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MSFT  // Posts tagged as "MSFT"

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 […]

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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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Tech Trends: Everyone Claims to be Cloud Ready—But They’re Not

Research Question: How has the pandemic affected data network communications and what changes will permanently impact the use of networks and the companies supplying IT? Companies: AAPL, AMZN, CHKP, CSCO, CTXS, DELL, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, JNPR, MDB, MSFT, NTAP, ORCL, PANW, VMW By: John Harrington Click here to download report (.pdf)   Key […]

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Tech Trends: Nvidia Gets Mellanox, Data Centers Will Get New Life (NVDA)

Research Question: With Nvidia’s acquisition of Mellanox complete, what are the next steps in high-speed data center development with cloud networking more important than ever? Companies: AMD, AMZN, ANET, CSCO, DELL, GLW, GOOG/GOOGL, IBM, INTC, MSFT, NVDA/MLNX, SPLK, VMW By: John Harrington Click here to download report (.pdf)   Key Findings Fast GPU chipmaker Nvidia […]

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Anaplan Likely to Rebound From Q4 Decline but Concerns Linger (PLAN)

Research Question: Is the deceleration in Anaplan’s billings growth a blip or a warning sign? Companies: IBM, LON:SGE, MSFT, ORCL, PLAN, SAP, WDAY By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Anaplan Inc.’s (PLAN) fourth-quarter billings growth deceleration does not seem to be a sign of deeper troubles. However, some […]

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Esports: Oozing With Potential but a Long Road to Profits

Research Question: Where are the best moneymaking opportunities in the esports ecosystem over the next 12 to 18 months? Companies: AESE, AMZN, ATVI, DIS, DOYU, EA, FB, GME, GOOG/GOOGL, HEAR, LOGI, MNST, MSFT, MSG, TCEHY, TTWO, TWTR, UBSFF By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings The surging popularity of […]

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Tech Trends: DIY Tech Networking Sales Crashing; Cloud Soaring

Research Question: What will the mass shift to remote working mean for the titans of centralized DIY tech networking? Companies: AKAM, AMZN, ANET, CMCSA, CRM, CSCO, CTXS, DELL, FFIV, GOOG/GOOGL, HPE, IBM, MSFT, VMW, WDAY, ZM By: John Harrington Click here to download report (.pdf)   Key Findings Sales of traditional enterprise networking software/hardware are plummeting […]

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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 […]

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Tech Trends: Device Explosion Makes IT Security Nearly Impossible (PANW)

Research Question: Is the risk of cybercrime and state-sponsored spying so high that it poses a threat to the development of next-gen internet technologies and the security companies failing to eliminate the attacks? Companies: AMZN, CHKP, CRWD, CSCO, DELL, FTNT, GOOG/GOOGL, MSFT, PANW, PFPT, ZS By: John Harrington Click here to download report (.pdf)   […]

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Nvidia Has an Inside Track on the AI Inferencing Market (NVDA)

Research Question: How big will the market be for AI inferencing chips? How large a share can Nvidia capture? Companies: AMD, AMZN, AVGO, FB, GOOG/GOOGL, IBM, INTC, KRX:005930, MSFT, NVDA, TSM, XLNX By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Nvidia Corp. (NVDA) has carved out an early lead in the […]

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