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

MicroStrategy Idea Proposal (MSTR)

MicroStrategy Idea Proposal (MSTR)

Is MicroStrategy’s newest cloud-based BI platform appealing to enterprises? Report Available: May 23, 2019   Blueshift’s initial research found MSTR struggling to reverse several years of declining revenue. The company is pinning its latest hopes on MicroStrategy 2019, a cloud-based platform with a host of new features. The BI software market, however, is a fiercely […]

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Anaplan Has Settled Into a Sweet Spot in the Software Market (PLAN)

Research Question: Can Anaplan build on its recent success in large enterprise sales? Companies: CRM, DATA, IBM, MSFT, ORCL, PLAN, SAP, WDAY By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Anaplan Inc.’s (PLAN) connected planning software is unparalleled in its flexibility, making it useful for a wide variety of functions […]

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Tech Trends: The Software Evolution Is Poised to Power Nvidia for Years (NVDA)

Research Question: Is the demand for faster data processing causing developers to rewrite existing software and to create new software that is optimized to run on GPU chips? If so, does Nvidia stand to profit? Companies: AMZN, GOOG/GOOGL, INTC, MSFT, NVDA By: John Harrington Click here to download report (.pdf)   Key Findings Nvidia’s big secret […]

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Pinterest Idea Proposal (PINS)

Pinterest Idea Proposal (PINS)

Does Pinterest have the engagement levels and targeting expertise to thrive in a digital ad market dominated by Facebook, Google and Twitter? Report Available: May 9, 2019   Blueshift’s initial research found Pinterest’s revenue growing and losses narrowing as it prepares to go public. The online bulletin board has a sizeable and growing user base, […]

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Tech Trends: Increased Cloud Options Are Slowing 2019 DIY Sales

Research Question: Are the number and the diversity of traditional IT software and hardware services available in the big public clouds quickening the slowdown in 2019 DIY IT spending? Companies: AMZN, CSCO, CTXS, CVLT, DBX, DELL, FFIV, GOOG/GOOGL, HPE, IBM, MSFT, ORCL, TDC, VMW By: John Harrington Click here to download report (.pdf)   Key Findings […]

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Alteryx Is in Great Shape to Fend Off Tableau and Other Competitors (AYX)

Research Question: Is Alteryx becoming robust enough to defend itself once Tableau’s Prep product is a viable threat? Companies: AYX, DATA, IBM, MSFT, ORCL, TLND By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Customers and partners of Alteryx Inc. (AYX) are enamored with the company’s data science platform and do […]

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Tech Trends: Sales-Focused IT Security “Pathetic” As Attacks Skyrocket

Research Question: Are organized hackers stepping up attacks against U.K. and U.S. targets amid Brexit preparations and other political turmoil? Can leading IT security vendors keep up? Companies: CHKP, FEYE, FTNT, JNPR, PANW, SPLK, SYMC   By: John Harrington Click here to download report (.pdf)   Key Findings Editor’s Note: John Harrington has been reporting from […]

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Anaplan Idea Proposal (PLAN)

Anaplan Idea Proposal (PLAN)

Can Anaplan build on its recent large enterprise sales success?   Report Available: April 18, 2019   Blueshift’s initial research found PLAN, a leader in the connected planning cloud platform space, hitting record performance numbers. PLAN is used by companies’ finance, sales, marketing, operations, and human resources departments to manage budgets, forecast, and plan. Since its founding […]

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Tech Trends: IT Buying Clients Suddenly Are Calling Off Deals Because of Brexit

Research Question: What effect is the United Kingdom’s impending exit from the European Union having on the technology sector, particularly U.S.-based networking and IT security vendors? Companies: AMZN, CSCO, DELL, GOOG/GOOGL, HPE, IBM, MSFT By: John Harrington Click here to download report (.pdf)   Key Findings Editor’s Note: John Harrington has been reporting from the United […]

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Tech Trends Alert: Brexit Forces Tech Planning Hand (CSCO, MSFT, NOK)

Companies: AMZN, CSCO, MSFT, NOK, VZ By: John Harrington Click here to download report (.pdf)   Summary Microsoft and Cisco look to be benefitting near term amid Brexit chaos. Cloud adoption and DIY upgrades are happening in larger-than-usual numbers on Windows networks and network fabric deals for Cisco as enterprises try to work around Brexit […]

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