April, 2014 // Posts published in April, 2014
RAX Faces Mounting Challenges In Hosting And Cloud Businesses
Research Question: Can Rackspace dominate the full-service cloud computing niche? Companies: AKAM, AMZN, CRM, CSCO, CTL, CTXS, EQIX, GOOG, HPQ, IBM, MSFT, ORCL, RAX, RHT, VMW, WDAY By: John Harrington Click here to download the report (.pdf) Summary of Findings Demand for high-touch cloud computing service is on the rise because enterprises need help deploying to the cloud, […]
Cruise Lines Gaining Back Pricing Power; River Cruises all the Rage
Research Question: Will cruise lines need to rely on continued discounts and decreased pricing to drive bookings for the rest of 2014? Companies: CCL, DIS, HKG:0678, NCLH, RCL By: Susan Jennings Click here to download the report (.pdf) Summary of Findings Fourteen of 16 travel agent sources noted increased bookings in 1Q14 compared to 1Q13. Pricing is […]
Gun Enthusiasts Are Shooting First, Stockpiling Later
Research Question: Are gun enthusiasts shooting more ammunition or hoarding it? Companies: ATK, CAB, DKS, GD, OLN, RGR, SWHC, WMT By: Chris Jenks Click here to download the report (.pdf) Summary of Findings Nine of 14 firing range personnel said customers/members are intent on shooting the ammunition they purchase and would use even more ammo if available. […]
Obstacles Loom on Tesla’s Road to Success in China and Europe
Research Question: Will Europe and China lead the way for Tesla sales in 2014? Companies: DDAIF, EPA:RNO, ETR:BMW, ETR:NSU, ETR:PAY3, FIATY, GM, HKG:1211, KRX:005380, STO:VOLV-B, TSLA, TYO:7201, TYO:7203, TYO:7211, TYO:7267, VLKAY By: Chris Jenks Click here to download the report (.pdf) Summary of Findings Interviews with 21 sources in China and Europe revealed considerable sales potential for Tesla […]
Zeltiq’s CoolSculpting Adoption Expected to Be Widespread
Research Question: Will Zeltiq’s CoolSculpting system become widely adopted by patients and physicians? Companies: CUTR, CYNO, ELOS, LMNS, VRX, ZLTQ By: David Franklin Click here to download the report (.pdf) Summary of Findings Zeltiq Aesthetics Inc.’s (ZLTQ) CoolSculpting device is expected to become widely adopted, thanks to growing interest and demand in noninvasive fat reduction procedures. Medical […]
Advertisers Increase Their Focus on Digital
Research Question: Was the anemic advertising spending at the middle of the first quarter a harbinger of 2014 growth? Companies: AAPL, AMCX, AMZN, AOL, CBS, CCO, CMCSA, CRWN, DIS, DISCA, DISH, DTV, EPA:DEC, FB, GCI, GOOG, LAMR, MSFT, NFLX, NLSN, NWS, NYT, P, SBGI, SNI, SSP, TRBAA, TWTR, TWX, VIA, YHOO By: Rachel Dangermond Click here to download the […]
BI on the Fly: Data Analysis Delivered to Any User, Anywhere; QLIK’s Next Impresses
Research Question: Will Qlik Technologies’ new BI software, QlikView.Next, alter the company’s growth profile as it transitions from a licensing to a pay-per-use revenue model? Companies: AMZN, CRM, DATA, IBM, MSFT, MSTR, N, ORCL, QLIK, SAP, SPLK, TIBX By: John Harrington Click here to download the report (.pdf) Summary of Findings Qlik Technologies Inc. (QLIK) is […]
Flotek’s CnF Has Potential, But More Data, Lower Price Needed
Research Question: Will Flotek’s CnF chemical become widely adopted by exploration and production companies to enhance the flow and recovery of hydrocarbons? Companies: BHI, CRR, ECL, FTK, HAL, SLB, TSE:CFW, WFT By: David Franklin Click here to download the report (.pdf) Summary of Findings Flotek Industries Inc.’s (FTK) Complex nano-Fluid Technology (CnF) product suite has the potential […]
Firewall “Feature Fatigue” Disrupts Legitimate Network Users’ Tasks
Research Question: Are network slowdowns and user session failures caused by next-generation firewalls interfering with legitimate network workflow? Companies: CHKP, FTNT, JNPR, MSFT, PANW By: John Harrington Click here to download the report (.pdf) Highlights So-called next-generation firewalls with layers of packet inspection, application management and session traffic intervention features are causing problems on networks with large […]
Keurig 2.0 Won’t Save GMCR from Unlicensed Marketshare Grab
Research Question: Can Keurig Green Mountain successfully consolidate market share through the development of its Keurig 2.0? Companies: BBBY, COST, DNKN, GMCR, JAH, JAMN, KR, KRFT, MDLZ, VTX:NESN, SBUX, SJM, SWY, TGT, THI, THS, WMT By: Reverdy Johnson Click here to download the report (.pdf) Summary of Findings The introduction of the Keurig 2.0 will not enable Keurig […]
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