Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

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

Report Update: Netflix Delivers Blow to Fox with Murphy Deal, But Is It Spending Recklessly? (NFLX)

Research Question: What does Netflix’s deal with Ryan Murphy signal about the competition for original content with Disney, Fox and others? Companies: AAPL, AMZN, CBS, CMCSA, DIS, DISH, FOX, NFLX, TWX, TYO:6758 By Seth Agulnick Click here to download report (.pdf)   Summary of Findings Netflix Inc.’s (NFLX) deal with TV show creator Ryan Murphy […]

Read more...

No Roadblocks or Headwinds Will Slow Shopify This Year (SHOP)

Research Question: Will anything slow Shopify’s growth in 2018? Companies: AAPL, AMZN, BOX, CRM, EBAY, ETSY, ORCL, SHOP By: David Franklin Click here to download report (.pdf)   Summary of Findings Growth is expected to continue this year for Shopify Inc. (SHOP) and its ecommerce customers as the company controls the SMB segment and has […]

Read more...

Tech Trends: New Strategies and Renewals Will Boost Security Sales But Only Through 1H18

Research Question: With IT security vendors all rapidly moving toward a cloud-based service model, which strategies may create new revenue growth for the major vendors? Companies: CHKP, CSCO, FTNT, GOOG/GOOGL, JNPR, MSFT, PANW, PFPT By: John Harrington Click here to download report (.pdf)   Key Findings The first half of a calendar year is a heavy […]

Read more...

Shopify Idea Proposal (SHOP)

Shopify Idea Proposal (SHOP)

Will anything slow Shopify down in 2018?   Report Available: March 14, 2018   Blueshift’s initial research found SHOP surging with dramatic revenue growth and more than 600,000 merchants generating over $9 billion on its platform in the fourth quarter. SHOP is adding features and partnerships to continue offering its merchants the tools to excel in […]

Read more...

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 […]

Read more...

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 […]

Read more...

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 […]

Read more...

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 […]

Read more...

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 […]

Read more...

Everbridge Idea Proposal (EVBG)

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 […]

Read more...