May, 2019 // Posts published in May, 2019
Tech Trends: Big Cloud Fuels VC Delusions of Grandeur and a Bubble
Research Question: Has the expansion of global mass-scale cloud hosting, especially by AWS, eliminated the tech startup barrier to entry, to the point at which VC-funded ideas that are unlikely to ever make a profit still are able to go to market in hopes of unicorn IPOs? Companies: AMZN, FEYE, GOOG/GOOGL, GRUB, LYFT, MSFT, PANW, UBER […]
Adobe’s Creative and Experience Cloud Subscriptions Will Continue to Grow (ADBE)
Research Question: What headwinds could derail Adobe’s subscription growth trend for its Creative Cloud and Experience Cloud? Companies: ADBE, ADSK, AMZN, CRM, GOOG/GOOGL, HUBS, IBM, MSFT, ORCL, SAP By: David Franklin Click here to download report (.pdf) Summary of Findings The subscription growth trend for Adobe Inc.’s (ADBE) Creative Cloud and Experience Cloud is […]
Kraft Heinz Idea Proposal (KHC)
Can a new management team and fresh approach pull Kraft Heinz out of a two-year funk? Report Available: June 20, 2019 Blueshift’s initial research found KHC grappling with a host of problems, including consumer trends away from packaged foods, slow growth, and internal accounting issues. The cost-cutting playbook that helped 3G Capital – KHC’s […]
Tandem Diabetes Care Idea Proposal (TNDM)
Can Tandem continue its growth trend as competition intensifies and new technology looms? Report Available: June 19, 2019 Blueshift’s initial research found insulin pump manufacturer TNDM posting its sixth consecutive impressive quarter of growth when just two years ago some questioned if the company could survive. TNDM now has nearly 100,000 patients using its […]
MicroStrategy 2019: Impressive But Not a Colossal Step Forward (MSTR)
Research Question: Is MicroStrategy’s newest cloud-based BI platform appealing to enterprises? Companies: DATA, DOMO, IBM, MSFT, MSTR, ORCL, PVTL, SAP, TDC By: Seth Agulnick Click here to download report (.pdf) Summary of Findings MicroStrategy Inc.’s (MSTR) newest business intelligence software offers some key improvements and powerful features that will appeal to enterprises, but it […]
Tech Trends: Cloud AI Poised to Wreck the IT Security Business Model
Research Question: How is the rapid expansion of AI affecting the cybersecurity market and the next-gen firewall makers that traditionally have bundled everything into their products? Companies: AMZN, BB, CBLK, CHKP, CRWD, CSCO, FEYE, FSCT, FTNT, IBM, JNPR, MSFT, PANW, PFPT, SYMC By: John Harrington Click here to download report (.pdf) Key Findings The […]
Pinterest Should Thrive As Awareness of Its Value Grows (PINS)
Research Question: Does Pinterest have the engagement levels and targeting expertise to thrive in a digital ad market dominated by Facebook, Google and Twitter? Companies: AMZN, FB, GOOG/GOOGL, MSFT, PINS, SNAP, TWTR By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Ad spending on Pinterest Inc. (PINS) should continue to ramp […]
Updates from Oil Patch: U.S. Vendors Continue to Benefit from Saudi Aramco Work
Research Question: Which oilfield service companies are most likely to benefit from securing more contracts with Saudi Aramco in the near future? Companies: BHGE, EMR, FTI, HAL, MDR, SLB, WFT Click here to download report (.pdf) Highlights Sources interviewed by Blueshift Research at last week’s Offshore Technology Conference in Houston agreed that Saudi Aramco […]
SPS Commerce Idea Proposal (SPSC)
Are existing customers expanding wallet share with SPS Commerce? Report Available: June 6, 2019 Blueshift’s initial research found SPSC benefiting from the retail market’s ongoing digital transformation and posting 73-consecutive quarters of top line growth. SPSC’s network of 80,000 companies across 60 countries is powering the company’s growth as customers adopt SPSC’s cloud-based sourcing, […]
Adobe Idea Proposal (ADBE)
What headwinds could derail Adobe’s subscription growth trend for its Creative Cloud and Experience Cloud? Report Available: May 30, 2019 Blueshift’s initial research finds ADBE off to a strong start in 2019. Q1 produced record revenues as the paper-to-digital revolution continues to drive adoption of ADBE’s Creative Cloud, Document Cloud and Experience Cloud. During […]
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