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Technology  // Browsing posts in Technology

Tech Trends: Lack of Customer Expertise Hurts Enterprise IT Sales

Research Question: Is there an intellectual incapacity across the end customer spectrum to understand, purchase and properly deploy what Silicon Valley and other tech sectors are creating? Companies: AMZN, CDW, CSCO, CTXS, DDOG, DELL, FFIV, HPE, HPQ, IBM, MDB, MSFT, NTNX, SNOW, SPLK, VMW By: John Harrington Click here to download report (.pdf)   Key Findings […]

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Facebook Idea Proposal (FB)

Facebook Idea Proposal (FB)

Will Facebook Shops become a dominant end-to-end ecommerce platform? Report Available: May 27, 2021   Blueshift’s ongoing research found FB seeing strong initial uptake for Facebook Shops as it tries to become an online sales portal and not just a connector between advertisers and consumers. Some analysts are predicting Facebook Shops will be a meaningful […]

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More Upside for PayPal in Financing, Venmo than In-store, Crypto (PYPL)

Research Question: What are PayPal’s biggest medium-term opportunities and toughest challenges outside its core payments platform? Companies: AAPL, ADYEY, AFRM, AFTPF, AMZN, BABA, C, FIS, GOOG/GOOGL, JPM, MA, MSFT, PYPL, SHOP, SQ, TCEHY, V By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Point-of-sale financing and Venmo are the most lucrative […]

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Zillow Will Evolve into a Real Estate Transaction Firm Over Time (Z/ZG)

Research Question: Will Zillow’s pivot from a media company to a real estate transaction company lead to consistent profits? Companies: COMP, OPEN, RDFN, Z/ZG By: David Franklin Click here to download report (.pdf)   Summary of Findings Zillow Group Inc.’s (Z/ZG) transition from an advertising and media company to a real estate transaction company is […]

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Tech Trends: Nvidia Needs Arm as Compute Moves to the Edge (NVDA)

Research Question: Are dramatic developmental changes in chip technology putting increased pressure on Nvidia to close its deal to buy chip design firm Arm? Companies: AMD, GOOG/GOOGL, INTC, MSFT, NVDA, QCOM By: John Harrington Click here to download  report (.pdf)   Key Findings Billions of devices embedded with tiny processors designed by UK-based Arm (formerly ARM […]

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Tech Trends: Software Devolves into Wild Cloud Style Services Fight

Research Question: What cloud services software is poised for growth and what is more likely to fall off for the remainder of 2021? Companies: AMZN, CRWD, CSCO, CTXS, DDOG, DELL, GOOG/GOOGL, IBM, MDB, MSFT, OKTA, SNOW, SPLK, VMW, ZM (UI Path IPO, Automation Anywhere potential IPO) By: John Harrington Click here to download report (.pdf)   […]

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Pinterest Has Brand Appeal But Remains a Second-Tier Ad Option (PINS)

Research Question: Is Pinterest poised to capture a greater share of ad budgets in 2021? Companies: AAPL, AMZN, FB, GOOG/GOOGL, MSFT, PINS, SHOP, SNAP, TTD, TWTR, WMT By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Pinterest Inc. (PINS) is unlikely to see a major breakout in 2021 as advertisers continue […]

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Tech Trends: Spending Shift Upsets the Way Customers Buy IT

Research Question: What are the key areas of concern among IT networking customers that will shape spending as we move deeper into 2021? Companies: AMZN, CSCO, CTXS, DELL, FFIV, GOOG/GOOGL, IBM, MSFT, NTAP, VMW, ZM By: John Harrington Click here to download report (.pdf)   Key Findings Continued support and optimization of mobile workforces is the […]

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Pinterest Idea Proposal (PINS)

Pinterest Idea Proposal (PINS)

Is Pinterest poised to capture a greater share of ad budgets in 2021? Report Available: April 1, 2021   Blueshift’s ongoing research found PINS gaining traction in digital advertising sales as its monthly active user base approaches half a billion people. The platform is trying to increase its per-user revenue by making the site more […]

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PTC Is Well Positioned in IoT and AR But Growth Remains Far Off (PTC)

Research Question: Will PTC’s focus on the Internet of Things, augmented reality, and the cloud boost its growth rate? Companies: AAPL, ABB, ADSK, AMZN, ANSS, BSY, DASTY, FB, GE, GOOG/GOOGL, HON, IBM, MSFT, ORCL, PTC, ROK, SAP, SIEGY, SNAP By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings PTC Inc. (PTC) […]

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