ORCL // Posts tagged as "ORCL"
Elastic Faces Tall Task to Set Itself Apart from Amazon, Others (ESTC)
Research Question: Has Elastic found the right formula to stand out from the competition in search, security, and observability? Companies: AMZN, CSCO, DDOG, DT, ESTC, GOOG/GOOGL, IBM, MDB, MSFT, NEWR, ORCL, SPLK, SUMO By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Elastic N.V.’s (ESTC) underlying platform is broadly appealing for […]
Tech Trends: Endless Data Piling up Becomes a Serious Cost Burden
Research Question: How does the global explosion of app and mobile phone-driven “everything winds up in a database somewhere” affect the entire IT ecosystem? Companies: AMZN, DELL, GOOG/GOOGL, IBM, MDB, MSFT, NTAP, ORCL, SPLK, VMW By: John Harrington Click here to download report (.pdf) Key Findings “We have crossed the threshold of [data retention] burden. […]
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) […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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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