August, 2016 // Posts published in August, 2016
HEDIS Will Create Modest Growth for Exact Sciences’ Cologuard (EXAS)
Research Question: Will the inclusion of Cologuard in the 2017 HEDIS quality measures drive growth for Exact Sciences? Companies: DGX, EPGNF, EXAS, GE, LH, SIEGY, TYO:6502 By: David Franklin Click here to download report (.pdf) Summary of Findings The inclusion and equal footing of Exact Sciences Corp.’s (EXAS) Cologuard in the 2017 Healthcare Effectiveness Data […]
Ad Tech Vendors, Publishers Most At Risk As Ad Blocking Builds
Research Question: Who will be the winners and losers as ad-blocking software moves to mobile? Companies: AAPL, CRTO, FB, GOOG/GOOGL, MSFT, NWS/NWSA, NYT, RUBI, S, T, TMUS, TRIP, TUBE, TWTR, VZ, YELP, YHOO By: Seth Agulnick Click here to download report .pdf Summary of Findings The rise of mobile ad-blocking technology is causing significant pain […]
Networking Innovations Are Disrupting the Data Center Industry
Research Question: Are radical changes in networking going to affect data center design? Which IT vendor categories will be affected? Companies: AAPL, AMZN, ANET, CONE, COR, CSCO, CTL, DFT, DLR, EQIX, FB, GOOG/GOOGL, HPE, IBM, INTC, JNPR, MSFT, NTAP, ORCL, RAX, T, VZ By: John Harrington Click here to to download the report (.pdf) Summary Dramatic […]
Oilfield Service Work Flattens on Lower Oil Price
Research Question: Have plans to increase well site work in the U.S. oilfield market stalled as a result of the recent pullback in oil prices? Companies: BAS, BHI, HAL, HP, KEGX, NBR, PDS, PTEN, RES, SLB, SPN Click here to download the report (.pdf) Highlights The pullback in oil prices to the low $40/bbl level during […]
Subprime Auto Loan Market Conditions Are Deteriorating
Research Question: Is the subprime auto loan industry in a bubble that will burst in the next 12 to 18 months? Companies: ALLY, COF, JPM, SC, WFC By: David Franklin Click here to download the report (.pdf) Summary of Findings Subprime auto loan market conditions have deteriorated since Blueshift Research’s 4 report, in which only three […]
Mail.ru Gaining Some Share As Ad Spending Continues to Shift Online
Research Question: Are the new ad products on Mail.ru’s myTarget platform allowing the company to increase its share of advertisers’ budgets in Russia? Companies: FB, GOOG/GOOGL, MLRUY/MLRYY, YNDX By: Reverdy Johnson Click here to download the report (.pdf) Summary of Findings Online ad spending continues to grow in Russia as advertisers and brands shift their focus […]
Bats Global Has Major Hurdles to Catching NYSE and Nasdaq
Research Question: Will Bats Global Markets monetize its platform to successfully close the gap with Nasdaq and NYSE? Companies: AMTD, AXP, BAC, BATS, BCS, BLK, CME, CS, DB, GS, IAP, ICE, IVZ, JPM, KCG, MS, NDAQ, SCHW, STT, TRI, TYO:8604, VIRT By: Seth Agulnick Click here to download the report (.pdf) Summary of Findings Bats Global […]
Data Storage As You’ve Known It Is Headed for Extinction
Research Question: What new, disruptive technologies are market-ready in data storage networking? What effect will they likely have on incumbent storage vendors? Companies: AMZN, CSCO, EMC, FB, GOOG/GOOGL, HPE, IBM, INTC, KRX:005930/005935, MLNX, MSFT, NTAP, PSTG, SMCI, TPE:2382, WDC By: John Harrington Click here to download the report (.pdf) Summary What used to be a closed […]
Applied Commercial HVAC Still Growing, JCI Not Taking Share
Research Question: Is the applied commercial HVAC cycle reaching its peak? Is Johnson Controls taking share from its competitors? Companies: ABM, CBG, IR, JCI, JLL, KRX:003550/003553, KRX:005930/005935, LII, TYC, TYO:6367, TYO:6501, TYO:6502, TYO:6503, UTX By: Reverdy Johnson Click here to download the report (.pdf) Summary of Findings The applied commercial HVAC cycle has not reached […]
Copyright © 2015 Blueshift Research, LLC. All rights reserved.
