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Technology  // Browsing posts in Technology

PayPal Idea Proposal (PYPL)

PayPal Idea Proposal (PYPL)

Now that PayPal has crossed the $100 billion mark in quarterly payment volume, can it continue to outpace expectations or are there threats on the horizon that will slow its growth?   Report Available: September 7, 2017   Blueshift’s initial research found PYPL continuing its impressive rate of growth in revenue, platform volume, and new […]

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Grubhub Idea Proposal (GRUB)

Grubhub Idea Proposal (GRUB)

Will Grubhub’s purchase of Eat24 be enough to hold off competitors?   Report Available:August 31, 2017   Blueshift’s initial research found GRUB buying one of its chief rivals, setting it up to take on the challenge from deep-pocketed competitors UberEATS and AMZN’s Amazon Restaurants. While the deal gives GRUB significantly more coverage in the food […]

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Q2 Holdings Idea Proposal (QTWO)

Q2 Holdings Idea Proposal (QTWO)

Will Q2’s new products and recent product enhancements be the catalyst that ensures its upmarket success? Report Available: September 15, 2017   Blueshift’s initial research shows QTWO’s cloud-based banking service continuing to grow at a rapid pace during the first half of 2017, including impressive new business in the Tier 2 and 3 markets. The […]

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IBM’s Watson Leaves the AI World Wanting (IBM)

Research Question: Is IBM’s Watson a marketing gimmick, or will it push the company to the forefront of the AI technology revolution? Companies: AAPL, AMZN, CMCSA, CRM, FB, GE, GOOG/GOOGL, HPE, IBM, MSFT, ORCL, SIEGY, TSLA By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings IBM Corp.’s (IBM) Watson will not […]

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CoStar Group’s Apartments.com Idea Proposal (CSGP)

CoStar Group’s Apartments.com Idea Proposal (CSGP)

Can Apartments.com maintain its dominance in the ILS market despite a low barrier to entry and fierce competition? Report Available:August30, 2017   Blueshift’s initial research found Apartments.com continuing to lead the internet listing service (ILS) industry in site visits in all the major markets. The apartment marketing platform also continues to generate impressive revenue numbers […]

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Tech Trends: Huawei’s Threat to Cisco, Arista and Juniper Grows in the U.S.

Companies: ANET, CSCO, JNPR, NOK, NSE:WIPRO/BOM:507685, STO:ERIC-A/B, T By: John Harrington Click here to download report (.pdf)   Summary Huawei mounts renewed push into the United States where it has been politically blocked. Company’s move toward U.S. telecom market winds through a well-connected path. Company co-targets the United States with Indian IT outsourcer Wipro. European […]

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Tech Trends: Hacking Attacks No Longer Lead to Firewall Sales; Focus Now on Endpoint Solutions

Hacking Attacks No Longer Lead to Firewall Sales; Focus Now on Endpoint Solutions Companies: CHKP, CSCO, FEYE, FTNT, IBM, MSFT, PANW, PFPT, SYMC By: John Harrington Click here to download report (.pdf)   Summary Check Point Software Technologies Ltd. (CHKP), Cisco Systems Inc. (CSCO), FireEye Inc. (FEYE), Fortinet Inc. (FTNT), IBM Corp. (IBM), Palo Alto Networks […]

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Cognex and the Machine Vision Industry Are Poised for More Growth (CGNX)

Research Question: Will Cognex’s claims of superior technology and software drive growth and keep the company ahead of the competition? Companies: AMS:TWEKA, BIT:DAL, CGNX, ETR:BSL, GOOG/GOOGL, HON, LON:SXS/SEPJF, NATI, ROK, SHE:002415, TDY, TYO:6861, ZBRA By: David Franklin Click here to download report (.pdf)   Summary of Findings The machine vision market will grow further based […]

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Tech Trends: The Global Glut of New IT Hardware Continues to Grow

Research Questions: Are traditional network equipment vendors being hampered by an all-time high availability of switches and other equipment on the market, all while cloud vendors continue to sign up DIY enterprise network operators? Companies: AMZN, ANET, CDW, CSCO, CTXS, DVMT, FB, FFIV, HPE, IBM, INTC, JNPR, MLNX, MSFT, NOK, PSDO, SMCI, TPE:2345, TPE:2382 By: John […]

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Blackberry Idea Proposal (BBRY)

Blackberry Idea Proposal (BBRY)

Will Blackberry’s QNX auto software and Radar truck tracking system return the company to its glory days?   Report Available: August23, 2017   Blueshift’s initial research found BBRY struggling as handset revenues decline and it focuses on its software business. There is a lot of optimism around the chances for its QNX software to play […]

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