Software, Internet & Computer // Browsing posts in Software, Internet & Computer
Microsoft Cloud License Shift A Bolt Of Lightning (MSFT)
Companies: MSFT By: John Harrington Click here to download report (.pdf) Summary Good for Microsoft. Streamlines an unwieldy, last-gen sales channel. Bad for excess partners clinging to old on-prem software licensing model. Company expands large enterprise direct sales, eliminating bottlenecks. SMB deals left for channel to chase. Resellers are pitted against each other to […]
Premier Agents Will Drive Growth for Zillow Despite Negative Views and Concerns (Z, ZG)
Research Question: Will premier agent spending continue to drive growth for Zillow in 2017? Companies: BRK.A/B, FB, GOOG/GOOGL, NWS/NWSA, RLGY, TWTR, Z By: David Franklin Click here to download report (.pdf) Summary of Findings Zillow Group Inc.’s (Z) growth trend will continue this year, according to 14 of 20 sources. Eleven of the 14 […]
The Cloud Is Acceleratingthe IT Spending Fracture for 2H17
Research Question: What projects are large IT clients spending on, and what types of projects are driving pipeline development heading in the second quarter? Companies: AMZN, ANET, CHKP, CMCSA, CSCO, CTXS, DVMT, FEYE, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, KRX:005930/005935, MSFT, NTAP, PANW, PLCM, PSTG, RHT, SHOR, SMCI, WDC By: John Harrington Click here to download report […]
Apple’s Best Bet: Integration and User Design, Not New Hardware (AAPL)
Research Question: Where are the best opportunities for Apple to reclaim its cutting-edge reputation? Companies: AAPL, AMZN, BIDU, DDAIF, ETR:BMW, F, FB, FCAU, GM, GOOG/GOOGL, HAR, KRX:000270, KRX:005380, KRX:005930, MSFT, NVDA, TSLA, TYO:6503, TYO:6752, TYO:7203, TYO:7261 By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Apple Inc.’s (AAPL) smartest path to […]
Microsoft Gains on AWS While Google Is Set for a Cloud Refresh (AMZN, GOOG, MSFT)
Research Question: Is Microsoft going to pass Amazon’s AWS in cloud subscriptions? Will Google’s reemergence change the big cloud landscape? Companies: AMZN, EQIX, GOOG/GOOGL, MSFT, ORCL By: John Harrington Click here to download report (.pdf) Summary Microsoft Corp.’s (MSFT) full-serve cloud offerings continue to gain strength against IaaS products hosted by Amazon.com Inc.’s (AMZN) Amazon […]
GrubHub Idea Proposal (GRUB)
Will GrubHub fend off the challenge from UberEATS and Amazon? Report Available:April 5, 2017 Blueshift’s initial research shows GRUB continuing its strong growth trajectory, but competition is on the rise, including from well-known consumer-facing companies Amazon and Uber that are expanding aggressively. Observations GRUB’s Q4 profits missed expectations, though revenue grew 38% year […]
Many Cloud Promises Made by IT Vendors Cannot Come True
Research Question: What type of cloud strategies will or will not work in order for established IT product vendors to remain intact this year and beyond? Companies: AMZN, ANET, CHKP, CSCO, CTXS, CVLT, DVMT, EXTR, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, JNPR, MSFT, PANW, PSTG By: John Harrington Click here to download report (.pdf) Summary Major […]
IT Security Firms Face an Uncertain Future in a Crowded Market (CSCO, FEYE)
Research Question: What main trends are driving IT security spending at the start of 2017? What next-generation technologies are gaining traction and disrupting the market? Companies: AMZN, CHKP, CSCO, DVMT, FEYE, FFIV, FTNT, JNPR, MSFT, PANW By: John Harrington Click here to download report (.pdf) Summary IT security industry leaders will show off their wares […]
RealPage Growth Will Continue, But Customer Concerns Cloud Future (RP)
Research Question: Can RealPage maintain its growth and profit trends through 2017 even as the multifamily market softens in some areas? Companies: APPF, CSGP, DATA, GOOG/GOOGL, MSFT, RP, SSNC By: David Franklin Click here to download report (.pdf) Summary of Findings RealPage Inc. (RP) will maintain its current growth trend, thanks to its position […]
Mindbody’s Lead Threatened by Poor User Experience, Customer Service (MB)
Research Question: Will Mindbody experience a breakout year in 2017? Companies: GOOG/GOOGL, INTU, MB, MSFT, NZE:XRO, ORCL, UA By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Mindbody Inc. (MB) is not expected to have a breakout year in 2017 as nearly half of Blueshift Research’s user sources and all of […]
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