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November, 2018  // Posts published in November, 2018

Grubhub Is Not Losing Share But Trails in Usage and Popularity (GRUB)

Research Question: Is Grubhub losing share to competitors? Companies: AMZN, BWLD, CMG, GRUB, MCD, WEN, YUM By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Grubhub Inc. (GRUB) may not be losing share to competitors, but it has a smaller share of online food delivery orders than its rivals and a […]

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Tech Trends: Palo Alto Networks’ Channel Practices, Commissions Questioned (PANW)

Research Question: Can a shakeup of its NextWave channel partner program and a heavy push to market itself as a hybrid cloud security company help Palo Alto Networks stave off competition and post sustained growth so that it can finally turn a profit? Companies: AMZN, CHKP, FTNT, GOOG/GOOGL, MSFT, PANW By: John Harrington Click here to […]

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Tech Trends: Open Source, Containers to Kill Growth for Big Proprietary IT Vendors

Research Question: How are open-source and container software approaches tied to the big three clouds changing the way data networks operate? Companies: AMZN, CSCO, CTXS, FFIV, GOOG/GOOGL, IBM, MDB, MSFT, ORCL, RHT   By: John Harrington Click here to download report (.pdf)   Key Findings Although still below the radar, the shift in how to handle […]

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Mixed Signals for Tax Law’s Effects on Capex

Research Question: Are companies increasing their capex as a result of more favorable expensing rules? Companies: BA, BRK.A/B, CAT, CVX, DWDP, GE, HON, IR, JBHT, MMM, SLB, SWK, VZ, XOM By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Blueshift Research interviewed eight sources to assess the effects on capital spending […]

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Comtech and Next-Gen 911 Industry Will See Slow Growth Until Funding Is Available (CMTL)

Research Question: Will Comtech’s next-gen 911 products continue to drive growth, or is the momentum from the rollout fading? Companies: AAPL, CMTL, CSCO, CTL, FTR, GOOG/GOOGL, MSI, T, VZ By: David Franklin Click here to download report (.pdf)   Summary of Findings Comtech Telecommunications Corp.’s (CMTL) next-gen 911 and related products will experience demand and […]

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Burberry Benefitting from Tisci’s New Collection As Current Sales Up Year to Year (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, VIE:MC   By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Burberry Group plc (LON:BRBY) is benefitting from the buzz created by the upcoming release of Riccardo […]

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Tech Trends: Big Three Firewall Firms Face Upcoming Container Chaos (CHKP, FTNT, PANW)

Research Question: Can Check Point, Palo Alto Networks and Fortinet successfully transition to become major cloud security providers without exposing their revenue to increasing risk? Companies: AMZN, CHKP, FTNT, GOOG/GOOGL, IBM, MSFT, PANW, RHT   By: John Harrington Click here to download report (.pdf)   Key Findings In a word, “No.” A new industry is rapidly […]

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