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ORCL  // Posts tagged as "ORCL"

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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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Mass-Scale Data Networking Is Disrupting All of IT

Research Question: How does global data center scalability affect IT OEMs as elastic cloud computing-as-a-service eats into traditional box-based vendors’ dominance in private network construction? Which other companies will benefit or face challenges as mass-scale cloud delivery of data services expands into new categories of business? Companies: AAPL, AMZN, ANET, CHKP, CSCO, EQIX, FEYE, FIT, FTNT, […]

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Cloud Acceleration Will Define Next Year’s IT Winners and Losers

Research Question: What will be the fastest growing uses of cloud-based networking services in 2016? Which companies will lead or lag within the highest growth categories? Companies: AKAM, AMZN, ANET, CHKP, CRM, CSCO, CTXS, CUDA, DATA, EMC, FEYE, FFIV, FTNT, GOOG/GOOGL, HPQ, IBM, JNPR, MSFT, NTAP, ORCL, PANW, QLIK, RAX, SMCI, TDC, VMW, WDAY By: John […]

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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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