Trends Tracker Companies Covered: AAPL, ADDYY, BWLD, CMG, COH, FB, FIT, GOOG/GOOGL, IHRT, KATE, KORS, MCD, NKE, P, PNRA, QSR, SHAK, SKX, SONC, TWTR, UA, WEN, YUM Click here to to download the report (.pdf) Summary of Findings McDonald’s Corp. (MCD) has continued to slide in 2016. Visits have declined, all-day breakfast orders have slowed, and […]
Will the upward cycle in the residential HVAC market continue in 2016 and beyond? Click Here By: Chris Jenks Summary of Findings Interviews with 14 HVAC industry professionals revealed zero expectations of a market coming off its peak in Those projecting a peak placed it two to five years out—or even longer if the […]
Will oil and gas operators abandon Flotek’s CnF in light of the controversy surrounding FracMax? Click here By: David Franklin Summary of Findings Operators that have experienced enhanced oil and gas recovery through the use of Flotek Industries Inc.’s (FTK) Complex nano-Fluid (CnF) are unlikely to abandon the chemical despite Bronte Capital’s November report, according […]
Has there been any change in demand or pricing in the upstream E&P market and what strategies are service providers using to survive? Companies: BAS, BHI, COP, EPD, HAL, HCLP, HP, KEG, NBR, NS, PDS, PTEN, RES, SLB, SLCA, SPN Click here to download the report (.pdf) Highlights Several Operators Buying Sand/Proppants Directly From […]
How large of an opportunity will the fiber-optic infrastructure buildout be for Dycom, and how long will the buildout last? Companies: CCI, CMCSA, CTL, DY, FTR, GD, GLW, GOOG/GOOGL, MTZ, STO:ERIC-B, T, TWC, TYO:6702, VZ, WIN, ZAYO Click here to download the report (.pdf) By: David Franklin Summary of Findings Fifteen of 16 sources […]
Research Question: As endpoint and cloud security emerge as the next big battlegrounds, will the shift away from centralized data networking blunt or end large revenue growth opportunities for IT security vendors? Companies: AMZN, CHKP, CSCO, EMC (RSA) FEYE, FTNT, INTL, JNPR, MSFT, PANW, SYMC By: John Harrington Click here to download the report (.pdf) […]
Will Taser continue to grow its body camera business, while successfully signing law enforcement agencies onto Evidence.com’s more comprehensive service plans? Companies: TASR Click here to download the report (.pdf) By: Susan Jennings Summary of Findings Taser International Inc.’s (TASR) body camera business will continue to grow as its cameras increasingly are adopted by […]
Research Question: Will Atlassian’s workflow tools continue to grow quickly with software development teams while also expanding into new use cases? Companies: CA, CRM, GOOG/GOOGL, HPE, IBM, JIVE, MSFT, NOW, ORCL, TEAM, ZEN By: Seth Agulnick Click here to download the report (.pdf) Summary of Findings Atlassian Corp. Plc’s (TEAM) tracking and collaboration tools, widely […]
Research Question: Have negative realtor sentiment or competitive forces slowed Zillow’s growth? Companies: FB, GOOG/GOOGL, MSFT, NWS/NWSA, RLGY, RMAX, TWTR, Z By: Susan Jennings Click here to download the report (.pdf) Summary of Findings As in Blueshift Research’s 30, 2015, report, most real estate agency sources remain underwhelmed by Zillow Group Inc. (Z) and its […]
Research Question: Is the subprime auto loan industry in a bubble that will burst this year? Companies: ALLY, CACC, COF, GM, KAR, LAD, PAG, SC, WFC By: Chris Jenks Click here to download the report (.pdf) Summary of Findings An auto financing bubble that is set to burst in 2016 does not exist. Only three […]
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