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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
Research Question: Is IBM’s Watson a marketing gimmick, or will it push the company to the forefront of the AI technology revolution? Companies: AAPL, AMZN, CMCSA, CRM, FB, GE, GOOG/GOOGL, HPE, IBM, MSFT, ORCL, SIEGY, TSLA By: Seth Agulnick Click here to download report (.pdf) Summary of Findings IBM Corp.’s (IBM) Watson will not […]
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 […]
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