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June, 2013  // Posts published in June, 2013

Jun 26 2013 Technology

Falling Flash Pricing, Midmarket Competition Challenge Fusion-IO

Research Question: Will management changes, increased competition and industry standardization take market share from Fusion-IO and hurt its pricing power? By: David Franklin Companies: CSCO, DELL, EMC, FIO, HPQ, IBM, INTC, KRX:005930, LSI, MU, NTAP, OCZ, ORCL, SNDK, STX, TYO:6502, WDC Click here to download the report (.pdf)   Summary of Findings Rapidly falling prices for PCIeflash/SSD storage […]

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RV Industry Whisper

RV Industry Whisper

Research Question: Can Thor Industries keep its market leading position in a growing RV industry as competition heats up? Companies Covered: Thor Industries (THO), Winnebago Industries, Inc. (WGO) Report Available: July 25, 2013   Blueshift’s initial research shows THO leading the expanding RV market, which is being driven by the economic turnaround and an increased interest […]

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Jun 24 2013 Automotive, Consumer Goods

Adoption of Gentherm Seats Warms Up, Expected to Move to Midmarket

Research Question: Will new initiatives and expansion into new markets help Gentherm achieve its expected 8% to 10% growth rate in 2013? By: Reverdy Johnson Companies: ETR:BMW, ETR:NSU, ETR:VOW, F, GM, JCI, LEA, MFRM, MGA, SCSS, THRM, TPX, TYO:7203, TYO:7267 Click here to download the report (.pdf)   Summary of Findings Eleven of 13 auto industry sources said […]

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ResMed, Respironics to Lose Share But Retain CPAP Lead

Research Question: Are ResMed’s product innovation, market expansion, and cost-containment initiatives enough to overcome increasing competition and reimbursement cuts? By: David Franklin Companies: AMS:PHIA/PHG, BX, CFN, COV, FRA:LIN, NZE:FPH, RMD Click here to download the report (.pdf)   Summary of Findings This report confirms sources’ expectations from our March 8 findings that ResMed Inc. (RMD) and Philips Respironics […]

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Yelp Will Continue to Dominate Online Review Market

Research Question: Will a focus on mobile advertising, nontraditional review areas, and international expansion allow Yelp to continue its growth through the remainder of 2013 despite a rise in competition? By: Susan Jennings Kantari Companies: ANGI, FB, GOOG, GRPN, IACI, OPEN, RLOC, TRIP, YELP, YHOO Click here to download the report (.pdf)   Summary of Findings Yelp Inc. […]

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Facebook Whisper

Facebook Whisper

Research Question: Can Facebook’s mobile advertising growth continue, with inventory and ROI to match? Companies Covered: Facebook (FB) Report Available: July 10, 2013   Blueshift’s initial research shows FB advertising revenue growing through mobile and expanding its offerings with new partnerships, but enthusiasm for FB advertising is slowing with small and midsize ad agencies still questioning […]

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Jun 18 2013 Media & Print, Services

Upfront Advertisers Bank on Scatter Market

Research Question: Will the 2013/14 Upfront mirror previous years with networks garnering high single digit rate (CPM) increases? By: Rachel Dangermond Companies: CBS, CMCSA, DIS, DISCA, NWS, SNI, TWX, VIA Click here to download the report (.pdf)   Summary of Findings In previous Blueshift Upfront notes (5/21, 6/3, 6/7), Upfront spending was coming in weaker than expected due […]

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Li & Fung’s Advantages Outweigh Higher Fees; Clients Stay Loyal

Research Question: How much pressure are Li & Fung’s two revenue streams under? By: Reverdy Johnson Companies: COH, CRI, GPS, HKG:0494, HKG:1913, LON:BRBY, NKE, TGT, VFC, WMT Click here to download the report (.pdf)   Summary of Findings According to all nine sources, Li & Fung Ltd.’s (HKG:0494) two revenue streams are not under significant pressure, given the […]

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TPX to Gain From Name Recognition in Growing Foam Market

Research Question: Will Tempur-Pedic’s focus on high-end mattresses prevail in a competitive bedding market? By: Susan Jennings Kantari Companies: SCSS, TPX Click here to download the report (.pdf)   Summary of Findings Coil mattresses are losing market share to foam mattresses at a greater rate than we have seen in our previous Tempur-Pedic reports (10/4/12; 6/14/12; 12/8/11). Tempur […]

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Boston Scientific Whisper

Boston Scientific Whisper

Research Question: Will Boston Scientific’s new first-in-class S-ICD system overcome supply-chain problems and reverse the company’s recent declines in cardiac device sales? Companies Covered: Boston Scientific (BSX), Abbott Laboratories (ABT), Johnson & Johnson (JNJ), Medtronic (MDT) Report Available: July 19, 2013   Blueshift’s initial research shows strong demand for BSX’s new S-ICD system, but supply-chain issues […]

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