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Communications  // Browsing posts in Communications

Tech Trends: New Generation Fiber Optics Will Lead to Boost in Tech Innovation

Research Question: How does the spread of new generation undersea and large terrestrial fiber optic transmission cables fuel the growth of tech expansion as connections fan out across the globe? Companies: AMD, AMZN, CIEN, COMM, CSCO, DY, EQIX, GLW, GOOG/GOOGL, IBM, INTC, JNPR, MSFT, NOK, NVDA, TSM By: John Harrington Click here to download report (.pdf) […]

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Tech Trends: Hacker Wars: “A Dismal Failure of Responsibility”

Research Question: Have hackers won the cyber war? Companies: AMZN, CHKP, CRWD, CSCO, FEYE, FTNT, GOOG/GOOGL, MSFT, PANW, SWI, VMW By: John Harrington Click here to download report (.pdf)   Key Findings Hackers have not won the cyber war because it will “never end,” our top information security sources report. Instead, hackers keep winning battle after […]

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RingCentral Idea Proposal (RNG)

RingCentral Idea Proposal (RNG)

Will RingCentral’s new video services and key partnerships keep it at the top of the communications software landscape or will it be hobbled by Zoom’s push into voice? Report Available: January 21, 2021   Blueshift’s initial research found RNG growing at a very healthy 30% clip as it moves enterprises and mid-market businesses to its […]

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Tech Trends: Top Trend 2021: Computing Speeds Accelerate Data

Research Question: What do sources see as the most significant trends in data center/computer chip/network access across 2021? Companies: AMD, AMZN, CIEN, COMM, CSCO, DY, ERIC, GLW, GOOG/GOOGL, HPE, INTC, MSFT, NOK, NVDA   By: John Harrington Click here to download report (.pdf)   Key Findings Speed counts. The faster data moves, the more every […]

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Strong Demand Will Sustain LivePerson’s Growth, Provided They Innovate (LPSN)

Research Question: Can LivePerson sustain and build on its growth driven by digital transformation and the work-from-home trend? Companies: AAPL, AMZN, ASAI.ST, CRM, FB, GOOG/GOOGL, IBM, LPSN, MSFT, NUAN, ORCL, PEGA, PLTR, SPT, TWLO, ZEN By: David Franklin Click here to download report (.pdf)   Summary of Findings LivePerson Inc. (LPSN) can sustain and build […]

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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: 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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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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Microsoft’s Teams Is Becoming a Big Headache for Slack (WORK)

Research Question: Can Slack expand its appeal to a broader audience and stave off Microsoft Teams? Companies: CRM, FB, GOOG/GOOGL, LOGM, MSFT, NEWR, TEAM, WORK, ZM By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Microsoft Corp.’s (MSFT) Teams communication software has closed the gap with Slack Technologies Inc. (WORK) to […]

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Tech Trends: U.K. Showdown Over Huawei Ensnares U.S. Tech Firms

Senior Technology Researcher John Harrington reports from the United Kingdom: Research Question: How will the U.K.’s fight between government and telecom carriers over the use of Huawei networking and wireless equipment affect the rollout of 5G? What are the stakes for U.S. technology firms in the outcome? Companies: AAPL, ACIA, AMZN, CSCO, ERIC, GOOG/GOOGL, INTC, JNPR, […]

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