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March, 2015  // Posts published in March, 2015

Record Spending to Buy Data Security Market Share

Research Question: What effect is heavy competition among network security vendors having on 2015 customer projects and product deployments? Companies: CHKP, CSCO, CUDA, FEYE, FTNT, JNPR, PANW By: John Harrington Click here to download the report (.pdf)   Highlights Palo Alto Networks Inc. (PANW) and Check Point Software Technologies Ltd. (CHKP) are spending what our eight security […]

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Marketing/Sales Automation Whisper

Marketing/Sales Automation Whisper

Research Question: Can marketing and sales automation vendors like Marketo, HubSpot, and Callidus successfully move upstream in their developing industries? Companies Covered: Marketo (MKTO), HubSpot (HUBS),  Callidus (CALD), Exact Target (TTGT), Oracle (ORCL), Salesforce (CRM)​, Adobe (ADBE) Report Available: April 16, 2015   Blueshift’s initial research shows a litany of marketing automation vendors establishing their identities in a dynamic and […]

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Teva’s Long-Term Success Will Depend on Strategic Acquisitions

Research Question: Will Teva’s growth initiatives be enough to overcome the Copaxone patent cliff and increasing generic drug competition? Companies: ACT, AZN, BIIB, HSP, MYL, NVS, PFE, SLXP, TSE:VRX, TLV:TEVA By: Linda Richards Click here to download the report (.pdf)   Summary of Findings Ten sources who commented offered mixed responses on the likelihood of Teva Pharmaceutical Industries […]

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Facebook Whisper

Facebook Whisper

Research Question: Will Facebook attract increasing ad dollars despite its user base plateauing? Companies Covered: Facebook (FB), Twitter (TWTR), LinkedIn (LNKD), Apple (AAPL), Google (GOOG), Microsoft (MSFT)​ Report Available: April 15, 2015   Blueshift’s initial research shows FB’s growth will be fueled by an increasing number of marketers shifting more dollars into digital and mobile […]

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Mail.Ru Whisper

Mail.Ru Whisper

Research Question: Can Mail.ru succeed in Russia by following the Facebook playbook? Companies Covered: Mail.ru Group (MLRYY), Facebook (FB), Google (GOOG), Twitter (TWTR) Report Available: April 23, 2015   Blueshift’s initial research shows Russia’s recession will slow advertising dollars flowing into social media sites. However, Mail.ru’s Vkontakte (VK) social network holds a significant usage lead over competing […]

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Content is King: Sling TV is not Enough to Spur Cord Cutting

Research Question: Will Sling TV significantly boost the rate of cord cutting in 2015? Companies: AAPL, AMZN, CBS, CMCSA, DIS, DISH, DTV, GOOG, LON:SKY, MSFT, NFLX, TWC, TWX, TYO:6758, VZ   By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings DISH Network Corp.’s (DISH) Sling TV will have minimal effect on cord cutting this […]

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HAL Gaining Share on Price Concessions in Pressure Pumping Market

Research Question: Which pressure pumping company is benefitting from the low oil price environment? Companies: HAL, SLB, WFT   Highlights Three well completion managers working for E&P companies with operations in the Rocky Mountain area agreed that Halliburton Corp. (HAL) has become the leader in giving price concessions for pressure pumping/well stimulation services in the region. […]

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March 2015 Trends Tracker

Trends Tracker Companies Covered: AAPL, ADSK, AMZN, ANGI, AVAV, CBS, CMCSA, DISH, DTV, EA, EBAY, FB, GOOG/GOOGL, GPRO, KING, KR, KRX:005930, LNKD, NFLX, NGVC, P, S, SSYS, T, TMUS, TWC, TWTR, TWX, USM, VZ, WFM, WMT, YELP, ZNGA Click here to download the report (.pdf)   Summary of Findings Respondents have been trying out digital and […]

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Increasing Capacity and Revenue Expected for the Equipment Rental Industry

Research Question: What is the current state of the equipment rental industry’s fleet capacity and revenue, and where is the industry headed in the next three years? Companies: ASHTF, CAT, CNHI, DE, EPA:PIG, HD, HEES, HTZ, KRX:042670, MTW, NEFF, OSK, STO:ATCO-A, STO:VOLV-B, TEX, TYO:5406, TYO:6301, TYO:6326, TYO:6432, TYO:6586, TYO:7012, URI By: David Franklin Click here to download […]

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Mar 20 2015 Communications, Technology

BBRY’s QNX Auto Infotainment Domination Threatened; IoT and Healthcare Still Promising

Research Question: Will BlackBerry’s QNX hold its lead position beyond 2016 as the number of competitors in the auto infotainment OS market increases? Companies: AAPL, BBRY, CSCO, GOOG/GOOGL, IBM, INTC, MSFT, TYO:6752 Click here to download the report (.pdf)   Summary of Findings BlackBerry Ltd.’s (BBRY) QNX Software will hold its dominant position in the automotive infotainment […]

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