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Intuit Idea Proposal (INTU)
What are Intuit’s best bets for increasing revenue per customer among its QuickBooks users? Can TurboTax Live disrupt the assisted tax filing market? Report Available: December 17, 2020 Blueshift’s initial research found INTU pushing to expand QuickBooks into the competitive mid-market of small business accounting software. Beyond customer acquisition, its growth strategy includes upselling […]
Bill.com Has Big Opportunity with SMBs, Cross-Border Payments (BILL)
Research Question: How big is Bill.com’s addressable market and how much payment volume can it shift to credit cards? Companies: BILL, BLKB, COUP, INTU, KEY, MSFT, ORCL, SAP, SGGEF, WFC By: Seth Agulnick Click here to download report (.pdf) Summary of Findings com Holdings Inc. (BILL) offers a reasonably priced, simple platform for automating […]
Tech Trends: While Others Think Quarters, Nvidia is Thinking Years (NVDA)
Companies: AAPL, AMD, AMZN, BABA, CSCO, GOOG/GOOGL, IBM, INTC, MSFT, NVDA By: John Harrington Click here to download report (.pdf) Summary As companies like Cisco see steady, deep declines, Nvidia builds its cloud and data center future well ahead of the competition. Amazon Web Services (AWS), Google Cloud, Microsoft, and others rapidly expand high-performance […]
Tech Trends: The Cloud Vacuums up the Data Storage Industry
Research Question: What is happening to sales in the private, on-premise storage sector in reaction to the remote work acceleration to the big public clouds? Companies: AMZN, BABA, DELL, GOOG/GOOGL, IBM, MSFT, NTAP, PSTG, VMW By: John Harrington Click here to download report (.pdf) Key Findings “Big on-premise storage is absolutely dead. We are […]
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 […]
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 […]
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 […]
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: […]
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 […]
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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