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

Tech Trends: IT Security Market Is Being Wrecked by Overabundance of Players

Research Question: Are there already too many cyber security vendors in business, with more startups arriving all the time? If so, how do the leading publicly traded companies maintain share, let alone growth? Companies: AMZN, CHKP, CSCO, FFIV, FTNT, GOOG/GOOGL, IBM, JNPR, MSFT, PANW, PFPT, RPD, VMW, ZS By: John Harrington Click here to download report […]


Tech Trends: Big Open Cloud Platforms Crushing Legacy Tech

Research Question: Are companies that are trying to compete with Amazon, Microsoft and Google in cloud services falling further behind? Are companies that supply other public cloud efforts being hurt? Companies: AMZN, ANET, CSCO, CTXS, FFIV, GOOG/GOOGL, IBM, JNPR, MSFT, ORCL, VMW By: John Harrington Click here to view report (.pdf)   Key Findings Overall, IT […]


Tech Trends: Big Wireless Bandwidth Will Feed the Giant Clouds

Research Question: How will businesses and organizations plan their next information technology moves given the introduction of very high-speed wireless mobile network access? Companies: AAPL, AMD, AMZN, ANET, BME:TEF, CSCO, DVMT, FFIV, GOOG/GOOGL, HPE, INTC, JNPR, LON:VOD, MSFT, QCOM, T, VZ   By: John Harrington Click here to download report (.pdf)   Key Findings New, very […]


Tech Trends: IT Vendors Squeeze Channel Partners As Sales Tighten Due to the Cloud

Research Question: Are IT vendors changing terms among their channel resellers in order to collect more sales revenue at the expense of long-time partners as a result of competition from the major cloud providers? Companies: AMZN, CHKP, CSCO, DVMT, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, JNPR, MSFT, ORCL, PANW   By: John Harrington Click here to download […]


Tech Trends: Product Delivery Delays Begin for Tech Hardware Vendors

Research Question: Are supply chain disruptions related to trade issues beginning to hurt IT hardware/software vendor delivery times to the reseller channels? Companies: AMZN, ANET, CHKP, CSCO, DVMT, FTNT, GOOG/GOOGL, HPE, INTC, JNPR, MSFT, PANW By: John Harrington Click here to download report (.pdf)   Key Findings News is surfacing from key IT VAR/integration sources that […]


Fitbit Likely to Get No More Than a Short-Term Boost from the Versa (FIT)

Research Question Will Fitbit’s Versa smartwatch lead a resurgence for the company? Companies: AAPL, FIT, FOSL, GOOG/GOOGL, GRMN, HMI, KORS, KRX:005930 By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Fitbit Inc.’s (FIT) newest smartwatch, the Versa, does not appear to be a sustainable hit that can reverse the struggling device […]


Spotify Is No Netflix But Has a Chance to Soar Beyond Pandora (SPOT)

Research Question: Is Spotify the next Netflix or the next Pandora? Companies: AAPL, AMZN, EPA:VIV, GOOG/GOOGL, HKG:0700, NFLX, P, SPOT, TYO:6758 By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Spotify Technology S.A. (SPOT) will never become the runaway dominant force in music streaming that Netflix Inc. (NFLX) has become in […]


Tech Trends: F5’s Product Development Likely Can’t Keep Up with Computing Advancements (FFIV)

Companies: AMZN, FFIV, GOOG/GOOGL, MSFT By: John Harrington Click here to download report (.pdf)   Summary The new cloud architectures have no use for F5’s main products. As the gap between high-performance computing and everyday enterprise network application workloads continues to narrow, many technologies that came to market in the late 1990s and early 2000s […]


The Facebook Juggernaut Rolls On (FB)

Research Question: Were advertisers spooked enough by the data privacy and other scandals swirling around Facebook to hurt its top line in the second quarter? Companies: ACXM, AMZN, CRM, EFX, FB, GOOG/GOOGL, HKG:0700, MSFT, SNAP, T, TWTR, VZ   By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Facebook Inc. (FB) appears […]


Tech Trends: IT Veterans Forecast Which Technologies Face Extinction

Research Question: Are rapidly evolving trends like on-demand utility computing, AI and accelerated machine learning pushing large incumbent IT companies to the brink of extinction? If so, which companies in which IT categories are threatened, and which will emerge in the next frontier? Companies: AMZN, ANET, BABA, CHKP, CSCO, CTXS, DVMT, ETR:DTE, FFIV, FTNT, GOOG/GOOGL, HPE, […]