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ORCL  // Posts tagged as "ORCL"

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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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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No Roadblocks or Headwinds Will Slow Shopify This Year (SHOP)

Research Question: Will anything slow Shopify’s growth in 2018? Companies: AAPL, AMZN, BOX, CRM, EBAY, ETSY, ORCL, SHOP By: David Franklin Click here to download report (.pdf)   Summary of Findings Growth is expected to continue this year for Shopify Inc. (SHOP) and its ecommerce customers as the company controls the SMB segment and has […]

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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: 2018 IT Spending Will Be Flat and Will Move from Products to the Cloud

Research Question: How will the tech networking, storage and security verticals deal with the expansion of on-demand cloud IT in 2018? Has the cloud permanently diminished large growth for the biggest incumbents? Companies: AKAM, AMZN, CHKP, CSCO, DVMT, FTNT, GOOG/GOOGL, HPE, IBM, JNPR, MLNX, MSFT, NTAP, ORCL, PANW, PFPT, PSTG, RHT, SMCI By: John Harrington Click […]

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Tech Trends: Blockchain Is Poised to Disrupt Like the Internet—Only Faster

Research Question: How fast will decentralized blockchain data applications become a major disruption to traditional database and transactional software? Which IT sector will be affected the soonest? Companies: AMZN, CSCO, DVMT, GOOG/GOOGL, GS, HPE, IBM, INTC, MSFT, ORCL, RHT By: John Harrington Click here to download report (.pdf)   Key Findings Blockchain disruption is already happening […]

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Tech Trends: Outbound Cloud Connections Pose a Big Threat to Brand-Name IT Vendors

Research Question: Is the rapid spread of local direct fiber access to major cloud platforms accelerating the sales slowdown of DIY IT equipment and software? Companies: AMZN, CMCSA, COMM, COR, CSCO, CTL, CVLT, DLR, DVMT, EQIX, GLW, GOOG/GOOGL, HPE, IBM, MSFT, ORCL, T, VMW, VZ By: John Harrington Click here to download report (.pdf)   Key […]

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Tech Trends: Network Vendors’ Cloud Response Short on New Ideas

Research Question: How are network equipment companies responding to the new marketplace being shaped by on-demand cloud computing services from Google, Amazon and Microsoft? Companies: AMZN, ANET, CDW, CSCO, CTXS, FB, FFIV, GOOG/GOOGL, HPE, IBM, INTC, JNPR, MSFT, ORCL, VMW By: John Harrington Click here to download report (.pdf)   Key Findings Accelerating cloud adoption rates […]

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Oct 20 2017 Media & Print, Services

Nielsen Can Rest Easy on the Throne As the King of TV Ratings (NLSN)

Research Question: Is there a credible threat to Nielsen’s stranglehold on the TV ad buying process? Companies: ADBE, AMZN, CBS, CHTR, CMCSA, CRM, DIS, DISH, FB, FOX, GOOG/GOOGL, NFLX, NLSN, ORCL, ROKU, SCOR, T, TWX, VIA/VIAB, VZ By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Nielsen N.V. (NLSN) is as […]

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Ecommerce Is Driving SPS Commerce’s Growth Among Retailers and Suppliers (SPSC)

Research Question: Will SPS Commerce expand its retail network and increase wallet share among suppliers in the next 12 to 18 months? Companies: AMZN, CHUBA, DVMT, IBM, ORCL, SPSC, TSE:OTEX/OTEX By: David Franklin Click here to download report (.pdf)   Summary of Findings SPS Commerce Inc.’s (SPSC) sales growth will continue in the next 12 […]

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