December, 2018 // Posts published in December, 2018
Tech Trends: Part 1: Data and Disruption Will Be Everywhere in 2019
Research Question: What areas of information technology will be the focus for making money in 2019? Which trends will present opportunity or pain in the industry? Companies: AAPL, AMT, AMZN, ARRS, CCI, CSCO, CTXS, DELL, DVMT, GOOG/GOOGL, HPE, IBM, MSFT, NTAP, PANW, PSTG, RHT, SBAC, VMW, ZAYO By: John Harrington Click here to download report (.pdf) […]
Updates from Oil Patch: Oilfield Expenditures Likely to Flatten YY in 2019
Research Question: What is the outlook for E&P spending and oilfield services considering the recent decline in oil pricing? Companies: BAS, FRAC, HAL, HP, PDS, PTEN, RES, RNGR, SLB Click here to download report (.pdf) Highlights Oil pricing’s recent drop to the lower $50s has caused hesitation in industry circles for projects to move forward […]
ADBE’s Creative Cloud Subscription Growth Will Continue Despite Intense App-Level Competition (ADBE)
Research Question: Will Adobe’s Creative Cloud continue to experience year-to-year subscription growth? Companies: AAPL, ADBE, ADSK, DASTY, DATA, GOOG/GOOGL, MSFT, PS, WIX By: David Franklin Click here to download report (.pdf) Summary of Findings Adobe Inc.’s (ADBE) Creative Cloud will continue to see growth in new subscriptions and individual application subscriptions into 2019 but […]
PayPal Idea Proposal (PYPL)
Will PayPal’s efforts to monetize its Venmo app reach a tipping point in 2019? Report Available: January 10, 2019 Blueshift’s ongoing research found PYPL’s social payments platform, Venmo, thriving. PYPL has been ratcheting up its efforts to monetize the highly popular app. Venmo, however, has encountered higher-than-expected levels of fraud, especially with a key […]
Is Dell “the Hindenburg” of IT Vendors? (DELL, DVMT)
Research Question: If Dell’s move to go public again passes following a Dec. 11 stakeholder vote, what kind of marketplace competition will the company face in 2019 and beyond? Can Dell deliver sufficient growth? Companies: AMZN, CSCO, DVMT, GOOG/GOOGL, HPE, IBM, MSFT, NTAP, VMW By: John Harrington Click here to download report (.pdf) Key […]
Netflix Challengers Are Ramping Up But Not a Threat in 2019 (NFLX)
Research Question: Will Netflix’s subscriber growth be slowed in 2019 by new content options such as Disney+ or by platforms like Roku that make competing content easier to find? Companies: AAPL, AMZN, BABA, CBS, CMCSA, DIS, DISH, FB, FOX, GOOG/GOOGL, NFLX, ROKU, T, TCEHY, TMUS, TYO:6758, VIA, VZ By: Seth Agulnick Click here to download […]
Copyright © 2015 Blueshift Research, LLC. All rights reserved.
