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September, 2018  // Posts published in September, 2018

Updates from Oil Patch: Well Service, Fraccing, Drilling Improving on More Available Cash

Research Question: With investments coming into the oil patch, which activities are happening in the field? Companies: BAS, FRAC, HAL, HP, KEG, NBR, NOV, PDS, PTEN, RES, RNGR, SLB Click here to download report (.pdf)   Highlights E&P companies are focused on revitalizing older wells, fraccing newly drilled wells to put online quickly, and drilling new […]

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Burberry’s New Line Breathing Much-Needed Life into the Brand (LON:BRBY)

Research Question: What was the initial response to Burberry’s release of Riccardo Tisci’s first collection? Will this new line revitalize the brand?’ Companies: LON:BRBY By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Burberry Group plc’s release of Riccardo Tisci’s first collection since being named creative director has been a rousing […]

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Amazon Expected to Disrupt and Deeply Penetrate the Healthcare Market (AMZN)

Research Question: How deeply can Amazon penetrate the healthcare industry? Where will it have the greatest success? Which barriers will be the most difficult for Amazon to overcome? Companies: ABC, AET, AMZN, BRK.A/B, CAH, CI, CVS, ESRX, JPM, MCK, TEVA, TGT, UNH, WBA, WMT By: David Franklin Click here to download report (.pdf)   Summary […]

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Wix Code Could Boost Revenue But Not Lure WordPress Devotees (WIX)

Research Question: Will Wix Code spur a major spike in Wix’s paid subscription base or revenue per user? Companies: ADBE, GDDY, MSFT, SHOP, SQ, WIX By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings com Ltd. (WIX) may have a better chance to get current subscribers to pay more to use […]

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Tech Trends: IT Vendors Squeeze Channel Partners As Sales Tighten Due to the Cloud

Research Question: Are IT vendors changing terms among their channel resellers in order to collect more sales revenue at the expense of long-time partners as a result of competition from the major cloud providers? Companies: AMZN, CHKP, CSCO, DVMT, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, JNPR, MSFT, ORCL, PANW   By: John Harrington Click here to download […]

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