August, 2019 // Posts published in August, 2019
Tech Trends: “Bizarre” Growth Expectations in Cloud Security
Research Question: What issues do data security companies face in a crowded field? Companies: AMZN, CBLK, CRWD, DELL, MSFT, PANW, PVTL, VMW, ZS By: John Harrington Click here to download report (.pdf) Key Findings Growth in cloud security will be a brutal battlefield, with high growth expectations for companies like Zscaler, Palo Alto Networks, […]
Tech Trends: Slow Networking Pipelines Persist Affecting Remainder of 2019
Research Question: Will the legacy networking IT vendor DIY sales pipeline slowdown that Blueshift’s Tech Trends detected in April continue through to the end of CY19? If so, what areas and which companies are most affected and by what factors? Companies: AMZN, CSCO, DELL, GOOG/GOOGL, HPE, IBM, MSFT, NTAP, ORCL, PANW, VMW By: John Harrington Click […]
CarMax Primed for Additional Growth with Online and New Store Sales (KMX)
Research Question: Can CarMax sustain its growth trend as it continues to add stores and expand its omnichannel sales platform? Companies: AMZN, AN, BRK.A/B, CVNA, KAR, KMX, PAG, SAH By: David Franklin Click here to download report (.pdf) Summary of Findings CarMax Inc.’s (KMX) growth trend will continue, with its omnichannel and store expansion […]
Updates from the Oil Patch: 3Q Demand, Pricing for Oilfield Services Steady in Permian Basin
Research Question: How has mid-$50 oil affected 3Q oilfield service demand and pricing in the Permian Basin? Companies: BAS, HAL, HP, PTEN, PUMP, RES, RNGR Click here to download report (.pdf) Highlights Third-quarter demand and pricing for oilfield services in the Permian Basin is mostly steady compared to 2Q as E&P companies adjust to […]
Volkswagen/EV Industry Idea Proposal (VOW.DE )
How significant is the Volkswagen MEB platform play and what does it mean for the auto industry? Report Available: September 11, 2019 Blueshift’s initial research found VOW.DE near or having achieved some major milestones in its transition to battery electric vehicle (BEV) or electric vehicle (EV) production. VOW.DE’s EV program, which includes its modular […]
Demetrix, Amyris among IP Leaders for Biosynthetic Cannabinoids (ACB, AMRS, FONE, GWPH, OGI, TSX;CRON, TSX:IN, TSX:WEED, XON))
Research Question: Which companies own the key intellectual property and have the best path to commercialization for biosynthetic cannabinoids? Companies: ACB, AMRS, CSE:WLLW, FONE, GWPH, OGI, TEVA, TSX:CRON, TSX:IN, TSX:WEED, XON By: Seth Agulnick Click here to download report (.pdf) Summary of Findings A co-founder of Demetrix Inc., the chief science officer of Aurora […]
Amarin Idea Proposal (AMRN)
Will Amarin’s Vascepa become the next blockbuster cardiovascular drug? Report Available: September 5, 2019 Blueshift’s initial research found AMRN with its one drug portfolio, Vascepa, growing sales and gearing up for major expansion. Vascepa, an omega-3 acid know as EPA, is derived from fish and has been on the market since 2012 for reducing […]
Tech Trends: AWS Powers Amazon Logistics vs. FedEx, UPS, Postal Services
Research Question: Is Amazon expanding its global Prime delivery and logistics business using a similar blueprint to the one it developed to expand AWS in information technology? If so, is AWS’ scale helping Amazon speed up its attack on FedEx, UPS, national postal services, and other logistics companies? Companies: AMZN, FDX, GOOG/GOOGL, IBM, MSFT, UPS By: […]
Netflix Idea Proposal (NFLX)
Was Netflix’s Q2 subscriber debacle a short-term blip or a major red flag? Report Available: September 12, 2019 Blueshift’s ongoing research found NFLX badly missing its subscriber growth forecasts in Q2. The company blamed its own content slate and predicted a return to robust growth in the second half of the year. But there […]
CarMax Idea Proposal (KMX)
Can CarMax sustain its growth trend as it continues to add stores and expand its omnichannel sales platform? Report Available: August 21, 2019 Blueshift’s initial research found KMX, the nation’s largest used car dealer, building on its FYQ4 2019 sales uptick with a solid FYQ1 2020 performance. CEO Bill Nash cited “strong growth in […]
Copyright © 2015 Blueshift Research, LLC. All rights reserved.
