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

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 […]

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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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RingCentral Can Fight Off Zoom With Pricing But Microsoft Looms (RNG)

Research Question: Will RingCentral’s new video services and key partnerships keep it at the top of the communications software landscape or will it be hobbled by Zoom’s push into voice? Companies: AEXAF, AMZN, AVYA, BTGOF, CRM, CSCO, EGHT, FB, GOOG/GOOGL, MSFT, RNG, T, TYO:4755, VG, VOD, VZ, WORK, ZM By: Seth Agulnick Click here to […]

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Tech Trends: Limited Look-Back Haunts SolarWinds Hack Investigators (SWI)

Research Question: With lawsuits already being filed, what are the broader implications of the SolarWinds Orion hack? Companies: AMZN, CB, CHKP, CSCO, FTNT, GOOG/GOOGL, IBM, MSFT, ORCL, PANW, SWI, VMW By: John Harrington Click here to download report (.pdf)   Key Findings The infiltration of SolarWinds Corp.’s Orion network management software—allegedly by state-sponsored Russian hackers—will plague […]

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Tech Trends: 2021: Slim Budgets, Too Many Vendors, Slow Recovery

Research Question: What do sources see as the most significant trends in software/cloud services and enterprise hardware/software across 2021? Companies: AMZN, CHKP, CRM, CRWD, CSCO, CTXS, DDOG, DELL, FEYE, FFIV, GOOG/GOOGL, IBM, MSFT, PANW, SNOW, SPLK, SWI, VMW, WDAY By: John Harrington Click here to download report (.pdf)   Key Findings Too many IT vendors will […]

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Tech Trends: Top Trend 2021: Computing Speeds Accelerate Data

Research Question: What do sources see as the most significant trends in data center/computer chip/network access across 2021? Companies: AMD, AMZN, CIEN, COMM, CSCO, DY, ERIC, GLW, GOOG/GOOGL, HPE, INTC, MSFT, NOK, NVDA   By: John Harrington Click here to download report (.pdf)   Key Findings Speed counts. The faster data moves, the more every […]

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Strong Demand Will Sustain LivePerson’s Growth, Provided They Innovate (LPSN)

Research Question: Can LivePerson sustain and build on its growth driven by digital transformation and the work-from-home trend? Companies: AAPL, AMZN, ASAI.ST, CRM, FB, GOOG/GOOGL, IBM, LPSN, MSFT, NUAN, ORCL, PEGA, PLTR, SPT, TWLO, ZEN By: David Franklin Click here to download report (.pdf)   Summary of Findings LivePerson Inc. (LPSN) can sustain and build […]

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Tech Trends: Cloud IT Services Take Over But There is Too Much Competition

Research Question: How do rapidly evolving end customer IT needs affect sales prospects for various cloud-based IT services companies? Companies: AMZN, BOX, CRWD, CSCO, DBX, DDOG, DELL, GOOG/GOOGL, IBM, MDB, MSFT, OKTA, PANW, SNOW, SPLK, WORK By: John Harrington Click here to download report (.pdf)   Key Findings The cloud can now do anything previously […]

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Tech Trends: While Others Think Quarters, Nvidia is Thinking Years (NVDA)

Companies: AAPL, AMD, AMZN, BABA, CSCO, GOOG/GOOGL, IBM, INTC, MSFT, NVDA By: John Harrington Click here to download report (.pdf)   Summary As companies like Cisco see steady, deep declines, Nvidia builds its cloud and data center future well ahead of the competition. Amazon Web Services (AWS), Google Cloud, Microsoft, and others rapidly expand high-performance […]

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Tech Trends: The Cloud Vacuums up the Data Storage Industry

Research Question: What is happening to sales in the private, on-premise storage sector in reaction to the remote work acceleration to the big public clouds? Companies: AMZN, BABA, DELL, GOOG/GOOGL, IBM, MSFT, NTAP, PSTG, VMW By: John Harrington Click here to download report (.pdf)   Key Findings “Big on-premise storage is absolutely dead. We are […]

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