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

IT Security Firms Face an Uncertain Future in a Crowded Market (CSCO, FEYE)

Research Question: What main trends are driving IT security spending at the start of 2017? What next-generation technologies are gaining traction and disrupting the market? Companies: AMZN, CHKP, CSCO, DVMT, FEYE, FFIV, FTNT, JNPR, MSFT, PANW By: John Harrington Click here to download report (.pdf)   Summary IT security industry leaders will show off their wares […]

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RealPage Growth Will Continue, But Customer Concerns Cloud Future (RP)

Research Question: Can RealPage maintain its growth and profit trends through 2017 even as the multifamily market softens in some areas? Companies: APPF, CSGP, DATA, GOOG/GOOGL, MSFT, RP, SSNC By: David Franklin Click here to download report (.pdf)   Summary of Findings RealPage Inc. (RP) will maintain its current growth trend, thanks to its position […]

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Mindbody’s Lead Threatened by Poor User Experience, Customer Service (MB)

Research Question: Will Mindbody experience a breakout year in 2017? Companies: GOOG/GOOGL, INTU, MB, MSFT, NZE:XRO, ORCL, UA By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Mindbody Inc. (MB) is not expected to have a breakout year in 2017 as nearly half of Blueshift Research’s user sources and all of […]

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Cost-Effective Cloud Solutions Weaken Security, Storage Vendors

Research Question: What trends will increasingly shape data network management, storage and protection spending in 2017? Companies: AMZN, CHKP, CSCO, CVLT, FEYE, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, INTC, JNPR, MSFT, NTAP, PANW, PSTG, RHT, SYMC By: John Harrington Click here to download report (.pdf)   Summary Spending for IT security and storage products provided by traditional […]

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RealPage Idea Proposal (RP)

RealPage Idea Proposal (RP)

Can RealPage maintain its growth and profit trend through 2017 as the multifamily market softens in some geographic areas? Report Available: February 9, 2017   Blueshift’s initial research shows a positive growth and profit trajectory for RP, a leading property management Software as a service provider. RP’s goal of $1 billion in revenue and 30% […]

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Convergence Helps Some—But Not Many—IT Players

Research Question: What role will data center network automation play in pushing nontraditional data networking hardware players like Intel and Facebook into new areas of revenue generation in 2017 and beyond? And at whose expense? Companies: AMZN, ANET, CSCO, CTXS, CVLT, FB, GOOG/GOOGL, HPE, INTC, JNPR, MSFT, NTAP, RHT, VMW By: John Harrington Click here to […]

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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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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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