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October, 2016  // Posts published in October, 2016

The Cloud Sets Off a Next-Gen Network Switch War Led by Cisco (CSCO, ANET, HPE)

Research Question: Will private data center cloud networking replace traditional networks for enterprises not prepared to do large-scale IT networking migration to the public cloud in 2017? Which vendors are best positioned? Companies: AMZN, ANET, BRCD, CRM, CSCO, EPA:ALU, EXTR, GOOG/GOOGL, HPE, JNPR, MLNX, MSFT, SMCI, STO:ERIC-A/B, TPE:2345 By: John Harrington Click here to download report […]


The Pandora Jewelry Craze Still Has Life Left (CPH:PNDORA)

Research Question: Has the popularity of Pandora jewelry peaked? Companies: CPH:PNDORA, NILE, SIG, TIF By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings The popularity of Pandora A/S (CPH:PNDORA) jewelry remains on the upswing internationally, and only very faint signs of buyer fatigue are occurring in the United States, according to […]


Fraccing Service Price Increase in Marcellus Met With Resistance (HAL, TSE:CFW)

Research Question: Has there been any recent change in service demand or pricing in the Marcellus region? Companies:HAL, TSE:CFW   Click here to download report (.pdf)   Highlights Some service providers recently have made a pushto raise prices in the Marcellus Shale region’sfraccing category, the first attempt at an increase since the downturn began two years […]


Competition Continues to Gain on Taser’s Body Camera Market Dominance (TASR)

Research Question: Will Taser’s body camera and storage business continue to flourish despite its expensive products and increasing competition? Companies: AMZN, BOM:500530, DGLY, GPRO, HPE, HRS, IBM, LLL, MSFT, MSI, NTAP, SHE:002236, SHE:002415, TASR, TYO:6752, TYO:6758, TYO:7751 By: David Franklin Click here to download report (.pdf)   Summary of Findings Taser International Inc. (TASR) faces […]


Data Center Clouds: Connect, Expand, Acquire, Burst? (DFT, DLR, EQIX)

Research Question: What services are data-center-for-rent companies selling to compete in cloud computing? How will cloud expansion by the big players affect growth? Companies: AAPL, AMZN, CONE, COR, DFT, DLR, EQIX, FB, GOOG/GOGL, IBM, MSFT, ORCL, QTS, VZ By: John Harrington Click here to download report (.pdf)   Summary Getting and/or keeping companies offering cloud-based IT […]


TripAdvisor’s Instant Booking Has Gained Traction Since Blueshift’s June Report (TRIP)

Research Question: Is TripAdvisor’s Instant Booking feature seeing increased adoption from hotels and online travel agencies? Companies: EXPE, FB, GOOG/GOOGL, PCLN, SABR, SAP, TRIP By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings TripAdvisor Inc.’s (TRIP) Instant Booking is seeing growth and increased results compared with Blueshift Research’s June 23 report. Five […]


Fitbit Set for Holidays But Must Evolve into a Medical Device to Secure Future (FIT)

Research Question: Will Fitbit’s new products drive sales and help maintain the company’s market dominance? Companies: AAPL, AMS:TOM2, FIT, FOSL, GOOG/GOOGL, GRMN, KRX:005930, NKE, NURO, UA By: David Franklin Click here to download report (.pdf)   Summary of Findings Fitbit Inc.’s (FIT) prospects are high for strong holiday sales and continued market dominance, according to 11 […]


Stable Oil Price of $55-Plus Needed for Completions Work to Rise (HAL, SLB, SLCA)

Research Question: Which oilfield sectors will benefit first when a recovery in oil pricing occurs? Companies: BAS, HAL, HCLP, HP, NBR, PDS, PES, PTEN, RES, SLB, SLCA, SPN Click here to download report (.pdf)   Highlights Sources in every oilfield service category said oil prices mustmeet or exceed $55 per barrel and then stabilize before any […]


Oct 14 2016 Restaurants, Services

McDonald’s Cooks Up Slight Growth in Q3 But Challenged to Beat Q4 Comps (MCD)

Research Question: Will McDonald’s be able to combat high comps in the second half of 2016? Companies: CMG, DNKN, HABT, JACK, MCD, PNRA, QSR, RRGB, SHAK, SONC, WEN By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Third-quarter sales appear to be slightly positive year to year, but beating fourth-quarter same-store-sales numbers […]


Classic II UGGs Will Not Produce a Significant Sales Increase for Deckers (DECK)

Research Question: Are the Classic IIs and other new UGG styles enough to create a successful back-to-school and holiday season for Deckers? Companies: CAL, DECK, RPM, TGT, VFC By: David Franklin Click here to download report (.pdf)   Summary of Findings The new UGG fall lineup, including the Classic II, will not produce a significant sales […]