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

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 […]

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Mar 21 2019 Real Estate, Services

Zillow Offers Will Dominate iBuyer Segment But May Alienate Many Premier Agents (Z/ZG)

Research Question: Will Zillow succeed in shifting its direction to the iBuyer market with its Zillow Offers product? Companies: BRK.A/B, FB, GOOG/GOOGL, INVH, NWS, RDFN, RLGY, Z/ZG By: David Franklin Click here to download report (.pdf)   Summary of Findings Zillow Group Inc.’s (Z/ZG) Zillow Offers is on track to become the leading iBuyer because […]

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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 […]

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Tech Trends: Demand for Speed Forces Data Center Computing Upgrades

Research Question: Will the demands of new application workloads for higher-performance computing and fast recall storage build to the point at which a mass upgrade cycle for new data center fabrics will be triggered over the next three years, starting in the second half of 2019? Companies: AMZN, ANET, CSCO, DELL, GOOG/GOOGL, HPE, INTC, MLNX, MSFT, […]

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Tech Trends: AWS and Microsoft Azure Must Target Every IT Segment to Fuel Growth (AMZN, MSFT)

Research Question: How fast are AWS and Microsoft moving into competition with companies in areas like document sharing, collaboration, voice recognition and on-the-fly analytics? Will these efforts keep their competitors from growing enough to remain viable? Companies: AMZN, BOX, CRM, CSCO, DBX, GOOG/GOOGL, IBM, MSFT, ORCL, TDC, WDAY By: John Harrington Click here to download report […]

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Vicor Is Gradually Starting to Benefit from Uptake of Nvidia GPUs (VICR, NVDA)

Research Question: How quickly will data centers ramp up their purchases of Nvidia GPUs powered by Vicor technology? Companies: ABB, AMD, AMZN, AVGO, CIEN, CSCO, DELL, FB, GOOG/GOOGL, HPE, IBM, IFNNY, INTC, JNPR, MSFT, NVDA, ORCL, QCOM, TXN, VICR, XLNX By: Seth Agulnick Click here to view report (.pdf)   Summary of Findings Sales of […]

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Profitability for PayPal’s Venmo Will Take Years But the Path Is There (PYPL)

Research Question: Will PayPal’s efforts to monetize its Venmo app reach a tipping point in 2019? Companies: AAPL, AMZN, AXP, BAC, DFS, EPA:ING, FDC, GOOG/GOOGL, GRUB, JPM, KRX:005930, MA, PYPL, SQ, TCEHY, V, WFC, WMT By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Turning Venmo profitable will be a slow […]

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Tech Trends: Part 2: Data Center Networking to Define IT Winners and Losers (NVDA, MDB, MLNX)

Research Question: Which technologies will lead the way in digital transformation this year? How will legacy technology vendors be affected? Companies: AMZN, ANET, CLDR, CSCO, DELL, GOOG/GOOGL, HPE, IBM, MDB, MLNX, MSFT, NVDA, ORCL By: John Harrington Click here to download report (.pdf)   Key Findings This is the second of three Blueshift Research reports that […]

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Tech Trends: Part 1: Data and Disruption Will Be Everywhere in 2019

Research Question: What areas of information technology will be the focus for making money in 2019? Which trends will present opportunity or pain in the industry? Companies: AAPL, AMT, AMZN, ARRS, CCI, CSCO, CTXS, DELL, DVMT, GOOG/GOOGL, HPE, IBM, MSFT, NTAP, PANW, PSTG, RHT, SBAC, VMW, ZAYO By: John Harrington Click here to download report (.pdf) […]

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ADBE’s Creative Cloud Subscription Growth Will Continue Despite Intense App-Level Competition (ADBE)

Research Question: Will Adobe’s Creative Cloud continue to experience year-to-year subscription growth? Companies: AAPL, ADBE, ADSK, DASTY, DATA, GOOG/GOOGL, MSFT, PS, WIX By: David Franklin Click here to download report (.pdf)   Summary of Findings Adobe Inc.’s (ADBE) Creative Cloud will continue to see growth in new subscriptions and individual application subscriptions into 2019 but […]

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