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Technology  // Browsing posts in Technology

TripAdvisor’s Instant Booking Has Gained Traction Since Blueshift’s June Report (TRIP)

Research Question: Is TripAdvisor’s Instant Booking feature seeing increased adoption from hotels and online travel agencies? Companies: EXPE, FB, GOOG/GOOGL, PCLN, SABR, SAP, TRIP By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings TripAdvisor Inc.’s (TRIP) Instant Booking is seeing growth and increased results compared with Blueshift Research’s June 23 report. Five […]

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Mellanox Technologies Idea Proposal (MLNX, INTC)

Mellanox Technologies Idea Proposal (MLNX, INTC)

How disruptive is Intel’s Omni-Path to Mellanox’s InfiniBand business? Report Available: November 11, 2016   Blueshift’s initial research reveals that MLNX has had a virtual monopoly as the InfiniBand supplier to the high-performance computing (HPC) market. MLNX has also been slowly and successfully expanding high-speed switching use in cloud computing, storage, and data center applications […]

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MicroStrategy Is Boxed In by Competitors and Troubling Trends (MSTR)

Research Question: Will sales of MicroStrategy’s core business intelligence software take off in the next six to 12 months? Companies: AMZN, DATA, GOOG/GOOGL, IBM, MSFT, MSTR, ORCL, QLIK, SAP, TDC By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings MicroStrategy Inc.’s (MSTR) latest business intelligence (BI) platform is not gaining momentum […]

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The Cloud Has Cast a Shadow on IT Security Product Sales (PANW, FTNT, CHKP)

Research Question: What are the buying/implementation patterns for network security products now and looking into 2017? Which vendors’ products are or are not showing momentum? Companies: AMZN, CHKP, CSCO, CUDA, FEYE, FFIV, FTNT, GOOG/GOOGL, JNPR, MSFT, PANW By: John Harrington Click here to download report (.pdf)   Summary Purchases of enterprise network security products have flattened […]

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Atlassian Idea Proposal (TEAM)

Atlassian Idea Proposal (TEAM)

Is Atlassian expanding outside of IT and software teams fast enough to surpass its FY 2017 growth target? Report Available: October 27, 2016   Blueshift’s initial research shows TEAM continuing to broaden its user base outside of its traditional core of IT and software teams and adding key functionality to potential growth products like HipChat […]

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Fitbit Idea Proposal (FIT)

Fitbit Idea Proposal (FIT)

Will Fitbit’s new products drive sales and help maintain the company’s market dominance? Report Available: October 19, 2016   Blueshift’s initial research shows FIT, the leader in the fitness wearables market, hoping for a significant sales boost with the release of two new products. The Flex 2 and Charge 2 fitness trackers have generated a […]

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Data Analytics Goes Big, Fast and Wide Open (RHT, INTC)

Research Question: What effect will ultra-fast networking and server technology have on the data analytics industry moving forward? Companies: AMZN, ANET, CSCO, DATA, HPE, IBM, INTC, MSFT, ORCL, QLIK, RHT By: John Harrington Click here to download report (.pdf)   Summary Data center networking and storage advancements are opening the door for the analysis of unheard […]

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Twitter’s Live Video Strategy Has Promise But Faces Big Hurdles (TWTR)

Research Question: Will live video save Twitter? Companies: AAPL, AMZN, FB, GOOG/GOOG, TWTR, VZ, YHOO By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Twitter Inc.’s (TWTR) foray into streaming live sports has some short-term potential to attract new users and advertising revenue, but the company faces many hurdles in fundamentally reversing […]

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MicroStrategy Idea Proposal (MSTR)

MicroStrategy Idea Proposal (MSTR)

Will sales of MicroStrategy’s core Business Intelligence software take off in the next 6 to 12 months? Report Available: October 5, 2016   Blueshift’s initial research shows disappointing sales of MSTR’s flagship BI product. The company has responded with management restructuring, including a new head of sales, and the release of MicroStrategy 10.4, which it […]

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TripAdvisor Idea Proposal (TRIP)

TripAdvisor Idea Proposal (TRIP)

Is TripAdvisor’s Instant Booking feature seeing increased adoption from hotels and OTAs? Report Available: October 20, 2016   Blueshift’s ongoing research found TRIP’s Instant Booking feature off to a slow start with muted expectations from hotels. TRIP struggled through a disappointing Q2, is facing a slower summer travel season, and has growing direct booking competition […]

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