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IBM  // Posts tagged as "IBM"

Tech Trends: Slow Networking Pipelines Persist Affecting Remainder of 2019

Research Question: Will the legacy networking IT vendor DIY sales pipeline slowdown that Blueshift’s Tech Trends detected in April continue through to the end of CY19? If so, what areas and which companies are most affected and by what factors? Companies: AMZN, CSCO, DELL, GOOG/GOOGL, HPE, IBM, MSFT, NTAP, ORCL, PANW, VMW By: John Harrington Click […]

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Tech Trends: AWS Powers Amazon Logistics vs. FedEx, UPS, Postal Services

Research Question: Is Amazon expanding its global Prime delivery and logistics business using a similar blueprint to the one it developed to expand AWS in information technology? If so, is AWS’ scale helping Amazon speed up its attack on FedEx, UPS, national postal services, and other logistics companies? Companies: AMZN, FDX, GOOG/GOOGL, IBM, MSFT, UPS By: […]

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Tech Trends: Nvidia/Mellanox Ready to Shake Up the Slow Networking Sector (NVDA)

Research Question: What effect will the combined Nvidia/Mellanox have on the next-gen data center? Also, how will the deal affect competition from the likes of IBM, Intel and other networking companies? Companies: AMZN, ANET, CSCO, DELL, GOOG/GOOGL, IBM, INTC, MLNX, MSFT, NVDA, VMW By: John Harrington Click here to download report (.pdf)   Key Findings If […]

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Tech Trends: Fast Storage Set To Jump-start Data Center Upgrades

Research Question: Will new technologies like NVMe-oF move front and center in a push to upgrade data center network attached storage? What effect will this new technology have on incumbents like Dell/EMC and NetApp? Companies: AMZN, CSCO, DELL, GOOG/GOOGL, IBM, MLNX, MSFT, NTAP, NVDA, PSTG, RHT, SMCI By: John Harrington Click here to download report (.pdf) […]

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Tech Trends: The Cloud Burns the Firewall Myth and More in Big IT

Research Question: Have the multifunction firewall vendors been selling ineffective equipment at high prices while cloud computing and remote worker access have been rapidly expanding? Have whole classes of proprietary networking products become obsolete as clients increasingly subscribe to cloud-based services? Companies: AMZN, CHKP, CRWD, CTXS, DELL, FTNT, GOOG/GOOGL, HPE, IBM, MSFT, PANW, VMW By: John […]

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SPS Commerce’s Wallet Share Growth from Existing Customers Will Be Limited (SPSC)

Research Question: Are existing customers expanding wallet share with SPS Commerce? Companies: IBM, SPSC, TSE:OTEX/OTEX By: David Franklin Click here to download report (.pdf)   Summary of Findings SPS Commerce Inc. (SPSC) is unlikely to experience significant wallet share expansion with its existing customer base this year. However, the market leader in cloud-based supply chain […]

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Adobe’s Creative and Experience Cloud Subscriptions Will Continue to Grow (ADBE)

Research Question: What headwinds could derail Adobe’s subscription growth trend for its Creative Cloud and Experience Cloud? Companies: ADBE, ADSK, AMZN, CRM, GOOG/GOOGL, HUBS, IBM, MSFT, ORCL, SAP By: David Franklin Click here to download report (.pdf)   Summary of Findings The subscription growth trend for Adobe Inc.’s (ADBE) Creative Cloud and Experience Cloud is […]

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MicroStrategy 2019: Impressive But Not a Colossal Step Forward (MSTR)

Research Question: Is MicroStrategy’s newest cloud-based BI platform appealing to enterprises? Companies: DATA, DOMO, IBM, MSFT, MSTR, ORCL, PVTL, SAP, TDC By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings MicroStrategy Inc.’s (MSTR) newest business intelligence software offers some key improvements and powerful features that will appeal to enterprises, but it […]

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Tech Trends: Cloud AI Poised to Wreck the IT Security Business Model

Research Question: How is the rapid expansion of AI affecting the cybersecurity market and the next-gen firewall makers that traditionally have bundled everything into their products? Companies: AMZN, BB, CBLK, CHKP, CRWD, CSCO, FEYE, FSCT, FTNT, IBM, JNPR, MSFT, PANW, PFPT, SYMC By: John Harrington Click here to download report (.pdf)   Key Findings The […]

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Anaplan Has Settled Into a Sweet Spot in the Software Market (PLAN)

Research Question: Can Anaplan build on its recent success in large enterprise sales? Companies: CRM, DATA, IBM, MSFT, ORCL, PLAN, SAP, WDAY By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Anaplan Inc.’s (PLAN) connected planning software is unparalleled in its flexibility, making it useful for a wide variety of functions […]

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