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MSFT  // Posts tagged as "MSFT"

Tech Trends: The Global Glut of New IT Hardware Continues to Grow

Research Questions: Are traditional network equipment vendors being hampered by an all-time high availability of switches and other equipment on the market, all while cloud vendors continue to sign up DIY enterprise network operators? Companies: AMZN, ANET, CDW, CSCO, CTXS, DVMT, FB, FFIV, HPE, IBM, INTC, JNPR, MLNX, MSFT, NOK, PSDO, SMCI, TPE:2345, TPE:2382 By: John […]


Axon’s Body-Worn Camera Deal Will Drive Continuing Growth (AAXN)

Research Question: Will Axon’s camera deal shut down the competition and result in continuing growth? Companies: AAXN, AMZN, DGLY, DVMT, EPA:SAF, GOOG/GOOGL, HPE, LLL, MSFT, MSI, NTAP, TYO:6701, TYO:6752, TYO:7751 By: David Franklin Click here to download report (.pdf)   Summary of Findings Axon Enterprise Inc.’s (AAXN) one-year-free offer of a body-worn camera (BWC) and […]


Data Center REITs Are Playing Musical Chairs in a Bubble World

Research Questions: Outside of the mega clouds, do enough opportunities exist for CDN, network interconnects, contra-clouds and other uses to meet public data center REIT operators’ growth expectations? Companies: AMZN, CONE, DFT, DLR, EQIX, FB, GOOG/GOOGL, MSFT, ORCL, QTS, TWTR By: John Harrington Click here to download report (.pdf)   Summary Data center operators have plenty […]


Box Is the Best But Will Have to Fight to Keep Its Lead (BOX)

Research Question: Does Box offer the right enterprise features and potential cost savings to attract big businesses to its platform? Companies: AMZN, BOX, CRM, GOOG/GOOGL, IBM, MSFT, SNCR, TSE:OTEX/OTEX, TYO:6702 By: Seth Agulnick Click here to download report   Summary of Findings Box Inc. (BOX) offers the best platform for enterprise-level document sharing and storage, […]


Tech Trends: Facebook Could Be Networking Itself Toward Trouble (FB)

Research Question: Are Facebook’s large data center networking expansions, which are geared toward heavy data loads like video and messaging, putting the company under pressure? Companies: AMZN, ANET, FB, GOOG/GOOGL, MSFT, SNAP, TWTR By: John Harrington Click here to download report (.pdf)   Summary Facebook Inc. (FB) may be painting itself into a precarious corner in […]


Microsoft Cloud License Shift A Bolt Of Lightning (MSFT)

Companies: MSFT   By: John Harrington Click here to download report (.pdf) Summary Good for Microsoft. Streamlines an unwieldy, last-gen sales channel. Bad for excess partners clinging to old on-prem software licensing model. Company expands large enterprise direct sales, eliminating bottlenecks. SMB deals left for channel to chase. Resellers are pitted against each other to […]


The Cloud Is Acceleratingthe IT Spending Fracture for 2H17

Research Question: What projects are large IT clients spending on, and what types of projects are driving pipeline development heading in the second quarter? Companies: AMZN, ANET, CHKP, CMCSA, CSCO, CTXS, DVMT, FEYE, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, KRX:005930/005935, MSFT, NTAP, PANW, PLCM, PSTG, RHT, SHOR, SMCI, WDC By: John Harrington Click here to download report […]


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 […]


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 Inc.’s (AMZN) Amazon […]


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 […]