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November, 2017  // Posts published in November, 2017

Tech Trends: Blockchain Is Poised to Disrupt Like the Internet—Only Faster

Research Question: How fast will decentralized blockchain data applications become a major disruption to traditional database and transactional software? Which IT sector will be affected the soonest? Companies: AMZN, CSCO, DVMT, GOOG/GOOGL, GS, HPE, IBM, INTC, MSFT, ORCL, RHT By: John Harrington Click here to download report (.pdf)   Key Findings Blockchain disruption is already happening […]

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Report Update: Internet Listing Service Performance Declining Despite Increased Spending (CSGP)

Research Question: Can CoStar’s Apartments.com maintain its dominance in the ILS market despite fierce competition and a low barrier to entry? Companies: CSGP, FB, GOOG/GOOGL, RP, Z By: David Franklin Click here to download report (.pdf)   Summary of Findings A top-10 multifamily management company is experiencing declining performance from its Internet Listing Services (ILS) […]

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Report Update: Grubhub Continues to Outperform Competitors, Including UberEATS (GRUB)

Research Question: Will Grubhub’s purchase of Eat24 be enough to hold off competitors? Companies: AMZN, GRPN, GRUB, MCD, PNRA, SQ, YELP By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Grubhub Inc. (GRUB) remains the top performing delivery business, outpacing all competitors, according to a frozen yogurt franchise owner source who […]

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Tech Trends: Outbound Cloud Connections Pose a Big Threat to Brand-Name IT Vendors

Research Question: Is the rapid spread of local direct fiber access to major cloud platforms accelerating the sales slowdown of DIY IT equipment and software? Companies: AMZN, CMCSA, COMM, COR, CSCO, CTL, CVLT, DLR, DVMT, EQIX, GLW, GOOG/GOOGL, HPE, IBM, MSFT, ORCL, T, VMW, VZ By: John Harrington Click here to download report (.pdf)   Key […]

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Tech Trends Report Update: Palo Alto Networks’ Super VAR Optiv Discounting Against Other Partners (PANW)

Research Question: What is behind Palo Alto Networks’ recent very deep price discounting? Companies: CHKP, CSCO, FEYE, FFIV, FTNT, JNPR, MSFT, PANW, PFPT By: John Harrington Click here to download report (.pdf)   Summary of Findings In a follow-up to Blueshift’s Nov. 9 Tech Trends security report which focused on Palo Alto Networks Inc. (PANW) […]

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Tech Trends: Palo Alto Networks Discounts Its Way Into Sales As the Security Sector Softens (PANW)

Research Question: Is Palo Alto Networks’ very deep price discounting a one-time move to gain share from Check Point? Or is it a new normal in a market in which cloud competition and a crowded IT security sector have slowed client purchasing cycles? Companies:CHKP, CSCO, FEYE, FFIV, FTNT, JNPR, MSFT, PANW, PFPT By: John Harrington Click […]

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FPH’s Three Developments on Schedule with No Expected Delays (FPH)

Research Question: Are FivePoint Holdings’ three major development projects on track to meet their stated timelines and milestones? Companies: AMZN, FPH, LEN, TOL By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings All three of FivePoint Holdings LLC’s (FPH) major development projects are on schedule to meet their timelines and milestones. […]

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Nov 02 2017 Industrial, Transportation

Pressure Is on Freight Brokers to Combat the Tech Revolution (CHRW, JBHT, LSTR, XPO)

Research Question: Will freight brokerages successfully adjust as digital brokers disrupt the industry? Which companies are best positioned to thrive? Companies: AMZN, CHRW, ECHO, FDX, GOOG/GOOGL, JBHT, KNX, LSTR, ROP, SNDR, UPS, WMT, XPO By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Digital freight-matching services like Uber Freight and Convoy […]

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