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GOOG/GOOGL  // Posts tagged as "GOOG/GOOGL"

Tech Trends: Super-Scale AI Cloud Disruption Hitting Critical Mass

Research Question: Which new technologies and applications are most immediately disruptive toward the business models of the established large IT vendors in every category? Companies: AMZN, CHKP, CSCO, CTXS, DVMT, GOOG/GOOGL, FTNT, HPE, IBM, JNPR, MSFT, ORCL, PANW, SAP By: John Harrington Click here to download report (.pdf)   Key Findings All 16 sources agree that, […]

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ANGI Homeservices Providers’ Ad Spending Flat to Declining (ANGI)

Research Question: Are home service providers increasing their advertising spending with ANGI Homeservices’ Home Advisor and Angie’s List brands? Companies: ANGI, GOOG/GOOGL, IAC, VZ, YELP By: David Franklin Click here to download report (.pdf)   Summary of Findings Overall, home service providers who advertise on ANGI Homeservices Inc.’s (ANGI, with IAC/InterActive Corp.) HomeAdvisor and Angie’s […]

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Tech Trends: Cloud Software “Time Bomb” Looms for Traditional IT Vendors

Research Question: How is the traditional IT security equipment sales landscape affected by the flood of cloud-style networking, software-only virtual firewalls, secure application accelerators and other virtual IT security machines? Companies: AMZN, CHKP, CSCO, CTXS, DVMT, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, JNPR, MSFT, ORCL, PANW, RHT, VMW By: John Harrington Click here to download report (.pdf) […]

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Report Update: Facebook Data Use Changes Create Temporary Challenges for Shopify (SHOP)

Research Question: Will tighter Facebook data sharing restrictions doom Shopify? Companies: FB, GOOG/GOOGL, SHOP By: David Franklin Click here to download report (.pdf)   Summary of Findings Considering the Facebook Inc. (FB) data privacy breach, the Federal Trade Commission investigation and the Citron Research report, Shopify Inc. (SHOP) and some of its customers using Facebook […]

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Tech Trends: IT Vendors Are at Major Risk As VARs Begin to Struggle

Research Question: As VARs move away from straight DIY product sales and toward their own set of client services that bypass reseller commissions, how much risk does this pose to major IT vendors? Which ones are most vulnerable? Companies: AMZN, ANET, CDW, CHKP, CSCO, CTXS, DVMT, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, JNPR, MSFT, PANW, PSDO, SHA:600751 […]

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Report Update: CoStar Group Looks Poised to Continue Growing (CSGP)

Research Question: Will CoStar’s momentum continue in 2018 after a strong fourth quarter? Companies: CSGP, GOOG/GOOGL, VZ, YELP, Z By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Two of three property management sources said CoStar Group Inc.’s com continues to deliver excellent results, and they expect the company’s recent impressive […]

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Tech Trends: New Strategies and Renewals Will Boost Security Sales But Only Through 1H18

Research Question: With IT security vendors all rapidly moving toward a cloud-based service model, which strategies may create new revenue growth for the major vendors? Companies: CHKP, CSCO, FTNT, GOOG/GOOGL, JNPR, MSFT, PANW, PFPT By: John Harrington Click here to download report (.pdf)   Key Findings The first half of a calendar year is a heavy […]

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Tech Trends: Almost Everybody Wins—for Now—in the 2018 Cloud SaaS and PaaS Market

Research Question: Which effect is competition having on incumbent vendors now that cloud-based SaaS is emerging as the No. 1 IT sales strategy among numerous major tech vendors? Companies: ACN, AMZN, ASX:XRO, CRM, GOOG/GOOGL, HDP, IBM, MSFT, ORCL, RHT, WDAY By: John Harrington Click here to download report (.pdf)   Key Findings Cloud-hosted software as a […]

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Tech Trends: Cloud Automation Is Disrupting Everything IT

Research Question: Which legacy information technology is most at risk of being diminished or replaced by next-generation developments and cloud-hosted services this year? Which vendors are most likely to be affected? Companies: AMZN, CSCO, CTXS, DVMT, FFIV, GOOG/GOOGL, HPE, IBM, INTC, MSFT, RHT, VMW By: John Harrington Click here to download report (.pdf)   Key […]

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Tech Trends: 2018 IT Spending Will Be Flat and Will Move from Products to the Cloud

Research Question: How will the tech networking, storage and security verticals deal with the expansion of on-demand cloud IT in 2018? Has the cloud permanently diminished large growth for the biggest incumbents? Companies: AKAM, AMZN, CHKP, CSCO, DVMT, FTNT, GOOG/GOOGL, HPE, IBM, JNPR, MLNX, MSFT, NTAP, ORCL, PANW, PFPT, PSTG, RHT, SMCI By: John Harrington Click […]

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