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ORCL  // Posts tagged as "ORCL"

Digital Realty Trust Set to Score on Network Interconnection

Research Question: How will Digital Realty Trust’s acquisition of Telx affect the network interconnection and leasing industry? Companies: AAPL, AKAM, AMZN, CONE, CORE, CRM, CSCO, CTL, DFT, DLR, EQIX, GOOG/GOOGL, LVLT, MSFT, ORCL, T, VZ, WIN, ZAYO By: John Harrington Click here to download the report (.pdf)   Summary Digital Realty Trust Inc.’s (DLR) $1.89 billion […]

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Data Storage Industry Quickly Shifting to a Software and Services Model

Research Question: What effect is the introduction of new mass-density, small-form factor storage tied to new processing power and virtualization going to have on traditional storage networking vendors? Companies: AMZN, EMC, GOOG/GOOGL, HPQ, IBM, INTC, KRX:005930, MSFT, NTAP, ORCL, SMCI, SNDK, TPE:2382, VMW By: John Harrington Click here to download the report (.pdf)   Summary Clients […]

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Encroaching Cloud Players Threaten CDW’s Longtime Business Model

Research Question: Is CDW’s current model threatened by SMB tech customers’ rapidly increasing willingness to use the cloud? Companies: ADBE, AMZN, CDW, CSCO, CTL, GOOG, HPQ, IBM, MSFT, NSIT, ORCL, PCCC, RAX, SHOR By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Interviews with 24 sources covering IT products and services […]

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Qlik’s Sense Has Potential But is Off to a Slow Start

Research Question: Is Qlik Sense gaining enough traction in the BI software market to allow Qlik Technologies to reach growth expectations? Companies: DATA, DWCH, HPQ, IBM, MSFT, MSTR, ORCL, QLIK, SAP, TIBX By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Qlik Technologies Inc.’s (QLIK) newest product, Sense, has yet to […]

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Services, Connectivity Speed Up the Adoption of Microsoft’s Cloud

Research Question: What effect are Microsoft’s full-service cloud and Skype IP communications platform having on consumer mobile and business communications as massively available public and private Wi-Fi continues to expand? Companies: AMZN, CSCO, CTL, GOOG/GOOGL, MSFT, ORCL, S, T, TMUS, TWC, VZ By: John Harrington Click here to download the report (.pdf)   Summary Microsoft Corp.’s […]

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CDW Whisper

CDW Whisper

Research Question: Is CDW’s entire model threatened by SMB tech customers’ rapidly increasing willingness to use the cloud? Report Available: July 16, 2015   Blueshift’s initial research shows CDW attempting to keep up with cloud trends among SMBs with its cloud managed services suite, but its move might be too little too late. The market is swamped with managed […]

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Slowdown in 2H15 IT Hardware Spending Leaves Vendors Scrambling

Research Question: Are IT hardware sales cycles continuing to lengthen as we move further into the year? If so, which classes of equipment and vendors are exposed to the trend? Companies: AMZN, ANET, CSCO, CTXS, CVLT, EMC, FFIV, FTNT, HPQ, IBM, JNPR, MSFT, NTAP, ORCL, PANW, RVBD, SMCI By: John Harrington Click here to download the […]

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Medidata Unlikely to Achieve Lofty 2015 Growth Forecasts

Research Question: Are Medidata’s current products and sales pipeline robust enough to achieve corporate’s revenue growth forecast of 17% to 23% for this year? Companies: MDSO, MRGE, ORCL, PRXL By: David Franklin Click here to download the report (.pdf)   Summary of Findings Medidata Solutions Inc. (MDSO) will fall short of its lofty revenue growth forecast […]

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Zendesk Well Positioned to Grow, Especially Among Current Users

Research Question: Can Zendesk broaden its application beyond traditional customer service use while moving upstream to more enterprise-level customers? Companies: ADBE, CRM, MSFT, NOW, ORCL, SAP, VRNT, ZEN By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Most sources expect Zendesk Inc.’s (ZEN) clients to broaden their application and to extend their deployment […]

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Data Center Industry Goes All-In on Cloud Services Bet, Akamai Wins Big

Research Questions: What were the driving trends in colocation, managed hosting and content delivery networks during the first quarter? What will the remainder of the year look like for the major providers in these areas? Companies: AAPL, AKAM, AMZN, CONE, CRM, CSCO, CTL, EMC, EQIX, GOOG/GOOGL, IBM, HPQ, LVLT, MSFT, ORCL, RAX, T, WDAY, ZAYO By: John Harrington […]

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