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Technology  // Browsing posts in Technology

Tech Trends: Every IT Vendor Goes Cloudy, Hastening Their Decline?

Research Question: As legacy IT vendors in networking, data security, storage, and major software convert their businesses to cloud service, recurring revenue models—are they pushing customers to competing services offered by Microsoft Azure, Amazon Web Services, and Google Cloud Platform? Companies: AMZN, CHKP, CRWD, CSCO, CTXS, DELL, FFIV, FTNT, GOOG, HPE, IBM, MSFT, ORCL, PANW, […]

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SQ’s Cash App Carving Out Better Path to Profits Than PYPL’s Venmo (PYPL, SQ)

Research Question: Will Square’s Cash App upend PayPal’s grand plans for Venmo? Companies: AAPL, GOOG/GOOGL, JPM, MA, MSFT, PYPL, SQ, V, WFC By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings The growth of Square Inc.’s (SQ) Cash App does not directly threaten PayPal Holdings Inc.’s (PYPL) Venmo, but Cash App […]

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Zalando Partner Brands Not Expanding Use of ZFS (ZAL:GR)

Research Question: Are Zalando’s partner brands expanding their use of Zalando Fulfillment Solutions? Companies: ADS:GR, ASC:LN, AMZN, BABA, EBAY, ZAL:GR By: Reverdy Johnson   Summary of Findings Zalando SE’s (ZAL:GR) partner brands are not expanding their use of Zalando Fulfillment Solutions (ZFS), according to one source using ZFS and six sources who have chosen not […]

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Smartsheet Is Effective but Not Unique for Project Management (SMAR)

Research Question: Does Smartsheet offer a unique approach to simplifying project management—or is the market crowded with fungible solutions? Companies: GOOG/GOOGL, MSFT, PLAN, SMAR, TEAM, WDAY, WORK   By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Smartsheet Inc. (SMAR) is an effective tool for collaboration but lacks a killer feature […]

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Vicor Idea Proposal (VICR)

Vicor Idea Proposal (VICR)

Are competitors taking design wins from Vicor with lower prices? What is the status of the data center transition to 48-volt power? Report Available: October 18, 2019   Blueshift’s ongoing research found VICR struggling to meet investors’ high expectations as the data center market has cooled. The company’s recent difficulties are partly related to a […]

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Tech Trends: “Everyday AI” Boosts Nvidia, but Data Center Upgrades Slow (NVDA)

Research Question: Will the time advantage Nvidia has over AMD and Intel in accelerated GPU computing allow it to dominate the next round of data center network upgrades with the big public cloud platforms and advanced private cloud networks? Companies: AMD, AMZN, GOOG/GOOGL, INTC, MLNX, MSFT, NVDA By: John Harrington Click here to download report […]

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Smartsheet Idea Proposal (SMAR)

Smartsheet Idea Proposal (SMAR)

Does Smartsheet offer a unique approach to simplifying project management or is the market crowded with fungible solutions? Report Available: September 27, 2019   Blueshift’s initial research found investors reacting positively to SMAR’s impressive revenue growth. However, the company raised some eyebrows with its Q3 guidance, which included an increase in spending and a wider-than-expected […]

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Tech Trends: Microsoft, Oracle—One Big Cloud; One Giant Company Soon?

Research Question: Are Microsoft and Oracle linking their clouds as a prelude to merging? As Microsoft launches more internal AI to automate the process for enterprises to migrate their IT to Azure, has Oracle finally realized it can’t win the cloud war alone? Companies: AMZN, EQIX, GOOG/GOOGL, IBM, MSFT, ORCL By: John Harrington Click here […]

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PayPal/Square Idea Proposal (PYPL)

PayPal/Square Idea Proposal (PYPL)

Will Square’s Cash App upend PayPal’s grand plans for Venmo? Report Available: October 9, 2019   Blueshift’s ongoing research found SQ’s peer-to-peer payment service, Cash App, surpassing PYPL’s Venmo in downloads and revenue run rate. The peer-to-peer space is a huge opportunity for both companies, who are trying to monetize their millions of users and billions […]

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Tech Trends: “Bizarre” Growth Expectations in Cloud Security

Research Question: What issues do data security companies face in a crowded field? Companies: AMZN, CBLK, CRWD, DELL, MSFT, PANW, PVTL, VMW, ZS By: John Harrington Click here to download report (.pdf)   Key Findings Growth in cloud security will be a brutal battlefield, with high growth expectations for companies like Zscaler, Palo Alto Networks, […]

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