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

Data Analytics Goes Big, Fast and Wide Open (RHT, INTC)

Research Question: What effect will ultra-fast networking and server technology have on the data analytics industry moving forward? Companies: AMZN, ANET, CSCO, DATA, HPE, IBM, INTC, MSFT, ORCL, QLIK, RHT By: John Harrington Click here to download report (.pdf)   Summary Data center networking and storage advancements are opening the door for the analysis of unheard […]

Read more...

Twitter’s Live Video Strategy Has Promise But Faces Big Hurdles (TWTR)

Research Question: Will live video save Twitter? Companies: AAPL, AMZN, FB, GOOG/GOOG, TWTR, VZ, YHOO By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Twitter Inc.’s (TWTR) foray into streaming live sports has some short-term potential to attract new users and advertising revenue, but the company faces many hurdles in fundamentally reversing […]

Read more...

MicroStrategy Idea Proposal (MSTR)

MicroStrategy Idea Proposal (MSTR)

Will sales of MicroStrategy’s core Business Intelligence software take off in the next 6 to 12 months? Report Available: October 5, 2016   Blueshift’s initial research shows disappointing sales of MSTR’s flagship BI product. The company has responded with management restructuring, including a new head of sales, and the release of MicroStrategy 10.4, which it […]

Read more...

TripAdvisor Idea Proposal (TRIP)

TripAdvisor Idea Proposal (TRIP)

Is TripAdvisor’s Instant Booking feature seeing increased adoption from hotels and OTAs? Report Available: October 20, 2016   Blueshift’s ongoing research found TRIP’s Instant Booking feature off to a slow start with muted expectations from hotels. TRIP struggled through a disappointing Q2, is facing a slower summer travel season, and has growing direct booking competition […]

Read more...

Ad Tech Vendors, Publishers Most At Risk As Ad Blocking Builds

Research Question: Who will be the winners and losers as ad-blocking software moves to mobile? Companies: AAPL, CRTO, FB, GOOG/GOOGL, MSFT, NWS/NWSA, NYT, RUBI, S, T, TMUS, TRIP, TUBE, TWTR, VZ, YELP, YHOO By: Seth Agulnick Click here to download report .pdf   Summary of Findings The rise of mobile ad-blocking technology is causing significant pain […]

Read more...

Data Storage As You’ve Known It Is Headed for Extinction

Research Question: What new, disruptive technologies are market-ready in data storage networking? What effect will they likely have on incumbent storage vendors? Companies: AMZN, CSCO, EMC, FB, GOOG/GOOGL, HPE, IBM, INTC, KRX:005930/005935, MLNX, MSFT, NTAP, PSTG, SMCI, TPE:2382, WDC By: John Harrington Click here to download the report (.pdf)   Summary What used to be a closed […]

Read more...

Ad-Blocking Software Idea Proposal

Ad-Blocking Software Idea Proposal

Who will be the winners and losers as ad-blocking software moves to mobile? Report Available: August 24, 2016   Blueshift’s initial research shows skyrocketing use of ad-blocking technology on mobile devices worldwide, though use in the U.S. and Europe is not yet widespread. Some wireless service providers are exploring ways to turn on ad-blocking at the […]

Read more...

No Meaningful Growth for RealPage Until New and Updated Software Is Released

Research Question: Will RealPage improve organic growth with existing and prospective customers? Companies: APPF, CLGX, CRM, LON:SGE, MSFT, N, ORCL, RP By: David Franklin Click here to download the report (.pdf)   Summary of Findings Organic and new customer growth will elude RealPage Inc. (RP) until it launches new and updated products later this year. Eleven of […]

Read more...

Shopify Will Sustain Growth But Be Challenged in Upmarket Move

Research Question: Is Shopify’s platform scalable for big brands, and is its growth sustainable? Companies: AAPL, AMZN, CRM, FB, IBM, N, ORCL, SAP, SHOP, SQ, WIX By: David Franklin Click here to download the report (.pdf)   Summary of Findings Shopify Inc.’s (SHOP) market-leading small and midsized retail ecommerce platform is unlikely to successfully scale up to […]

Read more...

The Cloud, Competition and Commodity Pricing Will Block 2H16 IT Network Growth

Research Question: Is the era of significant revenue growth over for the large, mainstream IT network vendors? Companies: AMZN, ANET, CSCO, EQIX, FFIV, GOOG/GOOGL, HPE, IBM, INTC, JNPR, MLNX, MSFT, ORCL, SMCI, TPE:2382 By: John Harrington Click here to download the report (.pdf)   Summary Although second-quarter IT network sales appeared stable year to year, sales […]

Read more...