June, 2016 // Posts published in June, 2016
EMV Compliance Delays Will Continue to Hurt HAWK’s Gift Card Sales
Research Question: Will the delay in retailers becoming EMV-compliant derail Blackhawk’s U.S. gift card business? Companies: AXP, C, DFS, EPA:ING, FDC, GPN, HAWK, JPM, MA, NCR, ORCL, PYPL, TSS, USB, V, VNTV By: Reverdy Johnson Click here to download the report (.pdf) Summary of Findings EMV compliance delays show no signs of being resolved this year […]
NVDQ’s DermACELL On Track to Achieve 2016 Sales Goal of $10 Million
Research Question: Will Novadaq grow DermACELL sales to $10 million in 2016 and $50 million or more by 2018? Companies: AGN, IART, JNJ, MDXG, NVDQ, NVS, OSIR By: David Franklin Click here to download the report (.pdf) Summary of Findings DermACELL, an acellular dermal matrix (ADM) tissue that is used primarily in breast reconstruction, is likely […]
Expectations, Enthusiasm Low for TripAdvisor’s Instant Booking
Research Question: Are hotels and OTAs seeing the benefits of adopting TripAdvisor’s Instant Booking feature? Companies: AMZN, EXPE, FB, GOOG/GOOGL, PCLN, TRIP By: Reverdy Johnson Click here to download the report (.pdf) Summary of Findings Sources do not have high expectations for TripAdvisor Inc.’s (TRIP) Instant Booking based on early returns. Hotels are not yet seeing […]
Pandora Is Stepping into a Minefield with Its On-Demand Service
Research Question: Will artists and record labels cut reasonable direct license deals with Pandora so that it can become a broader platform and grow listener hours? Companies: AAPL, AMZN, GOOG/GOOGL, P, TYO:6758, VIVHY By: Seth Agulnick Click here to download the report (.pdf) Summary of Findings Pandora Media Inc. (P) will be able to get […]
Slight Uptick in Demand for Fraccing and Workovers
Research Question: Have demand and pricing for oilfield services changed now that the price of oil per barrel has topped $50? Companies: BAS, BHI, HAL, HP, KEG, NBR, PDS, PTEN, RES, SLB, SPN Click here to download the report (.pdf) Highlights Fraccing Service Providers to Benefit from DUCs (BHI, HAL, RES, SLB) Three fraccing service providers […]
Competition, Cost Catching Up to Taser As Share Loss Looms
Research Question: Will Taser’s body camera and storage business continue to flourish despite increasing competition and high costs? Companies: AMZN, BOM:500530, DGLY, EMC, HPE, IBM, LLL, LON:IND, MSFT, MSI, NTAP, QTM, SHE:002236, SHE:002415, STO:AXIS, TASR, TYO:6752, TYO:6758, TYO:7751 By: Reverdy Johnson Click here to download the report (.pdf) Summary of Findings Rapidly growing and improving competition […]
Check Point’s New R80 Security Platform Reportedly Rife With Problems
Research Question: Has the intense IT security industry vendor war caused Check Point to push faulty software to market and other vendors to make critical mistakes in a rush to win sales? Companies: CHKP, CSCO, FEYE, FTNT, JNPR, MSFT, PANW By: John Harrington Click here to download the report (.pdf) Summary Check Point Software Technologies Ltd.’s […]
Perrigo Recovery Will Happen, Expected to Take Time
Research Question: Will Perrigo recover from a recent string of negative developments to see growth over the short and long term in its three main business lines? Companies: GSK, JNJ, MYL, PRGO, TEVA By: David Franklin Click here to download the report (.pdf) Summary of Findings Perrigo Co. plc (PRGO) is expected to recover over time […]
Deck is Stacked Against FICO’s Decision Management Software
Research Question: Will FICO’s decision management platform transform the company into an analytics leader in the next 2 to 3 years? Companies: ADBE, EFX, EXPN, FICO, IBM, ORCL, PEGA, SAP By: Seth Agulnick Click here to download the report (.pdf) Summary of Findings Fair Isaac Corp.’s (FICO) Decision Management Suite 2.0 is a promising entry in […]
Copyright © 2015 Blueshift Research, LLC. All rights reserved.
