inc.’s (CSGP) com is a top-performing internet listing service (ILS) and is an important part of a multifaceted […]

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Tableau Idea Proposal (DATA)

Tableau Idea Proposal (DATA)

Has Tableau lost its edge in a sea of analytics competitors? Report Available: December 20, 2016   Blueshift’s initial research reveals DATA being attacked from all sides by competitors, disappointing Q3 results and 2017 guidance. With a new CEO at the helm, DATA has a new focus on enterprise capabilities, which it hopes will keep […]

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GrubHub Must Fend Off Hard-Charging UberEATS to Stay on Top (GRUB)

Research Question: Will GrubHub win the online food ordering battle? Companies: AMZN, GRUB, YELP By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings GrubHub Inc. (GRUB) has a tall task ahead of it in fending off Uber Technologies Inc.’s UberEATS and in maintaining its supremacy in the online food ordering and […]

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A New Style of IT Security Is Poised to Upend Market (CHKP, PANW, FTNT, JNPR)

Research Question: How is the migration of application workloads to a web-style cloud interface affecting growth strategies for traditional firewall and intrusion detection vendors? Companies: AMZN, CHKP, CSCO, CUDA FTNT, INTC, JNPR, MSFT, PANW, SYMC By: John Harrington Click here to download report (.pdf)   Summary Privately held IT security companies that are proactive in a […]

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Intel’s Omni-Path Will Test Mellanox’s Mettle (MLNX, INTC)

Research Question: How disruptive is Intel’s Omni-Path to Mellanox’s InfiniBand business? Companies: AVGO, CRAY, CSCO, IBM, IDTI, INTC, MLNX, MSCC, NVDA, ORCL, SMCI By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings With its Omni-Path interconnect technology, Intel Corp. (INTC) has a chance to wrest substantial share from Mellanox Technologies Ltd. […]

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The Cloud Sets Off a Next-Gen Network Switch War Led by Cisco (CSCO, ANET, HPE)

Research Question: Will private data center cloud networking replace traditional networks for enterprises not prepared to do large-scale IT networking migration to the public cloud in 2017? Which vendors are best positioned? Companies: AMZN, ANET, BRCD, CRM, CSCO, EPA:ALU, EXTR, GOOG/GOOGL, HPE, JNPR, MLNX, MSFT, SMCI, STO:ERIC-A/B, TPE:2345 By: John Harrington Click here to download report […]

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