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June, 2015  // Posts published in June, 2015

Switch Wars: Faster, Better, Cheaper and Plentiful for Commodity Clouds

Research Question: With large-scale cloud players making their own switching gear, or considering it, and with switches from Chinese contract builders flooding the market, how will Arista continue to grow against traditional rivals like Cisco as well as new, low-cost competitors such as Mellanox? Companies: AMZN, ANET, BRCD, CSCO, EXTR, FB, GOOG/GOOGL, HPQ, JNPR, MLNX, SMCI, […]

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Cvent Growth to Continue As Event Planners, Hotels Demand Digital Management Tools

Research Question: Can Cvent convince significantly more hotels and event planners to pay for its service when so many use free web tools like Google Search? Companies: AMADF, CVT, GOOG/GOOGL, MKTO, YELP By: David Franklin Click here to download the report (.pdf)   Summary of Findings Cvent Inc. (CVT) is expected to post further revenue growth […]

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Ad Tech Whisper

Ad Tech Whisper

Research Question: Will Apple Safari’s ad-blocking and iOS 9’s prohibition of app user data collection cause ad tech companies to lose significant revenue? Report Available: July 31, 2015   Blueshift’s initial research shows countless sources fretting about AAPL’s ad-blocking and app data collection restrictions in its iOS 9 update. Ad tech firms, as well as advertisers […]

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Jun 26 2015 Media & Print, Services

Advertising Update: Protracted Upfront Negotiations Result in CPM Rates That Are Flat to Up 4%

Research Question: Are CPM rates up in the upfront advertising market year to year? Companies: AMCX, CBS, CMCSA, DIS, DISCA, NWS/NWSA, SNI, TWX, VIA/VIAB By: Rachel Dangermond Click here to download the report (.pdf)   Summary of Findings Spending in the 2015–2016 upfront market is flat to down 5% for broadcast and cable networks. CPM rates […]

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Dick’s Sporting Goods Whisper

Dick’s Sporting Goods Whisper

Research Question: Will severe understaffing at Dick’s Sporting Goods derail sales and cause customers to opt for competitors? Report Available: July 30, 2015   Blueshift’s initial research shows DKS has ambitious growth plans as it opens up dozens of brick-and-mortar stores and takes measures to improve margins, however reports are surfacing from unsatisfied customers across the nation that DKS […]

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June 2015 Trends Tracker

Trends Tracker Companies Covered:  AAPL, ADSK, AMBA, AMZN, ANGI, CHTR, CMCSA, COST, CTL, DDD, DISH, DTEGY, EBAY, FB, GOOG/GOOGL, GPRO, HKG:0992, HPQ, IHRT, KO, KR, KRX:005930/005935, LNKD, MSFT, NFLX, S, SBUX, SFM, SSYS, SWY, T, TGT, TMUS, TWTR, TWC, TWX, TYO:6758, VIA/VIAB, VZ, WFM, WMT, YELP, ZNGA Click here to download the report (.pdf)   Summary of […]

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Jun 23 2015 Financial, Real Estate

CoStar’s Apartments.com Advances Confined to the High-End Market for Now

Research Question: Are property managers satisfied with their ROI and quality/quantity of leads from CoStar’s Apartments.com? Companies: CSGP, FB, GOOG/GOOGL, NWS/NWSA, RP, Z By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings CoStar Group Inc.’s (CSGP) investment in com has led to some increases in lead quality and ROI among large […]

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Zillow Whisper

Zillow Whisper

Research Question: Will Zillow continue to attract realtor advertising dollars despite realtor resentment and an improving Realtor.com? Report Available: July 23, 2015   Blueshift’s initial research shows many realtors still despise Zillow, yet the company is signing a large number of MLS contracts to increase quality and quantity of listings, consumers still love Zillow, and some […]

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Auto Infotainment Whisper

Auto Infotainment Whisper

Research Question: Is control of vehicles’ auto infotainment systems shifting from embedded head units from Harman and Delphi to auto OEM-driven and smartphone-centric solutions? Report Available: July 22, 2015   Blueshift’s initial research shows auto OEMs and embedded systems companies scrambling to give consumers better infotainment head units. However, some OEMs are giving into demands and allowing consumers’ smartphones to serve […]

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Jun 19 2015 Retail, Services

Refrigerated Pet Food Market Ripe for Freshpet’s Expansion Plans

Research Question: Can Freshpet successfully expand its fridge locations at the rate of 2,000 per year? Companies: CENT, FRPT, NSRGY, SJM By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Freshpet (FRPT) can achieve its plans of installing 2,000 refrigerators in stores each year. Consumers are driving the demand for premium […]

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