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ORCL  // Posts tagged as "ORCL"

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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Pandemic Puts Coupa’s Supply Chain Strengths in Focus (COUP)

Research Question: Will Coupa’s procurement software become more or less important in a post-COVID-19 world? Can its Coupa Pay module become a massive take-rate business? Companies: AMZN, AXP, BAC, COUP, HEL:BAS1V, MA, MSFT, ORCL, SAP, V, WDAY   By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings The coronavirus crisis is […]

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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 […]

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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 […]

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