January, 2018 // Posts published in January, 2018
Tech Trends: Cloud Automation Is Disrupting Everything IT
Research Question: Which legacy information technology is most at risk of being diminished or replaced by next-generation developments and cloud-hosted services this year? Which vendors are most likely to be affected? Companies: AMZN, CSCO, CTXS, DVMT, FFIV, GOOG/GOOGL, HPE, IBM, INTC, MSFT, RHT, VMW By: John Harrington Click here to download report (.pdf) Key […]
Ulta Beauty Idea Proposal (ULTA)
Is Ulta’s slowdown a sign that the company’s successful run has peaked, or is this just a bump in the road? Report Available: February 23, 2018 Blueshift’s initial research found ULTA showing signs of concern as trends change in the beauty industry and growing competition looks to take share in the category. Despite double […]
Amazon RX and Medical/Dental Supply Idea Proposal (AMZN, HSIC, PDCO)
How soon until Amazon’s venture into RX and medical/dental supply sales and distribution disrupts traditional channels? Report Available: February 22, 2018 Blueshift’s initial research found AMZN putting the prescription drug and medical/dental supply distribution channels on notice. Recent actions by AMZN, which include obtaining pharmacy licenses in 12 states, hiring professional health care staff, and […]
Share Loss and Top Agent Departures Challenge Realogy in High-end Markets (RLGY)
Research Question: Are technology-enabled real estate brokerage competitors like Compass and Redfin taking agents and market share from Realogy? Companies: AMZN, BRK.A/B, NWSA, PRPPF, RDFN, RLGY, Z By: David Franklin Click here to download report (.pdf) Summary of Findings Realogy Holdings Corp. (RLGY) brands, which serve luxury real estate markets, are experiencing strong competition […]
Aaron’s Progressive Leasing Idea Proposal (AAN)
Will Aaron’s Progressive Leasing unit continue to grow at its current pace? Report Available: February 8, 2018 Blueshift’s initial research found that Progressive Leasing, AAN’s lease-to-own option for retailers, is growing significantly, outperforming AAN’s store business. Progressive is adding new accounts from national retailers like SIG and seeing retailers like CONN switch to Progressive from […]
Tech Trends: 2018 IT Spending Will Be Flat and Will Move from Products to the Cloud
Research Question: How will the tech networking, storage and security verticals deal with the expansion of on-demand cloud IT in 2018? Has the cloud permanently diminished large growth for the biggest incumbents? Companies: AKAM, AMZN, CHKP, CSCO, DVMT, FTNT, GOOG/GOOGL, HPE, IBM, JNPR, MLNX, MSFT, NTAP, ORCL, PANW, PFPT, PSTG, RHT, SMCI By: John Harrington Click […]
Neither Price Hikes Nor Competitors Will Slow Netflix This Year (NFLX)
Research Question: Will Netflix’s price increase open the door for a growing set of competitors to steal subscribers? Companies: AAPL, AMZN, CBS, CHTR, CMCSA, DIS, DISH, ERIC, FB, FOX, GOOG/GOOGL, LON:SKY, NFLX, RLJE, ROKU, T, TMUS, TWX, VZ By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Netflix Inc.’s (NFLX) recent […]
Everbridge Idea Proposal (EVBG)
Are Everbridge’s mass notification customers adding new applications to their existing plans? Will Everbridge continue adding new customers at its current pace? Report Available: February 7, 2018 Blueshift’s initial research found EVBG, provider of a cloud-based software that automates and manages responses to public safety threats and critical business events, experiencing a breakout year in […]
Tech Trends: Flawed Chips to Help Makers (Excepting Lawsuits) and Big Cloud (INTC, AMD, NVDA)
Research Question: What will be the immediate and longer-term effects of the “Meltdown” and “Spectre” security flaws built into the world’s leading microprocessors as related to their makers and end users? Companies: AMD, AMZN, CSCO, GOOG/GOOGL, INTC, MSFT, NVDA By: John Harrington Click here to download report (.pdf) Key Findings Intel’s and AMD’s computer […]
Cruise Lines Primed for Smooth Sailing in the 2018 Wave Season (CCL, RCL, NCLH)
Research Question: Will booking growth for wave season 2018 continue to be ahead of last year’s pace? Companies: CCL/CUK, DIS, HKG:0678, NCLH, RCL By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Early trends show wave season bookings are ahead of last year’s pace and are expected to continue at […]
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