Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

AMZN  // Posts tagged as "AMZN"

Tech Trends: The Cloud Burns the Firewall Myth and More in Big IT

Research Question: Have the multifunction firewall vendors been selling ineffective equipment at high prices while cloud computing and remote worker access have been rapidly expanding? Have whole classes of proprietary networking products become obsolete as clients increasingly subscribe to cloud-based services? Companies: AMZN, CHKP, CRWD, CTXS, DELL, FTNT, GOOG/GOOGL, HPE, IBM, MSFT, PANW, VMW By: John […]

Read more...

Tech Trends: Big Cloud Fuels VC Delusions of Grandeur and a Bubble

Research Question: Has the expansion of global mass-scale cloud hosting, especially by AWS, eliminated the tech startup barrier to entry, to the point at which VC-funded ideas that are unlikely to ever make a profit still are able to go to market in hopes of unicorn IPOs? Companies: AMZN, FEYE, GOOG/GOOGL, GRUB, LYFT, MSFT, PANW, UBER […]

Read more...

Adobe’s Creative and Experience Cloud Subscriptions Will Continue to Grow (ADBE)

Research Question: What headwinds could derail Adobe’s subscription growth trend for its Creative Cloud and Experience Cloud? Companies: ADBE, ADSK, AMZN, CRM, GOOG/GOOGL, HUBS, IBM, MSFT, ORCL, SAP By: David Franklin Click here to download report (.pdf)   Summary of Findings The subscription growth trend for Adobe Inc.’s (ADBE) Creative Cloud and Experience Cloud is […]

Read more...

Tech Trends: Cloud AI Poised to Wreck the IT Security Business Model

Research Question: How is the rapid expansion of AI affecting the cybersecurity market and the next-gen firewall makers that traditionally have bundled everything into their products? Companies: AMZN, BB, CBLK, CHKP, CRWD, CSCO, FEYE, FSCT, FTNT, IBM, JNPR, MSFT, PANW, PFPT, SYMC By: John Harrington Click here to download report (.pdf)   Key Findings The […]

Read more...

Pinterest Should Thrive As Awareness of Its Value Grows (PINS)

Research Question: Does Pinterest have the engagement levels and targeting expertise to thrive in a digital ad market dominated by Facebook, Google and Twitter? Companies: AMZN, FB, GOOG/GOOGL, MSFT, PINS, SNAP, TWTR By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Ad spending on Pinterest Inc. (PINS) should continue to ramp […]

Read more...

Tech Trends: The Software Evolution Is Poised to Power Nvidia for Years (NVDA)

Research Question: Is the demand for faster data processing causing developers to rewrite existing software and to create new software that is optimized to run on GPU chips? If so, does Nvidia stand to profit? Companies: AMZN, GOOG/GOOGL, INTC, MSFT, NVDA By: John Harrington Click here to download report (.pdf)   Key Findings Nvidia’s big secret […]

Read more...

Tech Trends: Increased Cloud Options Are Slowing 2019 DIY Sales

Research Question: Are the number and the diversity of traditional IT software and hardware services available in the big public clouds quickening the slowdown in 2019 DIY IT spending? Companies: AMZN, CSCO, CTXS, CVLT, DBX, DELL, FFIV, GOOG/GOOGL, HPE, IBM, MSFT, ORCL, TDC, VMW By: John Harrington Click here to download report (.pdf)   Key Findings […]

Read more...

Tech Trends: IT Buying Clients Suddenly Are Calling Off Deals Because of Brexit

Research Question: What effect is the United Kingdom’s impending exit from the European Union having on the technology sector, particularly U.S.-based networking and IT security vendors? Companies: AMZN, CSCO, DELL, GOOG/GOOGL, HPE, IBM, MSFT By: John Harrington Click here to download report (.pdf)   Key Findings Editor’s Note: John Harrington has been reporting from the United […]

Read more...

Record Labels Still Have the Upper Hand in Talks with Spotify (SPOT)

Research Question: Does Spotify have the leverage to get lower royalty rates or a bigger share of music label ad budgets? Companies: AAPL, AMZN, BABA, EPA:VIV, FB, GOOG/GOOGL, NFLX, NSE:RELIANCE, NTES, SIRI, SPOT, T, TME, TYO:6758 By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Spotify Technology S.A. (SPOT) has not […]

Read more...

Tech Trends Alert: Brexit Forces Tech Planning Hand (CSCO, MSFT, NOK)

Companies: AMZN, CSCO, MSFT, NOK, VZ By: John Harrington Click here to download report (.pdf)   Summary Microsoft and Cisco look to be benefitting near term amid Brexit chaos. Cloud adoption and DIY upgrades are happening in larger-than-usual numbers on Windows networks and network fabric deals for Cisco as enterprises try to work around Brexit […]

Read more...