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August, 2014  // Posts published in August, 2014

Aug 27 2014 Consumer Goods, Retail

Restoration Hardware Moving More Mainstream

Research Question: Will demand for Restoration Hardware products continue to grow aggressively, and how are the company and its suppliers managing this growth? Companies: BBBY, RH, WSM By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Restoration Hardware Holdings Inc.’s (RH) sales growth is expected to continue during the second half of […]

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ChannelAdvisor Whisper

ChannelAdvisor Whisper

Research Question: Will the proliferation of worldwide marketplaces cause demand for ChannelAdvisor’s products to grow? Companies Covered: ChannelAdvisor (ECOM), Amazon (AMZN), eBay (EBAY), Facebook (FB), Google (GOOG), Twitter (TWTR) Report Available: October 2, 2014   Blueshift’s initial research shows ChannelAdvisor continuing to grow at its expected rate, however fewer customer additions and an increasing number […]

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Cisco Video Shift Chases the Cloud, Possibly Ending Tandberg

Research Question: Will Cisco’s revamping of its business video lineup help to push corporate adoption of its hosted cloud services? Companies: AMZN, CSCO, GOOG/GOOGL, LOGI, MSFT, PLCM, WDAY By: John Harrington Click here to download the report (.pdf)   Highlights Cisco Systems Inc. (CSCO) is revamping its business video lineup and moving away from the large telepresence […]

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BlackBerry’s BES10 Halted Abandonment; Growth TBD

Research Question: Will BlackBerry’s global device management business grow as a result of its strategy to allow third-party devices to use its BlackBerry Enterprise Service 10 platform? Companies: AAPL, BBRY, CTXS, GOOG, HPQ, IBM, INTC, KRX:005930, MOBL, MSFT, SAP, SYMC, VMW By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings BlackBerry Ltd.‘s […]

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Server Market Holds Promise for ARM But 2015 Upside Is Limited

Research Question: Will ARM Holdings see a significant boost in 2015 revenue from its new system-on-a-chip server architecture and from smartphone royalties? Companies: AAPL, AMCC, AMD, AMZN, ARMH, BIDU, BRCM, CAVM, FB, GOOG, HPQ, IBM, INTC, KRX:005930, MLNX, MRVL, MSFT, NVDA, QCOM, RHT, TXN By: Seth Agulnick Click here to download the report (.pdf)   Summary of […]

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Cruise Whisper

Cruise Whisper

Research Question: Are bookings and pricing allowing cruise lines to maintain or even increase their current rate of growth? Companies Covered: Carnival (CCL), Disney (DIS), Norwegian (NCLH), Royal Caribbean (RCL) Report Available: Sept. 16, 2014   Blueshift’s initial research shows the cruise industry experiencing solid growth as the Chinese market begins adding millions of cruisers […]

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Tableau Makes Data Visualization Accessible to Non-IT Users

Research Question: Is Tableau delivering a superior product to maintain its current growth rate? Companies: DATA, IBM, MSFT, MSTR, ORCL, QLIK, SAP, SPLK, TIBX By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Twenty-seven sources, comprising IT executives, integrators, software users and industry specialists, unanimously rated Tableau Software Inc. (DATA) as the […]

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Aug 19 2014 Retail, Services

Conn’s Stricter Lending Standards will not Impede Growth

Research Question: Can Conn’s succeed with its controversial in-house financing and collection practices after recently altering its underwriting standards to reduce its credit risk? Companies: AAN, BBY, BIG, CONN, HGG, RCII By: David Franklin Click here to download the report (.pdf)   Summary of Findings Conn’s Inc.’s (CONN) new underwriting standards are not expected to impede the […]

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NRG Whisper

NRG Whisper

Research Question: Can NRG become the cutting-edge Google/Apple of the utility sector? Companies Covered: NRG Energy Inc (NRG), American Electric Power Company (AEP), The AES Corporation (AES), Calpine Corporation (CPN) Report Available: Sept. 18, 2014   Blueshift’s initial research shows NRG expanding rapidly into solar and embracing localized distributed power generation, but is taking on large amounts of debt […]

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Specialized Tools Being Added to Next-Gen Firewalls to Fend Off Hackers

Research Question: Are data network owners and operators adding additional security products and expertise beyond next-gen firewalls in an effort to combat hackers? Companies: CHKP, CSCO, CUDA, EMC, FEYE, FFIV, FTNT, INTC, JNPR, LON:QQ, PANW, UIS By: John Harrington Click here to download the report (.pdf)   Highlights Customers are increasingly skeptical that so-called multifunction “next-generation” network firewalls […]

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