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December, 2013  // Posts published in December, 2013

Sirius Whisper

Sirius Whisper

Research Question: Will Sirius’ efforts to target used car dealerships and used cars buyers result in a significant new revenue stream for the company? Companies Covered: Sirius XM Holdings (SIRI) Report Available: January 24, 2014   Blueshift’s initial research shows Sirius making a concerted effort to expand its business with used car dealerships and buyers as […]

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HomeAway Whisper

HomeAway Whisper

Research Question: Will HomeAway’s new pay-per-booking program deliver increased revenue and rental listings or cannibalize its subscription-based business? Companies Covered: HomeAway (AWAY), TripAdvisor (TRIP), Priceline (PCLN), Expedia (EXPE) Report Available: January 29, 2014   Blueshift’s initial research shows HomeAway unveiling a new service to increase its revenue and the number of properties listed on its sites, though it faces […]

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Dec 23 2013 Idea Proposals, Retail

Restoration Hardware Whisper

Restoration Hardware Whisper

Research Question: Will Restoration Hardware’s shift to a “Full Line Design” Gallery concept drive higher sales growth and increased market penetration among both individual consumers and interior designers? Companies Covered: Restoration Hardware (RH), Williams-Sonoma (WSM) Report Available: January 17, 2013   Blueshift’s initial research shows Restoration Hardware actively engaged in creating large “Galleries” within which to showcase […]

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Broadridge Withstands Inveshare’s Efforts to Take Proxy Distribution Market

Research Question: Is Inveshare making progress with broker/dealers and taking proxy distribution business away from Broadridge? Companies: ASX:CPU, BR, MSCI, NTRS By: Susan Jennings Kantari Click here to download the report (.pdf)   Summary of Findings Inveshare Inc. has not made significant progress in taking proxy distribution business away from Broadridge Financial Solutions Inc. (BR). Four of the […]

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New Consoles’ Enhanced Download Feature Not Yet a Threat to GameStop

Research Question: What does the enhanced digital downloading capability of new game consoles mean for game disc sales and the software tie ratio of consoles sold at GameStop? Companies: AMZN, BBY, EBAY, GME, MSFT, TGT, TYO:6758/SNE, TYO:7974/NTDOY, WMT By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Physical discs continue to be the […]

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Pay-TV Providers Embracing OTT and Turning Focus to Internet

Research Question: Can MSOs avoid subscription losses amid rapid changes in TV viewing and Internet habits? Companies: AAPL, AMCX, AMZN, CBS, CMCSA, CVC, DIS, DISH, DTV, GOOG, LBTYA, LON:BSY/BSYBY, LON:BT.A/BT, LON:TALK, MSFT, NFLX, NLSN, NWS, OUTR, SATS, STRZA, T, TWC, TWTR, TWX, TYO:6758/SNE, VIA, VZ By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings […]

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Dec 17 2013 Communications, Technology

T-Mobile Advancing in Wireless Carrier Competition: T, VZ Threatened

Research Question: How are consumers responding to the gradual erosion of the two-year contract model? Companies: S, T, TMUS, VZ By: Mason Rudy Click here to download the report (.pdf)   Summary of Survey Findings T-Mobile U.S. Inc.’s (TMUS) lower rates and better value packages are helping it to gain ground on incumbent wireless service leaders Verizon Communications […]

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Dec 16 2013 Media & Print, Services

Scatter Market Sputters in 4Q13; 2014 Shows Slight Growth

Research Question: Has spending in the scatter advertising market slowed? Companies: AOL, BLC, CBS, CMCSA, DIS, DISCA, FB, GCI, GOOG, LAMR, MSFT, NWS, P, SBGI, SNI, SSP, TWTR, TWX, VCI, VIA, YHOO By: Rachel Dangermond Click here to download the report (.pdf)   Summary of Findings Network TV/cable scatter spending slowed to a halt in October and has remained […]

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Wireless Carrier Whisper

Wireless Carrier Whisper

Research Question: Are customers increasingly switching wireless carriers because of looser contracts, lower prices, and easier upgrades? Companies Covered: AT&T (T), Verizon (VZ), T Mobile (TMUS), Sprint (S) Report Available: December 17, 2013   Blueshift’s initial research shows the traditional two-year contract-based subsidized phone model is being challenged by several phone companies in a war to obtain subscribers. The […]

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Medidata Will Dominate Large Pharma But Will See Little Movement Down Market

Research Question: Can Medidata successfully stave off competition from established clinical trial software leaders and open-source solutions? Companies: BIOC, DTRK, HPQ, IBM, MDSO, MRGE, ORCL, PRXL By: David Franklin Click here to download the report (.pdf)   Summary of Findings Medidata Solutions Inc. (MDSO) and Oracle Corp. (ORCL) will remain leaders in the clinical trial software industry serving […]

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