September, 2016 // Posts published in September, 2016
The Cloud Has Cast a Shadow on IT Security Product Sales (PANW, FTNT, CHKP)
Research Question: What are the buying/implementation patterns for network security products now and looking into 2017? Which vendors’ products are or are not showing momentum? Companies: AMZN, CHKP, CSCO, CUDA, FEYE, FFIV, FTNT, GOOG/GOOGL, JNPR, MSFT, PANW By: John Harrington Click here to download report (.pdf) Summary Purchases of enterprise network security products have flattened […]
Higher, Stable Oil Price Needed Before Field Work Can Increase
Research Question: With oil pricing recently stabilizing in the mid- to upper $40s per barrel, what are expectations for demand and pricing for oilfield services for the remainder of 2016? Companies: BAS, BHI, FTK, HAL, HP, KEGX, NBR, PDS, PTEN, RES, SLB, SPN Click here to download report (.pdf) Highlights Wavering oil prices during the […]
Zillow Can’t Sustain ARPA Growth Rate But Is Still the Leading Real Estate Site (Z)
Research Question: Can Zillow sustain its gains in average revenue per account? Companies: FB, GOOG/GOOGL, NWS/NWSA, TWTR, Z By: David Franklin Click here to download report (.pdf) Summary of Findings Zillow Group Inc.’s (Z) average revenue per account (ARPA) will be flat, according to seven Zillow premier agents and five executives whose real estate agencies […]
ServiceMaster’s AHS on Track for Growth Despite a Technician Shortage (SERV)
Research Question: Will ServiceMaster’s American Home Shield maintain its service quality as it adds contractors and introduces new technology? Companies: ANGI, FAF, ORI, SERV, SHLD, YELP By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings ServiceMaster Global Holdings Inc.’s (SERV) American Home Shield (AHS) is well positioned to gain market share despite […]
Data Analytics Goes Big, Fast and Wide Open (RHT, INTC)
Research Question: What effect will ultra-fast networking and server technology have on the data analytics industry moving forward? Companies: AMZN, ANET, CSCO, DATA, HPE, IBM, INTC, MSFT, ORCL, QLIK, RHT By: John Harrington Click here to download report (.pdf) Summary Data center networking and storage advancements are opening the door for the analysis of unheard […]
Steady Adoption Growth Expected for Dentsply Sirona’s CEREC (XRAY)
Research Question: Will Dentsply Sirona’s merger lead to accelerated adoption of its CEREC CAD/CAM system? Companies: ALGN, HPE, HSIC, MMM, PDCO, XRAY By: David Franklin Click here to download report (.pdf) Summary of Findings Dentsply Sirona Inc. (XRAY) will see steady growth in the adoption of its CEREC system, according to 14 of 18 dentists, […]
Twitter’s Live Video Strategy Has Promise But Faces Big Hurdles (TWTR)
Research Question: Will live video save Twitter? Companies: AAPL, AMZN, FB, GOOG/GOOG, TWTR, VZ, YHOO By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Twitter Inc.’s (TWTR) foray into streaming live sports has some short-term potential to attract new users and advertising revenue, but the company faces many hurdles in fundamentally reversing […]
Monster Steady in a Growing Energy Drink Market, Will Do Well in China (MNST)
Research Question: Will Monster Beverage’s sales continue to rise, or will the energy drink brand be felled by a slowing category? Companies: CPB, DANOY, KO, MNST, PEP, SBUX, TPE:1216 By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings The energy drink market still is in growth mode, according to 17 of 23 […]
Copyright © 2015 Blueshift Research, LLC. All rights reserved.
