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April, 2015  // Posts published in April, 2015

Zendesk Well Positioned to Grow, Especially Among Current Users

Research Question: Can Zendesk broaden its application beyond traditional customer service use while moving upstream to more enterprise-level customers? Companies: ADBE, CRM, MSFT, NOW, ORCL, SAP, VRNT, ZEN By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Most sources expect Zendesk Inc.’s (ZEN) clients to broaden their application and to extend their deployment […]


Ubiquiti’s U.S. Sales Model Not Enterprise-Competitive

Research Question: As it tries to target the enterprise market, will Ubiquiti Networks’ down-line style distribution sales method offer it any advantage over other Wi-Fi network vendors in sales to U.S. enterprise and education clients? Companies: ARUN, CSCO, EXTR, FTNT, HIVE, HPQ, RKUS, UBNT By: John Harrington Click here to download the report (.pdf)   Highlights S. organizations, […]


Data Center Industry Goes All-In on Cloud Services Bet, Akamai Wins Big

Research Questions: What were the driving trends in colocation, managed hosting and content delivery networks during the first quarter? What will the remainder of the year look like for the major providers in these areas? Companies: AAPL, AKAM, AMZN, CONE, CRM, CSCO, CTL, EMC, EQIX, GOOG/GOOGL, IBM, HPQ, LVLT, MSFT, ORCL, RAX, T, WDAY, ZAYO By: John Harrington […]


April 2015 Trends Tracker

Trends Tracker Companies Covered: AAPL, AMZN, BABA, CL, CMCSA, DD, DISH, DNKN, EA, EBAY, ETR:BMW, ETSY, F, FB, GM, GOOG/GOOGL, KING, KR, LNKD, MCD, MON, MSFT, NFLX, SALE, SIRI, SYT, T, TGT, TSLA, TWC, TWTR, TWX, TYO:6752, TYO:6758, TYO:7201, TYO:7203, VIA/VIAB, VZ, WFM, ZNGA Click here to download the report (.pdf)   Summary of Findings Purchases […]


ADT Still Holding Off Others, DIY Looms As Next Threat

Research Question: Can ADT hang on to its share of the home security market as competition from cable/telecom companies and DIY products persists? Companies: AAPL, ADT, CKP, CMCSA, FTR, GOOG/GOOGL, HON, SWK, T, TWC, TYC, VZ Click here to download the report (.pdf)   Summary of Findings Ten of 16 sources reported rising overall demand for home […]


Apr 23 2015 Retail, Services

Coach’s Revitalization and Design Efforts Meet with Mixed Reactions

Research Question: Will Coach’s sales improve in 2015 as the company launches brand revitalization initiatives and new designs? Companies: CHDRF, COH, GES, HESAF, HKG:1913, KATE, KORS, LVMUY, PPRUY, PVH, RL, VRA By: David Franklin Click here to download the report (.pdf)   Summary of Findings Coach Inc.’s (COH) brand revitalization initiatives and new Stuart Vevers handbag designs evoked […]


Low Demand, Low Prices Characterize Oilfield Service Market

Research Question: What has been the result of lower E&P capex budgets? Companies: BAS, BHI, CLR, DVN, EGN, EOG, FANG, HAL, HP, KEG, MRO, NBR, NFX, PE, PTEN, PXD, RES, SLB, TCW, XEC Click here to download the report (.pdf)   Highlights Pressure Pumping Demand Continues to Diminish, Service Prices Hit Bottom (HAL, RES, SLB, TCW) Across many […]


Streaming Killed the Satellite Radio Star

Research Question: Will Pandora’s growth in auto infotainment result in share loss for SiriusXM over the next two years? Companies: AAPL, GOOG/GOOGL, IHRT, P, SIRI By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Pandora Media Inc. (P) and other web streaming services already are taking listener market share from SiriusXM Holdings Inc. […]


Marketing Automation Vendors Trying to Remain Relevant in an Evolving Market

Research Question: Can marketing automation vendors Marketo, HubSpot and Callidus successfully move upstream in this developing industry? Companies: ADBE, CALD, CRM, CSOD, CTCT, HUBS, IBM, MKTO, ORCL, SAP, TDC, TTGT, ULTI, WDAY By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings The marketing automation (MA) market lacks a clear trend as it is […]


Facebook’s Fortunes will be Boosted by Instagram, Video, Atlas

Research Question: Can Instagram and other new ad products keep Facebook’s revenue growth from slowing in 2015? Companies: AAPL, FB, GOOG/GOOGL, LNKD, MSFT, TWTR, YHOO By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Instagram and video ads will boost Facebook Inc.’s (FB) thriving advertising business in 2015, but the company stands to […]