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HPQ  // Posts tagged as "HPQ"

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 […]


Cisco’s Cloud Services Play Has Gone Nowhere

Research Question: Can Cisco migrate its traditional networking business to a cloud services platform based on SDN and fast data storage? If so, how long will the migration take, and who will be the primary competition standing in its way? Companies: AMZN, ANET, CDW, CSCO, EMC, GOOG/GOOGL, HPQ, MLNX, SMCI, T, TPE:2382 By: John Harrington Click […]


Cloud Acceleration Will Define Next Year’s IT Winners and Losers

Research Question: What will be the fastest growing uses of cloud-based networking services in 2016? Which companies will lead or lag within the highest growth categories? Companies: AKAM, AMZN, ANET, CHKP, CRM, CSCO, CTXS, CUDA, DATA, EMC, FEYE, FFIV, FTNT, GOOG/GOOGL, HPQ, IBM, JNPR, MSFT, NTAP, ORCL, PANW, QLIK, RAX, SMCI, TDC, VMW, WDAY By: John […]


Pricing Pressure and White Boxes Will Challenge Arista’s Margins and Growth

Research Question: Will threats from white box and branded data switch competitors slow Arista Networks’ growth? Companies: ANET, BRCD, CSCO, EMC, EXTR, HPQ, JNPR, MLNX, SHE:002502, SMCI, TPE:2345, TPE:2382 By: David Franklin Click here to download the report (.pdf)   Summary of Findings Arista Networks, Inc. (ANET) is likely to suffer declining margins, and slowed growth […]


Data Storage Industry Quickly Shifting to a Software and Services Model

Research Question: What effect is the introduction of new mass-density, small-form factor storage tied to new processing power and virtualization going to have on traditional storage networking vendors? Companies: AMZN, EMC, GOOG/GOOGL, HPQ, IBM, INTC, KRX:005930, MSFT, NTAP, ORCL, SMCI, SNDK, TPE:2382, VMW By: John Harrington Click here to download the report (.pdf)   Summary Clients […]


IT Services, Cloud Spending Outpaces 2H15 Product Sales, Including Cisco’s

Research Question: How will spending trends for the second half of the year affect Cisco and other IT hardware-focused vendors? Companies: AMZN, CHKP, CSCO, CVLT, EMC, FEYE, FFIV, FTNT, HPQ, IBM, JNPR, MSFT, NTAP, PANW, SMCI By: John Harrington Click here to download the full report (.pdf)   Summary Hardware sales are slowing for major vendors, […]


Encroaching Cloud Players Threaten CDW’s Longtime Business Model

Research Question: Is CDW’s current model threatened by SMB tech customers’ rapidly increasing willingness to use the cloud? Companies: ADBE, AMZN, CDW, CSCO, CTL, GOOG, HPQ, IBM, MSFT, NSIT, ORCL, PCCC, RAX, SHOR By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Interviews with 24 sources covering IT products and services […]


Qlik’s Sense Has Potential But is Off to a Slow Start

Research Question: Is Qlik Sense gaining enough traction in the BI software market to allow Qlik Technologies to reach growth expectations? Companies: DATA, DWCH, HPQ, IBM, MSFT, MSTR, ORCL, QLIK, SAP, TIBX By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Qlik Technologies Inc.’s (QLIK) newest product, Sense, has yet to […]


New Data Storage Options Poised to Change the Industry

Research Question: What effect will very high-speed and far less expensive storage networking gear brought to market by a variety of nontraditional vendors have on the category moving forward? Companies: AMZN, CARB, EMC, GOOG/GOOGL, HPQ, IBM, MLNX, MSFT, NTAP, RHT, SMCI, SNDK, STX, TPE:2382, TYO:6501, TYO:6702, WDC By: John Harrington Click here to download the report […]


Switch Wars: Faster, Better, Cheaper and Plentiful for Commodity Clouds

Research Question: With large-scale cloud players making their own switching gear, or considering it, and with switches from Chinese contract builders flooding the market, how will Arista continue to grow against traditional rivals like Cisco as well as new, low-cost competitors such as Mellanox? Companies: AMZN, ANET, BRCD, CSCO, EXTR, FB, GOOG/GOOGL, HPQ, JNPR, MLNX, SMCI, […]