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

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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Coupa Software Idea Proposal (COUP)

Coupa Software Idea Proposal (COUP)

Can Coupa Software accelerate its revenue and new customer growth? Is its relatively low penetration of enterprises an opportunity or a warning sign? Report Available: July 2, 2019   Blueshift’s initial research found COUP outpacing revenue expectations in its most recent quarter and guiding for 30% revenue growth for the full year. However, the 13-year-old […]

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Tech Trends: The Cloud Burns the Firewall Myth and More in Big IT

Research Question: Have the multifunction firewall vendors been selling ineffective equipment at high prices while cloud computing and remote worker access have been rapidly expanding? Have whole classes of proprietary networking products become obsolete as clients increasingly subscribe to cloud-based services? Companies: AMZN, CHKP, CRWD, CTXS, DELL, FTNT, GOOG/GOOGL, HPE, IBM, MSFT, PANW, VMW By: John […]

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SPS Commerce’s Wallet Share Growth from Existing Customers Will Be Limited (SPSC)

Research Question: Are existing customers expanding wallet share with SPS Commerce? Companies: IBM, SPSC, TSE:OTEX/OTEX By: David Franklin Click here to download report (.pdf)   Summary of Findings SPS Commerce Inc. (SPSC) is unlikely to experience significant wallet share expansion with its existing customer base this year. However, the market leader in cloud-based supply chain […]

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Tech Trends: Big Cloud Fuels VC Delusions of Grandeur and a Bubble

Research Question: Has the expansion of global mass-scale cloud hosting, especially by AWS, eliminated the tech startup barrier to entry, to the point at which VC-funded ideas that are unlikely to ever make a profit still are able to go to market in hopes of unicorn IPOs? Companies: AMZN, FEYE, GOOG/GOOGL, GRUB, LYFT, MSFT, PANW, UBER […]

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Adobe’s Creative and Experience Cloud Subscriptions Will Continue to Grow (ADBE)

Research Question: What headwinds could derail Adobe’s subscription growth trend for its Creative Cloud and Experience Cloud? Companies: ADBE, ADSK, AMZN, CRM, GOOG/GOOGL, HUBS, IBM, MSFT, ORCL, SAP By: David Franklin Click here to download report (.pdf)   Summary of Findings The subscription growth trend for Adobe Inc.’s (ADBE) Creative Cloud and Experience Cloud is […]

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