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ORCL  // Posts tagged as "ORCL"

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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Marketing Automation Vendors Trying to Remain Relevant in an Evolving Market

Research Question: Can marketing automation vendors Marketo, HubSpot and Callidus successfully move upstream in this developing industry? Companies: ADBE, CALD, CRM, CSOD, CTCT, HUBS, IBM, MKTO, ORCL, SAP, TDC, TTGT, ULTI, WDAY By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings The marketing automation (MA) market lacks a clear trend as it is […]

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Medidata Solutions Whisper

Medidata Solutions Whisper

Research Question: Are Medidata’s current product offerings and sales pipeline robust and differentiated enough to achieve management’s 17% to 23% growth forecast in 2015? Companies Covered: Medidata Solutions (MDSO), Oracle (ORCL), PAREXEL (PRXL) ​ Report Available: May 13, 2015   Blueshift’s initial research shows Medidata expecting growth from a strong sales pipeline that includes success with […]

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Zendesk Whisper

Zendesk Whisper

Research Question: Can Zendesk successfully broaden its application beyond its traditional customer service use while moving upstream to more enterprise-level customers? Companies Covered: Zendesk (Zen), Salesforce.com (CRM), Oracle (ORCL), Microsoft (MSFT), SAP SE (SAP), Verint (VRNT) Report Available: April 30, 2015   Blueshift’s initial research shows Zendesk growing at a rapid rate and beginning to […]

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Marketing/Sales Automation Whisper

Marketing/Sales Automation Whisper

Research Question: Can marketing and sales automation vendors like Marketo, HubSpot, and Callidus successfully move upstream in their developing industries? Companies Covered: Marketo (MKTO), HubSpot (HUBS),  Callidus (CALD), Exact Target (TTGT), Oracle (ORCL), Salesforce (CRM)​, Adobe (ADBE) Report Available: April 16, 2015   Blueshift’s initial research shows a litany of marketing automation vendors establishing their identities in a dynamic and […]

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Too Early to Determine the Potential for Amazon’s Aurora

Research Question: Will Amazon’s RDS for Aurora launch affect Oracle’s ability to build its cloud database business? Companies: AMZN, MSFT, ORCL By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Inquiries sent to more than 90 potential sources yielded no evidence that the full-release version of com Inc.’s (AMZN) RDS (relational database system) […]

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Networking Trends Favor Cisco, AWS Above All Others

Research Question: As enterprises upgrade and certain cloud services take hold, what effect will those trends, along with the stifling of U.S. IT companies in China, have on leading tech hardware vendors in 2015? Companies: ALU, AMZN, ANET, BRCD, CIEN, CSCO, CTXS, EMC, EXTR, FFIV, GOOG/GOOGL, HPQ, IBM, JNPR, LVLT, MSFT, NTAP, ORCL, RHT, SHA:600198, […]

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Amazon Web Services Whisper

Amazon Web Services Whisper

Research Question: Will Amazon Web Services’ Aurora launch impact Oracle’s ability to build its cloud database business? Companies Covered: Amazon.com (AMZN), Oracle (ORCL), Google (GOOG), IBM (IBM), Microsoft (MSFT), SAP SE (SAP), Rackspace Hosting (RAX) Report Available: March 13, 2015   Blueshift’s initial research shows that AWS’ entry into the database management market will be […]

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Cisco Dominates Data Switching, SDN a Slow Go

Research Questions: What effect is software-driven network design likely to have on advanced hardware switch makers heading into 2015? Which companies are likely to best make the transition to SDN? Companies: AMZN, ANET, BRCD, CSCO, CTXS, EXTR, GOOG/GOOGL, HPQ, IBM, JNPR, MSFT, ORCL, VMW By: John Harrington Click here to download the report (.pdf)   Highlights […]

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Nov 20 2014 Financial, Technology

Apple Pay Draws Attention to Mobile POS Payment Solutions, Including PayPal’s

Research Question: Will Apple Pay cause PayPal’s growth to slow? Companies: AAPL, AMZN, AXP, BABA, CSCO, EBAY, FIS, GDOT, GOOG/GOOGL, HPY, INGIY, MA, NCR, ORCL, PAY, V By: David Franklin Click here to download the report (.pdf)   Summary of Findings Sources were mixed regarding whether Apple Inc.’s (AAPL) Apple Pay would affect PayPal (eBay Inc./EBAY); 12 […]

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