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February, 2016  // Posts published in February, 2016

February Trends Tracker

Trends Tracker Companies Covered: AAPL, ADDYY, BWLD, CMG, COH, FB, FIT, GOOG/GOOGL, IHRT, KATE, KORS, MCD, NKE, P, PNRA, QSR, SHAK, SKX, SONC, TWTR, UA, WEN, YUM Click here to to download the report (.pdf)   Summary of Findings McDonald’s Corp. (MCD) has continued to slide in 2016. Visits have declined, all-day breakfast orders have slowed, and […]

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Virtual Reality Idea Proposal

Virtual Reality Idea Proposal

Research Question: As virtual reality hits the mainstream, which hardware and software companies, content developers, and ad platforms will emerge as the winners? Report Available: March 17, 2016   Blueshift’s initial research shows tangible excitement and potential for the virtual reality market as products, led by FB’s Oculus Rift, are set to launch over the […]

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Residential HVAC Sales Not Cooling Off in 2016

Will the upward cycle in the residential HVAC market continue in 2016 and beyond? Click Here By: Chris Jenks   Summary of Findings Interviews with 14 HVAC industry professionals revealed zero expectations of a market coming off its peak in Those projecting a peak placed it two to five years out—or even longer if the […]

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FracMax Controversy Unlikely to Derail Flotek’s CnF

Will oil and gas operators abandon Flotek’s CnF in light of the controversy surrounding FracMax? Click here By: David Franklin Summary of Findings Operators that have experienced enhanced oil and gas recovery through the use of Flotek Industries Inc.’s (FTK) Complex nano-Fluid (CnF) are unlikely to abandon the chemical despite Bronte Capital’s November report, according […]

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Updates from the Oil Patch: Upstream Oilfield Service Market Severely Depressed

Has there been any change in demand or pricing in the upstream E&P market and what strategies are service providers using to survive? Companies: BAS, BHI, COP, EPD, HAL, HCLP, HP, KEG, NBR, NS, PDS, PTEN, RES, SLB, SLCA, SPN Click here to download the report (.pdf)   Highlights Several Operators Buying Sand/Proppants Directly From […]

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Dycom to Experience Steady Growth During the Next Five Years

How large of an opportunity will the fiber-optic infrastructure buildout be for Dycom, and how long will the buildout last? Companies: CCI, CMCSA, CTL, DY, FTR, GD, GLW, GOOG/GOOGL, MTZ, STO:ERIC-B, T, TWC, TYO:6702, VZ, WIN, ZAYO Click here to download the report (.pdf) By: David Franklin   Summary of Findings Fifteen of 16 sources […]

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Endpoint, Cloud Security Is Last Growth Frontier

Research Question: As endpoint and cloud security emerge as the next big battlegrounds, will the shift away from centralized data networking blunt or end large revenue growth opportunities for IT security vendors? Companies: AMZN, CHKP, CSCO, EMC (RSA) FEYE, FTNT, INTL, JNPR, MSFT, PANW, SYMC By: John Harrington Click here to download the report (.pdf)   […]

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Taser Rides Body Cam Adoption Tide; Storage Pricing May Face Pressure

Will Taser continue to grow its body camera business, while successfully signing law enforcement agencies onto Evidence.com’s more comprehensive service plans? Companies: TASR Click here to download the report (.pdf) By: Susan Jennings   Summary of Findings Taser International Inc.’s (TASR) body camera business will continue to grow as its cameras increasingly are adopted by […]

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Atlassian Is Primed to Widen Its Appeal Beyond IT

Research Question: Will Atlassian’s workflow tools continue to grow quickly with software development teams while also expanding into new use cases? Companies: CA, CRM, GOOG/GOOGL, HPE, IBM, JIVE, MSFT, NOW, ORCL, TEAM, ZEN By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Atlassian Corp. Plc’s (TEAM) tracking and collaboration tools, widely […]

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Business VOIP Providers Idea Proposal

Business VOIP Providers Idea Proposal

Research Question: How penetrated are VoIP/UCaaS companies and can they continue to chip away at AT&T and Verizon? Report Available: March 3, 2016   Blueshift’s initial research shows the VoIP/Unified Communications as a Service (UCaaS) market has more room to grow within SMBs. Smaller providers have struggled to penetrate enterprises due to issues such as a […]

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