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

Tech Trends: Slow Networking Pipelines Persist Affecting Remainder of 2019

Research Question: Will the legacy networking IT vendor DIY sales pipeline slowdown that Blueshift’s Tech Trends detected in April continue through to the end of CY19? If so, what areas and which companies are most affected and by what factors? Companies: AMZN, CSCO, DELL, GOOG/GOOGL, HPE, IBM, MSFT, NTAP, ORCL, PANW, VMW By: John Harrington Click […]

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CarMax Primed for Additional Growth with Online and New Store Sales (KMX)

Research Question: Can CarMax sustain its growth trend as it continues to add stores and expand its omnichannel sales platform? Companies: AMZN, AN, BRK.A/B, CVNA, KAR, KMX, PAG, SAH By: David Franklin Click here to download report (.pdf)   Summary of Findings CarMax Inc.’s (KMX) growth trend will continue, with its omnichannel and store expansion […]

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Tech Trends: AWS Powers Amazon Logistics vs. FedEx, UPS, Postal Services

Research Question: Is Amazon expanding its global Prime delivery and logistics business using a similar blueprint to the one it developed to expand AWS in information technology? If so, is AWS’ scale helping Amazon speed up its attack on FedEx, UPS, national postal services, and other logistics companies? Companies: AMZN, FDX, GOOG/GOOGL, IBM, MSFT, UPS By: […]

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Netflix Idea Proposal (NFLX)

Netflix Idea Proposal (NFLX)

Was Netflix’s Q2 subscriber debacle a short-term blip or a major red flag? Report Available: September 12, 2019   Blueshift’s ongoing research found NFLX badly missing its subscriber growth forecasts in Q2. The company blamed its own content slate and predicted a return to robust growth in the second half of the year. But there […]

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Microsoft’s Teams Is Becoming a Big Headache for Slack (WORK)

Research Question: Can Slack expand its appeal to a broader audience and stave off Microsoft Teams? Companies: CRM, FB, GOOG/GOOGL, LOGM, MSFT, NEWR, TEAM, WORK, ZM By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Microsoft Corp.’s (MSFT) Teams communication software has closed the gap with Slack Technologies Inc. (WORK) to […]

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Cognex Faces Near-Term Challenges But Long-Term Gains in New Markets (CGNX)

Research Question: Will Cognex’s focus on new markets, including logistics, gain traction and drive meaningful growth in 2019? Companies: AMZN, BIT:DAL, CGNX, ETR:BSL, ETR:S9I, FLIR, GOOG/GOOGL, HON, IBM, INTC, MSFT, NATI, SHE:002415, TDY, TYO:6645, TYO:6758/SNE, TYO:6861, ZBRA By: David Franklin Click here to download report (.pdf)   Summary of Findings Cognex Corp.’s (CGNX) focus on […]

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Coupa’s Momentum Rising As Spend Management Market Builds (COUP)

Research Question: Can Coupa Software accelerate its revenue and new customer growth? Companies: COF, COUP, CRM, IBM, MSFT, ORCL, SAP, WDAY By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Coupa Software Inc. (COUP) has a great platform for managing business spending and should continue to build traction as more enterprises […]

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Tech Trends: Nvidia/Mellanox Ready to Shake Up the Slow Networking Sector (NVDA)

Research Question: What effect will the combined Nvidia/Mellanox have on the next-gen data center? Also, how will the deal affect competition from the likes of IBM, Intel and other networking companies? Companies: AMZN, ANET, CSCO, DELL, GOOG/GOOGL, IBM, INTC, MLNX, MSFT, NVDA, VMW By: John Harrington Click here to download report (.pdf)   Key Findings If […]

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Slack Idea Proposal (WORK)

Slack Idea Proposal (WORK)

Can Slack expand its appeal to a broader audience and stave off Microsoft Teams? Report Available: July 25, 2019   Blueshift’s initial research found WORK’s valuation soaring to lofty heights in its debut on the public markets. The company has been growing rapidly but is still piling up operating losses. Its efforts to expand to […]

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Tech Trends: Fast Storage Set To Jump-start Data Center Upgrades

Research Question: Will new technologies like NVMe-oF move front and center in a push to upgrade data center network attached storage? What effect will this new technology have on incumbents like Dell/EMC and NetApp? Companies: AMZN, CSCO, DELL, GOOG/GOOGL, IBM, MLNX, MSFT, NTAP, NVDA, PSTG, RHT, SMCI By: John Harrington Click here to download report (.pdf) […]

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