ORCL // Posts tagged as "ORCL"
Tech Trends: Everyone Claims to be Cloud Ready—But They’re Not
Research Question: How has the pandemic affected data network communications and what changes will permanently impact the use of networks and the companies supplying IT? Companies: AAPL, AMZN, CHKP, CSCO, CTXS, DELL, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, JNPR, MDB, MSFT, NTAP, ORCL, PANW, VMW By: John Harrington Click here to download report (.pdf) Key […]
Anaplan Likely to Rebound From Q4 Decline but Concerns Linger (PLAN)
Research Question: Is the deceleration in Anaplan’s billings growth a blip or a warning sign? Companies: IBM, LON:SGE, MSFT, ORCL, PLAN, SAP, WDAY By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Anaplan Inc.’s (PLAN) fourth-quarter billings growth deceleration does not seem to be a sign of deeper troubles. However, some […]
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 […]
Coupa Pay Will Struggle to Gain Traction with Enterprises (COUP)
Research Question: Can Coupa entice enterprises with established payment systems to switch to Coupa Pay? Companies: AXP, BCS, C, COUP, DFS, HEL:BAS1V, JPM, LON:SGE, ORCL, ROP, SAP, WDAY By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Coupa Software Inc.’s (COUP) new payment module has too many obstacles to garner broad […]
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 […]
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 […]
Tech Trends: Every IT Vendor Goes Cloudy, Hastening Their Decline?
Research Question: As legacy IT vendors in networking, data security, storage, and major software convert their businesses to cloud service, recurring revenue models—are they pushing customers to competing services offered by Microsoft Azure, Amazon Web Services, and Google Cloud Platform? Companies: AMZN, CHKP, CRWD, CSCO, CTXS, DELL, FFIV, FTNT, GOOG, HPE, IBM, MSFT, ORCL, PANW, […]
Tech Trends: Microsoft, Oracle—One Big Cloud; One Giant Company Soon?
Research Question: Are Microsoft and Oracle linking their clouds as a prelude to merging? As Microsoft launches more internal AI to automate the process for enterprises to migrate their IT to Azure, has Oracle finally realized it can’t win the cloud war alone? Companies: AMZN, EQIX, GOOG/GOOGL, IBM, MSFT, ORCL By: John Harrington Click here […]
Tech Trends: Slow Networking Pipelines Persist Affecting Remainder of 2019
Research Question: Will the legacy networking IT vendor DIY sales pipeline slowdown that Blueshift’s Tech Trends detected in April continue through to the end of CY19? If so, what areas and which companies are most affected and by what factors? Companies: AMZN, CSCO, DELL, GOOG/GOOGL, HPE, IBM, MSFT, NTAP, ORCL, PANW, VMW By: John Harrington Click […]
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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