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MSFT  // Posts tagged as "MSFT"

Pluralsight: Important Now, Could be Vulnerable in a Down Cycle (PS)

Research Question: Is Pluralsight a must-have enterprise learning tool or a nice-to-have option? Companies: CSOD, GOOG/GOOGL, MSFT, PS, SAP, WDAY By: David Franklin Click here to download report (.pdf)   Summary of Findings Pluralsight Inc. (PS) is a highly regarded online technology skill development platform that competes in a growing yet competitive market. Pluralsight’s—and its […]

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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 […]

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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 […]

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Tech Trends: Security Vendors’ Fear-Based and AI Sales Strategies Backfiring

Research Question: What factors are affecting sales efforts by the leading IT security vendors at the start of 2020? Companies: AKAM, AMZN, CHKP, CRWD, CSCO, FFIV, FTNT, MSFT, PANW, VMW, ZS By: John Harrington Click here to download report (.pdf)   Key Findings The escalation of hostilities and fear of a war between the United […]

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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 […]

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Snapchat Is Gaining Followers Among Brands but TikTok Looms (SNAP)

Research Question: Will Snapchat become a “must-buy” for brand and direct response advertisers? Companies: AMZN, FB, GOOG/GOOGL, MSFT, PINS, SNAP, SPOT, TWTR By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Snap Inc.’s (SNAP) Snapchat is far from an essential element of most advertisers’ digital strategies, but its appeal to brands […]

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Tech Trends: NoSQL Database World Heads Toward Commodity (MDB)

Research Question: Can standalone, unstructured database companies withstand native cloud competition from Microsoft and AWS when companies like MongoDB increasingly have to point their customers to those big clouds to host their rapidly growing unstructured data? Companies: AMZN, BABA, GOOG/GOOGL, MDB, MSFT By: John Harrington Click here to download report (.pdf)   Key Findings Our […]

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Tech Trends: Infosec Vendors Chase Lower 2020 Customer Budgets (PANW)

Research Question: What changes in the information security industry are posing the biggest issues for vendors? How are those changes likely to affect sales revenues? Companies: AMZN, CHKP, CRWD, CSCO, FTNT, MSFT, PANW, PFPT, ZS By: John Harrington Click here to download report (.pdf)   Key Findings 2020 is shaping up to be a tough year […]

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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 […]

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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 […]

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