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

Tech Trends: Palo Alto Networks’ Channel Practices, Commissions Questioned (PANW)

Research Question: Can a shakeup of its NextWave channel partner program and a heavy push to market itself as a hybrid cloud security company help Palo Alto Networks stave off competition and post sustained growth so that it can finally turn a profit? Companies: AMZN, CHKP, FTNT, GOOG/GOOGL, MSFT, PANW By: John Harrington Click here to […]

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Adobe Idea Proposal (ADBE)

Adobe Idea Proposal (ADBE)

Will Adobe’s Creative Cloud continue to experience year-to-year subscription growth? Report Available: December 12, 2018   Blueshift’s initial research shows ADBE reaping the rewards of its decision five years ago to switch to a SaaS model, charging a monthly subscription for its renamed Creative Cloud instead of the perpetual license for its Creative Suite. Revenue […]

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Tech Trends: Open Source, Containers to Kill Growth for Big Proprietary IT Vendors

Research Question: How are open-source and container software approaches tied to the big three clouds changing the way data networks operate? Companies: AMZN, CSCO, CTXS, FFIV, GOOG/GOOGL, IBM, MDB, MSFT, ORCL, RHT   By: John Harrington Click here to download report (.pdf)   Key Findings Although still below the radar, the shift in how to handle […]

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Tech Trends: Big Three Firewall Firms Face Upcoming Container Chaos (CHKP, FTNT, PANW)

Research Question: Can Check Point, Palo Alto Networks and Fortinet successfully transition to become major cloud security providers without exposing their revenue to increasing risk? Companies: AMZN, CHKP, FTNT, GOOG/GOOGL, IBM, MSFT, PANW, RHT   By: John Harrington Click here to download report (.pdf)   Key Findings In a word, “No.” A new industry is rapidly […]

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Netflix Idea Proposal (NFLX)

Netflix Idea Proposal (NFLX)

Will Netflix’s subscriber growth be slowed in 2019 by the proliferation of new content options such as Disney’s upcoming SVOD channels, or streaming devices like Roku that make competing OTT content easier to find? Report Available: November 29, 2018   Blueshift’s initial research found NFLX bouncing back with strong subscriber growth in Q3, while offering […]

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Facebook’s Focus on Stories Is Fraught with Challenges (FB)

Research Question: Will Facebook be able to monetize Stories at the same level as news feed ads? Companies: ACXM, AMZN, EXPGY, FB, GOOG/GOOGL, SNAP, TWTR By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Facebook Inc. (FB) is going to have trouble moving both users and advertisers from its news feed to […]

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Tech Trends: IT Security Market Is Being Wrecked by Overabundance of Players

Research Question: Are there already too many cyber security vendors in business, with more startups arriving all the time? If so, how do the leading publicly traded companies maintain share, let alone growth? Companies: AMZN, CHKP, CSCO, FFIV, FTNT, GOOG/GOOGL, IBM, JNPR, MSFT, PANW, PFPT, RPD, VMW, ZS By: John Harrington Click here to download report […]

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Tech Trends: Big Open Cloud Platforms Crushing Legacy Tech

Research Question: Are companies that are trying to compete with Amazon, Microsoft and Google in cloud services falling further behind? Are companies that supply other public cloud efforts being hurt? Companies: AMZN, ANET, CSCO, CTXS, FFIV, GOOG/GOOGL, IBM, JNPR, MSFT, ORCL, VMW By: John Harrington Click here to view report (.pdf)   Key Findings Overall, IT […]

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Tech Trends: Big Wireless Bandwidth Will Feed the Giant Clouds

Research Question: How will businesses and organizations plan their next information technology moves given the introduction of very high-speed wireless mobile network access? Companies: AAPL, AMD, AMZN, ANET, BME:TEF, CSCO, DVMT, FFIV, GOOG/GOOGL, HPE, INTC, JNPR, LON:VOD, MSFT, QCOM, T, VZ   By: John Harrington Click here to download report (.pdf)   Key Findings New, very […]

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Upwork Idea Proposal (UPWK)

Upwork Idea Proposal (UPWK)

Will newly IPO’d Upwork generate significant, sustainable growth in 2019? Report Available: October 31, 2018   Blueshift’s initial research found UPWK, the leading freelance employee marketplace, scheduled for its IPO on October 3rd. The company hopes to raise $169 million with a total valuation of $1.3 billion, pricing its offering between $12 and $14. Given the […]

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