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Industrial  // Browsing posts in Industrial

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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HVAC Idea Proposal

HVAC Idea Proposal

Research Question: Will the upward cycle in the residential HVAC market continue in 2016 and beyond? Report Available: Feb. 26, 2016   Blueshift’s initial research shows a strong HVAC market because of major new home builds in the early 2000s coupled with an average 10- to 15-year HVAC replacement cycle. New technologies like variable refrigerant flow and increasing energy efficiency standards could […]

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Trucking Industry Idea Proposal

Trucking Industry Idea Proposal

Research Question: Will price erosion and federal regulations push small, private trucking companies out of business to the benefit of the bigger players in the space? Report Available: March 2, 2016   Blueshift’s initial research finds 2016 off to a tough start for the trucking industry. Freight volumes slowed in the fall of 2015 and that […]

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Dycom Industries Idea Proposal

Dycom Industries Idea Proposal

Research Question: How large will the telecom infrastructure build out be for Dycom Industries and how long will it last? Report Available: Feb. 17, 2016   Blueshift’s initial research shows several catalysts likely to cause continued growth for DY: T’s gigabit fiber expansion, the FCC’s Connect America Fund (CAF-II) funding for rural broadband deployment, and GOOG Fiber’s […]

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Taser Idea Proposal

Taser Idea Proposal

Research Question: Will Taser continue to grow its body camera business, while successfully signing law enforcement agencies onto Evidence.com’s more comprehensive service plans? Report Available: February 4, 2016   Blueshift’s initial research shows TASR continuing to grow its body camera business at a rapid pace, scoring more orders of late, including from very large metro areas. […]

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Auto Industry Evolving Into Mobility Industry with Autonomous, Connected Cars

Blueshift Research attended Telematics West Coast 2015 and the Connected Car Expo, meeting with new sources as well as those interviewed for our various reports on Auto Infotainment in 2014 and 2015. The following are highlights and themes pulled from interviews, observations, and speaker presentations. Companies: AAPL, BBRY, BOM:500530, BOM:500570, CTTAY, DDAIF, DLPH, ETR:NSU/FRA:NSU, F, […]

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Nov 11 2015 Industrial, Machinery

Used Inventory Glut Hurts New Equipment Sales for Deere and Entire Ag Category

Research Question: Will the glut of used equipment on Deere dealer lots hinder sales of the company’s new equipment now and into 2016? Companies: AGCO, CAT, CNHI, DE, NSE:M&M/BOM:500520, TITN, TYO:6326 By: David Franklin Click here to download the report (.pdf)   Summary of Findings Current and 2016 sales of new and used large agricultural equipment […]

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Body Camera Adoption Continues to Build, Taser Is a Trusted Brand

Research Question: Has Taser’s body camera market share increased or decreased since early summer, and what are the current body camera trends at law enforcement agencies? Companies: AMZN, DGLY, MSFT, MSI, TASR, TYO:6752, TYO:6758 By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings In this report update of nine repeat sources, […]

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