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Software, Internet & Computer  // Browsing posts in Software, Internet & Computer

Elastic Idea Proposal (ESTC)

Elastic Idea Proposal (ESTC)

Will Elastic continue its impressive growth or will competition from Amazon and others slow it down? Report Available: February 5, 2020   Blueshift’s initial research found demand for ESTC’s search and monitoring software growing rapidly, though a deceleration in billings growth during the most recent quarter has caused some worry among investors. ESTC is working […]

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Tech Trends: 2020 UK/European DIY Tech Market Down, Cloud Will Benefit

Research Question: Can Western Europe and the United Kingdom find IT networking sector growth in 2020 beyond AWS and Azure or will the market continue to lag for major U.S. DIY tech vendors? Companies: AMZN, ANET, CSCO, DELL, FFIV, GOOG/GOOGL, HPE, IBM, MSFT, SAP, VMW By: John Harrington Click here to download report (.pdf)   Key […]

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Pluralsight Idea Proposal (PS)

Pluralsight Idea Proposal (PS)

Is Pluralsight a must-have enterprise learning tool or a nice-to-have option? Report Available: January 29, 2020   Blueshift’s initial research found PS, a provider of cloud-based technical training software for employees, working to recover from its Q2 sales execution issues. After wowing investors following its May 2018 IPO with huge revenue growth and expanding margins, […]

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Alteryx Idea Proposal (AYX)

Alteryx Idea Proposal (AYX)

Is the competitive risk to Alteryx growing? Report Available: January 23, 2020   Blueshift’s ongoing research found AYX growing at a healthy clip as one of the leading providers of data preparation software. There are numerous competitive threats, however, including Tableau Prep – now owned by CRM – and several smaller companies with strong features […]

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Snapchat Is Gaining Followers Among Brands but TikTok Looms (SNAP)

Research Question: Will Snapchat become a “must-buy” for brand and direct response advertisers? Companies: AMZN, FB, GOOG/GOOGL, MSFT, PINS, SNAP, SPOT, TWTR By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Snap Inc.’s (SNAP) Snapchat is far from an essential element of most advertisers’ digital strategies, but its appeal to brands […]

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Profitability Attainable as Carvana is Evolving How Used Cars are Sold (CVNA)

Research Question: Does Carvana truly have a unique business model that will eventually become profitable? Companies: AN, CARG, CARS, COST, CVNA, INFO, KMX, LAD, TRUE By: David Franklin Click here to download report (.pdf)   Summary of Findings Profits are attainable for Carvana Co. (CVNA) and its partially unique business model—if it continues to adjust […]

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Tech Trends: NoSQL Database World Heads Toward Commodity (MDB)

Research Question: Can standalone, unstructured database companies withstand native cloud competition from Microsoft and AWS when companies like MongoDB increasingly have to point their customers to those big clouds to host their rapidly growing unstructured data? Companies: AMZN, BABA, GOOG/GOOGL, MDB, MSFT By: John Harrington Click here to download report (.pdf)   Key Findings Our […]

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Tech Trends: Infosec Vendors Chase Lower 2020 Customer Budgets (PANW)

Research Question: What changes in the information security industry are posing the biggest issues for vendors? How are those changes likely to affect sales revenues? Companies: AMZN, CHKP, CRWD, CSCO, FTNT, MSFT, PANW, PFPT, ZS By: John Harrington Click here to download report (.pdf)   Key Findings 2020 is shaping up to be a tough year […]

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Coupa Pay Will Struggle to Gain Traction with Enterprises (COUP)

Research Question: Can Coupa entice enterprises with established payment systems to switch to Coupa Pay? Companies: AXP, BCS, C, COUP, DFS, HEL:BAS1V, JPM, LON:SGE, ORCL, ROP, SAP, WDAY By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Coupa Software Inc.’s (COUP) new payment module has too many obstacles to garner broad […]

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Carvana Idea Proposal (CVNA)

Carvana Idea Proposal (CVNA)

Does Carvana truly have a unique business model that will eventually become profitable? Report Available: December 4, 2019   Blueshift’s initial research found CVNA, the technology-driven online used car dealer using car vending machines, posting amazing growth numbers and attempting to disrupt how used cars are bought and sold. Founded in 2012 to modernize and […]

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