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GOOG/GOOGL  // Posts tagged as "GOOG/GOOGL"

Tech Trends: No Going Back—In a World Working Remotely, Microsoft Wins Big (MSFT)

Research Question: As the COVID-19 pandemic forces workers and students to work remotely, is the cloud entering a new phase of expansion? What is needed to keep this mass online use secure? Companies: AMZN, CHKP, CMCSA, CSCO, DELL, FTNT, GOOG/GOOGL, HPE, HPQ, IBM, MSFT, PANW By: John Harrington Click here to download report (.pdf)   Key […]

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Tech Trends: Device Explosion Makes IT Security Nearly Impossible (PANW)

Research Question: Is the risk of cybercrime and state-sponsored spying so high that it poses a threat to the development of next-gen internet technologies and the security companies failing to eliminate the attacks? Companies: AMZN, CHKP, CRWD, CSCO, DELL, FTNT, GOOG/GOOGL, MSFT, PANW, PFPT, ZS By: John Harrington Click here to download report (.pdf)   […]

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Nvidia Has an Inside Track on the AI Inferencing Market (NVDA)

Research Question: How big will the market be for AI inferencing chips? How large a share can Nvidia capture? Companies: AMD, AMZN, AVGO, FB, GOOG/GOOGL, IBM, INTC, KRX:005930, MSFT, NVDA, TSM, XLNX By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Nvidia Corp. (NVDA) has carved out an early lead in the […]

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Tech Trends: Cisco, IBM, Other Big Vendors Losing the Cloud Battle (CSCO, IBM)

Research Question: What must Cisco and other networking vendors do to stave off encroachment on their businesses by the expanding public clouds—or is it too late? Companies: AMZN, ANET, CSCO, DELL, GOOG/GOOGL, HPE, IBM, JNPR, MSFT   By: John Harrington Click here to download report (.pdf)   Key Findings Sources say it is too late for […]

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Use of Elastic’s Top-Notch Solutions Should Continue to Grow (ESTC)

Research Question: Will Elastic continue its impressive growth or will competition from Amazon and others slow it down? Companies: AMZN, CTXS, DDOG, ESTC, GOOG/GOOGL, IBM, MSFT, NEWR, ORCL, SPLK By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Elastic N.V. (ESTC) offers a fast, powerful stack of enterprise search and monitoring […]

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Tech Trends: Data Center Upgrades Coming in Many Bite-Sized Bits (IBM, MU, NVDA)

Research Question: What technologies will be in data center upgrades in 2020? What will those upgrades look like? Companies: AMD, AMZN, CSCO, DELL, GOOG/GOOGL, HPE, IBM, INTC, MSFT, MU, NVDA, QCOM, XLNX   By: John Harrington Click here to download report (.pdf)   Key Findings There will be a lot of data networking upgrades in 2020, […]

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Pluralsight: Important Now, Could be Vulnerable in a Down Cycle (PS)

Research Question: Is Pluralsight a must-have enterprise learning tool or a nice-to-have option? Companies: CSOD, GOOG/GOOGL, MSFT, PS, SAP, WDAY By: David Franklin Click here to download report (.pdf)   Summary of Findings Pluralsight Inc. (PS) is a highly regarded online technology skill development platform that competes in a growing yet competitive market. Pluralsight’s—and its […]

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Observers See an Ad-Supported Tier in Netflix’s Near Future (NFLX)

Research Question: What impact will competition from Disney, Apple, HBO, and others have on Netflix in 2020? Companies: AAPL, AMZN, DIS, GOOG/GOOGL, NFLX, ROKU, T, VIAC By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Netflix Inc. (NFLX) may not be able to rely on a strictly subscription-based model for much […]

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Roku At Risk of Getting Steamrolled by Amazon and Comcast (ROKU)

Research Question: Will competition from Apple, Comcast, and others drive down Roku’s device prices and ad revenue growth? Companies: AAPL, AMZN, CHTR, CMCSA, DIS, DISH, EXPGY, FB, GOOG/GOOGL, KRX:005930, KRX:034220, NFLX, RAMP, ROKU, T, TIVO, TRU, VIAC By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Roku Inc. (ROKU) has only […]

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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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