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December, 2019  // Posts published in December, 2019

Oil Patch: Midcontinent Oilfield Activity Sluggish at Year’s End

Research Question: What is the status of the oil and gas industry in the Midcontinent region as it relates to upstream drilling and completion activity? Companies: BAS, HAL, HP, QES, RES, RNGR, UNT   Click here to download report (.pdf)   Highlights Oilfield activity in the Midcontinent region has become sluggish as 2019 comes to a […]

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Elastic Idea Proposal (ESTC)

Elastic Idea Proposal (ESTC)

Will Elastic continue its impressive growth or will competition from Amazon and others slow it down? Report Available: February 5, 2020   Blueshift’s initial research found demand for ESTC’s search and monitoring software growing rapidly, though a deceleration in billings growth during the most recent quarter has caused some worry among investors. ESTC is working […]

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Tech Trends: 2020 UK/European DIY Tech Market Down, Cloud Will Benefit

Research Question: Can Western Europe and the United Kingdom find IT networking sector growth in 2020 beyond AWS and Azure or will the market continue to lag for major U.S. DIY tech vendors? Companies: AMZN, ANET, CSCO, DELL, FFIV, GOOG/GOOGL, HPE, IBM, MSFT, SAP, VMW By: John Harrington Click here to download report (.pdf)   Key […]

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Americold Will Successfully Execute its Growth Strategies in a Hot Market (COLD)

Research Question: Can Americold execute its growth strategies to capture significant additional share in the cold storage warehouse industry? Companies: COLD, LW By: David Franklin Click here to download report (.pdf)   Summary of Findings Americold Realty Trust (COLD) will continue to execute its growth strategies of acquisition/consolidation, expansion at existing facilities, and greenfield development […]

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Pluralsight Idea Proposal (PS)

Pluralsight Idea Proposal (PS)

Is Pluralsight a must-have enterprise learning tool or a nice-to-have option? Report Available: January 29, 2020   Blueshift’s initial research found PS, a provider of cloud-based technical training software for employees, working to recover from its Q2 sales execution issues. After wowing investors following its May 2018 IPO with huge revenue growth and expanding margins, […]

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Alteryx Idea Proposal (AYX)

Alteryx Idea Proposal (AYX)

Is the competitive risk to Alteryx growing? Report Available: January 23, 2020   Blueshift’s ongoing research found AYX growing at a healthy clip as one of the leading providers of data preparation software. There are numerous competitive threats, however, including Tableau Prep – now owned by CRM – and several smaller companies with strong features […]

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Beyond Meat Idea Proposal (BYND)

Beyond Meat Idea Proposal (BYND)

Can Beyond Meat get the cost of its plant-based meats competitive with animal products? Report Available: January 22, 2020   Blueshift’s initial research found rapid growth for BYND in terms of revenues and distribution points for its plant-based meats. Major tests are underway with key potential partners that could put BYND on the path to […]

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Snapchat Is Gaining Followers Among Brands but TikTok Looms (SNAP)

Research Question: Will Snapchat become a “must-buy” for brand and direct response advertisers? Companies: AMZN, FB, GOOG/GOOGL, MSFT, PINS, SNAP, SPOT, TWTR By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Snap Inc.’s (SNAP) Snapchat is far from an essential element of most advertisers’ digital strategies, but its appeal to brands […]

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Allscripts Idea Proposal (MDRX)

Allscripts Idea Proposal (MDRX)

How do Allscripts’ EHR solutions like Sunrise and Paragon measure up to competitors? Are they driving growth? Report Available: January 16, 2020   Blueshift’s initial research found MDRX entrenched in the booming healthcare IT market. The electronic health records (EHR) and electronic medical records (EMR) market is expected to experience significant increases over the next […]

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Cruise Industry Idea Proposal (CCL, NCLH, RCL)

Cruise Industry Idea Proposal (CCL, NCLH, RCL)

Will the cruise industry’s 2020 bookings continue to be ahead of 2019’s pace? Report Available: January 8, 2020   Blueshift’s ongoing research found NCLH’s and RCL’s bookings and pricing for 2020 ahead of last year’s pace while CCL reported a slowdown on economic concerns in Europe and Asia. New ship deliveries, new destinations, fleet modernization, […]

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