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

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 […]

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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 […]

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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 […]

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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 […]

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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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Tech Trends: Blockchain Is Poised to Disrupt Like the Internet—Only Faster

Research Question: How fast will decentralized blockchain data applications become a major disruption to traditional database and transactional software? Which IT sector will be affected the soonest? Companies: AMZN, CSCO, DVMT, GOOG/GOOGL, GS, HPE, IBM, INTC, MSFT, ORCL, RHT By: John Harrington Click here to download report (.pdf)   Key Findings Blockchain disruption is already happening […]

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Report Update: Internet Listing Service Performance Declining Despite Increased Spending (CSGP)

Research Question: Can CoStar’s Apartments.com maintain its dominance in the ILS market despite fierce competition and a low barrier to entry? Companies: CSGP, FB, GOOG/GOOGL, RP, Z By: David Franklin Click here to download report (.pdf)   Summary of Findings A top-10 multifamily management company is experiencing declining performance from its Internet Listing Services (ILS) […]

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Report Update: Grubhub Continues to Outperform Competitors, Including UberEATS (GRUB)

Research Question: Will Grubhub’s purchase of Eat24 be enough to hold off competitors? Companies: AMZN, GRPN, GRUB, MCD, PNRA, SQ, YELP By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Grubhub Inc. (GRUB) remains the top performing delivery business, outpacing all competitors, according to a frozen yogurt franchise owner source who […]

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Tech Trends: Outbound Cloud Connections Pose a Big Threat to Brand-Name IT Vendors

Research Question: Is the rapid spread of local direct fiber access to major cloud platforms accelerating the sales slowdown of DIY IT equipment and software? Companies: AMZN, CMCSA, COMM, COR, CSCO, CTL, CVLT, DLR, DVMT, EQIX, GLW, GOOG/GOOGL, HPE, IBM, MSFT, ORCL, T, VMW, VZ By: John Harrington Click here to download report (.pdf)   Key […]

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Tech Trends Report Update: Palo Alto Networks’ Super VAR Optiv Discounting Against Other Partners (PANW)

Research Question: What is behind Palo Alto Networks’ recent very deep price discounting? Companies: CHKP, CSCO, FEYE, FFIV, FTNT, JNPR, MSFT, PANW, PFPT By: John Harrington Click here to download report (.pdf)   Summary of Findings In a follow-up to Blueshift’s Nov. 9 Tech Trends security report which focused on Palo Alto Networks Inc. (PANW) […]

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