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Industrial  // Browsing posts in Industrial

TASR Brand Trusted but Body Cam Cloud Revenues Could Disappoint

Research Question: Will Taser International be the primary beneficiary of the surge in demand for body cameras by law enforcement agencies? Companies: DGLY, GOOG, KOPN, TASR, TYO:6752 By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Taser International Inc. (TASR) will be one of many beneficiaries of growth in the use […]

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Taser Whisper

Taser Whisper

Research Question: Will Taser International be the primary beneficiary of the surge in demand for body cameras by law enforcement agencies? Report Available: June 12, 2015   Blueshift’s initial research shows high momentum behind law enforcement agencies’ interest in adopting body cams, but the purchases may be delayed or not occur at all due to high costs, lack of departmental […]

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Railcar Whisper

Railcar Whisper

Research Question: Are low energy prices causing an oversupply in the railcar market or will new safety regulations increase railcar orders? Report Available: June 17, 2015   Blueshift’s initial research shows railcar manufacturers continue to score large orders, although most deals have originated from non-energy related buyers. Tank car orders have slowed as a result of low energy […]

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Major Iron Ore Miners Will Blow Minor Players Away; Explosives Demand Stable

Research Question: Will there be an even bigger decline in the explosives industry given the drop-off in mining associated with iron ore and coal? Companies: AAUKY, ASX:BCI, ASX:BHP, ASX:FMG, ASX: MAH, ASX:MGX, ASX:ORI, ASX:RIO, BOM:526371/NMDC, BVMF:VALE5, CLF, HKG:0267, JSE:KIO, LON:FXPO, X By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Iron ore production […]

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ADT Still Holding Off Others, DIY Looms As Next Threat

Research Question: Can ADT hang on to its share of the home security market as competition from cable/telecom companies and DIY products persists? Companies: AAPL, ADT, CKP, CMCSA, FTR, GOOG/GOOGL, HON, SWK, T, TWC, TYC, VZ Click here to download the report (.pdf)   Summary of Findings Ten of 16 sources reported rising overall demand for home […]

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ADT Still Holding Off Cable/Telecom, Pulse Performing Well, Commercial Success Unclear

Research Question: Will cable and telecom companies’ home security offerings materially affect ADT’s customer growth or attrition rate in the next six months? Companies: ADT, CMCSA, DTV, GOOG, TWC, TYC, VZ By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Cable/telecom home security offerings will not materially affect ADT Corp.’s (ADT) customer growth or […]

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ADT Whisper

ADT Whisper

Research Question: Will cable/telecom home security offerings materially affect ADT’s customer growth and/or attrition rate in the next six months? Companies Covered: ADT Corporation (ADT), Tyco International (TYC), Google (GOOG), Comcast (CMCSA), Verizon Communications (VZ), Time Warner Cable (TWC), DirecTV (DTV) Report Available: January 16, 2015   Blueshift’s initial research shows ADT reaching most of its financial […]

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Competition, Market Conditions and Industry Budget Cuts Challenging Core Labs

Research Question: Will Core Labs lose market share and see reduced margins in its Reservoir Description segment due to competitive forces? Companies: BHI, CLB, HAL, SLB, WFT By: David Franklin Click here to download the report (.pdf)   Summary of Findings Core Laboratories NV’s (CLB) market share and margins are being affected by a variety of forces, […]

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ADT Retains Top Spot But Cable/Telecom Gaining Trust

Research Question: Are home security/monitoring solutions from cable and telecom companies causing a significant drop in ADT’s business? Companies: ADT, CMCSA, HON, T, TWC, VZ By: Mason Rudy Click here to download the report (.pdf)   Summary of Findings Blueshift Research’s survey of 120 U.S. consumers found that ADT Corp.’s (ADT) role as the most popular […]

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ADT Whisper

ADT Whisper

Research Question: Are home security/monitoring solutions from cable and telecom companies causing a significant drop in ADT’s business? Companies Covered: ADT Corporation (ADT), Tyco International (TYC), Stanley Black & Decker (SWK), Google (GOOG), Comcast (CMCSA), Verizon Communications (VZ), Time Warner Cable (TWC) Report Available: October 13, 2014   Blueshift’s initial research shows the mid to […]

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