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MSFT  // Posts tagged as "MSFT"

PANW’s Growth Bumps Into Security Market Slowdown

Research Question: How are leading security vendors handling continuing attacks against data networks, clients demanding answers about high pricing, and sales cycle slowdowns? Companies: AMZN, CHKP, CSCO, FEYE, FTNT, JNPR, LON:QQ, MSFT, PANW By: John Harrington Click here to download the report (.pdf)   Summary Palo Alto Networks Inc. (PANW) has stated that its rapid […]

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May 17 2016 Communications, Technology

Cisco’s Sales Cycles Are Slowing Amid Its Product Strategy Shift

Research Question: What effect is Cisco’s shift toward its Digital Network Architecture and Network Functions Virtualization initiative having on enterprise sales? Companies: AMZN, CSCO, MSFT, MLNX, SMCI By: John Harrington Click here to download the report (.pdf)   Summary With no clear cloud strategy in place, Cisco Systems Inc. (CSCO) is pushing clients to revamp […]

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IBM’s and Oracle’s Own Cloud Ambitions Could Destroy Them

Research Question: How long will it take and how much will it cost for Oracle and IBM to transition to a cloud services model amid heavy competition? Will the move cannibalize their existing hardware/software businesses? Companies: AMZN, CRM, CSCO, GOOG/GOOGL, HPE, IBM, MSFT, ORCL, WDAY By: John Harrington Click here to download the report (.pdf) […]

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Sony, Samsung Among Early Leaders in the Race for VR Profits

Research Question: As virtual reality hits the mainstream market, which hardware makers, software developers and content creators will emerge as the winners? Companies: AAPL, ADSK, AMD, AMZN, EMAN, FB, GOOG/GOOGL, GPRO, HKG:0700, KRX:005930, MSFT, NOK, NVDA, NYT, TPE:2498, TYO:6758, TYO:7751 By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings HTC […]

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Mar 28 2016 Technology

Cloud Confusion, Cheap Flash Arrays Wreaking Havoc on Storage Incumbents

Research Question: What is leading to the commoditization of the data storage industry and the disruption of incumbent vendors? Companies: AMZN, CSCO, EMC, GOOG/GOOGL, HPE, IBM, MLNX, MSFT, NTAP, PSTG, SMCI, SNDK, TPE:2382, TYO:6501 By: John Harrington Click here to download the report (.pdf)   Summary Clients are radically slowing their purchases of last-gen storage […]

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Mar 07 2016 Communications, Technology

The Priv Will Not Be a Game-Changing Phone for BlackBerry

Research Question: Is the Priv a game-changing smartphone for BlackBerry? Companies: AAPL, BBRY, GOOG/GOOGL, IBM, KRX:003550/003555, KRX:005930/005935, MOBL, MSFT, SHE:002502, TPE:2498, TYO:6758, TYO:6971, VMW By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings The new Priv smartphone will not be a game changer for BlackBerry Ltd. (BBRY), according to 13 […]

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Mar 03 2016 Communications, Technology

Tough Going for VoIP Providers Despite a Growing Market

Research Question: How penetrated are business VoIP providers, and can they continue to chip away at AT&T and Verizon? Companies:  BSFT, CSCO, CTXS, EGHT, GOOG/GOOGL, MITL, MSFT, RNG, SHOR, T, VG, VZ, WIN, WSTC By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Small and midsize businesses are rapidly migrating to […]

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IBM Rises Into Mass-Scale Cloud Capability

Research Question: What will be the effects on the data center colocation and cloud hosting sectors as the major U.S. telecoms pull out of data center ownership and cloud management businesses? Companies: AAPL, AMZN, CONE, CTL, DFT, DLR, EQIX, GOOG/GOOGL, HPE, IBM, MSFT, QTS, RAX, T, TYO:9432, VZ, ZAYO By: John Harrington Click here to […]

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Virtual Reality Idea Proposal

Virtual Reality Idea Proposal

Research Question: As virtual reality hits the mainstream, which hardware and software companies, content developers, and ad platforms will emerge as the winners? Report Available: March 17, 2016   Blueshift’s initial research shows tangible excitement and potential for the virtual reality market as products, led by FB’s Oculus Rift, are set to launch over the […]

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Endpoint, Cloud Security Is Last Growth Frontier

Research Question: As endpoint and cloud security emerge as the next big battlegrounds, will the shift away from centralized data networking blunt or end large revenue growth opportunities for IT security vendors? Companies: AMZN, CHKP, CSCO, EMC (RSA) FEYE, FTNT, INTL, JNPR, MSFT, PANW, SYMC By: John Harrington Click here to download the report (.pdf)   […]

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