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

MicroStrategy 2019: Impressive But Not a Colossal Step Forward (MSTR)

Research Question: Is MicroStrategy’s newest cloud-based BI platform appealing to enterprises? Companies: DATA, DOMO, IBM, MSFT, MSTR, ORCL, PVTL, SAP, TDC By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings MicroStrategy Inc.’s (MSTR) newest business intelligence software offers some key improvements and powerful features that will appeal to enterprises, but it […]

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Tech Trends: Cloud AI Poised to Wreck the IT Security Business Model

Research Question: How is the rapid expansion of AI affecting the cybersecurity market and the next-gen firewall makers that traditionally have bundled everything into their products? Companies: AMZN, BB, CBLK, CHKP, CRWD, CSCO, FEYE, FSCT, FTNT, IBM, JNPR, MSFT, PANW, PFPT, SYMC By: John Harrington Click here to download report (.pdf)   Key Findings The […]

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Pinterest Should Thrive As Awareness of Its Value Grows (PINS)

Research Question: Does Pinterest have the engagement levels and targeting expertise to thrive in a digital ad market dominated by Facebook, Google and Twitter? Companies: AMZN, FB, GOOG/GOOGL, MSFT, PINS, SNAP, TWTR By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Ad spending on Pinterest Inc. (PINS) should continue to ramp […]

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SPS Commerce Idea Proposal (SPSC)

SPS Commerce Idea Proposal (SPSC)

Are existing customers expanding wallet share with SPS Commerce? Report Available: June 6, 2019   Blueshift’s initial research found SPSC benefiting from the retail market’s ongoing digital transformation and posting 73-consecutive quarters of top line growth. SPSC’s network of 80,000 companies across 60 countries is powering the company’s growth as customers adopt SPSC’s cloud-based sourcing, […]

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Adobe Idea Proposal (ADBE)

Adobe Idea Proposal (ADBE)

What headwinds could derail Adobe’s subscription growth trend for its Creative Cloud and Experience Cloud? Report Available: May 30, 2019   Blueshift’s initial research finds ADBE off to a strong start in 2019. Q1 produced record revenues as the paper-to-digital revolution continues to drive adoption of ADBE’s Creative Cloud, Document Cloud and Experience Cloud. During […]

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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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