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ORCL  // Posts tagged as "ORCL"

PTC Is Well Positioned in IoT and AR But Growth Remains Far Off (PTC)

Research Question: Will PTC’s focus on the Internet of Things, augmented reality, and the cloud boost its growth rate? Companies: AAPL, ABB, ADSK, AMZN, ANSS, BSY, DASTY, FB, GE, GOOG/GOOGL, HON, IBM, MSFT, ORCL, PTC, ROK, SAP, SIEGY, SNAP By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings PTC Inc. (PTC) […]

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Okta’s CIAM Has Product Expertise and Market Trends in Its Favor (OKTA)

Research Question: How big is Okta’s opportunity in customer identity and how well is it positioned to capitalize? Companies: ADBE, AMZN, CRM, CRWD, CSCO, GOOG/GOOGL, MSFT, OKTA, ORCL, PFPT, PING, SAP, SWI By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings The growth potential of Okta Inc.’s (OKTA) customer identity and […]

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Tech Trends: Limited Look-Back Haunts SolarWinds Hack Investigators (SWI)

Research Question: With lawsuits already being filed, what are the broader implications of the SolarWinds Orion hack? Companies: AMZN, CB, CHKP, CSCO, FTNT, GOOG/GOOGL, IBM, MSFT, ORCL, PANW, SWI, VMW By: John Harrington Click here to download report (.pdf)   Key Findings The infiltration of SolarWinds Corp.’s Orion network management software—allegedly by state-sponsored Russian hackers—will plague […]

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Intuit Faces Challenges for its Mid-Market Push and ARPU Hopes (INTU)

Research Question: Will new QuickBooks products help Intuit expand its customer base and increase revenue per user? Companies: AUS:XRO, BILL, CRM, INTU, MSFT, ORCL, ROP, SGGEF, SQ, TRI, TRMB, WTKWY By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Intuit Inc. (INTU) does not have a clear path to moving upmarket […]

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Strong Demand Will Sustain LivePerson’s Growth, Provided They Innovate (LPSN)

Research Question: Can LivePerson sustain and build on its growth driven by digital transformation and the work-from-home trend? Companies: AAPL, AMZN, ASAI.ST, CRM, FB, GOOG/GOOGL, IBM, LPSN, MSFT, NUAN, ORCL, PEGA, PLTR, SPT, TWLO, ZEN By: David Franklin Click here to download report (.pdf)   Summary of Findings LivePerson Inc. (LPSN) can sustain and build […]

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Bill.com Has Big Opportunity with SMBs, Cross-Border Payments (BILL)

Research Question: How big is Bill.com’s addressable market and how much payment volume can it shift to credit cards? Companies: BILL, BLKB, COUP, INTU, KEY, MSFT, ORCL, SAP, SGGEF, WFC By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings com Holdings Inc. (BILL) offers a reasonably priced, simple platform for automating […]

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AMD’s Data Center Fortunes Are Soaring at Intel’s Expense (AMD, INTC)

Research Question: With Intel’s latest production delays, how big a share of the CPU market can AMD capture? Companies: AAPL, AMD, AMZN, AVGO, BABA, DELL, DTEGY, GOOG/GOOGL, HK:0992, HPE, IBM, INTC, KRX:005930, MRVL, MSFT, NTNX, NVDA, ORCL, QCOM, SAP, SFTBY, SMCI, TSM, TW:2454 VMW By: Seth Agulnick Click here to download report (.pdf)   Summary […]

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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 […]

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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 […]

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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) […]

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