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Wix.com Idea Proposal (WIX)
Will Wix Code spur a major spike in Wix’s paid subscription base or revenue per user? Report Available: September 12, 2018 Blueshift’s initial research found WIX improving its 2018 revenue forecast after a strong Q2. The company is banking on new tools like Wix Code to expand its addressable market and improve conversion […]
Tech Trends: F5’s Product Development Likely Can’t Keep Up with Computing Advancements (FFIV)
Companies: AMZN, FFIV, GOOG/GOOGL, MSFT By: John Harrington Click here to download report (.pdf) Summary The new cloud architectures have no use for F5’s main products. As the gap between high-performance computing and everyday enterprise network application workloads continues to narrow, many technologies that came to market in the late 1990s and early 2000s […]
The Facebook Juggernaut Rolls On (FB)
Research Question: Were advertisers spooked enough by the data privacy and other scandals swirling around Facebook to hurt its top line in the second quarter? Companies: ACXM, AMZN, CRM, EFX, FB, GOOG/GOOGL, HKG:0700, MSFT, SNAP, T, TWTR, VZ By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Facebook Inc. (FB) appears […]
Tech Trends: IT Veterans Forecast Which Technologies Face Extinction
Research Question: Are rapidly evolving trends like on-demand utility computing, AI and accelerated machine learning pushing large incumbent IT companies to the brink of extinction? If so, which companies in which IT categories are threatened, and which will emerge in the next frontier? Companies: AMZN, ANET, BABA, CHKP, CSCO, CTXS, DVMT, ETR:DTE, FFIV, FTNT, GOOG/GOOGL, HPE, […]
Nvidia Is in Great Shape to Extend Its Data Center Dominance (NVDA)
Research Question: What are the roadblocks to Nvidia’s growth in AI-powered data centers? Companies: AAPL, AMD, AMZN, CTXS, ETR:SAP, FB, GOOG/GOOGL, IBM, INTC, KRX:005930, MSFT, NVDA, ORCL, QCOM, TXN, TYO:9984, XLNX By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Nvidia Corp.’s (NVDA) astonishing growth in sales to data centers should […]
Tech Trends: Big Cloud Shrinks Big IT Projects; IBM, Dell, HPE, Oracle Feel the Pain
Research Question: How are firms like IBM and HPE being affected by the large multiyear IT projects that are being reduced by faster-to-implement cloud options? Companies: AMZN, BABA, CSCO, DVMT, ETR:DTE, ETR:SAP, GOOG/GOOGL, HPE, IBM, MSFT, ORCL By: John Harrington Click here to download report (.pdf) Key Findings A seismic shift is underway in how […]
Tech Trends: All-Time High IT Security Spending Nears Saturation Point
Research Question: How are IT security incumbents responding to a source-forecasted spending slowdown and increasing competition from newer companies in the second half of 2018? Companies: AMZN, CHKP, CSCO, FFIV, FTNT, GOOG/GOOGL, JNPR, MSFT, PANW, PSDO, LON:SOPH By: John Harrington Click here to download report (.pdf) Key Findings Think the IT security run is endless? […]
Spotify Idea Proposal (SPOT)
Is Spotify the next Netflix or the next Pandora? Report Available: July 24, 2018 Blueshift’s initial research found strong revenue and subscriber growth in SPOT’s first earnings report as a public company but also some question marks around profitability and revenue per user. SPOT’s success and growing influence in the music industry has led […]
Facebook Idea Proposal (FB)
Were advertisers spooked enough by the data privacy and other scandals swirling around Facebook to hurt its top line in Q2? Report Available: July 13, 2018 Blueshift’s initial research found FB’s stellar Q1 results quelling many fears about a series of recent controversies. However, the Cambridge Analytica scandal over data privacy first became public […]
Tech Trends: Cheaper Speed to Market Fuels Disruptive Tech Boom
Research Question: Which legacy enterprise IT vendors are most likely to be disrupted the soonest? Which factors are leading the disruption? Companies: AKAM, AMZN, CSCO, CTXS, DVMT, FFIV, GOOG/GOOGL, HPE, IBM, INTC, MSFT, NVDA, ORCL, RHT, VMW By: John Harrington Click here to download report (.pdf) Key Findings Cloud-accelerated disruption is fracturing the IT marketplace. […]
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