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CSCO  // Posts tagged as "CSCO"

IT Services, Cloud Spending Outpaces 2H15 Product Sales, Including Cisco’s

Research Question: How will spending trends for the second half of the year affect Cisco and other IT hardware-focused vendors? Companies: AMZN, CHKP, CSCO, CVLT, EMC, FEYE, FFIV, FTNT, HPQ, IBM, JNPR, MSFT, NTAP, PANW, SMCI By: John Harrington Click here to download the full report (.pdf)   Summary Hardware sales are slowing for major vendors, […]

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Encroaching Cloud Players Threaten CDW’s Longtime Business Model

Research Question: Is CDW’s current model threatened by SMB tech customers’ rapidly increasing willingness to use the cloud? Companies: ADBE, AMZN, CDW, CSCO, CTL, GOOG, HPQ, IBM, MSFT, NSIT, ORCL, PCCC, RAX, SHOR By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Interviews with 24 sources covering IT products and services […]

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Arista Networks Whisper

Arista Networks Whisper

Research Question: Will threats from white box and branded data switch competitors slow down Arista Networks’ growth? Report Available: August 26, 2015   Blueshift’s initial research shows ANET receiving jubilant acclamation from Wall Street and is expected to continue taking share from market leader CSCO, however several sources inside the data center switching market believe white box […]

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SMBs Eagerly Await ININ’s PureCloud, Enterprise Users More Cautious

Research Question: Will Interactive Intelligence’s PureCloud jumpstart an industry move toward cloud-based call centers? Companies: ALU, CRM, CSCO, EGHT, FIVN, GENESYS/BOM:506109, ININ, MITL, MSFT, RNG, SAAS, SAP, SHOR, TYO:6701 By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Cloud-based multitenant solutions like Interactive Intelligence Group Inc.’s (ININ) PureCloud are anxiously awaited […]

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Switch Wars: Faster, Better, Cheaper and Plentiful for Commodity Clouds

Research Question: With large-scale cloud players making their own switching gear, or considering it, and with switches from Chinese contract builders flooding the market, how will Arista continue to grow against traditional rivals like Cisco as well as new, low-cost competitors such as Mellanox? Companies: AMZN, ANET, BRCD, CSCO, EXTR, FB, GOOG/GOOGL, HPQ, JNPR, MLNX, SMCI, […]

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Services, Connectivity Speed Up the Adoption of Microsoft’s Cloud

Research Question: What effect are Microsoft’s full-service cloud and Skype IP communications platform having on consumer mobile and business communications as massively available public and private Wi-Fi continues to expand? Companies: AMZN, CSCO, CTL, GOOG/GOOGL, MSFT, ORCL, S, T, TMUS, TWC, VZ By: John Harrington Click here to download the report (.pdf)   Summary Microsoft Corp.’s […]

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CDW Whisper

CDW Whisper

Research Question: Is CDW’s entire model threatened by SMB tech customers’ rapidly increasing willingness to use the cloud? Report Available: July 16, 2015   Blueshift’s initial research shows CDW attempting to keep up with cloud trends among SMBs with its cloud managed services suite, but its move might be too little too late. The market is swamped with managed […]

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Cable Broadband Domination Much Closer Than Thought

Research Questions: Who are the key players in a rapidly advancing collaboration to bypass the traditional carriers in a national expansion of fixed and mobile broadband access? How is it being connected, and who stands to gain? Companies: AKAM, CHTR, CMCSA, CSCO, CTL, CVC, DTV, GLW, LVLT, RKUS, STO:ERIC-A/B, T, TWC, VZ, ZAYO, WIN By: John […]

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Interactive Intelligence Group Whisper

Interactive Intelligence Group Whisper

Research Question: Is Interactive Intelligence Group’s PureCloud the product that jumpstarts a move to a cloud-based call centers? Report Available: June 25, 2015   Blueshift’s initial research shows a very competitive CaaS market but some question whether ININ’s recent phenomenal cloud growth rate can continue through the release of its PureCloud product suite, the market’s first […]

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Slowdown in 2H15 IT Hardware Spending Leaves Vendors Scrambling

Research Question: Are IT hardware sales cycles continuing to lengthen as we move further into the year? If so, which classes of equipment and vendors are exposed to the trend? Companies: AMZN, ANET, CSCO, CTXS, CVLT, EMC, FFIV, FTNT, HPQ, IBM, JNPR, MSFT, NTAP, ORCL, PANW, RVBD, SMCI By: John Harrington Click here to download the […]

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