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Technology  // Browsing posts in Technology

LivePerson Idea Proposal (LPSN)

LivePerson Idea Proposal (LPSN)

Can LivePerson sustain and build on its growth driven by digital transformation and the work-from-home trend? Report Available: November 24, 2020   Blueshift’s initial research found LPSN, a leading global SaaS company offering conversational commerce and messaging solutions, benefiting from the ongoing digital transformation of businesses and the work-from-home trends driven by COVID-19. In the […]

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Tech Trends: IT Security — “It’s a Great Time to be a Hacker”

Research Question: What are the main issues affecting cyber security sales moving into 2021 and beyond? Companies: AMZN, CHKP, CRWD, CSCO, DDOG, FTNT, GOOG/GOOGL, MSFT, OKTA, PANW, SPLK, VMW, By: John Harrington Click here to download report (.pdf)   Key Findings The cyber security sector is in a pandemic-driven free-for-all as once tightly firewalled enterprise-level applications […]

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Splunk Is On The Right Track As It Broadens Its Scope (SPLK)

Research Question: Is Splunk’s broadening platform and shift to the cloud increasing its appeal to existing and potential customers? Companies: AMZN, AVGO, CSCO, DDOG, DT, ESTC, GOOG/GOOGL, HPE, IBM, MFGP, MSFT, NEWR, NOW, SNOW, SPLK, SUMO, VMW By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Splunk Inc. (SPLK) appears to […]

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Tech Trends: 2021: The (Re-)Rise of Communications Infrastructure

Research Question: What critical infrastructure will be needed to create wireless for smart applications everywhere and near-universal access to the Internet, regardless of geography? Which companies are in position to provide it? Companies: AAPL, CIEN, CMCSA, COMM, CSCO, DY, ERIC, GLW, HPE, IBM, NOK By: John Harrington Click here to download report (.pdf)   Editor’s Note: […]

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Global Payments Inc. Positioned for Growth as Economy Recovers (GPN)

Research Question: Are changes to the payments industry caused by COVID-19 helping or hurting Global Payments Inc.? Companies: AAPL, ADYEY, FIS, FISV, GOOG/GOOGL, GPN, JPM, KRX:005930, PYPL, SHOP, SQ By: David Franklin Click here to download report (.pdf)   Summary of Findings Global Payments Inc. (GPN) is both benefiting from and challenged by COVID-19-related payments […]

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Splunk Idea Proposal (SPLK)

Splunk Idea Proposal (SPLK)

Is Splunk’s broadening platform and shift to the cloud increasing its appeal to existing and potential customers? Report Available: October 29, 2020   Blueshift’s ongoing research found SPLK making quick progress in shifting customers to its cloud products, though the transition is slowing its revenue growth.  The company, a market leader in areas like IT […]

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Bill.com Idea Proposal (BILL)

Bill.com Idea Proposal (BILL)

How big is Bill.com’s addressable market and how much payment volume can it shift to credit cards? Report Available: November 19, 2020   Blueshift’s initial research found BILL growing at a healthy clip with its invoicing and payment software since its IPO, but a still relatively small, unprofitable company after 14 years in operation. The […]

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Tech Trends: Fast-Paced Change Upends IT Behind the Scenes

Research Question: What is the race for fast access to data stored in warehouses and data lakes doing to unleash profound change across the traditional IT hardware/software spectrum? And which companies are driving those changes—to the detriment of others? Companies: AKAM, AMZN, ANET, CIEN, CMCSA, COMM, CSCO, DDOG, DELL, FSLY, GLW, GOOG/GOOGL, IBM, MSFT, OKTA, SNOW, […]

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AMD’s Data Center Fortunes Are Soaring at Intel’s Expense (AMD, INTC)

Research Question: With Intel’s latest production delays, how big a share of the CPU market can AMD capture? Companies: AAPL, AMD, AMZN, AVGO, BABA, DELL, DTEGY, GOOG/GOOGL, HK:0992, HPE, IBM, INTC, KRX:005930, MRVL, MSFT, NTNX, NVDA, ORCL, QCOM, SAP, SFTBY, SMCI, TSM, TW:2454 VMW By: Seth Agulnick Click here to download report (.pdf)   Summary […]

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Tech Trends: Menus of Fast Data Services Replacing DIY IT Network Upgrades

Research Question: As the mobile Internet increasingly becomes the key vital business communications tool, what types of IT businesses are poised to benefit or suffer? Companies: AMD, AMZN, CRM, CRWD, CSCO, CTXS, DELL, FFIV, GOOG/GOOGL, IBM, INTC, MSFT, NVDA, ORCL, SNOW, XRO AU By: John Harrington Click here to download report (.pdf)   Key Findings A […]

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