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TWTR  // Posts tagged as "TWTR"

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 […]

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Tech Trends: Facebook Could Be Networking Itself Toward Trouble (FB)

Research Question: Are Facebook’s large data center networking expansions, which are geared toward heavy data loads like video and messaging, putting the company under pressure? Companies: AMZN, ANET, FB, GOOG/GOOGL, MSFT, SNAP, TWTR By: John Harrington Click here to download report (.pdf)   Summary Facebook Inc. (FB) may be painting itself into a precarious corner in […]

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Dec 21 2016 Consumer Goods

Lack of Trust, Transparency, Support Slows Adoption of Etsy’s Seller Services (ETSY)

Research Question: Why are more Etsy sellers not signing up for its seller services? Companies: AMZN, BABA, EBAY, ETSY, FB, FDX, FRA:DPW, GOOG/GOOGL, INTU, PYPL, SHOP, STMP, TWTR By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Etsy Inc.’s (ETSY) success with its seller services is largely dependent on the size […]

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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 […]

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Ad Tech Vendors, Publishers Most At Risk As Ad Blocking Builds

Research Question: Who will be the winners and losers as ad-blocking software moves to mobile? Companies: AAPL, CRTO, FB, GOOG/GOOGL, MSFT, NWS/NWSA, NYT, RUBI, S, T, TMUS, TRIP, TUBE, TWTR, VZ, YELP, YHOO By: Seth Agulnick Click here to download report .pdf   Summary of Findings The rise of mobile ad-blocking technology is causing significant pain […]

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April Trends Tracker

Trends Tracker Companies Covered: AAL, AAP, ADDYY, ALK, ALKS, BDSI, BRK.A/B, BWLD, CAR, CHH, CMG, DAL, DNKN EXPE, FB, H, HLT, HOT, HRTX, HTZ, IHG, JACK, JBLU, JCP, LNKD, LON:INDV, LUV, MAR, MCD, NKE, OWW, PBPB, PCLN, PLKI, PNRA, QSR, SHAK, SKX, SONC, STO:ORX, TRIP, TSX:GUD, TLV:TEVA, TTNP, TWTR, TYO:7936, UA, UAL, WEN, Z Click here to […]

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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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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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Social Media ROI Is Taking Real Estate Agents’ Eyes Off of Zillow

Research Question: Have negative realtor sentiment or competitive forces slowed Zillow’s growth? Companies: FB, GOOG/GOOGL, MSFT, NWS/NWSA, RLGY, RMAX, TWTR, Z By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings As in Blueshift Research’s 30, 2015, report, most real estate agency sources remain underwhelmed by Zillow Group Inc. (Z) and its […]

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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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