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ORCL  // Posts tagged as "ORCL"

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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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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