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

Tech Trends: Open RAN Can Clear The Way For The 5G Explosion

Research Question: How will open 5G radio access networks (O-RANs) affect wireless connectivity for the digital world and what will it mean for enterprise network hardware and software vendors stuck between edge users and cloud-connected 5G RANs? Companies: AMZN, CMCSA, CSCO, CTXS, DELL, ERIC, FFIV, GOOG/GOOGL, IBM, MSFT, NOK, T, TMUS, VZ By: John Harrington […]


Tech Trends: Anti-Hacking Security Spending Not Going to Surge

Research Question: Will the spate of cyber attacks on supply chain, infrastructure, and other key industries prompt the federal government to quickly unleash a wave of spending aimed at established IT security vendors, or help fuel a new wave of competition in the IT security sector? Companies: AMZN, CHKP, CRWD, CSCO, DARK.L, DELL, FTNT, GOOG/GOOGL, MSFT, […]


Tech Trends: New Generation Fiber Optics Will Lead to Boost in Tech Innovation

Research Question: How does the spread of new generation undersea and large terrestrial fiber optic transmission cables fuel the growth of tech expansion as connections fan out across the globe? Companies: AMD, AMZN, CIEN, COMM, CSCO, DY, EQIX, GLW, GOOG/GOOGL, IBM, INTC, JNPR, MSFT, NOK, NVDA, TSM By: John Harrington Click here to download report (.pdf) […]


Facebook Shops Are Far From Delivering on Immense Promise (FB)

Research Question: Will Facebook Shops become a dominant end-to-end ecommerce platform? Companies: AAPL, AMZN, EBAY, ETSY, FB, GOOG/GOOGL, GRPN, OSTK, PINS, SHOP, SNAP, TCEHY, TGT, WMT By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Sellers are intrigued by the potential of Facebook Shops, given the unmatched reach and targeting capabilities […]


Tech Trends: Endless Data Piling up Becomes a Serious Cost Burden

Research Question: How does the global explosion of app and mobile phone-driven “everything winds up in a database somewhere” affect the entire IT ecosystem? Companies: AMZN, DELL, GOOG/GOOGL, IBM, MDB, MSFT, NTAP, ORCL, SPLK, VMW By: John Harrington Click here to download report (.pdf)   Key Findings “We have crossed the threshold of [data retention] burden. […]


Tech Trends: In Ransomware War the Cloud Becomes the Fortress

Research Question: Has the ransomware attack on Colonial Pipeline pushed the U.S. government and IT security industry into a blame game? If so, what measures can move past finger pointing to counter critical cyberattacks? Companies: AMZN, CHKP, CRWD, CSCO, DARK.L, FFIV, FTNT, GOOG/GOOGL, MSFT, PANW, PFPT, ZS By: John Harrington Click here to download report (.pdf) […]


More Upside for PayPal in Financing, Venmo than In-store, Crypto (PYPL)

Research Question: What are PayPal’s biggest medium-term opportunities and toughest challenges outside its core payments platform? Companies: AAPL, ADYEY, AFRM, AFTPF, AMZN, BABA, C, FIS, GOOG/GOOGL, JPM, MA, MSFT, PYPL, SHOP, SQ, TCEHY, V By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Point-of-sale financing and Venmo are the most lucrative […]


Tech Trends: Nvidia Needs Arm as Compute Moves to the Edge (NVDA)

Research Question: Are dramatic developmental changes in chip technology putting increased pressure on Nvidia to close its deal to buy chip design firm Arm? Companies: AMD, GOOG/GOOGL, INTC, MSFT, NVDA, QCOM By: John Harrington Click here to download  report (.pdf)   Key Findings Billions of devices embedded with tiny processors designed by UK-based Arm (formerly ARM […]


Tech Trends: Software Devolves into Wild Cloud Style Services Fight

Research Question: What cloud services software is poised for growth and what is more likely to fall off for the remainder of 2021? Companies: AMZN, CRWD, CSCO, CTXS, DDOG, DELL, GOOG/GOOGL, IBM, MDB, MSFT, OKTA, SNOW, SPLK, VMW, ZM (UI Path IPO, Automation Anywhere potential IPO) By: John Harrington Click here to download report (.pdf)   […]


Pinterest Has Brand Appeal But Remains a Second-Tier Ad Option (PINS)

Research Question: Is Pinterest poised to capture a greater share of ad budgets in 2021? Companies: AAPL, AMZN, FB, GOOG/GOOGL, MSFT, PINS, SHOP, SNAP, TTD, TWTR, WMT By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Pinterest Inc. (PINS) is unlikely to see a major breakout in 2021 as advertisers continue […]