May, 2014 // Posts published in May, 2014
Dorman Still Running Smoothly, Has Room to Add New SKUs
Research Question: Can Dorman continue its impressive run as the landscape for the auto parts aftermarket shifts and as competition from cheaper Chinese manufacturers rises? Companies: AAP, AZO, BWA, CAAS, DORM, F, FDML, GPC, ORLY, PBY, SMP, TPE:1522, ZX Click here to download the report (.pdf) Summary of Findings All 23 sources rated Dorman Products Inc. […]
ISRG’s da Vinci Xi and International Focus Unlikely to Spur Growth
Research Question: Will the new da Vinci Xi robot and a company focus on international growth lead to a turnaround for Intuitive Surgical? Companies: CVE:TMD, ISRG By: David Franklin Click here to download the report (.pdf) Summary of Findings Intuitive Surgical Inc.’s (ISRG) new da Vinci Xi System and the initiative to increase international sales and surgical […]
Tempur Sealy Whisper
Research Question: Will price, product and advertising drive Tempur Sealy sales in the second half of 2014? Companies Covered: Tempur Sealy International (TPX), Select Comfort (SCSS), Mattress Firm (MFRM) Report Available: June 25, 2014 Blueshift’s initial research shows Tempur Sealy experiencing growth through its merger, though North American sales are a soft spot and Serta is pushing […]
Shutterstock Whisper
Research Question: Will Shutterstock’s superior functionality be enough to defend its market share from competitors’ pricing pressure? Companies Covered: Shutterstock (SSTK) Report Available: June 19, 2014 Blueshift’s initial research shows Shutterstock gaining popularity with media buyers and web designers, though it faces increasing competition from new and existing stock image websites. Observations Shutterstock has seen year-over-year […]
Men’s Wearhouse Whisper
Research Question: Will Men’s Wearhouse realize lower pricing, cost savings, and higher brand awareness with its acquisition of Jos. A Bank, and is the shift to more casual formal wear a benefit to the new company? Companies Covered: Men’s Wearhouse (MW), Jos. A. Bank Clothier (JOSB) Report Available: June 27, 2014 Blueshift’s initial research shows Men’s Wearhouse’s acquisition of Jos. A. Bank resulting […]
Medidata Solutions Whisper
Research Question: Can Medidata Solutions capitalize on a stronger sales pipeline to reach its projected growth of 20% to 25% despite challenges from innovative competitors? Companies Covered: Medidata Solutions (MDSO), Veeva Systems (VEEV), Accelrys (ACCL), International Business Machines (IBM), Oracle (ORCL), Qualcomm (QCOM) Report Available: June 26, 2014 Blueshift’s initial research shows Medidata Solutions expecting growth from an expanded sales pipeline, […]
Ethernet Sales Grow, InfiniBand Sales Slow for Mellanox
Research Question: Will the trend toward 10 to 40 Gb Ethernet and the high-performance computing CPU refresh be the catalysts for Mellanox’s growth? Companies: AAPL, AMZN, BRCD, BRCM, CSCO, EMC, FB, FIO, GOOG, HPQ, IBM, INTC, JNPR, MLNX, NTGR, ORCL, QLGC By: David Franklin Click here to download the report (.pdf) Summary of Findings As in Blueshift […]
RTOS Leader QNX May Give BlackBerry a New Lease on Life
Research Question: Will BlackBerry be able to leverage its QNX technology to transform itself from a hardware company to a software company? Companies: AAPL, BBRY, CAVM, CSCO, GOOG, INTC, MSFT, RHAT By: Susan Jennings Click here to download the report (.pdf) Summary of Findings The automotive, medical and Internet of Things (IoT) fields are experiencing greater need […]
Facebook Will Thrive in Mobile Ad Space, but Will Not Dominate
Research Question: Will Facebook become the go-to platform for mobile advertisers? Companies: AAPL, CNVR, FB, GOOG, LNKD, MM, MSFT, P, TWTR By: Seth Agulnick Click here to download the report (.pdf) Summary of Findings Facebook Inc.’s (FB) extensive targeting capabilities, its status as the social identity for consumers, and the sheer volume of its users will help […]
TSM Whisper
Research Question: Can Taiwan Semiconductor defend its market leading position despite threats from price-aggressive competitors, shifting partnerships, and Intel’s efforts in the foundry market? Companies Covered: Taiwan Semiconductor (TSM), Intel (INTC), Samsung Electronics (KRX:005930), United Microelectronics (UMC) Report Available: June 13, 2014 Blueshift’s initial research shows TSM maintaining its lead in the semiconductor market with […]
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