August, 2020 // Posts published in August, 2020
ServiceNow’s Value Rising as it Extends Further Into Enterprises (NOW)
Research Question: Which of ServiceNow’s new and emerging products, both within and outside its IT segment, will drive the company’s growth over the next three to five years? Companies: AMZN, APPN, BL, CRM, IBM, MSFT, NOW, ORCL, TEAM, WDAY, ZEN By: Seth Agulnick Click here to download report (.pdf) Summary of Findings New products […]
Observability Market Idea Proposal (DDOG, DT, ESTC, NEWR, SPLK)
How will New Relic’s new pricing model in the observability space affect Dynatrace and the rest of the industry? Report Available: September 10, 2020 Blueshift’s ongoing research found NEWR shaking up the observability market with a combined product and new pricing model. The pricing is designed to remove the financial disincentives for companies to […]
Tech Trends: Big IT—Battling Consistent Decline is the New Normal
Research Question: What critical issues face software/hardware players in the data center and on-premise network space? Will the big clouds also compete against their own hosting customers in database and other areas? Companies: AMZN, ANET, CSCO, CTXS, DELL, FFIV, GOOG/GOOGL, HPE, IBM, MDB, MSFT, ORCL, VMW By: John Harrington Click here to download report (.pdf) […]
Advanced Micro Devices Idea Proposal (AMD, INTC)
With Intel’s latest production delays, how big a share of the CPU market can AMD capture? Report Available: October 1, 2020 Blueshift’s initial research found INTC’s production hiccups opening a door for AMD in both the PC and server markets. AMD had been gaining share in both segments even before INTC said its next-generation […]
Aon’s Willis Merger Will Experience Standard Broker, Customer Disruption (AON, WLTW))
Research Question: Will Aon’s merger with Willis Towers Watson lead to significant disruptions due to employees leaving and taking clients with them? Will Aon’s push for a more data-driven model succeed? Companies: AJG, AON, BRO, MMC, WLTW By: David Franklin Click here to download report (.pdf) Summary of Findings The Aon PLC (AON) and […]
Pandemic Puts Coupa’s Supply Chain Strengths in Focus (COUP)
Research Question: Will Coupa’s procurement software become more or less important in a post-COVID-19 world? Can its Coupa Pay module become a massive take-rate business? Companies: AMZN, AXP, BAC, COUP, HEL:BAS1V, MA, MSFT, ORCL, SAP, V, WDAY By: Seth Agulnick Click here to download report (.pdf) Summary of Findings The coronavirus crisis is […]
Insulin Pump Market Idea Proposal (TNDM, PODD, MDT)
As the continuous glucose monitoring market continues to innovate, integrate, and grow, are insulin pump makers Tandem, Insulet, and Medtronic poised to follow? Report Available: September 3, 2020 Blueshift’s initial research found the continues glucose monitoring (CGM) market experiencing increasing demand from both Type 1 and Type 2 diabetics. The CGM space has also […]
ServiceNow Idea Proposal (NOW)
Which of ServiceNow’s new and emerging products, both within and outside its IT segment, will drive the company’s growth over the next three to five years? Report Available: August 27, 2020 Blueshift’s initial research found NOW thriving with an ever-growing portfolio of workflow software solutions. Its Q3 guidance set off some alarm bells but […]
Tech Trends: Everything is Going Cloud—But the Losers Will Far Outstrip the Winners
Research Question: As big cloud continues to rise, what IT categories are likely to benefit and which are increasingly at risk of falling further behind? Companies: AMD, AMZN, ANET, BABA, CHKP, CRWD, CSCO, CTXS, CVLT, DDOG, DELL, FFIV, FTNT, GOOG/GOOGL, IBM, INTC, MSFT, NOW, NVDA, OKTA, PANW, QLYS, SMCI, SPLK, ZM By: John Harrington Click here […]
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