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January, 2020  // Posts published in January, 2020

Tech Trends: Data Center Upgrades Coming in Many Bite-Sized Bits (IBM, MU, NVDA)

Research Question: What technologies will be in data center upgrades in 2020? What will those upgrades look like? Companies: AMD, AMZN, CSCO, DELL, GOOG/GOOGL, HPE, IBM, INTC, MSFT, MU, NVDA, QCOM, XLNX   By: John Harrington Click here to download report (.pdf)   Key Findings There will be a lot of data networking upgrades in 2020, […]

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Nvidia Idea Proposal (NVDA)

Nvidia Idea Proposal (NVDA)

How big will the market be for AI inferencing chips? How large a share can Nvidia capture? Report Available: February 26, 2020   Blueshift’s ongoing research found some reason for optimism in NVDA’s Q3 data center sales despite another quarter of year-over-year declines. The company is increasingly enthusiastic about the market for AI inferencing chips […]

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Pluralsight: Important Now, Could be Vulnerable in a Down Cycle (PS)

Research Question: Is Pluralsight a must-have enterprise learning tool or a nice-to-have option? Companies: CSOD, GOOG/GOOGL, MSFT, PS, SAP, WDAY By: David Franklin Click here to download report (.pdf)   Summary of Findings Pluralsight Inc. (PS) is a highly regarded online technology skill development platform that competes in a growing yet competitive market. Pluralsight’s—and its […]

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SmileDirectClub Idea Proposal (SDC)

SmileDirectClub Idea Proposal (SDC)

Are SmileDirectClub’s recent wins driving share gains or will patient complaints about poor performance bring it down? Report Available: February 12, 2020   Blueshift’s ongoing research found SDC, the leading direct-to-consumer (DTC) clear teeth straightening provider, battling criticisms and controversies associated with its business model as it sidesteps traditional dental/orthodontic care practices and provides self-applied […]

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Alteryx Continues to Outshine Competitors (AYX)

Research Question: Is the competitive risk to Alteryx growing? Companies: AMZN, AYX, CRM, DOMO, IBM, MSFT, MSTR By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Alteryx Inc.’s (AYX) data preparation and wrangling software remains unmatched for its ease of use, speed, and versatility, according to interviews with 13 Alteryx users […]

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Kraft Heinz Idea Proposal (KHC)

Kraft Heinz Idea Proposal (KHC)

Will 2020 be the year Kraft Heinz sees sales improvement from its turnaround effort? Report Available: February 13, 2020   Blueshift’s ongoing research found KHC continuing to struggle through the pains of its significant turnaround effort. KHC has been slow to grow its top line as consumer preferences shift to minimally-processed foods with less brand […]

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Price Pressure, Competition Coming for Beyond Meat But Demand Not Slowing (BYND)

Research Question: Can Beyond Meat get the cost of its plant-based meats competitive with animal products? Companies: BYND, COST, DNKN, KR, MCD, MLFNF, NSRGY, QSR, SYY, TSN, UL, YUM By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Beyond Meat Inc. (BYND) is not close to getting the cost of its […]

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Allscripts/Northwell Health Joint Venture Key to Future Growth (MDRX)

Research Question: How do Allscripts’ EHR solutions measure up to competitors? Are its EHR solutions and additional modules driving growth? Companies: CERN, MDRX, NXGN, VAR   By: David Franklin Click here to download report (.pdf)   Summary of Findings Allscripts Healthcare Solutions Inc. (MDRX) is a strong competitor in the electronic health record (EHR) mid-market, […]

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Tech Trends: IBM/Redhat “Five to Six Years Too Late” to Cloud Networking (IBM)

Research Question: What are the areas causing IBM and other networking incumbents the biggest problems in their attempts to regain growth at the start of 2020? Companies: AMZN, ANET, CSCO, DELL, FB, FFIV, IBM, JNPR, MSFT, VMW By: John Harrington Click here to download (.pdf)   Key Findings A private company—Canonical, via its fully supported Ubuntu […]

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Observers See an Ad-Supported Tier in Netflix’s Near Future (NFLX)

Research Question: What impact will competition from Disney, Apple, HBO, and others have on Netflix in 2020? Companies: AAPL, AMZN, DIS, GOOG/GOOGL, NFLX, ROKU, T, VIAC By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Netflix Inc. (NFLX) may not be able to rely on a strictly subscription-based model for much […]

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