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Security & Protection  // Browsing posts in Security & Protection

Axon’s Body-Worn Camera Deal Will Drive Continuing Growth (AAXN)

Research Question: Will Axon’s camera deal shut down the competition and result in continuing growth? Companies: AAXN, AMZN, DGLY, DVMT, EPA:SAF, GOOG/GOOGL, HPE, LLL, MSFT, MSI, NTAP, TYO:6701, TYO:6752, TYO:7751 By: David Franklin Click here to download report (.pdf)   Summary of Findings Axon Enterprise Inc.’s (AAXN) one-year-free offer of a body-worn camera (BWC) and […]

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Gun Industry Has Low Sales, High Inventory; Rebound Unlikely Until Next Election (AOBC, RGR)

Research Question: How significant is the decline in gun sales brought on by the results of the presidential election? When will gun sales rebound? Companies: AOBC, CAB, RGR, SPWH, VSTO By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Firearm demand has dropped to nearly nothing since November when the election […]

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Axon Enterprise Idea Proposal (AAXN, TASR)

Axon Enterprise Idea Proposal (AAXN, TASR)

Will Axon’s free camera initiative shut down the competition and drive continued growth? Report Available:June 21, 2017   Blueshift’s initial research found newly-named Axon Enterprise giving a free body camera and one year’s worth of cloud storage to U.S. police officers in an effort to quell surging competitors and make its body cameras ubiquitous for […]

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Gun Manufacturers Idea Proposal (AOBC, RGR)

Gun Manufacturers Idea Proposal (AOBC, RGR)

How significant is the decline in gun sales brought on by the Presidential election? When will gun sales rebound? Report Available:May 26, 2017   Blueshift’s initial research shows fears that gun sales will fall significantly with a pro-gun President and Congress, setting up low expectations for manufacturers RGR and AOBC. While FBI background checks have […]

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Johnson Controls Keeping Pace As Commercial HVAC Demand Builds (JCI)

Research Question: What is the current state of demand for applied commercial HVAC? Will Johnson Controls keep pace with its competitors in this sector? Companies: ABM, CBG, EME, HON, IR, JCI, JLL, KRX:003550/003555, KRX:005930/005935, LII, SIEGY, TYO:6367, TYO:6501, TYO:6502, TYO:6503, TYO:6702, UTX By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings […]

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Competition Continues to Gain on Taser’s Body Camera Market Dominance (TASR)

Research Question: Will Taser’s body camera and storage business continue to flourish despite its expensive products and increasing competition? Companies: AMZN, BOM:500530, DGLY, GPRO, HPE, HRS, IBM, LLL, MSFT, MSI, NTAP, SHE:002236, SHE:002415, TASR, TYO:6752, TYO:6758, TYO:7751 By: David Franklin Click here to download report (.pdf)   Summary of Findings Taser International Inc. (TASR) faces […]

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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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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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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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