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January, 2016  // Posts published in January, 2016

Dycom Industries Idea Proposal

Dycom Industries Idea Proposal

Research Question: How large will the telecom infrastructure build out be for Dycom Industries and how long will it last? Report Available: Feb. 17, 2016   Blueshift’s initial research shows several catalysts likely to cause continued growth for DY: T’s gigabit fiber expansion, the FCC’s Connect America Fund (CAF-II) funding for rural broadband deployment, and GOOG Fiber’s […]

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Blackberry Idea Proposal

Blackberry Idea Proposal

Research Question: Is the Priv a game-changing smartphone for BlackBerry? Report Available: Feb. 18, 2016   Blueshift’s initial research shows much excitement surrounding the Priv given its pop out keyboard, high quality camera, and running on Android. However, despite very positive user reviews, initial sales momentum appears to be lacking.   Observations BBRY surprised Wall Street […]

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Early Warning for ZLTQ’s CoolSculpting: CYNO’s SculpSure Could Cut into Next Year’s Share

Research Question: Can Zeltiq’s CoolSculpting system continue to fend off competitors with similar or superior body contouring products? Companies: AGN, CUTR, CYNO, ELOS, LMNS, NUS, TSE:VRX, ZLTQ By: David Franklin Click here to download the report (.pdf)   Summary of Findings Zeltiq Aesthetics Inc.’s (ZLTQ) CoolSculpting now faces competition from Cynosure Inc.’s (CYNO) recently approved SculpSure […]

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Paycom to Keep Strong Growth Rate with Quality Product, Large Prospect Pool

Research Question: Is Paycom’s new business growth sustainable? Companies: ADP, LON:SGE, MSFT, ORCL, PAYC, PAYX, PCTY, SAP, TNET, ULTI, WAGE, WDAY By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Eleven of 16 sources said Paycom Software Inc. (PAYC) will continue to grow in 2016 as it both brings in new […]

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Jan 11 2016 Services, Technology

FICO’s DMS Holds Real Potential But Must Be Properly Marketed

Research Question: How big can FICO’s Decision Management Suite become in the next two to three years? Companies: FICO, IBM, MSFT, MSTR, ORCL, PEGA, PRGS By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Twelve sources involved in the sales and use of decision management systems—clients, competitors, software designers and consultants—spoke […]

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Jan 08 2016 Services, Travel & Leisure

U.S. Cruise Industry Set for Smoother Sailing While China’s Fares Sink

Research Question: Will the 2016 wave season see strength despite heightened security concerns? Companies: CCL/CUK, DIS, HKG:0678, NCLH, RCL, TYO:9101 Report Type: Previously Covered/Full Report By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings The S. wave season has improved in terms of bookings and pricing year to year and even […]

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Audits, Credits, Discounts, Deals Define Cloud Battle

Research Question: Are cloud computing efforts by AWS, Microsoft and Google causing companies like Oracle to force or heavily entice clients to adopt their cloud offerings in order to compete in the space? Companies: AMZN, CONE, CRM, CSCO, CTL, DFT, DLR, EMC, EQIX, GOOG/GOOGL, HPE, IBM, MSFT, ORCL, RAX, T, VZ, WDAY By: John Harrington Click […]

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Jan 06 2016 Consumer Goods, Services

The Value of Nielsen’s Ratings Is Under Siege from Consumer Data

Research Question: Will emerging technology and new competition loosen Nielsen’s grip on the audience measurement industry? Companies: ACXM, ADBE, AMCX, AMZN, AOL, ARRS, CBS, CHTR, CMCSA, CVC, DIS, DISH, EXPGY, FB, FOX, GOOGL, KRX:005930/005935, MEG, NFLX, NLSN, NXST, RENT, ROVI, SCOR, T, TCLRY, TIVO, TWC, TWTR, TWX, VZ, WPPGY By: Seth Agulnick Click here to download […]

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Boot Barn Idea Proposal

Boot Barn Idea Proposal

Research Question: Will Boot Barn continue to see declining business in stores within or near oil and gas basins? Report Available: January 28, 2016   Blueshift’s research shows BOOT’s stores in oil and gas geographies suffering, and the full impact of the oil recession may have not yet been felt at BOOT’s Texas stores. BOOT’s merger […]

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