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IBM  // Posts tagged as "IBM"

Tech Trends: Data Center Upgrades Coming in Many Bite-Sized Bits (IBM, MU, NVDA)

Research Question: What technologies will be in data center upgrades in 2020? What will those upgrades look like? Companies: AMD, AMZN, CSCO, DELL, GOOG/GOOGL, HPE, IBM, INTC, MSFT, MU, NVDA, QCOM, XLNX   By: John Harrington Click here to download report (.pdf)   Key Findings There will be a lot of data networking upgrades in 2020, […]


Alteryx Continues to Outshine Competitors (AYX)

Research Question: Is the competitive risk to Alteryx growing? Companies: AMZN, AYX, CRM, DOMO, IBM, MSFT, MSTR By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Alteryx Inc.’s (AYX) data preparation and wrangling software remains unmatched for its ease of use, speed, and versatility, according to interviews with 13 Alteryx users […]


Tech Trends: IBM/Redhat “Five to Six Years Too Late” to Cloud Networking (IBM)

Research Question: What are the areas causing IBM and other networking incumbents the biggest problems in their attempts to regain growth at the start of 2020? Companies: AMZN, ANET, CSCO, DELL, FB, FFIV, IBM, JNPR, MSFT, VMW By: John Harrington Click here to download (.pdf)   Key Findings A private company—Canonical, via its fully supported Ubuntu […]


Tech Trends: 2020 UK/European DIY Tech Market Down, Cloud Will Benefit

Research Question: Can Western Europe and the United Kingdom find IT networking sector growth in 2020 beyond AWS and Azure or will the market continue to lag for major U.S. DIY tech vendors? Companies: AMZN, ANET, CSCO, DELL, FFIV, GOOG/GOOGL, HPE, IBM, MSFT, SAP, VMW By: John Harrington Click here to download report (.pdf)   Key […]


Tech Trends: Cloud Conversion Accelerating from the Bottom Up

Research Question: Are small to mid-sized companies moving their entire IT platforms to the cloud faster than large enterprises are moving just pieces of their operations? If so, who benefits and who is at risk? Companies: ADBE, AMZN, ASX:XRO, CRM, CTXS, DELL, FFIV, GOOG/GOOGL, HPE, IBM, INTU, MSFT, NTAP, ORCL, SAP, VMW, WDAY By: John Harrington […]


Tech Trends: Legacy IT Pushes Cloud-Optimization Myth as it Clings to the Past

Research Question: What are the biggest myths being pushed by legacy IT vendors regarding growth around new products and services? Companies: AMZN, DELL, FEYE, FFIV, HPE, IBM, MSFT, ORCL, PANW, VMW, ZS By: John Harrington Click here to download report (.pdf)   Key Findings The top myth—and it is close, according to sources—is that all […]


Tech Trends: Every IT Vendor Goes Cloudy, Hastening Their Decline?

Research Question: As legacy IT vendors in networking, data security, storage, and major software convert their businesses to cloud service, recurring revenue models—are they pushing customers to competing services offered by Microsoft Azure, Amazon Web Services, and Google Cloud Platform? Companies: AMZN, CHKP, CRWD, CSCO, CTXS, DELL, FFIV, FTNT, GOOG, HPE, IBM, MSFT, ORCL, PANW, […]


Tech Trends: Microsoft, Oracle—One Big Cloud; One Giant Company Soon?

Research Question: Are Microsoft and Oracle linking their clouds as a prelude to merging? As Microsoft launches more internal AI to automate the process for enterprises to migrate their IT to Azure, has Oracle finally realized it can’t win the cloud war alone? Companies: AMZN, EQIX, GOOG/GOOGL, IBM, MSFT, ORCL By: John Harrington Click here […]


Tech Trends: Slow Networking Pipelines Persist Affecting Remainder of 2019

Research Question: Will the legacy networking IT vendor DIY sales pipeline slowdown that Blueshift’s Tech Trends detected in April continue through to the end of CY19? If so, what areas and which companies are most affected and by what factors? Companies: AMZN, CSCO, DELL, GOOG/GOOGL, HPE, IBM, MSFT, NTAP, ORCL, PANW, VMW By: John Harrington Click […]


Tech Trends: AWS Powers Amazon Logistics vs. FedEx, UPS, Postal Services

Research Question: Is Amazon expanding its global Prime delivery and logistics business using a similar blueprint to the one it developed to expand AWS in information technology? If so, is AWS’ scale helping Amazon speed up its attack on FedEx, UPS, national postal services, and other logistics companies? Companies: AMZN, FDX, GOOG/GOOGL, IBM, MSFT, UPS By: […]