Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

2018  // Posts published in 2018

Tech Trends: IT Veterans Forecast Which Technologies Face Extinction

Research Question: Are rapidly evolving trends like on-demand utility computing, AI and accelerated machine learning pushing large incumbent IT companies to the brink of extinction? If so, which companies in which IT categories are threatened, and which will emerge in the next frontier? Companies: AMZN, ANET, BABA, CHKP, CSCO, CTXS, DVMT, ETR:DTE, FFIV, FTNT, GOOG/GOOGL, HPE, […]

Read more...

Jul 12 2018 Financial, Real Estate

Agent Recruitment and Retention Remain Challenges for Realogy (RLGY)

Research Question: Is Realogy losing top agents to competitors like Compass and Redfin, or are the company’s recruitment and retention efforts working? Companies: AMZN, BRK.A/B, EXPI, PRPPF, RDFN, RLGY, Z By: David Franklin Click here to download report (.pdf)   Summary of Findings Realogy Holdings Corp. (RLGY) has made little to no progress in its […]

Read more...

Kingfisher’s Castorama Stores in Poland Will Continue to Outperform (LON:KGF)

Research Question: Why are Kingfisher’s Castorama stores in Poland outperforming the rest of the company? Is this sustainable? Companies: LON:KGF By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings All 10 sources said sales at Kingfisher plc’s (LON:KGF) Castorama stores in Poland have increased year to year. Five said sales are […]

Read more...

Nvidia Is in Great Shape to Extend Its Data Center Dominance (NVDA)

Research Question: What are the roadblocks to Nvidia’s growth in AI-powered data centers? Companies: AAPL, AMD, AMZN, CTXS, ETR:SAP, FB, GOOG/GOOGL, IBM, INTC, KRX:005930, MSFT, NVDA, ORCL, QCOM, TXN, TYO:9984, XLNX By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Nvidia Corp.’s (NVDA) astonishing growth in sales to data centers should […]

Read more...

Update: Small Share Gains in Niche Markets Likely for NCS Multistage (NCSM)

Research Question: Are higher oil prices driving increased U.S. adoption of NCS Multistage’s fraccing technology, and will its new technology that does not require coil tubing be a significant improvement and fuel adoption? Companies: BHGE, CVX, EOG, HAL, NCSM, OXY, SLB, WFT, XOM By: David Franklin Click here to download report (.pdf)   Summary of […]

Read more...

Tech Trends: Big Cloud Shrinks Big IT Projects; IBM, Dell, HPE, Oracle Feel the Pain

Research Question: How are firms like IBM and HPE being affected by the large multiyear IT projects that are being reduced by faster-to-implement cloud options? Companies: AMZN, BABA, CSCO, DVMT, ETR:DTE, ETR:SAP, GOOG/GOOGL, HPE, IBM, MSFT, ORCL By: John Harrington Click here to download report (.pdf)   Key Findings A seismic shift is underway in how […]

Read more...

Indivior Sublocade Idea Proposal (LSE:INDV)

Indivior Sublocade Idea Proposal (LSE:INDV)

Is the addiction treatment and patient community going to adopt buprenorphine depot injections? Report Available: July 26, 2018   Blueshift’s initial research found INDV highly optimistic about its recently approved drug Sublocade, a monthly injection of buprenorphine used to treat Opioid Use Disorder (OUD). The product is in the early stages of launch and INDV […]

Read more...

Tech Trends: All-Time High IT Security Spending Nears Saturation Point

Research Question: How are IT security incumbents responding to a source-forecasted spending slowdown and increasing competition from newer companies in the second half of 2018? Companies: AMZN, CHKP, CSCO, FFIV, FTNT, GOOG/GOOGL, JNPR, MSFT, PANW, PSDO, LON:SOPH By: John Harrington Click here to download report (.pdf)   Key Findings Think the IT security run is endless? […]

Read more...

Update: TreeHouse Still Focused on Larger Accounts, Raises Prices More Than Competitors (THS)

Research Question: Will the operational changes at TreeHouse lead to sales increases? Can they help TreeHouse stave off competitors? Companies: AMZN, CAG, COST, CVS, K, KR, LNCE, LON:MNDI, POST, THS, WBA, WMT By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings In a continuation of trends found in Blueshift Research’s 2 […]

Read more...

Update: Grainger’s Growth Trend Will Continue, But Customer Acquisition Will Be Limited (GWW)

Research Question: Can Grainger sustain its first-quarter momentum through the rest of 2018? Is its price reduction initiative leading to an increase in new customers? Companies: AMZN, BRK.A/B, GWW, MSM By: David Franklin Click here to download report (.pdf)   Summary of Findings W. Grainger Inc. (GWW) will sustain its first-quarter momentum throughout 2018, according […]

Read more...