ORCL // Posts tagged as "ORCL"
Data Center REITs Are Playing Musical Chairs in a Bubble World
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 […]
Microsoft Gains on AWS While Google Is Set for a Cloud Refresh (AMZN, GOOG, MSFT)
Research Question: Is Microsoft going to pass Amazon’s AWS in cloud subscriptions? Will Google’s reemergence change the big cloud landscape? Companies: AMZN, EQIX, GOOG/GOOGL, MSFT, ORCL By: John Harrington Click here to download report (.pdf) Summary Microsoft Corp.’s (MSFT) full-serve cloud offerings continue to gain strength against IaaS products hosted by Amazon.com Inc.’s (AMZN) Amazon […]
Mindbody’s Lead Threatened by Poor User Experience, Customer Service (MB)
Research Question: Will Mindbody experience a breakout year in 2017? Companies: GOOG/GOOGL, INTU, MB, MSFT, NZE:XRO, ORCL, UA By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Mindbody Inc. (MB) is not expected to have a breakout year in 2017 as nearly half of Blueshift Research’s user sources and all of […]
Tableau Has Not Pivoted to Complex Analyses As Rivals Close In (DATA)
Research Question: Has Tableau lost its edge in a sea of analytics competitors? Companies: AMZN, CRM, DATA, GOOG/GOOGL, IBM, MSFT, MSTR, ORCL, SAP, TYO:6501 By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Tableau Software Inc.’s (DATA) once massive advantage among data visualization providers is dwindling. Microsoft Corp.’s (MSFT) Power BI […]
A Cloud Software “Tsunami” Threatens the IT Appliance Market
Research Question: How will traditional IT vendors selling hardware appliance-based products likely be affected in 2017 and beyond by the development of software-only IT applications on superclouds belonging to Amazon Web Services and Microsoft Azure? Companies: AMZN, ANET, CSCO, CTXS, CVLT, FB, FFIV, GOOG/GOOGL, IBM, MLNX, MSFT, NTAP, ORCL, RVBD, SYMC, TPE:2345, TPE:2382, VMW Click here […]
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 […]
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 […]
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 […]
Shopify Will Sustain Growth But Be Challenged in Upmarket Move
Research Question: Is Shopify’s platform scalable for big brands, and is its growth sustainable? Companies: AAPL, AMZN, CRM, FB, IBM, N, ORCL, SAP, SHOP, SQ, WIX By: David Franklin Click here to download the report (.pdf) Summary of Findings Shopify Inc.’s (SHOP) market-leading small and midsized retail ecommerce platform is unlikely to successfully scale up to […]
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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