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Tech Trends: Almost Everybody Wins—for Now—in the 2018 Cloud SaaS and PaaS Market
Research Question: Which effect is competition having on incumbent vendors now that cloud-based SaaS is emerging as the No. 1 IT sales strategy among numerous major tech vendors? Companies: ACN, AMZN, ASX:XRO, CRM, GOOG/GOOGL, HDP, IBM, MSFT, ORCL, RHT, WDAY By: John Harrington Click here to download report (.pdf) Key Findings Cloud-hosted software as a […]
Everbridge Has Growth Opportunities in a Crowded MNS Market (EVBG)
Research Question: Are Everbridge’s mass notification customers adding new applications to their existing plans? Will Everbridge continue to add new customers at its current pace? Companies: AMZN, BB, ETN, EVBG, FB, GOOG/GOOGL, ORCL, TWLO, TWTR By: David Franklin Click here to download report (.pdf) Summary of Findings Everbridge Inc. (EVBG) is considered an industry […]
Tech Trends: Cloud Automation Is Disrupting Everything IT
Research Question: Which legacy information technology is most at risk of being diminished or replaced by next-generation developments and cloud-hosted services this year? Which vendors are most likely to be affected? Companies: AMZN, CSCO, CTXS, DVMT, FFIV, GOOG/GOOGL, HPE, IBM, INTC, MSFT, RHT, VMW By: John Harrington Click here to download report (.pdf) Key […]
Tech Trends: 2018 IT Spending Will Be Flat and Will Move from Products to the Cloud
Research Question: How will the tech networking, storage and security verticals deal with the expansion of on-demand cloud IT in 2018? Has the cloud permanently diminished large growth for the biggest incumbents? Companies: AKAM, AMZN, CHKP, CSCO, DVMT, FTNT, GOOG/GOOGL, HPE, IBM, JNPR, MLNX, MSFT, NTAP, ORCL, PANW, PFPT, PSTG, RHT, SMCI By: John Harrington Click […]
Neither Price Hikes Nor Competitors Will Slow Netflix This Year (NFLX)
Research Question: Will Netflix’s price increase open the door for a growing set of competitors to steal subscribers? Companies: AAPL, AMZN, CBS, CHTR, CMCSA, DIS, DISH, ERIC, FB, FOX, GOOG/GOOGL, LON:SKY, NFLX, RLJE, ROKU, T, TMUS, TWX, VZ By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Netflix Inc.’s (NFLX) recent […]
Everbridge Idea Proposal (EVBG)
Are Everbridge’s mass notification customers adding new applications to their existing plans? Will Everbridge continue adding new customers at its current pace? Report Available: February 7, 2018 Blueshift’s initial research found EVBG, provider of a cloud-based software that automates and manages responses to public safety threats and critical business events, experiencing a breakout year in […]
Tech Trends: Flawed Chips to Help Makers (Excepting Lawsuits) and Big Cloud (INTC, AMD, NVDA)
Research Question: What will be the immediate and longer-term effects of the “Meltdown” and “Spectre” security flaws built into the world’s leading microprocessors as related to their makers and end users? Companies: AMD, AMZN, CSCO, GOOG/GOOGL, INTC, MSFT, NVDA By: John Harrington Click here to download report (.pdf) Key Findings Intel’s and AMD’s computer […]
Tech Trends: VAR Wars: Ingram Micro Disrupts Data Security Market Via Cloud Partnerships (PANW)
Research Question: Will Ingram Micro’s moves to become a full-service cloud support and IT security super-VAR add more disruption to the data security marketplace and directly affect Palo Alto Networks? Companies: AMZN, CDW, CHKP, FTNT, JNPR, MSFT, PANW, PFPT, PSDO, SHA:600515 By: John Harrington Click here to download report (.pdf) Key Findings “VAR wars […]
Tech Trends: Living Data, GPUs, AI and Fast Clouds Are Disrupting the Data Storage Industry (MDB, NVDA)
Research Question: What new technologies are disrupting the data storage market, and which companies stand to gain or lose? Companies: AMD, AMZN, CSCO, DVMT, GOOG/GOOGL, HPE, IBM, INTC, MDB, MLNX, MSFT, MU, NTAP, NVDA, PSTG, RHT, SMCI By: John Harrington Click here to download report (.pdf) Key Findings Old stored data is useless if not […]
Zillow’s 2018 Growth Potential Is Strong; CFPB Battle Bears Watching (Z/ZG)
Research Question: Are there any headwinds that will slow Zillow’s growth in 2018? Companies: AMZN, CLGX, FB, GOOG/GOOGL, NWS/NWSA, RDFN, Z/ZG By: David Franklin Click here to download report (.pdf) Summary of Findings Zillow Group Inc.’s (Z/ZG) 2018 growth trajectory will not be slowed by any current or potential headwinds, according to eight of […]
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