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AMZN  // Posts tagged as "AMZN"

Take It to the Bank: PayPal Continues to Shine (PYPL)

Research Question: 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? Companies: AAPL, AMZN, AXP, BABA, BAC, C, COF, DFS, FDC, GOOG/GOOGL, GPN, HKG:0700, JPM, KRX:005930/005935, MA, PAY, PYPL, SQ, TSE:SHOP, TSS, V, VNTV, WFC By: Seth Agulnick […]


Grubhub to Stay Ahead of Competitors with Purchase of Eat24 (GRUB)

Research Question: Will Grubhub’s purchase of Eat24 be enough to hold off competitors? Companies: AMZN, GRPN, GRUB, MCD, PNRA, SQ, YELP By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Grubhub Inc.’s (GRUB) purchase of Eat24 will help it keep its competitors at bay, a reversal of sentiment toward the company […]


Tech Trends: IT Security Gets Cloudier Everyday

Research Question: What factors are creating the most pressure on the traditional IT firewall marketplace? Companies: AMZN, CHKP, CSCO, FTNT, JNPR, MSFT, PANW, PFPT By: John Harrington Click here to download report (.pdf)   Summary Data security is moving faster than ever to a direct service model based in the cloud, cutting into new client sales […]


Amazon Prime Discount Program Not a Significant Threat to Dollar Tree (DLTR, AMZN)

Research Question: Will competitive pressure from Amazon’s Prime membership discount for low-income shoppers slow Dollar Tree’s sales? Companies: AMZN, COST, DG, DLTR, FIVE, TGT, WMT By: David Franklin Click here to download report (.pdf)   Summary of Findings com Inc.’s (AMZN) Prime membership discount for low-income shoppers is not a significant threat to Dollar Tree […]


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 […]


Suppliers Bullish on Wayfair, Others Lean Bearish Based on Costs, Amazon (W, AMZN)

Research Question: Will Wayfair’s bulls or bears be proven right in terms of the company’s revenue, customer acquisition, inventory, payment risk and competition? Companies: AMZN, BABA, BBBY, COST, OSTK, TCS, TGT, W, WMT By: David Franklin Click here to download report (.pdf)   Summary of Findings Wayfair Inc. (W) suppliers are positive about their relationships and sales […]


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 […]


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 […]


Data Center REITs Are Playing Musical Chairs in a Bubble World

Research Questions: Outside of the mega clouds, do enough opportunities exist for CDN, network interconnects, contra-clouds and other uses to meet public data center REIT operators’ growth expectations? Companies: AMZN, CONE, DFT, DLR, EQIX, FB, GOOG/GOOGL, MSFT, ORCL, QTS, TWTR By: John Harrington Click here to download report (.pdf)   Summary Data center operators have plenty […]


iRobot’s Roomba on Track, Holds Off Competition; Braava Limited in U.S. (IRBT)

Research Question: Will iRobot’s successful run continue? Companies: AMZN, BABA, BOM:500530, GOOG/GOOGL, HKG:0669, IRBT, KRX:003550/003555, KRX:005930/005935, SWK By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings iRobot Corp.’s (IRBT) Roomba robot vacuum is expected to continue its successful run as the industry leader and pacesetter. Brand recognition, marketing, word of mouth […]