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MSFT  // Posts tagged as "MSFT"

Tech Trends: Big Cloud Shrinks Big IT Projects; IBM, Dell, HPE, Oracle Feel the Pain

Research Question: How are firms like IBM and HPE being affected by the large multiyear IT projects that are being reduced by faster-to-implement cloud options? Companies: AMZN, BABA, CSCO, DVMT, ETR:DTE, ETR:SAP, GOOG/GOOGL, HPE, IBM, MSFT, ORCL By: John Harrington Click here to download report (.pdf)   Key Findings A seismic shift is underway in how […]

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Tech Trends: All-Time High IT Security Spending Nears Saturation Point

Research Question: How are IT security incumbents responding to a source-forecasted spending slowdown and increasing competition from newer companies in the second half of 2018? Companies: AMZN, CHKP, CSCO, FFIV, FTNT, GOOG/GOOGL, JNPR, MSFT, PANW, PSDO, LON:SOPH By: John Harrington Click here to download report (.pdf)   Key Findings Think the IT security run is endless? […]

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Tech Trends: Cheaper Speed to Market Fuels Disruptive Tech Boom

Research Question: Which legacy enterprise IT vendors are most likely to be disrupted the soonest? Which factors are leading the disruption? Companies: AKAM, AMZN, CSCO, CTXS, DVMT, FFIV, GOOG/GOOGL, HPE, IBM, INTC, MSFT, NVDA, ORCL, RHT, VMW By: John Harrington Click here to download report (.pdf)   Key Findings Cloud-accelerated disruption is fracturing the IT marketplace. […]

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Tech Trends: Super-Scale AI Cloud Disruption Hitting Critical Mass

Research Question: Which new technologies and applications are most immediately disruptive toward the business models of the established large IT vendors in every category? Companies: AMZN, CHKP, CSCO, CTXS, DVMT, GOOG/GOOGL, FTNT, HPE, IBM, JNPR, MSFT, ORCL, PANW, SAP By: John Harrington Click here to download report (.pdf)   Key Findings All 16 sources agree that, […]

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Dropbox Will Be Hard-Pressed to Stand Out in a Crowded Field (DBX)

Research Question: Will Dropbox be able to grow its subscription base in a competitive cloud-storage market? Companies: AAPL, BOX, CRM, DBX, GOOG/GOOGL, MSFT By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Dropbox Inc.’s (DBX) cloud storage and file sharing software does not stand out in terms of price or key […]

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Tech Trends: Cloud Software “Time Bomb” Looms for Traditional IT Vendors

Research Question: How is the traditional IT security equipment sales landscape affected by the flood of cloud-style networking, software-only virtual firewalls, secure application accelerators and other virtual IT security machines? Companies: AMZN, CHKP, CSCO, CTXS, DVMT, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, JNPR, MSFT, ORCL, PANW, RHT, VMW By: John Harrington Click here to download report (.pdf) […]

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Tech Trends: IT Vendors Are at Major Risk As VARs Begin to Struggle

Research Question: As VARs move away from straight DIY product sales and toward their own set of client services that bypass reseller commissions, how much risk does this pose to major IT vendors? Which ones are most vulnerable? Companies: AMZN, ANET, CDW, CHKP, CSCO, CTXS, DVMT, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, JNPR, MSFT, PANW, PSDO, SHA:600751 […]

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Tech Trends: New Strategies and Renewals Will Boost Security Sales But Only Through 1H18

Research Question: With IT security vendors all rapidly moving toward a cloud-based service model, which strategies may create new revenue growth for the major vendors? Companies: CHKP, CSCO, FTNT, GOOG/GOOGL, JNPR, MSFT, PANW, PFPT By: John Harrington Click here to download report (.pdf)   Key Findings The first half of a calendar year is a heavy […]

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Tech Trends: Almost Everybody Wins—for Now—in the 2018 Cloud SaaS and PaaS Market

Research Question: Which effect is competition having on incumbent vendors now that cloud-based SaaS is emerging as the No. 1 IT sales strategy among numerous major tech vendors? Companies: ACN, AMZN, ASX:XRO, CRM, GOOG/GOOGL, HDP, IBM, MSFT, ORCL, RHT, WDAY By: John Harrington Click here to download report (.pdf)   Key Findings Cloud-hosted software as a […]

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Tech Trends: Cloud Automation Is Disrupting Everything IT

Research Question: Which legacy information technology is most at risk of being diminished or replaced by next-generation developments and cloud-hosted services this year? Which vendors are most likely to be affected? Companies: AMZN, CSCO, CTXS, DVMT, FFIV, GOOG/GOOGL, HPE, IBM, INTC, MSFT, RHT, VMW By: John Harrington Click here to download report (.pdf)   Key […]

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