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MSFT  // Posts tagged as "MSFT"

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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Tech Trends: Cisco, IBM, Other Big Vendors Losing the Cloud Battle (CSCO, IBM)

Research Question: What must Cisco and other networking vendors do to stave off encroachment on their businesses by the expanding public clouds—or is it too late? Companies: AMZN, ANET, CSCO, DELL, GOOG/GOOGL, HPE, IBM, JNPR, MSFT   By: John Harrington Click here to download report (.pdf)   Key Findings Sources say it is too late for […]

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Use of Elastic’s Top-Notch Solutions Should Continue to Grow (ESTC)

Research Question: Will Elastic continue its impressive growth or will competition from Amazon and others slow it down? Companies: AMZN, CTXS, DDOG, ESTC, GOOG/GOOGL, IBM, MSFT, NEWR, ORCL, SPLK By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Elastic N.V. (ESTC) offers a fast, powerful stack of enterprise search and monitoring […]

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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, […]

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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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