Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

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

Tech Trends: Cloud Conversion Accelerating from the Bottom Up

Research Question: Are small to mid-sized companies moving their entire IT platforms to the cloud faster than large enterprises are moving just pieces of their operations? If so, who benefits and who is at risk? Companies: ADBE, AMZN, ASX:XRO, CRM, CTXS, DELL, FFIV, GOOG/GOOGL, HPE, IBM, INTU, MSFT, NTAP, ORCL, SAP, VMW, WDAY By: John Harrington […]

Read more...

Snapchat Idea Proposal (SNAP)

Snapchat Idea Proposal (SNAP)

Will Snapchat become a “must-buy” for brand and direct response advertisers? Report Available: December 11, 2019   Blueshift’s initial research found SNAP’s revenue and user numbers showing sustained growth after a tumultuous 2018. Much of the user growth, however, is coming from less-lucrative overseas markets. SNAP’s fortunes are tied to how well it can shift […]

Read more...

Zillow Offers Growing, But Not Profitable and Threatening Premier Agents (Z/ZG)

Research Question: Will Zillow Offers’ growth trend continue? How is the iBuyer program affecting Zillow’s premier agents? Companies: AMH, BX, NWS, RDFN, RLGY, Z/ZG By: David Franklin Click here to download report (.pdf)   Summary of Findings Zillow Group Inc.’s (Z/ZG) Zillow Offers is gaining traction in some markets and flat in others. Continued growth […]

Read more...

Coupa Software Idea Proposal (COUP)

Coupa Software Idea Proposal (COUP)

Can Coupa entice enterprises with established payment systems to switch to Coupa Pay? Report Available: November 14, 2019   Blueshift’s ongoing research found COUP blowing past Wall Street expectations with sales of its procurement software. To take advantage of more than $1 trillion in spending under management on its platform, the company has unveiled Coupa […]

Read more...

Tech Trends: Legacy IT Pushes Cloud-Optimization Myth as it Clings to the Past

Research Question: What are the biggest myths being pushed by legacy IT vendors regarding growth around new products and services? Companies: AMZN, DELL, FEYE, FFIV, HPE, IBM, MSFT, ORCL, PANW, VMW, ZS By: John Harrington Click here to download report (.pdf)   Key Findings The top myth—and it is close, according to sources—is that all […]

Read more...

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, […]

Read more...

SQ’s Cash App Carving Out Better Path to Profits Than PYPL’s Venmo (PYPL, SQ)

Research Question: Will Square’s Cash App upend PayPal’s grand plans for Venmo? Companies: AAPL, GOOG/GOOGL, JPM, MA, MSFT, PYPL, SQ, V, WFC By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings The growth of Square Inc.’s (SQ) Cash App does not directly threaten PayPal Holdings Inc.’s (PYPL) Venmo, but Cash App […]

Read more...

Zalando Partner Brands Not Expanding Use of ZFS (ZAL:GR)

Research Question: Are Zalando’s partner brands expanding their use of Zalando Fulfillment Solutions? Companies: ADS:GR, ASC:LN, AMZN, BABA, EBAY, ZAL:GR By: Reverdy Johnson   Summary of Findings Zalando SE’s (ZAL:GR) partner brands are not expanding their use of Zalando Fulfillment Solutions (ZFS), according to one source using ZFS and six sources who have chosen not […]

Read more...

Smartsheet Is Effective but Not Unique for Project Management (SMAR)

Research Question: Does Smartsheet offer a unique approach to simplifying project management—or is the market crowded with fungible solutions? Companies: GOOG/GOOGL, MSFT, PLAN, SMAR, TEAM, WDAY, WORK   By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Smartsheet Inc. (SMAR) is an effective tool for collaboration but lacks a killer feature […]

Read more...

Vicor Idea Proposal (VICR)

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 […]

Read more...