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

RealPage Idea Proposal

RealPage Idea Proposal

Will RealPage improve organic growth with its existing and prospective customers? Report Available: July 27, 2016   Blueshift’s initial research shows RP as a leader in the property management software as a service space with multiple products and solutions for its long list of distinguished clients. At the same time, its organic growth appears to […]

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Check Point’s New R80 Security Platform Reportedly Rife With Problems

Research Question: Has the intense IT security industry vendor war caused Check Point to push faulty software to market and other vendors to make critical mistakes in a rush to win sales? Companies: CHKP, CSCO, FEYE, FTNT, JNPR, MSFT, PANW By: John Harrington Click here to download the report (.pdf)   Summary Check Point Software Technologies Ltd.’s […]

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DWRE Growth Will Slow Due to Performance Issues and Competitive Pressure

Research Question: As Demandware continues to generate double-digit growth rates, are existing customers expanding their use of its services, including predictive intelligence applications? Companies: ADBE, AMZN, DWRE, EBAY, GDDY, GOOG/GOOGL, IBM, MSFT, N, ORCL, SAP, SHOP, WIX By: David Franklin Click here to download report (.pdf)   Summary of Findings Demandware Inc.’s (DWRE) double-digit growth rate […]

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PANW’s Growth Bumps Into Security Market Slowdown

Research Question: How are leading security vendors handling continuing attacks against data networks, clients demanding answers about high pricing, and sales cycle slowdowns? Companies: AMZN, CHKP, CSCO, FEYE, FTNT, JNPR, LON:QQ, MSFT, PANW By: John Harrington Click here to download the report (.pdf)   Summary Palo Alto Networks Inc. (PANW) has stated that its rapid […]

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Fair Isaac Corp. Idea Proposal

Fair Isaac Corp. Idea Proposal

Will FICO’s decision management platform transform the company into an analytics leader in the next 2 to 3 years? Report Available: June 2, 2016   Blueshift’s initial research shows FICO continuing its efforts to become a leader in advanced analytics and broaden its business beyond credit scores, with its Decision Management Suite a key part […]

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IBM’s and Oracle’s Own Cloud Ambitions Could Destroy Them

Research Question: How long will it take and how much will it cost for Oracle and IBM to transition to a cloud services model amid heavy competition? Will the move cannibalize their existing hardware/software businesses? Companies: AMZN, CRM, CSCO, GOOG/GOOGL, HPE, IBM, MSFT, ORCL, WDAY By: John Harrington Click here to download the report (.pdf) […]

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Zillow’s Growth Unlikely to Slow Anytime Soon

Research Question: Are competitive forces and social media advertising slowing Zillow’s growth? Companies: FB, GOOG/GOOGL, MSFT, NWS/NWSA, RLGY, RMAX, TWTR, Z By: David Franklin Click here to download the report (.pdf)   Summary of Findings None of the emerging and ongoing competitive forces will slow Zillow Group Inc.’s (Z) growth in the next six to […]

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Demandware Idea Proposal

Demandware Idea Proposal

As Demandware continues to generate double-digit growth rates, are existing customers expanding their use of its services, including predictive intelligence applications? Report Available: May 20, 2016   Blueshift’s initial research shows DWRE experiencing double-digit revenue growth since 2012 and the company’s three- to five-year outlook calls for an additional 30% subscription growth. Among the cloud-based […]

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Sony, Samsung Among Early Leaders in the Race for VR Profits

Research Question: As virtual reality hits the mainstream market, which hardware makers, software developers and content creators will emerge as the winners? Companies: AAPL, ADSK, AMD, AMZN, EMAN, FB, GOOG/GOOGL, GPRO, HKG:0700, KRX:005930, MSFT, NOK, NVDA, NYT, TPE:2498, TYO:6758, TYO:7751 By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings HTC […]

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Textura Idea Proposal

Textura Idea Proposal

Can Textura successfully expand its use case within existing and new customers? Report Available: March 24, 2016   Blueshift’s initial research shows that Textura, a leading SaaS provider for the expanding commercial construction market, has experienced declining growth over the last few years. Growth rates peaked in 2013 at 70% overall with organic growth at […]

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