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MSFT  // Posts tagged as "MSFT"

Tech Trends: Menus of Fast Data Services Replacing DIY IT Network Upgrades

Research Question: As the mobile Internet increasingly becomes the key vital business communications tool, what types of IT businesses are poised to benefit or suffer? Companies: AMD, AMZN, CRM, CRWD, CSCO, CTXS, DELL, FFIV, GOOG/GOOGL, IBM, INTC, MSFT, NVDA, ORCL, SNOW, XRO AU By: John Harrington Click here to download report (.pdf)   Key Findings A […]


New Relic’s New Pricing Not Disruptive to Dynatrace, But It Will Help Grow Sales (DT, NEWR)

Research Question: How will New Relic’s new pricing model in the observability space affect Dynatrace and the rest of the industry? Companies: AMZN, AVGO, CSCO, DDOG, DT, ESTC, MSFT, NEWR, NOW, SPLK By: David Franklin Click here to download report (.pdf)   Summary of Findings New Relic Inc.’s (NEWR) new product, New Relic One, and […]


ServiceNow’s Value Rising as it Extends Further Into Enterprises (NOW)

Research Question: Which of ServiceNow’s new and emerging products, both within and outside its IT segment, will drive the company’s growth over the next three to five years? Companies: AMZN, APPN, BL, CRM, IBM, MSFT, NOW, ORCL, TEAM, WDAY, ZEN By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings New products […]


Tech Trends: Big IT—Battling Consistent Decline is the New Normal

Research Question: What critical issues face software/hardware players in the data center and on-premise network space? Will the big clouds also compete against their own hosting customers in database and other areas? Companies: AMZN, ANET, CSCO, CTXS, DELL, FFIV, GOOG/GOOGL, HPE, IBM, MDB, MSFT, ORCL, VMW By: John Harrington Click here to download report (.pdf) […]


Pandemic Puts Coupa’s Supply Chain Strengths in Focus (COUP)

Research Question: Will Coupa’s procurement software become more or less important in a post-COVID-19 world? Can its Coupa Pay module become a massive take-rate business? Companies: AMZN, AXP, BAC, COUP, HEL:BAS1V, MA, MSFT, ORCL, SAP, V, WDAY   By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings The coronavirus crisis is […]


Tech Trends: Everything is Going Cloud—But the Losers Will Far Outstrip the Winners

Research Question: As big cloud continues to rise, what IT categories are likely to benefit and which are increasingly at risk of falling further behind? Companies: AMD, AMZN, ANET, BABA, CHKP, CRWD, CSCO, CTXS, CVLT, DDOG, DELL, FFIV, FTNT, GOOG/GOOGL, IBM, INTC, MSFT, NOW, NVDA, OKTA, PANW, QLYS, SMCI, SPLK, ZM By: John Harrington Click here […]


Tech Trends: Budget Chaos to Disrupt IT Security Sales Through 2021

Research Question: What are the threats to established firewall and network filtering vendors as customer budgets are cut, causing them to find different IT security approaches in a cloud-focused and mobile market? Companies: AMZN, CHKP, CRWD, CSCO, DDOG, FTNT, GOOG/GOOGL, MSFT, PANW, PFPT, ZS By: John Harrington Click here to download report (.pdf)   Key Findings […]


Tech Trends: Smart, Agile Cloud Software Services Burn Old IT Stars

Research Question: How did a company like Fastly become more valuable than an established vendor like F5 Networks? Does this shift portend the rise of a new generation of software services companies that will thrive in the cloud age? Companies: AMZN, CRWD, CSCO, DDOG, DELL, FFIV, FSLY, GOOG/GOOGL, IBM, MDB, MSFT, OKTA, PANW By: John […]


Atlassian’s Appeal is Widening, Boosted by Remote Work Shift (TEAM)

Research Question: Will the workplace trends that have fueled Atlassian’s growth accelerate in a post-COVID world? Companies: AMZN, BOX, CRM, DBX, GOOG/GOOGL, MSFT, NOW, TEAM, WORK, ZEN, ZM By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Atlassian Corp. PLC’s (TEAM) suite of collaboration and tracking software is becoming more mission […]


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 […]