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June, 2015  // Posts published in June, 2015

Switch Wars: Faster, Better, Cheaper and Plentiful for Commodity Clouds

Research Question: With large-scale cloud players making their own switching gear, or considering it, and with switches from Chinese contract builders flooding the market, how will Arista continue to grow against traditional rivals like Cisco as well as new, low-cost competitors such as Mellanox? Companies: AMZN, ANET, BRCD, CSCO, EXTR, FB, GOOG/GOOGL, HPQ, JNPR, MLNX, SMCI, […]

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Cvent Growth to Continue As Event Planners, Hotels Demand Digital Management Tools

Research Question: Can Cvent convince significantly more hotels and event planners to pay for its service when so many use free web tools like Google Search? Companies: AMADF, CVT, GOOG/GOOGL, MKTO, YELP By: David Franklin Click here to download the report (.pdf)   Summary of Findings Cvent Inc. (CVT) is expected to post further revenue growth […]

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Jun 26 2015 Media & Print, Services

Advertising Update: Protracted Upfront Negotiations Result in CPM Rates That Are Flat to Up 4%

Research Question: Are CPM rates up in the upfront advertising market year to year? Companies: AMCX, CBS, CMCSA, DIS, DISCA, NWS/NWSA, SNI, TWX, VIA/VIAB By: Rachel Dangermond Click here to download the report (.pdf)   Summary of Findings Spending in the 2015–2016 upfront market is flat to down 5% for broadcast and cable networks. CPM rates […]

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June 2015 Trends Tracker

Trends Tracker Companies Covered:  AAPL, ADSK, AMBA, AMZN, ANGI, CHTR, CMCSA, COST, CTL, DDD, DISH, DTEGY, EBAY, FB, GOOG/GOOGL, GPRO, HKG:0992, HPQ, IHRT, KO, KR, KRX:005930/005935, LNKD, MSFT, NFLX, S, SBUX, SFM, SSYS, SWY, T, TGT, TMUS, TWTR, TWC, TWX, TYO:6758, VIA/VIAB, VZ, WFM, WMT, YELP, ZNGA Click here to download the report (.pdf)   Summary of […]

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Jun 23 2015 Financial, Real Estate

CoStar’s Apartments.com Advances Confined to the High-End Market for Now

Research Question: Are property managers satisfied with their ROI and quality/quantity of leads from CoStar’s Apartments.com? Companies: CSGP, FB, GOOG/GOOGL, NWS/NWSA, RP, Z By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings CoStar Group Inc.’s (CSGP) investment in com has led to some increases in lead quality and ROI among large […]

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Jun 19 2015 Retail, Services

Refrigerated Pet Food Market Ripe for Freshpet’s Expansion Plans

Research Question: Can Freshpet successfully expand its fridge locations at the rate of 2,000 per year? Companies: CENT, FRPT, NSRGY, SJM By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Freshpet (FRPT) can achieve its plans of installing 2,000 refrigerators in stores each year. Consumers are driving the demand for premium […]

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Jun 18 2015 Industrial, Transportation

New Regulations Cushion Railcar Builders From Oversupply

Research Question: Are low energy prices causing an oversupply in the railcar market, or will new safety regulations increase railcar orders? Companies: ARII, CSX, GBX, GMT, NSC, RAIL, TRN, WAB By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Low energy prices and new safety regulations for tank cars hauling […]

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Services, Connectivity Speed Up the Adoption of Microsoft’s Cloud

Research Question: What effect are Microsoft’s full-service cloud and Skype IP communications platform having on consumer mobile and business communications as massively available public and private Wi-Fi continues to expand? Companies: AMZN, CSCO, CTL, GOOG/GOOGL, MSFT, ORCL, S, T, TMUS, TWC, VZ By: John Harrington Click here to download the report (.pdf)   Summary Microsoft Corp.’s […]

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TASR Brand Trusted but Body Cam Cloud Revenues Could Disappoint

Research Question: Will Taser International be the primary beneficiary of the surge in demand for body cameras by law enforcement agencies? Companies: DGLY, GOOG, KOPN, TASR, TYO:6752 By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Taser International Inc. (TASR) will be one of many beneficiaries of growth in the use […]

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Jun 12 2015 Media & Print, Services

Advertising Update: Cable and Broadcast Vie for Fewer Dollars

Research Question: Are advertisers continuing to shift spending away from TV? Companies: AMCX, CBS, CMCSA, DIS, DISCA, FOX, SNI, TWX, VIA By: Rachel Dangermond Click here to download the report (.pdf)   Summary of Findings Spending in the 2015-2016 upfront market is weaker than last year with budgets for broadcast and cable flat to down mid-single digits. […]

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