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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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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