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Technology  // Browsing posts in Technology

Tech Trends: No Going Back—In a World Working Remotely, Microsoft Wins Big (MSFT)

Research Question: As the COVID-19 pandemic forces workers and students to work remotely, is the cloud entering a new phase of expansion? What is needed to keep this mass online use secure? Companies: AMZN, CHKP, CMCSA, CSCO, DELL, FTNT, GOOG/GOOGL, HPE, HPQ, IBM, MSFT, PANW By: John Harrington Click here to download report (.pdf)   Key […]

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eSports Idea Proposal

eSports Idea Proposal

Where are the best moneymaking opportunities in the thriving eSports ecosystem over the next 12-18 months? Report Available: April 17, 2020   Blueshift’s initial research found excitement around competitive gaming continuing to reach new levels. Viewership numbers for eSports tournaments are rising, top players are gaining celebrity-like status and the world’s biggest brands are clamoring […]

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Anaplan Idea Proposal (PLAN)

Anaplan Idea Proposal (PLAN)

Is the deceleration in Anaplan’s billings growth a blip or a warning sign? Report Available: April 16, 2020   Blueshift’s ongoing research found concern about a massive deceleration in PLAN’s billings growth. Company executives brushed off the slowdown as an anomaly stemming from a Q4 sales realignment effort. A key competitor, meanwhile, seems to be […]

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Tech Trends: Cloud Provides Work Alternative in Virus Scare (MSFT)

Research Question: How will coronavirus affect the DIY enterprise networking area and will it benefit major cloud vendors by supporting mass telecommuting if workers stay away from centralized offices? Companies: AMZN, CSCO, DELL, HPE, IBM, MSFT By: John Harrington Click here to download report (.pdf)   Key Findings Eight key Blueshift Tech Trends sources report […]

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Spotify Idea Proposal (SPOT)

Spotify Idea Proposal (SPOT)

Will podcasts and artist services give Spotify revenue upside and set it apart from competitors? Report Available: April 2, 2020   Blueshift’s ongoing research centers on questions about SPOT’s revenue and subscription growth prospects as its ARPU continues to decline. SPOT is investing heavily in podcasts but it is not clear whether the format can […]

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Tech Trends: Device Explosion Makes IT Security Nearly Impossible (PANW)

Research Question: Is the risk of cybercrime and state-sponsored spying so high that it poses a threat to the development of next-gen internet technologies and the security companies failing to eliminate the attacks? Companies: AMZN, CHKP, CRWD, CSCO, DELL, FTNT, GOOG/GOOGL, MSFT, PANW, PFPT, ZS By: John Harrington Click here to download report (.pdf)   […]

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Nvidia Has an Inside Track on the AI Inferencing Market (NVDA)

Research Question: How big will the market be for AI inferencing chips? How large a share can Nvidia capture? Companies: AMD, AMZN, AVGO, FB, GOOG/GOOGL, IBM, INTC, KRX:005930, MSFT, NVDA, TSM, XLNX By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Nvidia Corp. (NVDA) has carved out an early lead in the […]

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Tech Trends: Cisco, IBM, Other Big Vendors Losing the Cloud Battle (CSCO, IBM)

Research Question: What must Cisco and other networking vendors do to stave off encroachment on their businesses by the expanding public clouds—or is it too late? Companies: AMZN, ANET, CSCO, DELL, GOOG/GOOGL, HPE, IBM, JNPR, MSFT   By: John Harrington Click here to download report (.pdf)   Key Findings Sources say it is too late for […]

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Use of Elastic’s Top-Notch Solutions Should Continue to Grow (ESTC)

Research Question: Will Elastic continue its impressive growth or will competition from Amazon and others slow it down? Companies: AMZN, CTXS, DDOG, ESTC, GOOG/GOOGL, IBM, MSFT, NEWR, ORCL, SPLK By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Elastic N.V. (ESTC) offers a fast, powerful stack of enterprise search and monitoring […]

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Tech Trends: Data Center Upgrades Coming in Many Bite-Sized Bits (IBM, MU, NVDA)

Research Question: What technologies will be in data center upgrades in 2020? What will those upgrades look like? Companies: AMD, AMZN, CSCO, DELL, GOOG/GOOGL, HPE, IBM, INTC, MSFT, MU, NVDA, QCOM, XLNX   By: John Harrington Click here to download report (.pdf)   Key Findings There will be a lot of data networking upgrades in 2020, […]

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