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Technology  // Browsing posts in Technology

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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New Relic’s New Pricing Not Disruptive to Dynatrace, But It Will Help Grow Sales (DT, NEWR)

Research Question: How will New Relic’s new pricing model in the observability space affect Dynatrace and the rest of the industry? Companies: AMZN, AVGO, CSCO, DDOG, DT, ESTC, MSFT, NEWR, NOW, SPLK By: David Franklin Click here to download report (.pdf)   Summary of Findings New Relic Inc.’s (NEWR) new product, New Relic One, and […]

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ServiceNow’s Value Rising as it Extends Further Into Enterprises (NOW)

Research Question: Which of ServiceNow’s new and emerging products, both within and outside its IT segment, will drive the company’s growth over the next three to five years? Companies: AMZN, APPN, BL, CRM, IBM, MSFT, NOW, ORCL, TEAM, WDAY, ZEN By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings New products […]

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Observability Market Idea Proposal (DDOG, DT, ESTC, NEWR, SPLK)

Observability Market Idea Proposal (DDOG, DT, ESTC, NEWR, SPLK)

How will New Relic’s new pricing model in the observability space affect Dynatrace and the rest of the industry? Report Available: September 10, 2020   Blueshift’s ongoing research found NEWR shaking up the observability market with a combined product and new pricing model. The pricing is designed to remove the financial disincentives for companies to […]

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Tech Trends: Big IT—Battling Consistent Decline is the New Normal

Research Question: What critical issues face software/hardware players in the data center and on-premise network space? Will the big clouds also compete against their own hosting customers in database and other areas? Companies: AMZN, ANET, CSCO, CTXS, DELL, FFIV, GOOG/GOOGL, HPE, IBM, MDB, MSFT, ORCL, VMW By: John Harrington Click here to download report (.pdf) […]

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Advanced Micro Devices Idea Proposal (AMD, INTC)

Advanced Micro Devices Idea Proposal (AMD, INTC)

With Intel’s latest production delays, how big a share of the CPU market can AMD capture? Report Available: October 1, 2020   Blueshift’s initial research found INTC’s production hiccups opening a door for AMD in both the PC and server markets. AMD had been gaining share in both segments even before INTC said its next-generation […]

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Pandemic Puts Coupa’s Supply Chain Strengths in Focus (COUP)

Research Question: Will Coupa’s procurement software become more or less important in a post-COVID-19 world? Can its Coupa Pay module become a massive take-rate business? Companies: AMZN, AXP, BAC, COUP, HEL:BAS1V, MA, MSFT, ORCL, SAP, V, WDAY   By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings The coronavirus crisis is […]

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