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May, 2016  // Posts published in May, 2016

Theme of Recent Oil & Gas Conference: “Less Is Best”

Research Question: Which new products and services are oilfield vendors offering to reduce costs or to increase efficiency? Companies: CAT, CMI, FTI, HLX, KKR, OII, SLB, LON:WEIR Click here to download the report (.pdf)   Highlights Back to Basics—Subsea Style (FTI, HLX, OII, SLB) Two sources with subsea systems and equipment companies displaying their wares […]

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Novadaq Idea Proposal

Novadaq Idea Proposal

Will Novadaq successfully grow DermACELL sales to $50 million or more by 2018? Report Available: June 23, 2016   Blueshift’s initial research shows sales of NVDQ’s DermACELL, its acellular dermal matrix (ADM) product used primarily in breast reconstruction, increasing as it becomes part of the company’s fastest growing segment. Management expects it to reach about $10 […]

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Fair Isaac Corp. Idea Proposal

Fair Isaac Corp. Idea Proposal

Will FICO’s decision management platform transform the company into an analytics leader in the next 2 to 3 years? Report Available: June 2, 2016   Blueshift’s initial research shows FICO continuing its efforts to become a leader in advanced analytics and broaden its business beyond credit scores, with its Decision Management Suite a key part […]

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Tripadvisor Idea Proposal

Tripadvisor Idea Proposal

Will consumer adoption of Tripadvisor’s Instant Booking feature make it more valuable than metasearch? Report Available: June 9, 2016   Blueshift’s initial research shows TRIP in the midst of transforming the way it does business with travelers, OTAs and hotels, moving away from its metasearch and rolling out a new Instant Booking feature which makes […]

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Optimism Abounds That J.C. Penney’s Turnaround Is Real

Research Question: Are J.C. Penney’s new initiatives enough to lead it to sustainable success in 2016 and beyond? Companies: ADDYY, AMZN, APPCQ, BBBY, BME:ITX, CHS, COST, HBI, HD, JCP, KSS, LB, LOW, LVMUY, M, NKE, PSUNQ, PVH, RL, SHLD, SPCHA, SQBG, STO:HM-B, TGT, TYO:9983, W, WMT By: Seth Agulnick Click here to download the report […]

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IBM’s and Oracle’s Own Cloud Ambitions Could Destroy Them

Research Question: How long will it take and how much will it cost for Oracle and IBM to transition to a cloud services model amid heavy competition? Will the move cannibalize their existing hardware/software businesses? Companies: AMZN, CRM, CSCO, GOOG/GOOGL, HPE, IBM, MSFT, ORCL, WDAY By: John Harrington Click here to download the report (.pdf) […]

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Zillow’s Growth Unlikely to Slow Anytime Soon

Research Question: Are competitive forces and social media advertising slowing Zillow’s growth? Companies: FB, GOOG/GOOGL, MSFT, NWS/NWSA, RLGY, RMAX, TWTR, Z By: David Franklin Click here to download the report (.pdf)   Summary of Findings None of the emerging and ongoing competitive forces will slow Zillow Group Inc.’s (Z) growth in the next six to […]

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