April, 2019 // Posts published in April, 2019
Dexcom Growth to Continue Despite Expected Competition from Libre 2 (DXCM)
Research Question: Will Abbott’s new low-cost/high-tech FreeStyle Libre 2.0 take share from Dexcom’s G6, or is the CGM market big enough for both to thrive? Companies: ABT, DXCM, GOOG/GOOGL, MDT, NMRD, PODD, SENS, TNDM By: David Franklin Click here to download report (.pdf) Summary of Findings Growth and adoption of Dexcom Inc.’s (DXCM) G6 […]
Grubhub Delivers Disappointing Results for Subway, Taco Bell (GRUB)
Research Question: How are Grubhub’s partnerships with Subway and Taco Bell progressing? Companies: GRUB, YUM By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Grubhub Inc. (GRUB) is not having a significant effect on Subway or Taco Bell (Yum Brands Inc./YUM) sales since the launch of partnerships with these companies. This […]
Anaplan Has Settled Into a Sweet Spot in the Software Market (PLAN)
Research Question: Can Anaplan build on its recent success in large enterprise sales? Companies: CRM, DATA, IBM, MSFT, ORCL, PLAN, SAP, WDAY By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Anaplan Inc.’s (PLAN) connected planning software is unparalleled in its flexibility, making it useful for a wide variety of functions […]
Tech Trends: The Software Evolution Is Poised to Power Nvidia for Years (NVDA)
Research Question: Is the demand for faster data processing causing developers to rewrite existing software and to create new software that is optimized to run on GPU chips? If so, does Nvidia stand to profit? Companies: AMZN, GOOG/GOOGL, INTC, MSFT, NVDA By: John Harrington Click here to download report (.pdf) Key Findings Nvidia’s big secret […]
Pinterest Idea Proposal (PINS)
Does Pinterest have the engagement levels and targeting expertise to thrive in a digital ad market dominated by Facebook, Google and Twitter? Report Available: May 9, 2019 Blueshift’s initial research found Pinterest’s revenue growing and losses narrowing as it prepares to go public. The online bulletin board has a sizeable and growing user base, […]
Tech Trends: Increased Cloud Options Are Slowing 2019 DIY Sales
Research Question: Are the number and the diversity of traditional IT software and hardware services available in the big public clouds quickening the slowdown in 2019 DIY IT spending? Companies: AMZN, CSCO, CTXS, CVLT, DBX, DELL, FFIV, GOOG/GOOGL, HPE, IBM, MSFT, ORCL, TDC, VMW By: John Harrington Click here to download report (.pdf) Key Findings […]
Updates From the Oil Patch: First-Quarter Oilfield Demand and Pricing Held Generally Steady
Research Question: Have first-quarter demand and pricing for oilfield services changed now that oil prices have topped $60 per barrel? Companies: BAS, HAL, HP, KEG, NBR, PDS, PTEN, RES, RNGR, SLB Click here to download report (.pdf) Highlights Demand and pricing for oilfield services in the U.S. land markets were generally flat throughout the […]
CarMax Idea Proposal (KMX)
Will the rollout of an online car-buying option and expansion of physical store locations drive sales and loan originations for CarMax in 2019? Report Available: May 1, 2019 Blueshift’s initial research found KMX, the nation’s largest used car dealer, recovering nicely in its Q4 from declining market share experienced in the first half […]
Alteryx Is in Great Shape to Fend Off Tableau and Other Competitors (AYX)
Research Question: Is Alteryx becoming robust enough to defend itself once Tableau’s Prep product is a viable threat? Companies: AYX, DATA, IBM, MSFT, ORCL, TLND By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Customers and partners of Alteryx Inc. (AYX) are enamored with the company’s data science platform and do […]
DexCom Idea Proposal (DXCM)
Will Abbott’s new low cost/high tech Libre 2 take share from DexCom’s G6 or is the continuous glucose monitoring market big enough for both to thrive? Report Available: April 24, 2019 Blueshift’s initial research found DXCM, the leader in developing and commercializing continuous glucose monitoring (CGM) systems, basking in a strong Q4 with several […]
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