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AMZN  // Posts tagged as "AMZN"

Tempur Sealy Faces Increasing Challenges As Sealy Fades, Steinhoff Disrupts (TPX)

Research Question: Will the combination of current competitors and the possible threat from Steinhoff upend Tempur Sealy? Companies: AMZN, COST, ETR:SNH, OSTK, SCSS, TPX, WMT By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Tempur Sealy International Inc. (TPX) will struggle to grow revenue in the face of several competitive headwinds. Specifically, […]


Data Analytics Goes Big, Fast and Wide Open (RHT, INTC)

Research Question: What effect will ultra-fast networking and server technology have on the data analytics industry moving forward? Companies: AMZN, ANET, CSCO, DATA, HPE, IBM, INTC, MSFT, ORCL, QLIK, RHT By: John Harrington Click here to download report (.pdf)   Summary Data center networking and storage advancements are opening the door for the analysis of unheard […]


Twitter’s Live Video Strategy Has Promise But Faces Big Hurdles (TWTR)

Research Question: Will live video save Twitter? Companies: AAPL, AMZN, FB, GOOG/GOOG, TWTR, VZ, YHOO By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Twitter Inc.’s (TWTR) foray into streaming live sports has some short-term potential to attract new users and advertising revenue, but the company faces many hurdles in fundamentally reversing […]


Networking Innovations Are Disrupting the Data Center Industry

Research Question: Are radical changes in networking going to affect data center design? Which IT vendor categories will be affected? Companies: AAPL, AMZN, ANET, CONE, COR, CSCO, CTL, DFT, DLR, EQIX, FB, GOOG/GOOGL, HPE, IBM, INTC, JNPR, MSFT, NTAP, ORCL, RAX, T, VZ By: John Harrington Click here to to download the report (.pdf)   Summary Dramatic […]


Data Storage As You’ve Known It Is Headed for Extinction

Research Question: What new, disruptive technologies are market-ready in data storage networking? What effect will they likely have on incumbent storage vendors? Companies: AMZN, CSCO, EMC, FB, GOOG/GOOGL, HPE, IBM, INTC, KRX:005930/005935, MLNX, MSFT, NTAP, PSTG, SMCI, TPE:2382, WDC By: John Harrington Click here to download the report (.pdf)   Summary What used to be a closed […]


Shopify Will Sustain Growth But Be Challenged in Upmarket Move

Research Question: Is Shopify’s platform scalable for big brands, and is its growth sustainable? Companies: AAPL, AMZN, CRM, FB, IBM, N, ORCL, SAP, SHOP, SQ, WIX By: David Franklin Click here to download the report (.pdf)   Summary of Findings Shopify Inc.’s (SHOP) market-leading small and midsized retail ecommerce platform is unlikely to successfully scale up to […]


The Cloud, Competition and Commodity Pricing Will Block 2H16 IT Network Growth

Research Question: Is the era of significant revenue growth over for the large, mainstream IT network vendors? Companies: AMZN, ANET, CSCO, EQIX, FFIV, GOOG/GOOGL, HPE, IBM, INTC, JNPR, MLNX, MSFT, ORCL, SMCI, TPE:2382 By: John Harrington Click here to download the report (.pdf)   Summary Although second-quarter IT network sales appeared stable year to year, sales […]


365 Store a Work in Progress, Whole Foods’ Turnaround Struggling

Research Questions: Will Whole Foods’ 365 store concept succeed? How is Whole Foods’ legacy store turnaround progressing? Companies: AHONY, AMZN, COST, DLTR, KR, NGVC, PUSH, SFM, TGT, UNFI, WBA, WFM, WMT By: David Franklin Click here to download the report (.pdf)   Summary of Findings Customers and store personnel believe Whole Foods Market Inc.’s (WFM) 365 is […]


Jun 23 2016 Travel & Leisure

Expectations, Enthusiasm Low for TripAdvisor’s Instant Booking

Research Question: Are hotels and OTAs seeing the benefits of adopting TripAdvisor’s Instant Booking feature? Companies: AMZN, EXPE, FB, GOOG/GOOGL, PCLN, TRIP By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Sources do not have high expectations for TripAdvisor Inc.’s (TRIP) Instant Booking based on early returns. Hotels are not yet seeing […]


Jun 22 2016 Entertainment

Pandora Is Stepping into a Minefield with Its On-Demand Service

Research Question: Will artists and record labels cut reasonable direct license deals with Pandora so that it can become a broader platform and grow listener hours? Companies: AAPL, AMZN, GOOG/GOOGL, P, TYO:6758, VIVHY By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Pandora Media Inc. (P) will be able to get […]