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ORCL  // Posts tagged as "ORCL"

Tech Trends: Software as a Service, Managed IT in For Long Decline Vs. Cloud

Research Question: What kinds of software as a service can thrive—or survive—when pitted against what the big clouds offer? What is likely to struggle? Companies: AKAM, AMZN, CRM, CRWD, CSCO, DDOG, DELL, FTNT, GOOG/GOOGL, IBM, MDB, MSFT, OKTA, ORCL, PANW, SNOW, SPLK, WDAY, ZS   By: John Harrington Click here to download report (.pdf)   Key […]


Tech Trends: Fast Computing Is Turning Database Analytics Into A Commodity

Research Question: Is accelerated computing destroying barriers to entry and rapidly commoditizing the database and analytics industry by allowing for the fast creation of new AI-driven data analysis applications by potentially millions of developers? Companies:  AMZN, DELL (EMC), GOOG/GOOGL, IBM, INTC, MDB, MSFT, NTAP, NVDA, ORCL, SAP, SNOW, TDC By: John Harrington Click here to […]


Tech Trends: Automation Of Everything Is The Top Next-Generation Technology

Research Question: What are the new technologies that will carry some companies ahead and leave others behind? Who has these technologies now? Companies: AAPL, AMD, AMZN, CSCO, CTXS, DELL, FFIV, GOOG/GOOGL, HON, HPE, IBM, INTC, MSFT, NVDA, ORCL, PATH, QCOM, UPST By: John Harrington Click here to download report (.pdf)   Key Findings The race is […]


Tech Trends: Massive Data Risk Emerges – And Investors Better Start Asking Questions

Research Question: How vulnerable to hacking is data stacked up in data warehouses, data lakes, relational and NoSQL databases, and other computing resources scattered across the information technology landscape? Does data vulnerability pose a risk to global investment in the digital economy? Companies: AIG, AMZN, CB, CHKP, CRWD, CSCO, DELL, DRKTF, FTNT, GOOG/GOOGL, MDB, MSFT, OKTA, […]


Tech Trends: Microsoft Cloud Services Threaten To Reign Over Other Players (MSFT)

Research Question: What new services and technologies are likely to be introduced or expanded by Microsoft in 2022 that penetrate further into traditional DIY enterprise networking? What does Microsoft’s relentless expansion into new software-as-a-service applications and network services mean for other software/hardware/IT service companies? Companies: AMZN, CMSCA, CRM, CRWD, CSCO, CTXS, DDOG, DELL, GOOG/GOOGL, HPE, IBM, […]


Clover Is Keeping Fiserv Competitive With The Fintechs (FISV)

Research Question: Will Fiserv’s Clover platform help it fend off threats in merchant acquiring from next-gen competitors like Square? Companies: ADYEY, AMZN, BAC, C, FIS, FISV, GPN, JPM, MA, NCR, ORCL, PYPL, SHOP, SQ, TOST, V, WFC By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Fiserv Inc.’s (FISV) Clover point-of-sale […]


Tech Trends: Broadband Expansion Poised To Explode In 2022

Research Question: Does the U.K.’s fast broadband rollout hold clues for a similar effort that is part of the U.S.’s new infrastructure bill? How will the spread of fast internet to rural and underserved areas affect the economy? What tech sectors stand to benefit, and which may be hurt? AMZN, CIEN, CMCSA, COMM, CSCO, DISH, ERIC, […]


Tech Trends: Private IT Shows That Big Enterprises Not Going All Cloud … Yet

Research Question: What changes are happening in the private IT and data center sectors? What effect are those changes likely to have on cloud computing in 2022? Companies: AMD, AMZN, CSCO, DELL, GOOG/GOOGL, HPE, IBM, INTC, MSFT, NVDA, ORCL, VMW, XROLF By: John Harrington Click here to download report (.pdf)   Key Findings Moving completely to […]


SailPoint’s Cloud Flaws Could Give Okta, Others an Opening (SAIL, OKTA)

Research Question: Will SailPoint be able to fend off rising competition from Okta and others in the identity governance and administration market? Companies: AMZN, AVGO, CSCO, CYBR, FORG, IBM, MSFT, OKTA, ORCL, SAIL By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings SailPoint Technologies Holdings Inc. (SAIL) is the clear technology […]


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 […]