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November, 2013  // Posts published in November, 2013

Wave Season Whisper

Wave Season Whisper

Research Question: What is the outlook for 2014 wave season bookings? Companies Covered: Royal Caribbean (RCL); Carnival Corporation (CCL); The Walt Disney Company (DIS) Report Available: January 8, 2013   Blueshift’s initial research shows Carnival and Royal Caribbean trying to attract new customers and retain existing clients with innovative offerings and safety features, though negative publicity continues to emerge […]

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GameStop Whisper

GameStop Whisper

Research Question: Will enhanced digital downloading capability of next generation video game consoles signal the end for physical game sales? Companies Covered: GameStop (GME) Report Available: December 19, 2013   Blueshift’s initial research shows that increases in digital download efficiency from Sony’s PS4 and Microsoft’s Xbox One pose a threat to physical game sales at stores such as […]

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Nov 25 2013 Services, Travel & Leisure

Booking.com Holds OTA Lead Among Europe’s Chain and Independent Hotels

Research Question: What are OTA booking trends at hotels in the United Kingdom, France and Germany? Companies: EXPE, GOOG, OWW, PCLN, TRIP, YHOO By: Reverdy Johnson & Chris Jenks Click here to download the report (.pdf)   Summary of Findings Use of online travel agencies, or OTAs, continues to grow throughout Europe. 68% of our chain and independent […]

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OTT Whisper

OTT Whisper

Research Question: Can MSOs stave off the growing population of cord-cutters amid rapid increases in high-speed Internet adoption? Companies Covered: Apple (AAPL), Amazon (AMZN), AT&T (T), CBS Corp (CBS), Comcast (CMCSA), Coinstar (CSTR), Cablevision Systems Corp (CVC), Netflix (NFLX), Time Warner Cable (TWC), Time Warner Inc (TWX), Verizon (VZ), Viacom (VIA) Report Available: December 18, 2013   Blueshift’s initial research […]

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Bitcoin Whisper

Bitcoin Whisper

Research Question: Will the emergence of Bitcoin be the downfall of traditional payment services or will existing companies benefit from integrating the new currency? Companies Covered: PayPal (EBAY), American Express (AXP), Visa (V), Amazon (AMZN), Western Union (WU) Report Available: January 22, 2013   Blueshift’s initial research indicates that Bitcoin, with its low transaction cost, is threatening […]

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Invisalign’s Growth Sustainable, Competition Weak

Research Question: Is Align Technology’s Invisalign growth sustainable? Companies: ALGN, DHR, MMM By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings All 29 orthodontist and dentist sources predict strong growth for clear braces, which are undisputedly led by Align Technology Inc.’s (ALGN) Invisalign. U.S. sources project Invisalign to lead steady growth in clear […]

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Medidata Solutions Whisper

Medidata Solutions Whisper

Research Question: Can Medidata successfully stave off competition from established software leaders and open source solutions? Companies Covered: Medidata Solutions (MDSO), Veeva Systems (VEEV), Accelrys (ACCL), International Business Machines (IBM), Oracle (ORCL) Report Available: December 18, 2013   Blueshift’s initial research indicates Medidata is well-positioned in the shift toward electronic management of clinical trials, though its success […]

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Employers Eyeing Private Insurance Exchanges for Cost Predictability

Research Question: Does shifting to a private exchange offer a compelling value proposition for self-insured companies as they seek to control health insurance costs? Companies: AET, CI, CVG, HUM, MMC, TW, UNH, WAG, WLP, XRX By: David Franklin Click here to download the report (.pdf)   Summary of Findings Private health insurance exchanges, self-funded health insurance, and defined […]

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Pandora Positioned to Slowly Capture Local Ad Dollars

Research Question: Is Pandora about to see a spike in local advertising revenue, or will it be a slow climb? Companies: AAPL, CBS, CCMO, CMLS, ETM, GOOG, P, SIRI, TWX, TYO:6758/SNE By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Pandora Media Inc. (P) is in great position to steal local ad dollars […]

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AmazonSupply Whisper

AmazonSupply Whisper

Research Question: Is AmazonSupply taking share and becoming a disruptive force in the MRO industry? Companies Covered: Amazon.com (AMZN) W.W Grainger, Inc (GWW), Fastnetal Company (FAST), MSC Industrial Direct Co, Inc (MSM), WESCO International (WCC) Report Available: December 11, 2013   Blueshift’s initial research shows AmazonSupply emerging as an increasingly effective resource for procurement professionals, shifting the landscape […]

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