Hardware & Equipment // Browsing posts in Hardware & Equipment
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, […]
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 […]
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 […]
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, […]
Cognex Idea Proposal (CGNX)
Will Cognex’s focus on new markets, including logistics, gain traction and drive meaningful growth in 2019? Report Available: July 8, 2019 Blueshift’s initial research found CGNX coming off a disappointing 2018 and working through what is expected to be a challenging 2019. The company is experiencing declining revenues due to reduced capex spending from […]
Tech Trends: Big Cloud Fuels VC Delusions of Grandeur and a Bubble
Research Question: Has the expansion of global mass-scale cloud hosting, especially by AWS, eliminated the tech startup barrier to entry, to the point at which VC-funded ideas that are unlikely to ever make a profit still are able to go to market in hopes of unicorn IPOs? Companies: AMZN, FEYE, GOOG/GOOGL, GRUB, LYFT, MSFT, PANW, UBER […]
Tech Trends: Increased Cloud Options Are Slowing 2019 DIY Sales
Research Question: Are the number and the diversity of traditional IT software and hardware services available in the big public clouds quickening the slowdown in 2019 DIY IT spending? Companies: AMZN, CSCO, CTXS, CVLT, DBX, DELL, FFIV, GOOG/GOOGL, HPE, IBM, MSFT, ORCL, TDC, VMW By: John Harrington Click here to download report (.pdf) Key Findings […]
Tech Trends Alert: Brexit Forces Tech Planning Hand (CSCO, MSFT, NOK)
Companies: AMZN, CSCO, MSFT, NOK, VZ By: John Harrington Click here to download report (.pdf) Summary Microsoft and Cisco look to be benefitting near term amid Brexit chaos. Cloud adoption and DIY upgrades are happening in larger-than-usual numbers on Windows networks and network fabric deals for Cisco as enterprises try to work around Brexit […]
Tech Trends: Demand for Speed Forces Data Center Computing Upgrades
Research Question: Will the demands of new application workloads for higher-performance computing and fast recall storage build to the point at which a mass upgrade cycle for new data center fabrics will be triggered over the next three years, starting in the second half of 2019? Companies: AMZN, ANET, CSCO, DELL, GOOG/GOOGL, HPE, INTC, MLNX, MSFT, […]
Turtle Beach Will Grow at a Slower Pace in 2019 vs. 2018
Research Question: Will Turtle Beach build on its 2018 sales breakout this year? Companies: AAPL, ATVI, EA, EPA:UBI, GME, HEAR, HKG:0700, HKG:1337, LOGI, MSFT, PLT, TTWO, TYO:6758/SNE, TYO:7974/NTDOY By: David Franklin Click here to download report (.pdf) Summary of Findings Turtle Beach Corp. (HEAR) will experience strong but slower headset sales this year because […]
Copyright © 2015 Blueshift Research, LLC. All rights reserved.
