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

Tech Trends: Facebook Could Be Networking Itself Toward Trouble (FB)

Research Question: Are Facebook’s large data center networking expansions, which are geared toward heavy data loads like video and messaging, putting the company under pressure? Companies: AMZN, ANET, FB, GOOG/GOOGL, MSFT, SNAP, TWTR By: John Harrington Click here to download report (.pdf)   Summary Facebook Inc. (FB) may be painting itself into a precarious corner in […]

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Box Idea Proposal (BOX)

Box Idea Proposal (BOX)

Does Box offer the right enterprise features and potential cost savings to attract big businesses to its platform? Report Available: May 4, 2017 Blueshift’s initial research found BOX growing its revenue as a content management platform for enterprises. The company is positioning its cloud-based software as a tool that meets all the key enterprise needs […]

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Grubhub Feeling the Heat from UberEATS and Other Delivery Services (GRUB)

Research Question: Will Grubhub fend off UberEATS and Amazon? Companies: AMZN, GRPN, GRUB, SQ, YELP   By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Grubhub Inc. (GRUB) faces mounting pressure from competitors and is finding it more difficult to fight them off. This worrisome trend for the company is a […]

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Microsoft Cloud License Shift A Bolt Of Lightning (MSFT)

Companies: MSFT   By: John Harrington Click here to download report (.pdf) Summary Good for Microsoft. Streamlines an unwieldy, last-gen sales channel. Bad for excess partners clinging to old on-prem software licensing model. Company expands large enterprise direct sales, eliminating bottlenecks. SMB deals left for channel to chase. Resellers are pitted against each other to […]

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Premier Agents Will Drive Growth for Zillow Despite Negative Views and Concerns (Z, ZG)

Research Question: Will premier agent spending continue to drive growth for Zillow in 2017? Companies: BRK.A/B, FB, GOOG/GOOGL, NWS/NWSA, RLGY, TWTR, Z By: David Franklin Click here to download report (.pdf)   Summary of Findings Zillow Group Inc.’s (Z) growth trend will continue this year, according to 14 of 20 sources. Eleven of the 14 […]

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The Cloud Is Acceleratingthe IT Spending Fracture for 2H17

Research Question: What projects are large IT clients spending on, and what types of projects are driving pipeline development heading in the second quarter? Companies: AMZN, ANET, CHKP, CMCSA, CSCO, CTXS, DVMT, FEYE, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, KRX:005930/005935, MSFT, NTAP, PANW, PLCM, PSTG, RHT, SHOR, SMCI, WDC By: John Harrington Click here to download report […]

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Apple’s Best Bet: Integration and User Design, Not New Hardware (AAPL)

Research Question: Where are the best opportunities for Apple to reclaim its cutting-edge reputation? Companies: AAPL, AMZN, BIDU, DDAIF, ETR:BMW, F, FB, FCAU, GM, GOOG/GOOGL, HAR, KRX:000270, KRX:005380, KRX:005930, MSFT, NVDA, TSLA, TYO:6503, TYO:6752, TYO:7203, TYO:7261 By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Apple Inc.’s (AAPL) smartest path to […]

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Microsoft Gains on AWS While Google Is Set for a Cloud Refresh (AMZN, GOOG, MSFT)

Research Question: Is Microsoft going to pass Amazon’s AWS in cloud subscriptions? Will Google’s reemergence change the big cloud landscape? Companies: AMZN, EQIX, GOOG/GOOGL, MSFT, ORCL By: John Harrington Click here to download report (.pdf)   Summary Microsoft Corp.’s (MSFT) full-serve cloud offerings continue to gain strength against IaaS products hosted by Amazon.com Inc.’s (AMZN) Amazon […]

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GrubHub Idea Proposal (GRUB)

GrubHub Idea Proposal (GRUB)

Will GrubHub fend off the challenge from UberEATS and Amazon? Report Available:April 5, 2017   Blueshift’s initial research shows GRUB continuing its strong growth trajectory, but competition is on the rise, including from well-known consumer-facing companies Amazon and Uber that are expanding aggressively.   Observations GRUB’s Q4 profits missed expectations, though revenue grew 38% year […]

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Many Cloud Promises Made by IT Vendors Cannot Come True

Research Question: What type of cloud strategies will or will not work in order for established IT product vendors to remain intact this year and beyond? Companies: AMZN, ANET, CHKP, CSCO, CTXS, CVLT, DVMT, EXTR, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, JNPR, MSFT, PANW, PSTG By: John Harrington Click here to download report (.pdf)   Summary Major […]

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