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MSFT  // Posts tagged as "MSFT"

Data Analytics Goes Big, Fast and Wide Open (RHT, INTC)

Research Question: What effect will ultra-fast networking and server technology have on the data analytics industry moving forward? Companies: AMZN, ANET, CSCO, DATA, HPE, IBM, INTC, MSFT, ORCL, QLIK, RHT By: John Harrington Click here to download report (.pdf)   Summary Data center networking and storage advancements are opening the door for the analysis of unheard […]

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Ad Tech Vendors, Publishers Most At Risk As Ad Blocking Builds

Research Question: Who will be the winners and losers as ad-blocking software moves to mobile? Companies: AAPL, CRTO, FB, GOOG/GOOGL, MSFT, NWS/NWSA, NYT, RUBI, S, T, TMUS, TRIP, TUBE, TWTR, VZ, YELP, YHOO By: Seth Agulnick Click here to download report .pdf   Summary of Findings The rise of mobile ad-blocking technology is causing significant pain […]

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Networking Innovations Are Disrupting the Data Center Industry

Research Question: Are radical changes in networking going to affect data center design? Which IT vendor categories will be affected? Companies: AAPL, AMZN, ANET, CONE, COR, CSCO, CTL, DFT, DLR, EQIX, FB, GOOG/GOOGL, HPE, IBM, INTC, JNPR, MSFT, NTAP, ORCL, RAX, T, VZ By: John Harrington Click here to to download the report (.pdf)   Summary Dramatic […]

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Data Storage As You’ve Known It Is Headed for Extinction

Research Question: What new, disruptive technologies are market-ready in data storage networking? What effect will they likely have on incumbent storage vendors? Companies: AMZN, CSCO, EMC, FB, GOOG/GOOGL, HPE, IBM, INTC, KRX:005930/005935, MLNX, MSFT, NTAP, PSTG, SMCI, TPE:2382, WDC By: John Harrington Click here to download the report (.pdf)   Summary What used to be a closed […]

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No Meaningful Growth for RealPage Until New and Updated Software Is Released

Research Question: Will RealPage improve organic growth with existing and prospective customers? Companies: APPF, CLGX, CRM, LON:SGE, MSFT, N, ORCL, RP By: David Franklin Click here to download the report (.pdf)   Summary of Findings Organic and new customer growth will elude RealPage Inc. (RP) until it launches new and updated products later this year. Eleven of […]

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The Cloud, Competition and Commodity Pricing Will Block 2H16 IT Network Growth

Research Question: Is the era of significant revenue growth over for the large, mainstream IT network vendors? Companies: AMZN, ANET, CSCO, EQIX, FFIV, GOOG/GOOGL, HPE, IBM, INTC, JNPR, MLNX, MSFT, ORCL, SMCI, TPE:2382 By: John Harrington Click here to download the report (.pdf)   Summary Although second-quarter IT network sales appeared stable year to year, sales […]

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Competition, Cost Catching Up to Taser As Share Loss Looms

Research Question: Will Taser’s body camera and storage business continue to flourish despite increasing competition and high costs? Companies: AMZN, BOM:500530, DGLY, EMC, HPE, IBM, LLL, LON:IND, MSFT, MSI, NTAP, QTM, SHE:002236, SHE:002415, STO:AXIS, TASR, TYO:6752, TYO:6758, TYO:7751 By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Rapidly growing and improving competition […]

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Check Point’s New R80 Security Platform Reportedly Rife With Problems

Research Question: Has the intense IT security industry vendor war caused Check Point to push faulty software to market and other vendors to make critical mistakes in a rush to win sales? Companies: CHKP, CSCO, FEYE, FTNT, JNPR, MSFT, PANW By: John Harrington Click here to download the report (.pdf)   Summary Check Point Software Technologies Ltd.’s […]

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Battle Between Pure Storage and EMC Means Little

Research Question: Is the all-flash data storage shift already falling toward commodity pricing, or can new sustained growth occur for any single vendor as clients switch over? Also, what threat does cheap cloud storage pose? Companies: AMZN, EMC, GOOG/GOOGL, HPE, INTC, KRX:005930, MLNX, MSFT, NTAP, PSTG, SMCI, TPE:2382, WDC By: John Harrington Click here to download […]

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DWRE Growth Will Slow Due to Performance Issues and Competitive Pressure

Research Question: As Demandware continues to generate double-digit growth rates, are existing customers expanding their use of its services, including predictive intelligence applications? Companies: ADBE, AMZN, DWRE, EBAY, GDDY, GOOG/GOOGL, IBM, MSFT, N, ORCL, SAP, SHOP, WIX By: David Franklin Click here to download report (.pdf)   Summary of Findings Demandware Inc.’s (DWRE) double-digit growth rate […]

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