Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

MSFT  // Posts tagged as "MSFT"

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 […]

Read more...

Tech Trends: 5G Gives Security Vendors a New Growth Opportunity

Research Question: Which effect will mass access from the introduction of 5G mobility have on network transport, data security and data management? Companies: AMZN, CHKP, CSCO, FTNT, MSFT, NOK, PANW, QCOM, VZ   By: John Harrington Click here to download report (.pdf)   Key Findings The construction of 5G networks is going to move into […]

Read more...

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 […]

Read more...

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) […]

Read more...

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 […]

Read more...

Is Dell “the Hindenburg” of IT Vendors? (DELL, DVMT)

Research Question: If Dell’s move to go public again passes following a Dec. 11 stakeholder vote, what kind of marketplace competition will the company face in 2019 and beyond? Can Dell deliver sufficient growth? Companies: AMZN, CSCO, DVMT, GOOG/GOOGL, HPE, IBM, MSFT, NTAP, VMW   By: John Harrington Click here to download report (.pdf)   Key […]

Read more...

Tech Trends: Palo Alto Networks’ Channel Practices, Commissions Questioned (PANW)

Research Question: Can a shakeup of its NextWave channel partner program and a heavy push to market itself as a hybrid cloud security company help Palo Alto Networks stave off competition and post sustained growth so that it can finally turn a profit? Companies: AMZN, CHKP, FTNT, GOOG/GOOGL, MSFT, PANW By: John Harrington Click here to […]

Read more...

Tech Trends: Open Source, Containers to Kill Growth for Big Proprietary IT Vendors

Research Question: How are open-source and container software approaches tied to the big three clouds changing the way data networks operate? Companies: AMZN, CSCO, CTXS, FFIV, GOOG/GOOGL, IBM, MDB, MSFT, ORCL, RHT   By: John Harrington Click here to download report (.pdf)   Key Findings Although still below the radar, the shift in how to handle […]

Read more...

Tech Trends: Big Three Firewall Firms Face Upcoming Container Chaos (CHKP, FTNT, PANW)

Research Question: Can Check Point, Palo Alto Networks and Fortinet successfully transition to become major cloud security providers without exposing their revenue to increasing risk? Companies: AMZN, CHKP, FTNT, GOOG/GOOGL, IBM, MSFT, PANW, RHT   By: John Harrington Click here to download report (.pdf)   Key Findings In a word, “No.” A new industry is rapidly […]

Read more...

Upwork Retains Large User Base, Stands Apart from Competitors (UPWK)

Research Question: Will newly IPO’d Upwork generate significant, sustainable growth in 2019? Companies: ADBE, MSFT, UPWK By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Upwork Inc. (UPWK) stands out by a wide margin as the best platform for freelancers and employers to connect. It outranks its competitors because of the […]

Read more...