March, 2019 // Posts published in March, 2019
Tech Trends: Sales-Focused IT Security “Pathetic” As Attacks Skyrocket
Research Question: Are organized hackers stepping up attacks against U.K. and U.S. targets amid Brexit preparations and other political turmoil? Can leading IT security vendors keep up? Companies: CHKP, FEYE, FTNT, JNPR, PANW, SPLK, SYMC By: John Harrington Click here to download report (.pdf) Key Findings Editor’s Note: John Harrington has been reporting from […]
Anaplan Idea Proposal (PLAN)
Can Anaplan build on its recent large enterprise sales success? Report Available: April 18, 2019 Blueshift’s initial research found PLAN, a leader in the connected planning cloud platform space, hitting record performance numbers. PLAN is used by companies’ finance, sales, marketing, operations, and human resources departments to manage budgets, forecast, and plan. Since its founding […]
Tech Trends: IT Buying Clients Suddenly Are Calling Off Deals Because of Brexit
Research Question: What effect is the United Kingdom’s impending exit from the European Union having on the technology sector, particularly U.S.-based networking and IT security vendors? Companies: AMZN, CSCO, DELL, GOOG/GOOGL, HPE, IBM, MSFT By: John Harrington Click here to download report (.pdf) Key Findings Editor’s Note: John Harrington has been reporting from the United […]
Zillow Offers Will Dominate iBuyer Segment But May Alienate Many Premier Agents (Z/ZG)
Research Question: Will Zillow succeed in shifting its direction to the iBuyer market with its Zillow Offers product? Companies: BRK.A/B, FB, GOOG/GOOGL, INVH, NWS, RDFN, RLGY, Z/ZG By: David Franklin Click here to download report (.pdf) Summary of Findings Zillow Group Inc.’s (Z/ZG) Zillow Offers is on track to become the leading iBuyer because […]
Record Labels Still Have the Upper Hand in Talks with Spotify (SPOT)
Research Question: Does Spotify have the leverage to get lower royalty rates or a bigger share of music label ad budgets? Companies: AAPL, AMZN, BABA, EPA:VIV, FB, GOOG/GOOGL, NFLX, NSE:RELIANCE, NTES, SIRI, SPOT, T, TME, TYO:6758 By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Spotify Technology S.A. (SPOT) has not […]
AxoGen Idea Proposal (AXGN)
Will new leadership and a more aggressive sales effort help AxoGen capture more of its Total Addressable Market? Report Available: April 3, 2019 Blueshift’s initial research found AXGN, a leader in the development and commercialization of technologies for peripheral nerve regeneration and repair, bringing on new executive leadership, hiring additional sales professionals, and preparing […]
Tech Trends Alert: Brexit Forces Tech Planning Hand (CSCO, MSFT, NOK)
Companies: AMZN, CSCO, MSFT, NOK, VZ By: John Harrington Click here to download report (.pdf) Summary Microsoft and Cisco look to be benefitting near term amid Brexit chaos. Cloud adoption and DIY upgrades are happening in larger-than-usual numbers on Windows networks and network fabric deals for Cisco as enterprises try to work around Brexit […]
Grubhub Starting to Lose Share to Uber Eats, DoorDash (GRUB)
Research Question: Will Grubhub wilt in 2019 under pressure from competitors? Companies: AMZN, GRPN, GRUB, MCD, NCR, YUM By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Grubhub Inc. (GRUB) is losing share to Uber Eats and DoorDash, according to five of eight sources using Grubhub and competitors. This is a […]
Shopify Plus Pushes Forward with Upmarket Success (SHOP)
Research Question: Will Shopify Plus become the go-to ecommerce platform for Global 2000 companies? Companies: SHOP By: David Franklin Click here to download report (.pdf) Summary of Findings Shopify Inc.’s (SHOP) Shopify Plus, an ecommerce platform designed for large enterprises, is expected to gain additional share and is on a path to become the […]
Updates on Oil Patch: Land/Leasing, Well Service and Drilling Lead Field Work in 1H19
Research Question: How will moderated E&P capex allocations be spent at the field level during the first half of 2019? Companies: BAS, DWSN, HAL, HP, KEG, PDS, PTEN, RES, RNGR, SLB Click here to download report (.pdf) Highlights E&P executives involved with planning or operations concurred that priorities on 1H19 capex spending for oilfield services […]
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