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

Apple’s Best Bet: Integration and User Design, Not New Hardware (AAPL)

Research Question: Where are the best opportunities for Apple to reclaim its cutting-edge reputation? Companies: AAPL, AMZN, BIDU, DDAIF, ETR:BMW, F, FB, FCAU, GM, GOOG/GOOGL, HAR, KRX:000270, KRX:005380, KRX:005930, MSFT, NVDA, TSLA, TYO:6503, TYO:6752, TYO:7203, TYO:7261 By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Apple Inc.’s (AAPL) smartest path to […]

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Microsoft Gains on AWS While Google Is Set for a Cloud Refresh (AMZN, GOOG, MSFT)

Research Question: Is Microsoft going to pass Amazon’s AWS in cloud subscriptions? Will Google’s reemergence change the big cloud landscape? Companies: AMZN, EQIX, GOOG/GOOGL, MSFT, ORCL By: John Harrington Click here to download report (.pdf)   Summary Microsoft Corp.’s (MSFT) full-serve cloud offerings continue to gain strength against IaaS products hosted by Amazon.com Inc.’s (AMZN) Amazon […]

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Many Cloud Promises Made by IT Vendors Cannot Come True

Research Question: What type of cloud strategies will or will not work in order for established IT product vendors to remain intact this year and beyond? Companies: AMZN, ANET, CHKP, CSCO, CTXS, CVLT, DVMT, EXTR, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, JNPR, MSFT, PANW, PSTG By: John Harrington Click here to download report (.pdf)   Summary Major […]

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RealPage Growth Will Continue, But Customer Concerns Cloud Future (RP)

Research Question: Can RealPage maintain its growth and profit trends through 2017 even as the multifamily market softens in some areas? Companies: APPF, CSGP, DATA, GOOG/GOOGL, MSFT, RP, SSNC By: David Franklin Click here to download report (.pdf)   Summary of Findings RealPage Inc. (RP) will maintain its current growth trend, thanks to its position […]

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Mindbody’s Lead Threatened by Poor User Experience, Customer Service (MB)

Research Question: Will Mindbody experience a breakout year in 2017? Companies: GOOG/GOOGL, INTU, MB, MSFT, NZE:XRO, ORCL, UA By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Mindbody Inc. (MB) is not expected to have a breakout year in 2017 as nearly half of Blueshift Research’s user sources and all of […]

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Cost-Effective Cloud Solutions Weaken Security, Storage Vendors

Research Question: What trends will increasingly shape data network management, storage and protection spending in 2017? Companies: AMZN, CHKP, CSCO, CVLT, FEYE, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, INTC, JNPR, MSFT, NTAP, PANW, PSTG, RHT, SYMC By: John Harrington Click here to download report (.pdf)   Summary Spending for IT security and storage products provided by traditional […]

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Convergence Helps Some—But Not Many—IT Players

Research Question: What role will data center network automation play in pushing nontraditional data networking hardware players like Intel and Facebook into new areas of revenue generation in 2017 and beyond? And at whose expense? Companies: AMZN, ANET, CSCO, CTXS, CVLT, FB, GOOG/GOOGL, HPE, INTC, JNPR, MSFT, NTAP, RHT, VMW By: John Harrington Click here to […]

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Dec 21 2016 Consumer Goods

Lack of Trust, Transparency, Support Slows Adoption of Etsy’s Seller Services (ETSY)

Research Question: Why are more Etsy sellers not signing up for its seller services? Companies: AMZN, BABA, EBAY, ETSY, FB, FDX, FRA:DPW, GOOG/GOOGL, INTU, PYPL, SHOP, STMP, TWTR By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Etsy Inc.’s (ETSY) success with its seller services is largely dependent on the size […]

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Tableau Has Not Pivoted to Complex Analyses As Rivals Close In (DATA)

Research Question: Has Tableau lost its edge in a sea of analytics competitors? Companies: AMZN, CRM, DATA, GOOG/GOOGL, IBM, MSFT, MSTR, ORCL, SAP, TYO:6501 By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Tableau Software Inc.’s (DATA) once massive advantage among data visualization providers is dwindling. Microsoft Corp.’s (MSFT) Power BI […]

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A Cloud Software “Tsunami” Threatens the IT Appliance Market

Research Question: How will traditional IT vendors selling hardware appliance-based products likely be affected in 2017 and beyond by the development of software-only IT applications on superclouds belonging to Amazon Web Services and Microsoft Azure? Companies: AMZN, ANET, CSCO, CTXS, CVLT, FB, FFIV, GOOG/GOOGL, IBM, MLNX, MSFT, NTAP, ORCL, RVBD, SYMC, TPE:2345, TPE:2382, VMW Click here […]

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