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ORCL  // Posts tagged as "ORCL"

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 […]


Jun 29 2016 Financial Services

EMV Compliance Delays Will Continue to Hurt HAWK’s Gift Card Sales

Research Question: Will the delay in retailers becoming EMV-compliant derail Blackhawk’s U.S. gift card business? Companies: AXP, C, DFS, EPA:ING, FDC, GPN, HAWK, JPM, MA, NCR, ORCL, PYPL, TSS, USB, V, VNTV By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings EMV compliance delays show no signs of being resolved this year […]


Deck is Stacked Against FICO’s Decision Management Software

Research Question: Will FICO’s decision management platform transform the company into an analytics leader in the next 2 to 3 years? Companies: ADBE, EFX, EXPN, FICO, IBM, ORCL, PEGA, SAP By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Fair Isaac Corp.’s (FICO) Decision Management Suite 2.0 is a promising entry in […]


DWRE Growth Will Slow Due to Performance Issues and Competitive Pressure

Research Question: As Demandware continues to generate double-digit growth rates, are existing customers expanding their use of its services, including predictive intelligence applications? Companies: ADBE, AMZN, DWRE, EBAY, GDDY, GOOG/GOOGL, IBM, MSFT, N, ORCL, SAP, SHOP, WIX By: David Franklin Click here to download report (.pdf)   Summary of Findings Demandware Inc.’s (DWRE) double-digit growth rate […]


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) […]


Atlassian Is Primed to Widen Its Appeal Beyond IT

Research Question: Will Atlassian’s workflow tools continue to grow quickly with software development teams while also expanding into new use cases? Companies: CA, CRM, GOOG/GOOGL, HPE, IBM, JIVE, MSFT, NOW, ORCL, TEAM, ZEN By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Atlassian Corp. Plc’s (TEAM) tracking and collaboration tools, widely […]


Paycom to Keep Strong Growth Rate with Quality Product, Large Prospect Pool

Research Question: Is Paycom’s new business growth sustainable? Companies: ADP, LON:SGE, MSFT, ORCL, PAYC, PAYX, PCTY, SAP, TNET, ULTI, WAGE, WDAY By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Eleven of 16 sources said Paycom Software Inc. (PAYC) will continue to grow in 2016 as it both brings in new […]


Jan 11 2016 Services, Technology

FICO’s DMS Holds Real Potential But Must Be Properly Marketed

Research Question: How big can FICO’s Decision Management Suite become in the next two to three years? Companies: FICO, IBM, MSFT, MSTR, ORCL, PEGA, PRGS By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Twelve sources involved in the sales and use of decision management systems—clients, competitors, software designers and consultants—spoke […]


Audits, Credits, Discounts, Deals Define Cloud Battle

Research Question: Are cloud computing efforts by AWS, Microsoft and Google causing companies like Oracle to force or heavily entice clients to adopt their cloud offerings in order to compete in the space? Companies: AMZN, CONE, CRM, CSCO, CTL, DFT, DLR, EMC, EQIX, GOOG/GOOGL, HPE, IBM, MSFT, ORCL, RAX, T, VZ, WDAY By: John Harrington Click […]


Atlassian Idea Proposal

Atlassian Idea Proposal

Research Question: Will Atlassian’s software tools expand beyond software and IT development teams to become more entrenched in the whole enterprise? Report Available: February 4, 2016   Blueshift’s initial research shows TEAM off to a flying start post-IPO. Word of mouth advertising has fueled30%+ growth rate for each of its products, driven especially by niche software […]