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Technology  // Browsing posts in Technology

New Relic’s New Pricing Not Disruptive to Dynatrace, But It Will Help Grow Sales (DT, NEWR)

Research Question: How will New Relic’s new pricing model in the observability space affect Dynatrace and the rest of the industry? Companies: AMZN, AVGO, CSCO, DDOG, DT, ESTC, MSFT, NEWR, NOW, SPLK By: David Franklin Click here to download report (.pdf)   Summary of Findings New Relic Inc.’s (NEWR) new product, New Relic One, and […]

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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 […]

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Observability Market Idea Proposal (DDOG, DT, ESTC, NEWR, SPLK)

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 […]

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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) […]

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Advanced Micro Devices Idea Proposal (AMD, INTC)

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 […]

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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 […]

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ServiceNow Idea Proposal (NOW)

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 […]

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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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Coupa Software Idea Proposal (COUP)

Will Coupa’s procurement software become more or less important in a post-COVID world? Can its Coupa Pay module become a massive take-rate business? Report Available: August 13, 2020     Blueshift’s ongoing research found COUP’s business spend management software continuing to thrive, leading to record Q1 revenues. There are some positive signs about COUP’s importance to businesses […]

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PayPal and Square Getting Boosts From COVID-19 Payment Trends (PYPL, SQ)

Research Question: Will the COVID-19 pandemic cause lasting changes in the payments industry? If so, how will that affect PayPal and Square? Companies: AAPL, ADYEY, AFTPF, AMZN, AXP, BCS, C, DFS, FISV, GOOG/GOOGL, JPM, KRX:005930, LYG, MA, PNYTF, PYPL, SHOP, SQ, TCEHY, V By: Seth Agulnick Click here to download report (.pdf)   Summary of […]

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