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MSFT  // Posts tagged as "MSFT"

Tech Trends: Betting On Data As A Cash Cow Is Like Buying Sand

Research Question: Are data storage and database analysis/services companies falling into a commodity pricing trap because of the pricing power of the major cloud providers that compete with them while also hosting them? Companies: AMZN, DDOG, GOOG/GOOGL, MDB, MSFT, ORCL, SNOW, SPLK, TDC, VMW By: John Harrington Click here to download report (.pdf)   Key Findings […]


Tech Trends: The Cloud Is Making And Breaking IT Companies

Research Question: Which software/hardware companies compliment the major cloud providers best? Which are most at risk of being hurt by cloud expansion? Companies: AMZN, CHKP, CRWD, CSCO, CTXS, DARK.L, DDOG, DELL, FFIV, FTNT, GOOG/GOOGL, IBM, MDB, MSFT, ORCL, PANW, SNOW, SPLK, TDC   By: John Harrington Click here to download report (.pdf)   Key Findings There […]


Tech Trends: Cloud Storage Prices Push Vendors into AI, Analytics; Chips Win

Research Question: Has raw data storage become the ultimate commodity business? Companies: AMD, AMZN, DELL, GOOG/GOOGL, IBM, INTC, MDB, MSFT, NTAP, NVDA, PSTG By: John Harrington Click here to download report (.pdf)   Key Findings Sources: If you are planning to invest in bulk DIY data storage systems, don’t—it’s a cloud game now. Amazon Web Services, […]


ON24’s Growth Will Continue to be Driven by COVID-19 (ONTF)

Research Question: Can ON24 sustain meaningful growth over the next 12 to 24 months? Companies: CSCO, GOOG/GOOGL, MSFT, ONTF, ZM By: David Franklin Click here to download report (.pdf)   Summary of Findings Sources were mixed regarding ON24 Inc.’s (ONTF) likelihood of achieving its full-year revenue growth guidance of 32% to 34%. However, significant growth […]


Elastic Faces Tall Task to Set Itself Apart from Amazon, Others (ESTC)

Research Question: Has Elastic found the right formula to stand out from the competition in search, security, and observability? Companies: AMZN, CSCO, DDOG, DT, ESTC, GOOG/GOOGL, IBM, MDB, MSFT, NEWR, ORCL, SPLK, SUMO By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Elastic N.V.’s (ESTC) underlying platform is broadly appealing for […]


Tech Trends: Open RAN Can Clear The Way For The 5G Explosion

Research Question: How will open 5G radio access networks (O-RANs) affect wireless connectivity for the digital world and what will it mean for enterprise network hardware and software vendors stuck between edge users and cloud-connected 5G RANs? Companies: AMZN, CMCSA, CSCO, CTXS, DELL, ERIC, FFIV, GOOG/GOOGL, IBM, MSFT, NOK, T, TMUS, VZ By: John Harrington […]


Tech Trends: Anti-Hacking Security Spending Not Going to Surge

Research Question: Will the spate of cyber attacks on supply chain, infrastructure, and other key industries prompt the federal government to quickly unleash a wave of spending aimed at established IT security vendors, or help fuel a new wave of competition in the IT security sector? Companies: AMZN, CHKP, CRWD, CSCO, DARK.L, DELL, FTNT, GOOG/GOOGL, MSFT, […]


Tech Trends: New Generation Fiber Optics Will Lead to Boost in Tech Innovation

Research Question: How does the spread of new generation undersea and large terrestrial fiber optic transmission cables fuel the growth of tech expansion as connections fan out across the globe? Companies: AMD, AMZN, CIEN, COMM, CSCO, DY, EQIX, GLW, GOOG/GOOGL, IBM, INTC, JNPR, MSFT, NOK, NVDA, TSM By: John Harrington Click here to download report (.pdf) […]


Tech Trends: Endless Data Piling up Becomes a Serious Cost Burden

Research Question: How does the global explosion of app and mobile phone-driven “everything winds up in a database somewhere” affect the entire IT ecosystem? Companies: AMZN, DELL, GOOG/GOOGL, IBM, MDB, MSFT, NTAP, ORCL, SPLK, VMW By: John Harrington Click here to download report (.pdf)   Key Findings “We have crossed the threshold of [data retention] burden. […]


Tech Trends: In Ransomware War the Cloud Becomes the Fortress

Research Question: Has the ransomware attack on Colonial Pipeline pushed the U.S. government and IT security industry into a blame game? If so, what measures can move past finger pointing to counter critical cyberattacks? Companies: AMZN, CHKP, CRWD, CSCO, DARK.L, FFIV, FTNT, GOOG/GOOGL, MSFT, PANW, PFPT, ZS By: John Harrington Click here to download report (.pdf) […]