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AMZN  // Posts tagged as "AMZN"

May 17 2016 Communications, Technology

Cisco’s Sales Cycles Are Slowing Amid Its Product Strategy Shift

Research Question: What effect is Cisco’s shift toward its Digital Network Architecture and Network Functions Virtualization initiative having on enterprise sales? Companies: AMZN, CSCO, MSFT, MLNX, SMCI By: John Harrington Click here to download the report (.pdf)   Summary With no clear cloud strategy in place, Cisco Systems Inc. (CSCO) is pushing clients to revamp […]

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Optimism Abounds That J.C. Penney’s Turnaround Is Real

Research Question: Are J.C. Penney’s new initiatives enough to lead it to sustainable success in 2016 and beyond? Companies: ADDYY, AMZN, APPCQ, BBBY, BME:ITX, CHS, COST, HBI, HD, JCP, KSS, LB, LOW, LVMUY, M, NKE, PSUNQ, PVH, RL, SHLD, SPCHA, SQBG, STO:HM-B, TGT, TYO:9983, W, WMT By: Seth Agulnick Click here to download the report […]

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IBM’s and Oracle’s Own Cloud Ambitions Could Destroy Them

Research Question: How long will it take and how much will it cost for Oracle and IBM to transition to a cloud services model amid heavy competition? Will the move cannibalize their existing hardware/software businesses? Companies: AMZN, CRM, CSCO, GOOG/GOOGL, HPE, IBM, MSFT, ORCL, WDAY By: John Harrington Click here to download the report (.pdf) […]

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PayPal Use to Grow Among Consumers, Merchants Based on Recognition, Reliability

Research Question: Will PayPal’s latest moves increase use among merchants and shoppers, and how will it be affected by recent developments with Apple Pay and Amazon Payments? Companies: AAPL, AMZN, AXP, DFS, FB, FDC, GOOG/GOOGL, HPY, KRX:005935, MA, OSTK, PYPL, SQ, TWTR, TYO:4755, V, WFC By: Reverdy Johnson Click here to download the report (.pdf) […]

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Apr 14 2016 Automotive, Consumer Goods

Advance Auto Parts’ Push into Commercial Sales Remains Stalled

Research Question: Is Advance Auto Parts executing the right moves to catch up to its peers this year and beyond? Companies: AAP, AMZN, AZO, EBAY, GPC, ORLY By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Advance Auto Parts Inc.’s (AAP) focus on the commercial market is the right strategy, […]

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March Trends Tracker

Trends Tracker Companies Covered: AAP, ADDYY, AMZN, ANGI, AZO, BRK.A/B, BWLD, CMCSA, CMG, COLM, COST, DECK, DG, DNKN, FB, GOOG/GOOGL, GPC, GRPN, JACK, KR, MCD, MNST, NFLX, NKE, ORLY, PBY, PEP, PLKI, PNRA, PUSH, PYPL, QSR, SBUX, SFM, SHAK, SKX, SONC, SWY, TFM, TGT, TWX, TYO:7936, UA, VFC, WEN, WFM, WMT, WWW, YELP, YUM Click here to […]

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Sony, Samsung Among Early Leaders in the Race for VR Profits

Research Question: As virtual reality hits the mainstream market, which hardware makers, software developers and content creators will emerge as the winners? Companies: AAPL, ADSK, AMD, AMZN, EMAN, FB, GOOG/GOOGL, GPRO, HKG:0700, KRX:005930, MSFT, NOK, NVDA, NYT, TPE:2498, TYO:6758, TYO:7751 By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings HTC […]

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Mar 28 2016 Technology

Cloud Confusion, Cheap Flash Arrays Wreaking Havoc on Storage Incumbents

Research Question: What is leading to the commoditization of the data storage industry and the disruption of incumbent vendors? Companies: AMZN, CSCO, EMC, GOOG/GOOGL, HPE, IBM, MLNX, MSFT, NTAP, PSTG, SMCI, SNDK, TPE:2382, TYO:6501 By: John Harrington Click here to download the report (.pdf)   Summary Clients are radically slowing their purchases of last-gen storage […]

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ELD Rule Likely to Raise Freight Rates, Benefit Large Trucking Companies in Late 2017

Research Question: Will price erosion and federal regulations push small, private trucking companies out of business to the benefit of the market’s bigger players? Companies: AIG, AMZN, CGI, CVTI, FDX, FWRD, HTLD, JBHT, LSTR, SWFT, UPS, USAK, WERN, XPO, YRCW By: David Franklin Click here to download the report (.pdf)   Summary of Findings Freight-shipping […]

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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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