Research Question: Will WageWorks’ organic growth continue at its projected pace of 9% to 14%? Companies: ANTM, BNFT, CNDT, FITB, HQY, MMC, TNET, UMBF, WAGE, WLTW By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings An additional interview with a benefits manager for a financial services firm with nearly 5,000 employees […]
Research Question: Will WageWorks’ organic growth continue at its projected pace of 9% to 14%? Companies: BNFT, CNDT, HQY, MMC, TNET, UMBF, WAGE, WLTW By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings WageWorks Inc. (WAGE) is more likely to see its growth come from acquisitions rather than organically. Seven of […]
Research Question: How are network equipment companies responding to the new marketplace being shaped by on-demand cloud computing services from Google, Amazon and Microsoft? Companies: AMZN, ANET, CDW, CSCO, CTXS, FB, FFIV, GOOG/GOOGL, HPE, IBM, INTC, JNPR, MSFT, ORCL, VMW By: John Harrington Click here to download report (.pdf) Key Findings Accelerating cloud adoption rates […]
Research Question: Is there a credible threat to Nielsen’s stranglehold on the TV ad buying process? Companies: ADBE, AMZN, CBS, CHTR, CMCSA, CRM, DIS, DISH, FB, FOX, GOOG/GOOGL, NFLX, NLSN, ORCL, ROKU, SCOR, T, TWX, VIA/VIAB, VZ By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Nielsen N.V. (NLSN) is as […]
Research Question: Will SPS Commerce expand its retail network and increase wallet share among suppliers in the next 12 to 18 months? Companies: AMZN, CHUBA, DVMT, IBM, ORCL, SPSC, TSE:OTEX/OTEX By: David Franklin Click here to download report (.pdf) Summary of Findings SPS Commerce Inc.’s (SPSC) sales growth will continue in the next 12 […]
Research Question: Will Dentsply Sirona’s new North American distribution agreements accelerate digital dentistry adoption and reverse the company’s recent sales decline? Companies: ALGN, HSIC, IART, MMM, PDCO, SWX:NOBN, SWX:STMN, XRAY, ZBH By: David Franklin Click here to download report (.pdf) Summary of Findings Dentsply Sirona Inc.’s (XRAY) new distribution agreements with Henry Schein Inc. […]
Research Question: What wider effect does the systemic hacking of critical personal data have on industries beyond IT security? How probable are wider data losses that have been undiscovered or covered up by targeted organizations? Companies: AMZN, CHKP, CSCO, EFX, EXPGY, FEYE, FTNT, IBM, JNPR, MSFT, PANW, PFPT, TRU By: John Harrington Click here to download […]
Research Question: Will Q2 Holdings’ new products and recent product enhancements be the catalyst that ensures its upmarket success? Companies: ACIW, BOM:538835, EPAY, FDC, FIS, FISV, JKHY, NCR, QTWO, TBBK By: David Franklin Click here to download report (.pdf) Summary of Findings Q2 Holdings Inc. (QTWO) is experiencing growth in its core Tier 2–3 […]
Companies:BAS, CAT, CMI, HAL, HP, GE, KEG, NBR, NOV, PTEN, RNGR, SLB By: Janis Johnson Click here to download report (.pdf) Summary Well service companies are benefiting from fluid hauling and well shut-ins (BAS, KEG, RNGR). Some equipment suppliers may see a bump in orders (CAT, CMI, GE, NOV). Standby rates are not always […]
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