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Technology  // Browsing posts in Technology

GrubHub Must Fend Off Hard-Charging UberEATS to Stay on Top (GRUB)

Research Question: Will GrubHub win the online food ordering battle? Companies: AMZN, GRUB, YELP By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings GrubHub Inc. (GRUB) has a tall task ahead of it in fending off Uber Technologies Inc.’s UberEATS and in maintaining its supremacy in the online food ordering and […]

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A New Style of IT Security Is Poised to Upend Market (CHKP, PANW, FTNT, JNPR)

Research Question: How is the migration of application workloads to a web-style cloud interface affecting growth strategies for traditional firewall and intrusion detection vendors? Companies: AMZN, CHKP, CSCO, CUDA FTNT, INTC, JNPR, MSFT, PANW, SYMC By: John Harrington Click here to download report (.pdf)   Summary Privately held IT security companies that are proactive in a […]

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Intel’s Omni-Path Will Test Mellanox’s Mettle (MLNX, INTC)

Research Question: How disruptive is Intel’s Omni-Path to Mellanox’s InfiniBand business? Companies: AVGO, CRAY, CSCO, IBM, IDTI, INTC, MLNX, MSCC, NVDA, ORCL, SMCI By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings With its Omni-Path interconnect technology, Intel Corp. (INTC) has a chance to wrest substantial share from Mellanox Technologies Ltd. […]

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The Cloud Sets Off a Next-Gen Network Switch War Led by Cisco (CSCO, ANET, HPE)

Research Question: Will private data center cloud networking replace traditional networks for enterprises not prepared to do large-scale IT networking migration to the public cloud in 2017? Which vendors are best positioned? Companies: AMZN, ANET, BRCD, CRM, CSCO, EPA:ALU, EXTR, GOOG/GOOGL, HPE, JNPR, MLNX, MSFT, SMCI, STO:ERIC-A/B, TPE:2345 By: John Harrington Click here to download report […]

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

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

Is Apartments.com the best platform for advertising and returns for property managers?   Report Available:November 17, 2016   Blueshift’s initial research shows Apartments.com outperforming the competition and building its salesforce for continued growth. Site visits and bookings continue to increase and revenue is on the rise. Still, the company disappointed with its recent guidance leaving […]

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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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Data Center Clouds: Connect, Expand, Acquire, Burst? (DFT, DLR, EQIX)

Research Question: What services are data-center-for-rent companies selling to compete in cloud computing? How will cloud expansion by the big players affect growth? Companies: AAPL, AMZN, CONE, COR, DFT, DLR, EQIX, FB, GOOG/GOGL, IBM, MSFT, ORCL, QTS, VZ By: John Harrington Click here to download report (.pdf)   Summary Getting and/or keeping companies offering cloud-based IT […]

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GrubHub Idea Proposal (GRUB)

GrubHub Idea Proposal (GRUB)

Will GrubHub win the online food ordering battle?   Report Available:November 16, 2016   Blueshift’s initial research shows GRUB as a leader in online food ordering and delivery, posting strong recent results after a down year. But GRUB faces challenges from numerous competitors in an increasingly crowded market where customer loyalty can be fleeting.   […]

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TripAdvisor’s Instant Booking Has Gained Traction Since Blueshift’s June Report (TRIP)

Research Question: Is TripAdvisor’s Instant Booking feature seeing increased adoption from hotels and online travel agencies? Companies: EXPE, FB, GOOG/GOOGL, PCLN, SABR, SAP, TRIP By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings TripAdvisor Inc.’s (TRIP) Instant Booking is seeing growth and increased results compared with Blueshift Research’s June 23 report. Five […]

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Mellanox Technologies Idea Proposal (MLNX, INTC)

Mellanox Technologies Idea Proposal (MLNX, INTC)

How disruptive is Intel’s Omni-Path to Mellanox’s InfiniBand business? Report Available: November 11, 2016   Blueshift’s initial research reveals that MLNX has had a virtual monopoly as the InfiniBand supplier to the high-performance computing (HPC) market. MLNX has also been slowly and successfully expanding high-speed switching use in cloud computing, storage, and data center applications […]

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