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Software, Internet & Computer  // Browsing posts in Software, Internet & Computer

Tech Trends Alert: Brexit Forces Tech Planning Hand (CSCO, MSFT, NOK)

Companies: AMZN, CSCO, MSFT, NOK, VZ By: John Harrington Click here to download report (.pdf)   Summary Microsoft and Cisco look to be benefitting near term amid Brexit chaos. Cloud adoption and DIY upgrades are happening in larger-than-usual numbers on Windows networks and network fabric deals for Cisco as enterprises try to work around Brexit […]

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Shopify Plus Pushes Forward with Upmarket Success (SHOP)

Research Question: Will Shopify Plus become the go-to ecommerce platform for Global 2000 companies? Companies: SHOP By: David Franklin Click here to download report (.pdf)   Summary of Findings Shopify Inc.’s (SHOP) Shopify Plus, an ecommerce platform designed for large enterprises, is expected to gain additional share and is on a path to become the […]

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Alteryx Idea Proposal (AYX)

Alteryx Idea Proposal (AYX)

Is Alteryx becoming robust enough to defend itself against Tableau once its Prep product becomes a more viable threat? Report Available: April 4, 2019   Blueshift’s initial research found AYX benefiting from increasing global demand for analytics. AYX offers self-serve data analytics software for teams that work heavily with data but are not data scientists, […]

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Tech Trends: Demand for Speed Forces Data Center Computing Upgrades

Research Question: Will the demands of new application workloads for higher-performance computing and fast recall storage build to the point at which a mass upgrade cycle for new data center fabrics will be triggered over the next three years, starting in the second half of 2019? Companies: AMZN, ANET, CSCO, DELL, GOOG/GOOGL, HPE, INTC, MLNX, MSFT, […]

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Shopify Idea Proposal (SHOP)

Shopify Idea Proposal (SHOP)

Will Shopify Plus become the go-to ecommerce platform for Global 2000 companies? Report Available: March 13, 2019   Blueshift’s initial research found SHOP posting a strong Q4 and hitting $1 billion in revenue. Still, SHOP has posted 12 consecutive quarters of declining growth. SHOP’s Shopify Plus platform designed for high volume merchants and enterprise solutions […]

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Tech Trends: AWS and Microsoft Azure Must Target Every IT Segment to Fuel Growth (AMZN, MSFT)

Research Question: How fast are AWS and Microsoft moving into competition with companies in areas like document sharing, collaboration, voice recognition and on-the-fly analytics? Will these efforts keep their competitors from growing enough to remain viable? Companies: AMZN, BOX, CRM, CSCO, DBX, GOOG/GOOGL, IBM, MSFT, ORCL, TDC, WDAY By: John Harrington Click here to download report […]

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Vicor Is Gradually Starting to Benefit from Uptake of Nvidia GPUs (VICR, NVDA)

Research Question: How quickly will data centers ramp up their purchases of Nvidia GPUs powered by Vicor technology? Companies: ABB, AMD, AMZN, AVGO, CIEN, CSCO, DELL, FB, GOOG/GOOGL, HPE, IBM, IFNNY, INTC, JNPR, MSFT, NVDA, ORCL, QCOM, TXN, VICR, XLNX By: Seth Agulnick Click here to view report (.pdf)   Summary of Findings Sales of […]

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Tech Trends: 5G Gives Security Vendors a New Growth Opportunity

Research Question: Which effect will mass access from the introduction of 5G mobility have on network transport, data security and data management? Companies: AMZN, CHKP, CSCO, FTNT, MSFT, NOK, PANW, QCOM, VZ   By: John Harrington Click here to download report (.pdf)   Key Findings The construction of 5G networks is going to move into […]

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Vicor Idea Proposal (VICR, NVDA)

Vicor Idea Proposal (VICR, NVDA)

How quickly will data centers ramp up their purchases of Nvidia GPUs powered by Vicor technology? Report Available: February 7, 2019   Blueshift’s initial research found VICR’s revenue spiking as artificial intelligence and other data center trends increase demand for better power sources. VICR’s Power-on-Package technology is generating buzz as big players like NVDA have […]

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Tech Trends: Part 2: Data Center Networking to Define IT Winners and Losers (NVDA, MDB, MLNX)

Research Question: Which technologies will lead the way in digital transformation this year? How will legacy technology vendors be affected? Companies: AMZN, ANET, CLDR, CSCO, DELL, GOOG/GOOGL, HPE, IBM, MDB, MLNX, MSFT, NVDA, ORCL By: John Harrington Click here to download report (.pdf)   Key Findings This is the second of three Blueshift Research reports that […]

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