GOOG/GOOGL // Posts tagged as "GOOG/GOOGL"
Tech Trends: Menus of Fast Data Services Replacing DIY IT Network Upgrades
Research Question: As the mobile Internet increasingly becomes the key vital business communications tool, what types of IT businesses are poised to benefit or suffer? Companies: AMD, AMZN, CRM, CRWD, CSCO, CTXS, DELL, FFIV, GOOG/GOOGL, IBM, INTC, MSFT, NVDA, ORCL, SNOW, XRO AU By: John Harrington Click here to download report (.pdf) Key Findings A […]
Tech Trends: Big IT—Battling Consistent Decline is the New Normal
Research Question: What critical issues face software/hardware players in the data center and on-premise network space? Will the big clouds also compete against their own hosting customers in database and other areas? Companies: AMZN, ANET, CSCO, CTXS, DELL, FFIV, GOOG/GOOGL, HPE, IBM, MDB, MSFT, ORCL, VMW By: John Harrington Click here to download report (.pdf) […]
Tech Trends: Everything is Going Cloud—But the Losers Will Far Outstrip the Winners
Research Question: As big cloud continues to rise, what IT categories are likely to benefit and which are increasingly at risk of falling further behind? Companies: AMD, AMZN, ANET, BABA, CHKP, CRWD, CSCO, CTXS, CVLT, DDOG, DELL, FFIV, FTNT, GOOG/GOOGL, IBM, INTC, MSFT, NOW, NVDA, OKTA, PANW, QLYS, SMCI, SPLK, ZM By: John Harrington Click here […]
PayPal and Square Getting Boosts From COVID-19 Payment Trends (PYPL, SQ)
Research Question: Will the COVID-19 pandemic cause lasting changes in the payments industry? If so, how will that affect PayPal and Square? Companies: AAPL, ADYEY, AFTPF, AMZN, AXP, BCS, C, DFS, FISV, GOOG/GOOGL, JPM, KRX:005930, LYG, MA, PNYTF, PYPL, SHOP, SQ, TCEHY, V By: Seth Agulnick Click here to download report (.pdf) Summary of […]
Apartments.com May See Small Boost With Increased Vacancies (CSGP)
Research Question: How will growing rental vacancies spurred by the lifting of eviction moratoriums and the potential end of federal unemployment stimulus affect Apartments.com? Companies: CSGP, FB, GOOG/GOOGL, RP, Z/ZG By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings CoStar Group Inc.’s (CSGP) Apartments.com is expected to see some increase in […]
Tech Trends: Budget Chaos to Disrupt IT Security Sales Through 2021
Research Question: What are the threats to established firewall and network filtering vendors as customer budgets are cut, causing them to find different IT security approaches in a cloud-focused and mobile market? Companies: AMZN, CHKP, CRWD, CSCO, DDOG, FTNT, GOOG/GOOGL, MSFT, PANW, PFPT, ZS By: John Harrington Click here to download report (.pdf) Key Findings […]
Tech Trends: Smart, Agile Cloud Software Services Burn Old IT Stars
Research Question: How did a company like Fastly become more valuable than an established vendor like F5 Networks? Does this shift portend the rise of a new generation of software services companies that will thrive in the cloud age? Companies: AMZN, CRWD, CSCO, DDOG, DELL, FFIV, FSLY, GOOG/GOOGL, IBM, MDB, MSFT, OKTA, PANW By: John […]
Atlassian’s Appeal is Widening, Boosted by Remote Work Shift (TEAM)
Research Question: Will the workplace trends that have fueled Atlassian’s growth accelerate in a post-COVID world? Companies: AMZN, BOX, CRM, DBX, GOOG/GOOGL, MSFT, NOW, TEAM, WORK, ZEN, ZM By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Atlassian Corp. PLC’s (TEAM) suite of collaboration and tracking software is becoming more mission […]
Tech Trends: The Money is in Data Knowledge as Data Storage Becomes Commodity
Research Question: What does the pandemic-driven explosion of global data from billions of always-on endpoints mean for data management, storage, and analytics? Companies: AKAM, AMZN, DDOG, DELL, GOOG/GOOGL, IBM, MSFT, NTAP, PSTG, SPLK By: John Harrington Click here to download report (.pdf) Key Findings There is so much data being created on the fly by […]
Tech Trends: Hackers Training Security AI to Think They Are Good Guys
Research Question: With spending on IT security products at an all-time high, why are the numbers of successful hacks increasing at such an alarming rate? Companies: AMZN, CHKP, CRWD, CSCO, FTNT, GOOG/GOOGL, MSFT, PANW, PFPT, ZS By: John Harrington Click here to download report (.pdf) Key Findings Organized hacking groups of criminal gangs and […]
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