October, 2017 // Posts published in October, 2017
Report Update: Additional Enterprise Source Confirms WageWorks Challenged with ADP Transition (WAGE)
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 […]
NCS Multistage Holdings Idea Proposal (NCSM)
Will NCSM’s sliding sleeve fraccing method gain share in the U.S.? Report Available: December 13, 2017 Blueshift’s initial research found NCSM’s pinpoint fraccing method used in 7,800 wells with over 164,000 frac stages placed. The method is now used in almost 30% of the horizontal completions in Canada. In U.S. oil and gas […]
WageWorks’ Growth Stems from Acquisitions Rather Than New Clients (WAGE)
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 […]
Tech Trends: Network Vendors’ Cloud Response Short on New Ideas
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 […]
Nielsen Can Rest Easy on the Throne As the King of TV Ratings (NLSN)
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 […]
Ecommerce Is Driving SPS Commerce’s Growth Among Retailers and Suppliers (SPSC)
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 […]
XRAY’s New Distribution Will Increase Sales and Adoption of Digital Dentistry (XRAY)
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. […]
Tech Trends: Preventing Misuse of Stolen Data Is the New Frontier
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 […]
Q2 Holdings’ Upmarket Initiative Gains Traction Amid Growing Digital Demand (QTWO)
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 […]
FivePoint Holdings Idea Proposal (FPH)
Are FivePoint Holdings’ three major development projects on track to meet their stated timelines and milestones? Report Available: November 8, 2017 Blueshift’s initial research showed FPH with three major mixed-use development projects in various states of progress all receiving good news with regard to approvals lining the way closer to project completion. While […]
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