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January, 2020  // Posts published in January, 2020

Tech Trends: Security Vendors’ Fear-Based and AI Sales Strategies Backfiring

Research Question: What factors are affecting sales efforts by the leading IT security vendors at the start of 2020? Companies: AKAM, AMZN, CHKP, CRWD, CSCO, FFIV, FTNT, MSFT, PANW, VMW, ZS By: John Harrington Click here to download report (.pdf)   Key Findings The escalation of hostilities and fear of a war between the United […]


Roku At Risk of Getting Steamrolled by Amazon and Comcast (ROKU)

Research Question: Will competition from Apple, Comcast, and others drive down Roku’s device prices and ad revenue growth? Companies: AAPL, AMZN, CHTR, CMCSA, DIS, DISH, EXPGY, FB, GOOG/GOOGL, KRX:005930, KRX:034220, NFLX, RAMP, ROKU, T, TIVO, TRU, VIAC By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Roku Inc. (ROKU) has only […]


Jan 08 2020 Services, Travel & Leisure

Cruise Bookings to Continue Growing in 2020, Will Outpace 2019 (CCL, NCLH, RCL)

Research Question: Will the cruise industry’s 2020 bookings continue to be ahead of 2019’s pace? Companies: CCL, DIS, NCLH, RCL By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Bookings continue to increase for cruise companies and are expecting to outpace 2019’s numbers, keeping intact the trend Blueshift Research saw in […]