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May, 2016  // Posts published in May, 2016

May Trends Tracker

Trends Tracker Companies Covered: AAPL, ADDYY, BRK.A/B, BWLD, CAR, CCL/CUK, CMG, COH, DECK, DIS, DNKN, DPZ, EXPE, FIT, FRA:PUM, HABT, HTZ, JACK, KATE, KORS, MCD, NCLH, NDLS, NKE, OWW, PBPB, PCLN, PLKI, PNRA, QSR, RCL, SHAK, SKX, SONC, TRIP, UA, VFC, WEN, YUM Click here to download the report (.pdf)   Summary of Findings Coach has taken […]


Tempur-Pedic Wields Pricing Power, Countered By Sealy’s Struggles

Research Question: Is Tempur Sealy handling competition from traditional brands and bed-in-a-box upstarts to the point it can push through price increases? Companies: MFRM, SCSS, TPX By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Tempur Sealy International Inc.’s (TPX) Tempur-Pedic mattresses are in a category all their own, capitalizing on the […]


Battle Between Pure Storage and EMC Means Little

Research Question: Is the all-flash data storage shift already falling toward commodity pricing, or can new sustained growth occur for any single vendor as clients switch over? Also, what threat does cheap cloud storage pose? Companies: AMZN, EMC, GOOG/GOOGL, HPE, INTC, KRX:005930, MLNX, MSFT, NTAP, PSTG, SMCI, TPE:2382, WDC By: John Harrington Click here to download […]


DWRE Growth Will Slow Due to Performance Issues and Competitive Pressure

Research Question: As Demandware continues to generate double-digit growth rates, are existing customers expanding their use of its services, including predictive intelligence applications? Companies: ADBE, AMZN, DWRE, EBAY, GDDY, GOOG/GOOGL, IBM, MSFT, N, ORCL, SAP, SHOP, WIX By: David Franklin Click here to download report (.pdf)   Summary of Findings Demandware Inc.’s (DWRE) double-digit growth rate […]


PANW’s Growth Bumps Into Security Market Slowdown

Research Question: How are leading security vendors handling continuing attacks against data networks, clients demanding answers about high pricing, and sales cycle slowdowns? Companies: AMZN, CHKP, CSCO, FEYE, FTNT, JNPR, LON:QQ, MSFT, PANW By: John Harrington Click here to download the report (.pdf)   Summary Palo Alto Networks Inc. (PANW) has stated that its rapid […]


May 17 2016 Communications, Technology

Cisco’s Sales Cycles Are Slowing Amid Its Product Strategy Shift

Research Question: What effect is Cisco’s shift toward its Digital Network Architecture and Network Functions Virtualization initiative having on enterprise sales? Companies: AMZN, CSCO, MSFT, MLNX, SMCI By: John Harrington Click here to download the report (.pdf)   Summary With no clear cloud strategy in place, Cisco Systems Inc. (CSCO) is pushing clients to revamp […]


Theme of Recent Oil & Gas Conference: “Less Is Best”

Research Question: Which new products and services are oilfield vendors offering to reduce costs or to increase efficiency? Companies: CAT, CMI, FTI, HLX, KKR, OII, SLB, LON:WEIR Click here to download the report (.pdf)   Highlights Back to Basics—Subsea Style (FTI, HLX, OII, SLB) Two sources with subsea systems and equipment companies displaying their wares […]


Optimism Abounds That J.C. Penney’s Turnaround Is Real

Research Question: Are J.C. Penney’s new initiatives enough to lead it to sustainable success in 2016 and beyond? Companies: ADDYY, AMZN, APPCQ, BBBY, BME:ITX, CHS, COST, HBI, HD, JCP, KSS, LB, LOW, LVMUY, M, NKE, PSUNQ, PVH, RL, SHLD, SPCHA, SQBG, STO:HM-B, TGT, TYO:9983, W, WMT By: Seth Agulnick Click here to download the report […]


IBM’s and Oracle’s Own Cloud Ambitions Could Destroy Them

Research Question: How long will it take and how much will it cost for Oracle and IBM to transition to a cloud services model amid heavy competition? Will the move cannibalize their existing hardware/software businesses? Companies: AMZN, CRM, CSCO, GOOG/GOOGL, HPE, IBM, MSFT, ORCL, WDAY By: John Harrington Click here to download the report (.pdf) […]


Zillow’s Growth Unlikely to Slow Anytime Soon

Research Question: Are competitive forces and social media advertising slowing Zillow’s growth? Companies: FB, GOOG/GOOGL, MSFT, NWS/NWSA, RLGY, RMAX, TWTR, Z By: David Franklin Click here to download the report (.pdf)   Summary of Findings None of the emerging and ongoing competitive forces will slow Zillow Group Inc.’s (Z) growth in the next six to […]