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

Zillow Idea Proposal (ZG)

Zillow Idea Proposal (ZG)

Is Zillow’s Instant Offers on track to become the company’s next growth story or is it detracting from the core Premier Agent business? Report Available: October 24, 2018   Blueshift’s initial research found ZG expanding its Instant Offers program beyond Phoenix and Las Vegas to Atlanta and Denver despite the program having posted zero revenue […]

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Facebook Idea Proposal (FB)

Facebook Idea Proposal (FB)

Will Facebook be able to monetize Stories at the same level as news feed ads? Report Available: October 18, 2018   Blueshift’s initial research found investor backlash to FB’s second-half revenue and margin guidance. Its disappointing forecast partly stems from its efforts to promote the Stories feature on the main FB platform, a concept that […]

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Wix Code Could Boost Revenue But Not Lure WordPress Devotees (WIX)

Research Question: Will Wix Code spur a major spike in Wix’s paid subscription base or revenue per user? Companies: ADBE, GDDY, MSFT, SHOP, SQ, WIX By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings com Ltd. (WIX) may have a better chance to get current subscribers to pay more to use […]

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Tech Trends: IT Vendors Squeeze Channel Partners As Sales Tighten Due to the Cloud

Research Question: Are IT vendors changing terms among their channel resellers in order to collect more sales revenue at the expense of long-time partners as a result of competition from the major cloud providers? Companies: AMZN, CHKP, CSCO, DVMT, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, JNPR, MSFT, ORCL, PANW   By: John Harrington Click here to download […]

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Vicor Idea Proposal (VICR)

Vicor Idea Proposal (VICR)

How big are the opportunities and what are the potential obstacles for Vicor’s Power-on-Package technology?   Report Available: September 26, 2018   Blueshift’s initial research found VICR’s revenue spiking as artificial intelligence and other data center trends increase demand for better power sources. A new solution from VICR is generating buzz as big players like […]

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Tech Trends: Product Delivery Delays Begin for Tech Hardware Vendors

Research Question: Are supply chain disruptions related to trade issues beginning to hurt IT hardware/software vendor delivery times to the reseller channels? Companies: AMZN, ANET, CHKP, CSCO, DVMT, FTNT, GOOG/GOOGL, HPE, INTC, JNPR, MSFT, PANW By: John Harrington Click here to download report (.pdf)   Key Findings News is surfacing from key IT VAR/integration sources that […]

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Wix.com Idea Proposal (WIX)

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 […]

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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 […]

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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 […]

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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, […]

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