GOOG/GOOGL // Posts tagged as "GOOG/GOOGL"
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 […]
Tech Trends: Spending Shift Upsets the Way Customers Buy IT
Research Question: What are the key areas of concern among IT networking customers that will shape spending as we move deeper into 2021? Companies: AMZN, CSCO, CTXS, DELL, FFIV, GOOG/GOOGL, IBM, MSFT, NTAP, VMW, ZM By: John Harrington Click here to download report (.pdf) Key Findings Continued support and optimization of mobile workforces is the […]
PTC Is Well Positioned in IoT and AR But Growth Remains Far Off (PTC)
Research Question: Will PTC’s focus on the Internet of Things, augmented reality, and the cloud boost its growth rate? Companies: AAPL, ABB, ADSK, AMZN, ANSS, BSY, DASTY, FB, GE, GOOG/GOOGL, HON, IBM, MSFT, ORCL, PTC, ROK, SAP, SIEGY, SNAP By: Seth Agulnick Click here to download report (.pdf) Summary of Findings PTC Inc. (PTC) […]
Tech Trends: Security Vendors Race Toward A Cloudy Future
Research Question: What adjustments must IT security vendors make to restore trust in the data protection industry? Will the cloud operators, particularly Microsoft, step forward to take the lead over the scattered number of companies in the sector? Companies: AMZN, CHKP, CRWD, CSCO, DELL, FTNT, GOOG/GOOGL, MSFT, PANW, ZS By: John Harrington Click here to download […]
Tech Trends: IT at the Office: There is no Road Back
Research Question: Is fast mobile broadband poised to permanently damage the office industry and the companies that sell information technology into fixed locations? Companies: AAPL, AMD, AMZN, BXP, CMCSA, COMM, CSCO, CTXS, DELL, DISH, EQIX, GOOG/GOOGL, IBM, MSFT, T, TMUS, VNO, VZ, XLNX By: John Harrington Click here to download report (.pdf) Key Findings Fast […]
Okta’s CIAM Has Product Expertise and Market Trends in Its Favor (OKTA)
Research Question: How big is Okta’s opportunity in customer identity and how well is it positioned to capitalize? Companies: ADBE, AMZN, CRM, CRWD, CSCO, GOOG/GOOGL, MSFT, OKTA, ORCL, PFPT, PING, SAP, SWI By: Seth Agulnick Click here to download report (.pdf) Summary of Findings The growth potential of Okta Inc.’s (OKTA) customer identity and […]
Tech Trends: Hacker Wars: “A Dismal Failure of Responsibility”
Research Question: Have hackers won the cyber war? Companies: AMZN, CHKP, CRWD, CSCO, FEYE, FTNT, GOOG/GOOGL, MSFT, PANW, SWI, VMW By: John Harrington Click here to download report (.pdf) Key Findings Hackers have not won the cyber war because it will “never end,” our top information security sources report. Instead, hackers keep winning battle after […]
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