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December, 2020  // Posts published in December, 2020

Tech Trends: Limited Look-Back Haunts SolarWinds Hack Investigators (SWI)

Research Question: With lawsuits already being filed, what are the broader implications of the SolarWinds Orion hack? Companies: AMZN, CB, CHKP, CSCO, FTNT, GOOG/GOOGL, IBM, MSFT, ORCL, PANW, SWI, VMW By: John Harrington Click here to download report (.pdf)   Key Findings The infiltration of SolarWinds Corp.’s Orion network management software—allegedly by state-sponsored Russian hackers—will plague […]

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RingCentral Idea Proposal (RNG)

RingCentral Idea Proposal (RNG)

Will RingCentral’s new video services and key partnerships keep it at the top of the communications software landscape or will it be hobbled by Zoom’s push into voice? Report Available: January 21, 2021   Blueshift’s initial research found RNG growing at a very healthy 30% clip as it moves enterprises and mid-market businesses to its […]

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Tech Trends: 2021: Slim Budgets, Too Many Vendors, Slow Recovery

Research Question: What do sources see as the most significant trends in software/cloud services and enterprise hardware/software across 2021? Companies: AMZN, CHKP, CRM, CRWD, CSCO, CTXS, DDOG, DELL, FEYE, FFIV, GOOG/GOOGL, IBM, MSFT, PANW, SNOW, SPLK, SWI, VMW, WDAY By: John Harrington Click here to download report (.pdf)   Key Findings Too many IT vendors will […]

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Oil Patch: Maintenance Capital, Digitization, ESG Prioritized in Early 2021

Research Question: What is the outlook for the upstream oil and gas industry in 2021 in terms of capital investment, work prospects, and initiatives? Companies: BAS, BKR, HAL, HP, LBRT, NBR, PTEN, RNGR, SLB Click here to download report (.pdf)   Highlights According to an industry specialist, the outlook for activity in the upstream oil […]

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Intuit Faces Challenges for its Mid-Market Push and ARPU Hopes (INTU)

Research Question: Will new QuickBooks products help Intuit expand its customer base and increase revenue per user? Companies: AUS:XRO, BILL, CRM, INTU, MSFT, ORCL, ROP, SGGEF, SQ, TRI, TRMB, WTKWY By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Intuit Inc. (INTU) does not have a clear path to moving upmarket […]

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Teradata Idea Proposal (TDC)

Teradata Idea Proposal (TDC)

What is the magnitude of Teradata’s market share losses to other vendors? Can Teradata’s transformation to a cloud-based subscription model reverse any of these losses? Report Available: January 28, 2021   Blueshift’s initial research found TDC near the end of its transformation from an on-premises perpetual software licensing business model to a cloud-based SaaS subscription-based […]

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Tech Trends: Top Trend 2021: Computing Speeds Accelerate Data

Research Question: What do sources see as the most significant trends in data center/computer chip/network access across 2021? Companies: AMD, AMZN, CIEN, COMM, CSCO, DY, ERIC, GLW, GOOG/GOOGL, HPE, INTC, MSFT, NOK, NVDA   By: John Harrington Click here to download report (.pdf)   Key Findings Speed counts. The faster data moves, the more every […]

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Alphatec Holdings Idea Proposal (ATEC)

Alphatec Holdings Idea Proposal (ATEC)

Can Alphatec’s product development program and strategic distributor sales channel initiatives deliver sustained double-digit growth? Report Available: January 7, 2021   Blueshift’s initial research found ATEC transformed by a new leadership team, shedding its past legacy of lacking distinction to one providing innovative spine surgery solutions. The company is now promoting clinical excellence by introducing […]

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Inspire Use Likely to Grow When COVID Subsides, Expansion Effort Pays Dividends (INSP)

Research Question: Can Inspire execute on its commercial expansion initiative to accelerate growth or is its implantable therapy a niche treatment? Companies: INSP, LIVN, NYXH By: David Franklin Click here to download report (.pdf)   Summary of Findings Inspire Medical Systems Inc.’s (INSP) minimally invasive hypoglossal nerve stimulation device for the treatment of moderate to […]

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Okta Idea Proposal (OKTA)

Okta Idea Proposal (OKTA)

Will Okta’s customer identity management business be as big as its core workforce product? Report Available: February 4, 2021   Blueshift’s initial research found growing demand for OKTA’s identity management technology as digital interactions increase and enterprises moves operations to the cloud. Its main business centers on managing security for employee access to work environments, but […]

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