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Industrial  // Browsing posts in Industrial

Taser Idea Proposal (TASR)

Taser Idea Proposal (TASR)

Will Taser’s body camera and storage business continue to flourish despite increasing competition and high costs? Report Available: October 26, 2016   Blueshift’s initial research shows TASR continuing to dominate the body camera market, achieving significant contract wins in Q2 and Q3. However, the Axon line of body cameras has a lower profit margin that […]

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Applied Commercial HVAC Still Growing, JCI Not Taking Share

Research Question: Is the applied commercial HVAC cycle reaching its peak? Is Johnson Controls taking share from its competitors? Companies: ABM, CBG, IR, JCI, JLL, KRX:003550/003553, KRX:005930/005935, LII, TYC, TYO:6367, TYO:6501, TYO:6502, TYO:6503, UTX By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings The applied commercial HVAC cycle has not reached […]

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Oilfield Demand Showed Slight Uptick, Pricing at Low Levels

Research Question: Did the stabilization of oil and gas prices at higher levels earlier this month improve demand for or pricing of oilfield services? Companies:BAS, BHI, HAL, HP, KEG, NBR, PDS, PTEN, RES, SLB, SPN Click here to download the report (.pdf)   Highlights Blueshift Research’s interviews were conducted during early to mid-July at a time […]

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Taser Idea Proposal

Taser Idea Proposal

Will Taser’s body camera and storage business continue to flourish despite increasing competition and high costs? Report Available: June 16, 2016   Blueshift’s initial research shows TASR at the forefront of the expansion in body camera sales and utilization, winning new contracts with large, high-profile police departments. But the competition is coming on strong, industry-wide […]

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Trimble in Demand, Innovating to Stay Ahead; Subscriptions Not a Deterrent

Research Question: Will Trimble’s shift to emphasize recurring revenue drive demand and pricing? Companies: TRMB By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Trimble Navigation Ltd.’s (TRMB) shift to emphasize recurring revenue with the introduction of a subscription-based service is an industry trend and a necessity to stay at […]

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Trimble Navigation Idea Proposal

Trimble Navigation Idea Proposal

Will Trimble’s shift to emphasize recurring revenue drive demand and pricing? Report Available: April 25, 2016   Blueshift’s initial research showed TRMB pushing its solutions with subscription services, a departure from its focus on an out-of-the-box product. The company has acquired various software companies in the last year and is bundling hardware-software solutions with successful […]

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Textura’s Growth Is Aligned with Construction Industry’s Recovery

Research Question:Can Textura grow its SaaS solutions use among existing and new customers? Companies: LON:SGE, TXTR By: David Franklin Click here to download the report (.pdf)   Summary of Findings Textura Corp.’s (TXTR) success with existing and new customers alike will be directly tied to the recovery taking place in the construction market. If the […]

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ELD Rule Likely to Raise Freight Rates, Benefit Large Trucking Companies in Late 2017

Research Question: Will price erosion and federal regulations push small, private trucking companies out of business to the benefit of the market’s bigger players? Companies: AIG, AMZN, CGI, CVTI, FDX, FWRD, HTLD, JBHT, LSTR, SWFT, UPS, USAK, WERN, XPO, YRCW By: David Franklin Click here to download the report (.pdf)   Summary of Findings Freight-shipping […]

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Residential HVAC Sales Not Cooling Off in 2016

Will the upward cycle in the residential HVAC market continue in 2016 and beyond? Click Here By: Chris Jenks   Summary of Findings Interviews with 14 HVAC industry professionals revealed zero expectations of a market coming off its peak in Those projecting a peak placed it two to five years out—or even longer if the […]

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Taser Rides Body Cam Adoption Tide; Storage Pricing May Face Pressure

Will Taser continue to grow its body camera business, while successfully signing law enforcement agencies onto Evidence.com’s more comprehensive service plans? Companies: TASR Click here to download the report (.pdf) By: Susan Jennings   Summary of Findings Taser International Inc.’s (TASR) body camera business will continue to grow as its cameras increasingly are adopted by […]

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