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 […]
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 […]
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) […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
Copyright © 2015 Blueshift Research, LLC. All rights reserved.