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June, 2019  // Posts published in June, 2019

Tech Trends: The Cloud Burns the Firewall Myth and More in Big IT

Research Question: Have the multifunction firewall vendors been selling ineffective equipment at high prices while cloud computing and remote worker access have been rapidly expanding? Have whole classes of proprietary networking products become obsolete as clients increasingly subscribe to cloud-based services? Companies: AMZN, CHKP, CRWD, CTXS, DELL, FTNT, GOOG/GOOGL, HPE, IBM, MSFT, PANW, VMW By: John […]


SPS Commerce’s Wallet Share Growth from Existing Customers Will Be Limited (SPSC)

Research Question: Are existing customers expanding wallet share with SPS Commerce? Companies: IBM, SPSC, TSE:OTEX/OTEX By: David Franklin Click here to download report (.pdf)   Summary of Findings SPS Commerce Inc. (SPSC) is unlikely to experience significant wallet share expansion with its existing customer base this year. However, the market leader in cloud-based supply chain […]


Align Technology Idea Proposal (ALGN)

Align Technology Idea Proposal (ALGN)

Can Align maintain share and margins in the face of competitors with lower prices and products that require fewer visits to the dentist? Report Available: June 27, 2019   Blueshift’s initial research found ALGN preforming well despite losing key patents in October 2017 and 2018. ALGN posted back-to-back record revenue in the two previous quarters […]