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MSFT  // Posts tagged as "MSFT"

Tech Trends: Nvidia/Mellanox Ready to Shake Up the Slow Networking Sector (NVDA)

Research Question: What effect will the combined Nvidia/Mellanox have on the next-gen data center? Also, how will the deal affect competition from the likes of IBM, Intel and other networking companies? Companies: AMZN, ANET, CSCO, DELL, GOOG/GOOGL, IBM, INTC, MLNX, MSFT, NVDA, VMW By: John Harrington Click here to download report (.pdf)   Key Findings If […]

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Tech Trends: Fast Storage Set To Jump-start Data Center Upgrades

Research Question: Will new technologies like NVMe-oF move front and center in a push to upgrade data center network attached storage? What effect will this new technology have on incumbents like Dell/EMC and NetApp? Companies: AMZN, CSCO, DELL, GOOG/GOOGL, IBM, MLNX, MSFT, NTAP, NVDA, PSTG, RHT, SMCI By: John Harrington Click here to download report (.pdf) […]

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Tech Trends: The Cloud Burns the Firewall Myth and More in Big IT

Research Question: Have the multifunction firewall vendors been selling ineffective equipment at high prices while cloud computing and remote worker access have been rapidly expanding? Have whole classes of proprietary networking products become obsolete as clients increasingly subscribe to cloud-based services? Companies: AMZN, CHKP, CRWD, CTXS, DELL, FTNT, GOOG/GOOGL, HPE, IBM, MSFT, PANW, VMW By: John […]

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Tech Trends: Big Cloud Fuels VC Delusions of Grandeur and a Bubble

Research Question: Has the expansion of global mass-scale cloud hosting, especially by AWS, eliminated the tech startup barrier to entry, to the point at which VC-funded ideas that are unlikely to ever make a profit still are able to go to market in hopes of unicorn IPOs? Companies: AMZN, FEYE, GOOG/GOOGL, GRUB, LYFT, MSFT, PANW, UBER […]

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Adobe’s Creative and Experience Cloud Subscriptions Will Continue to Grow (ADBE)

Research Question: What headwinds could derail Adobe’s subscription growth trend for its Creative Cloud and Experience Cloud? Companies: ADBE, ADSK, AMZN, CRM, GOOG/GOOGL, HUBS, IBM, MSFT, ORCL, SAP By: David Franklin Click here to download report (.pdf)   Summary of Findings The subscription growth trend for Adobe Inc.’s (ADBE) Creative Cloud and Experience Cloud is […]

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MicroStrategy 2019: Impressive But Not a Colossal Step Forward (MSTR)

Research Question: Is MicroStrategy’s newest cloud-based BI platform appealing to enterprises? Companies: DATA, DOMO, IBM, MSFT, MSTR, ORCL, PVTL, SAP, TDC By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings MicroStrategy Inc.’s (MSTR) newest business intelligence software offers some key improvements and powerful features that will appeal to enterprises, but it […]

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Tech Trends: Cloud AI Poised to Wreck the IT Security Business Model

Research Question: How is the rapid expansion of AI affecting the cybersecurity market and the next-gen firewall makers that traditionally have bundled everything into their products? Companies: AMZN, BB, CBLK, CHKP, CRWD, CSCO, FEYE, FSCT, FTNT, IBM, JNPR, MSFT, PANW, PFPT, SYMC By: John Harrington Click here to download report (.pdf)   Key Findings The […]

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Pinterest Should Thrive As Awareness of Its Value Grows (PINS)

Research Question: Does Pinterest have the engagement levels and targeting expertise to thrive in a digital ad market dominated by Facebook, Google and Twitter? Companies: AMZN, FB, GOOG/GOOGL, MSFT, PINS, SNAP, TWTR By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Ad spending on Pinterest Inc. (PINS) should continue to ramp […]

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Anaplan Has Settled Into a Sweet Spot in the Software Market (PLAN)

Research Question: Can Anaplan build on its recent success in large enterprise sales? Companies: CRM, DATA, IBM, MSFT, ORCL, PLAN, SAP, WDAY By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Anaplan Inc.’s (PLAN) connected planning software is unparalleled in its flexibility, making it useful for a wide variety of functions […]

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Tech Trends: The Software Evolution Is Poised to Power Nvidia for Years (NVDA)

Research Question: Is the demand for faster data processing causing developers to rewrite existing software and to create new software that is optimized to run on GPU chips? If so, does Nvidia stand to profit? Companies: AMZN, GOOG/GOOGL, INTC, MSFT, NVDA By: John Harrington Click here to download report (.pdf)   Key Findings Nvidia’s big secret […]

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