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March, 2016  // Posts published in March, 2016

ESP Systems from HAL, FTK, WFT in Highest Demand in Bleak Market

Research Question: Which oilfield products and services are most in demand in light of poor market conditions? Companies: BHI, FTK, HAL, HCLP, HP, MT, NBR, PTEN, SLB, SLCA, WFT, X Click here to download the report (.pdf)   Highlights Artificial Lift Equipment Boosts Production (BHI, FTK, HAL, SLB, WFT) Three sources working for manufacturers of […]

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March Trends Tracker

Trends Tracker Companies Covered: AAP, ADDYY, AMZN, ANGI, AZO, BRK.A/B, BWLD, CMCSA, CMG, COLM, COST, DECK, DG, DNKN, FB, GOOG/GOOGL, GPC, GRPN, JACK, KR, MCD, MNST, NFLX, NKE, ORLY, PBY, PEP, PLKI, PNRA, PUSH, PYPL, QSR, SBUX, SFM, SHAK, SKX, SONC, SWY, TFM, TGT, TWX, TYO:7936, UA, VFC, WEN, WFM, WMT, WWW, YELP, YUM Click here to […]

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Mar 28 2016 Technology

Cloud Confusion, Cheap Flash Arrays Wreaking Havoc on Storage Incumbents

Research Question: What is leading to the commoditization of the data storage industry and the disruption of incumbent vendors? Companies: AMZN, CSCO, EMC, GOOG/GOOGL, HPE, IBM, MLNX, MSFT, NTAP, PSTG, SMCI, SNDK, TPE:2382, TYO:6501 By: John Harrington Click here to download the report (.pdf)   Summary Clients are radically slowing their purchases of last-gen storage […]

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Textura’s Growth Is Aligned with Construction Industry’s Recovery

Research Question:Can Textura grow its SaaS solutions use among existing and new customers? Companies: LON:SGE, TXTR By: David Franklin Click here to download the report (.pdf)   Summary of Findings Textura Corp.’s (TXTR) success with existing and new customers alike will be directly tied to the recovery taking place in the construction market. If the […]

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Mar 18 2016 Banking, Technology

Q2 Holdings Poised for Growth Due to Increasing Demand and Happy Customers

Research Question: Is Q2 Holdings meeting customer expectations, and will it see meaningful organic and cross-selling success in 2016? Companies: ACIW, CSVI, FDC, FIS, FISV, INTU, JKHY, NCR, NVAFF, PYPL, QTWO, TSE:DH By: David Franklin Click here to download the report (.pdf)   Summary of Findings Q2 Holdings Inc.’s (QTWO) customer satisfaction levels are high, […]

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ELD Rule Likely to Raise Freight Rates, Benefit Large Trucking Companies in Late 2017

Research Question: Will price erosion and federal regulations push small, private trucking companies out of business to the benefit of the market’s bigger players? Companies: AIG, AMZN, CGI, CVTI, FDX, FWRD, HTLD, JBHT, LSTR, SWFT, UPS, USAK, WERN, XPO, YRCW By: David Franklin Click here to download the report (.pdf)   Summary of Findings Freight-shipping […]

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Mar 07 2016 Communications, Technology

The Priv Will Not Be a Game-Changing Phone for BlackBerry

Research Question: Is the Priv a game-changing smartphone for BlackBerry? Companies: AAPL, BBRY, GOOG/GOOGL, IBM, KRX:003550/003555, KRX:005930/005935, MOBL, MSFT, SHE:002502, TPE:2498, TYO:6758, TYO:6971, VMW By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings The new Priv smartphone will not be a game changer for BlackBerry Ltd. (BBRY), according to 13 […]

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Mar 03 2016 Communications, Technology

Tough Going for VoIP Providers Despite a Growing Market

Research Question: How penetrated are business VoIP providers, and can they continue to chip away at AT&T and Verizon? Companies:  BSFT, CSCO, CTXS, EGHT, GOOG/GOOGL, MITL, MSFT, RNG, SHOR, T, VG, VZ, WIN, WSTC By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Small and midsize businesses are rapidly migrating to […]

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IBM Rises Into Mass-Scale Cloud Capability

Research Question: What will be the effects on the data center colocation and cloud hosting sectors as the major U.S. telecoms pull out of data center ownership and cloud management businesses? Companies: AAPL, AMZN, CONE, CTL, DFT, DLR, EQIX, GOOG/GOOGL, HPE, IBM, MSFT, QTS, RAX, T, TYO:9432, VZ, ZAYO By: John Harrington Click here to […]

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