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AAPL  // Posts tagged as "AAPL"

IBM Rises Into Mass-Scale Cloud Capability

Research Question: What will be the effects on the data center colocation and cloud hosting sectors as the major U.S. telecoms pull out of data center ownership and cloud management businesses? Companies: AAPL, AMZN, CONE, CTL, DFT, DLR, EQIX, GOOG/GOOGL, HPE, IBM, MSFT, QTS, RAX, T, TYO:9432, VZ, ZAYO By: John Harrington Click here to […]

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February Trends Tracker

Trends Tracker Companies Covered: AAPL, ADDYY, BWLD, CMG, COH, FB, FIT, GOOG/GOOGL, IHRT, KATE, KORS, MCD, NKE, P, PNRA, QSR, SHAK, SKX, SONC, TWTR, UA, WEN, YUM Click here to to download the report (.pdf)   Summary of Findings McDonald’s Corp. (MCD) has continued to slide in 2016. Visits have declined, all-day breakfast orders have slowed, and […]

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Virtual Reality Idea Proposal

Virtual Reality Idea Proposal

Research Question: As virtual reality hits the mainstream, which hardware and software companies, content developers, and ad platforms will emerge as the winners? Report Available: March 17, 2016   Blueshift’s initial research shows tangible excitement and potential for the virtual reality market as products, led by FB’s Oculus Rift, are set to launch over the […]

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January Trends Tracker

Trends Tracker Companies Covered: AAPL, ADDYY, AMZN, BBBY, BBRY, CMG, DISH, EXPE, FB, GOOG/GOOGL, KYAK, MCD, NFLX, NKE, OWW, PCLN, PNRA, QSR, RH, SKX, SIRI, TGT, TPE:2498, TRIP, TWTR, TWX, TYO:6758, UA, W, WEN, YUM Click here to download the report (.pdf)   Summary of Findings McDonald’s Corp.’s (MCD) saw declining attendance for the first time […]

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Jan 21 2016 Financial

Facebook’s Ad Revenue Growth on Track Despite More Challenges

Research Question: Are advertisers beginning to slow their spending on Facebook? Companies: AAPL, FB, GOOG/GOOGL, KRX:005930, LNKD, TWTR By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Facebook Inc.’s (FB) flagship website could lose some ad dollars and market share to emerging social channels like Snapchat and its own Instagram platform […]

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Blackberry Idea Proposal

Blackberry Idea Proposal

Research Question: Is the Priv a game-changing smartphone for BlackBerry? Report Available: Feb. 18, 2016   Blueshift’s initial research shows much excitement surrounding the Priv given its pop out keyboard, high quality camera, and running on Android. However, despite very positive user reviews, initial sales momentum appears to be lacking.   Observations BBRY surprised Wall Street […]

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December Trends Tracker

Trends Tracker Companies Covered: AAPL, ADDYY, AMZN, ANGI, CMCSA, CMG, COST, DISH, FB, GOOG/GOOGL, GRPN, KR, KRX:005930, KRX:0066570, LNKD, MCD, NFLX, NKE, PNRA, QSR, S, SKX, T, TMUS, TWC, TWTR, TWX, UA, USM, VZ, WEN, WFM, WMT, YELP, YUM Click here to download the report (.pdf)   Summary of Findings Respondents are moving to big-box retailers […]

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Inventory Glut and Gray Market Plaguing Traditional Watch Sales Channel

Research Question: Is weakness in U.S. watch sales a short term or long term problem? Companies: AAPL, FOSL, GRMN, INTC, JSE:CFR, KRX:005930, MC.PA, OTCMKT:LVMHF TYO:6952, TYO:7762, TYO:8050, VTX:UHR/SWX:UHRN By: David Franklin Click here to download the report (.pdf)   Summary of Findings The United States luxury watch market is plagued by an inventory glut that has […]

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Mass-Scale Data Networking Is Disrupting All of IT

Research Question: How does global data center scalability affect IT OEMs as elastic cloud computing-as-a-service eats into traditional box-based vendors’ dominance in private network construction? Which other companies will benefit or face challenges as mass-scale cloud delivery of data services expands into new categories of business? Companies: AAPL, AMZN, ANET, CHKP, CSCO, EQIX, FEYE, FIT, FTNT, […]

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November 2015 Trends Tracker

Trends Tracker Companies Covered: AAPL, ADDYY, AMZN, CMG, COH, DISH, FB, FIT, GME, GOOG/GOOGL, IHRT, KATE, KORS, MCD, MSFT, NFLX, NKE, P, PNRA, QSR, SCTY, SKX, TWTR, TWX, TYO:6758, TYO:7936, UA, VZ, WEN, YUM Click here to download the report (.pdf)   Summary of Findings Skechers USA Inc.’s (SKX) growth remains impressive. Expected purchases of Skechers […]

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