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October, 2016  // Posts published in October, 2016

The Cloud Sets Off a Next-Gen Network Switch War Led by Cisco (CSCO, ANET, HPE)

Research Question: Will private data center cloud networking replace traditional networks for enterprises not prepared to do large-scale IT networking migration to the public cloud in 2017? Which vendors are best positioned? Companies: AMZN, ANET, BRCD, CRM, CSCO, EPA:ALU, EXTR, GOOG/GOOGL, HPE, JNPR, MLNX, MSFT, SMCI, STO:ERIC-A/B, TPE:2345 By: John Harrington Click here to download report […]

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CoStar Group’s Apartments.com Idea Proposal (CSGP)

CoStar Group’s Apartments.com Idea Proposal (CSGP)

Is Apartments.com the best platform for advertising and returns for property managers?   Report Available:November 17, 2016   Blueshift’s initial research shows Apartments.com outperforming the competition and building its salesforce for continued growth. Site visits and bookings continue to increase and revenue is on the rise. Still, the company disappointed with its recent guidance leaving […]

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The Pandora Jewelry Craze Still Has Life Left (CPH:PNDORA)

Research Question: Has the popularity of Pandora jewelry peaked? Companies: CPH:PNDORA, NILE, SIG, TIF By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings The popularity of Pandora A/S (CPH:PNDORA) jewelry remains on the upswing internationally, and only very faint signs of buyer fatigue are occurring in the United States, according to […]

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Fraccing Service Price Increase in Marcellus Met With Resistance (HAL, TSE:CFW)

Research Question: Has there been any recent change in service demand or pricing in the Marcellus region? Companies:HAL, TSE:CFW   Click here to download report (.pdf)   Highlights Some service providers recently have made a pushto raise prices in the Marcellus Shale region’sfraccing category, the first attempt at an increase since the downturn began two years […]

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Competition Continues to Gain on Taser’s Body Camera Market Dominance (TASR)

Research Question: Will Taser’s body camera and storage business continue to flourish despite its expensive products and increasing competition? Companies: AMZN, BOM:500530, DGLY, GPRO, HPE, HRS, IBM, LLL, MSFT, MSI, NTAP, SHE:002236, SHE:002415, TASR, TYO:6752, TYO:6758, TYO:7751 By: David Franklin Click here to download report (.pdf)   Summary of Findings Taser International Inc. (TASR) faces […]

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Data Center Clouds: Connect, Expand, Acquire, Burst? (DFT, DLR, EQIX)

Research Question: What services are data-center-for-rent companies selling to compete in cloud computing? How will cloud expansion by the big players affect growth? Companies: AAPL, AMZN, CONE, COR, DFT, DLR, EQIX, FB, GOOG/GOGL, IBM, MSFT, ORCL, QTS, VZ By: John Harrington Click here to download report (.pdf)   Summary Getting and/or keeping companies offering cloud-based IT […]

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GrubHub Idea Proposal (GRUB)

GrubHub Idea Proposal (GRUB)

Will GrubHub win the online food ordering battle?   Report Available:November 16, 2016   Blueshift’s initial research shows GRUB as a leader in online food ordering and delivery, posting strong recent results after a down year. But GRUB faces challenges from numerous competitors in an increasingly crowded market where customer loyalty can be fleeting.   […]

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Dollar Tree Idea Proposal (DLTR)

Dollar Tree Idea Proposal (DLTR)

Are Dollar Tree’s integration initiatives with its Family Dollar stores gaining cost savings and driving revenue growth?   Report Available:November 10, 2016   Blueshift’s initial research shows DLTR in the middle of integrating thousands of Family Dollar (FDO) stores which the company acquired in July 2015. DLTR has indicated that the integration initiative is on […]

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TripAdvisor’s Instant Booking Has Gained Traction Since Blueshift’s June Report (TRIP)

Research Question: Is TripAdvisor’s Instant Booking feature seeing increased adoption from hotels and online travel agencies? Companies: EXPE, FB, GOOG/GOOGL, PCLN, SABR, SAP, TRIP By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings TripAdvisor Inc.’s (TRIP) Instant Booking is seeing growth and increased results compared with Blueshift Research’s June 23 report. Five […]

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Fitbit Set for Holidays But Must Evolve into a Medical Device to Secure Future (FIT)

Research Question: Will Fitbit’s new products drive sales and help maintain the company’s market dominance? Companies: AAPL, AMS:TOM2, FIT, FOSL, GOOG/GOOGL, GRMN, KRX:005930, NKE, NURO, UA By: David Franklin Click here to download report (.pdf)   Summary of Findings Fitbit Inc.’s (FIT) prospects are high for strong holiday sales and continued market dominance, according to 11 […]

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