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November, 2017  // Posts published in November, 2017

Tech Trends: Blockchain Is Poised to Disrupt Like the Internet—Only Faster

Research Question: How fast will decentralized blockchain data applications become a major disruption to traditional database and transactional software? Which IT sector will be affected the soonest? Companies: AMZN, CSCO, DVMT, GOOG/GOOGL, GS, HPE, IBM, INTC, MSFT, ORCL, RHT By: John Harrington Click here to download report (.pdf)   Key Findings Blockchain disruption is already happening […]

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Report Update: Internet Listing Service Performance Declining Despite Increased Spending (CSGP)

Research Question: Can CoStar’s Apartments.com maintain its dominance in the ILS market despite fierce competition and a low barrier to entry? Companies: CSGP, FB, GOOG/GOOGL, RP, Z By: David Franklin Click here to download report (.pdf)   Summary of Findings A top-10 multifamily management company is experiencing declining performance from its Internet Listing Services (ILS) […]

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Report Update: Grubhub Continues to Outperform Competitors, Including UberEATS (GRUB)

Research Question: Will Grubhub’s purchase of Eat24 be enough to hold off competitors? Companies: AMZN, GRPN, GRUB, MCD, PNRA, SQ, YELP By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Grubhub Inc. (GRUB) remains the top performing delivery business, outpacing all competitors, according to a frozen yogurt franchise owner source who […]

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Frac Sand Idea Proposal (CRR, FMSA, HCLP, SLCA)

Frac Sand Idea Proposal (CRR, FMSA, HCLP, SLCA)

Has the frac sand boom topped out or is there still room to run in 2018?   Report Available: December 20, 2017   Blueshift’s ongoing research of the oil and gas industry finds the volatile frac sand industry experiencing a strong 2017. Driven by increasing oil prices and the use of mega-fracs which require significantly more […]

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Tech Trends: Outbound Cloud Connections Pose a Big Threat to Brand-Name IT Vendors

Research Question: Is the rapid spread of local direct fiber access to major cloud platforms accelerating the sales slowdown of DIY IT equipment and software? Companies: AMZN, CMCSA, COMM, COR, CSCO, CTL, CVLT, DLR, DVMT, EQIX, GLW, GOOG/GOOGL, HPE, IBM, MSFT, ORCL, T, VMW, VZ By: John Harrington Click here to download report (.pdf)   Key […]

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Hugo Boss Idea Proposal (BOSS)

Hugo Boss Idea Proposal (BOSS)

Will Hugo Boss’ rebranding efforts and focus on growing its casualwear line lead to improved sales in Europe?   Report Available: December 14, 2017   Blueshift’s initial research shows Hugo Boss simplifying its brand away from its traditional color labels and into two distinct bands, HUGO and BOSS. Amid this shift, there is also an increased […]

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Tech Trends Report Update: Palo Alto Networks’ Super VAR Optiv Discounting Against Other Partners (PANW)

Research Question: What is behind Palo Alto Networks’ recent very deep price discounting? Companies: CHKP, CSCO, FEYE, FFIV, FTNT, JNPR, MSFT, PANW, PFPT By: John Harrington Click here to download report (.pdf)   Summary of Findings In a follow-up to Blueshift’s Nov. 9 Tech Trends security report which focused on Palo Alto Networks Inc. (PANW) […]

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Zillow Idea Proposal (Z/ZG)

Zillow Idea Proposal (Z/ZG)

Are there any headwinds that will slow Zillow’s growth in 2018?   Report Available: December 6, 2017   Blueshift’s ongoing research on Z finds the company continuing to grow its lucrative premier agent advertising program which now accounts for 78% of its revenue. Home buyers and sellers continue to visit Z-branded sites and reinforce their dominance […]

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Freight Forwarders Idea Proposal (EXPD, KNIN, PWTN)

Freight Forwarders Idea Proposal (EXPD, KNIN, PWTN)

Will the emergence of web-based freight forwarders threaten the volume and margins of incumbents like Expeditors International?   Report Available: December 21, 2017   Blueshift’s initial research found a fragmented freight forwarding industry reliant on old-school methods for connecting shippers and with ocean, air and ground carriers at ports around the world. Numerous start-ups are trying […]

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Tech Trends: Palo Alto Networks Discounts Its Way Into Sales As the Security Sector Softens (PANW)

Research Question: Is Palo Alto Networks’ very deep price discounting a one-time move to gain share from Check Point? Or is it a new normal in a market in which cloud competition and a crowded IT security sector have slowed client purchasing cycles? Companies:CHKP, CSCO, FEYE, FFIV, FTNT, JNPR, MSFT, PANW, PFPT By: John Harrington Click […]

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