Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

June, 2019  // Posts published in June, 2019

Tech Trends: Nvidia/Mellanox Ready to Shake Up the Slow Networking Sector (NVDA)

Research Question: What effect will the combined Nvidia/Mellanox have on the next-gen data center? Also, how will the deal affect competition from the likes of IBM, Intel and other networking companies? Companies: AMZN, ANET, CSCO, DELL, GOOG/GOOGL, IBM, INTC, MLNX, MSFT, NVDA, VMW By: John Harrington Click here to download report (.pdf)   Key Findings If […]

Read more...

Slack Idea Proposal (WORK)

Slack Idea Proposal (WORK)

Can Slack expand its appeal to a broader audience and stave off Microsoft Teams? Report Available: July 25, 2019   Blueshift’s initial research found WORK’s valuation soaring to lofty heights in its debut on the public markets. The company has been growing rapidly but is still piling up operating losses. Its efforts to expand to […]

Read more...

Align’s Share Secure for Orthodontists But At Risk Among Dentists, At-Home Market (ALGN)

Research Question: Can Align’s Invisalign maintain share in the face of competitors with lower prices and products that require fewer visits to the dentist? Companies: ALGN, HSIC, MMM, SWX:STMN, XRAY By: David Franklin Click here to download report (.pdf)   Key Findings Align Technology Inc.’s (ALGN) Invisalign has become the standard of care in the orthodontics […]

Read more...

Biosynthetic Cannabinoids Idea Proposal

Biosynthetic Cannabinoids Idea Proposal

Which companies own the key intellectual property and have the best path to commercialization for biosynthetic cannabinoids? Report Available: August 8, 2019   Blueshift’s initial research found significant investment in the development of biosynthetic cannabinoids for use in medicines, foods and other products. The biosynthetic process offers the promise of major advantages in cost, scalability […]

Read more...

Updates from the Oil Patch: Demand and Pricing for Oilfield Services Lost Momentum in Q2

Research Question: How has mid-$50 oil affected second-quarter oilfield service demand and pricing? Companies: BAS, HAL, HP, KEG, NBR, PDS, PTEN, RNGR, SLB Click here to download report (.pdf)   Highlights Second-quarter demand and pricing for oilfield services in the U.S. land markets lost momentum after oil fell into the mid-$50s per barrel earlier in the […]

Read more...

Kraft Heinz Will Continue to Struggle Because of Lack of Innovation, Marketing (KHC)

Research Question: Can a new management team and fresh approach pull Kraft Heinz out of a two-year funk? Companies: AMZN, BUD, BYND, CAG, COST, CPB, GSI, K, KHC, KR, MDLZ, MKC, PEP, PFGC, QSR, SWX:NESN, SYY, TWNK, UN, USFD, WMT By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings The Kraft […]

Read more...

Aerie Pharmaceuticals Idea Proposal (AERI)

Aerie Pharmaceuticals Idea Proposal (AERI)

Can Aerie’s new glaucoma drugs gain share in a market loaded with generics? Will Aerie’s offerings keep pace with or exceed Bausch’s Vyzulta? Report Available: July 24, 2019   Blueshift’s initial research found that after more than 20 years of not having any new glaucoma treatments to lower interocular pressure (IOP), three new drugs hit […]

Read more...

Tandem’s Growth Will Expand; Must Continue to Innovate and Improve Sales & Service (TNDM)

Research Question: Can Tandem continue its growth trend as competition intensifies and new technology looms? Companies: DXCM, MDT, PODD, SENS, TNDM By: David Franklin Click here to download report (.pdf)   Summary of Findings Tandem Diabetes Care Inc.’s (TNDM) growth trend can continue, as its t:slim insulin pump is highly regarded and demand for pump […]

Read more...

Tech Trends: Fast Storage Set To Jump-start Data Center Upgrades

Research Question: Will new technologies like NVMe-oF move front and center in a push to upgrade data center network attached storage? What effect will this new technology have on incumbents like Dell/EMC and NetApp? Companies: AMZN, CSCO, DELL, GOOG/GOOGL, IBM, MLNX, MSFT, NTAP, NVDA, PSTG, RHT, SMCI By: John Harrington Click here to download report (.pdf) […]

Read more...

Coupa Software Idea Proposal (COUP)

Coupa Software Idea Proposal (COUP)

Can Coupa Software accelerate its revenue and new customer growth? Is its relatively low penetration of enterprises an opportunity or a warning sign? Report Available: July 2, 2019   Blueshift’s initial research found COUP outpacing revenue expectations in its most recent quarter and guiding for 30% revenue growth for the full year. However, the 13-year-old […]

Read more...