Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

May, 2020  // Posts published in May, 2020

Tech Trends Premium: Automakers Plot to Block Data From Mobile Carriers in Digital Data Coup

Automakers Plot to Block Data From Mobile Carriers in Digital Data Coup Companies: AAPL, AMZN, DISH, F, GM, GOOG/GOOGL, T, TMUS, TSLA, VWAGY, VZ By: John Harrington Click here to download report (.pdf)   New Special Coverage Area: Called “the next trillion-dollar tech battleground” by sources, the fight to control data created during the “in-vehicle […]

Read more...

Oil Patch: $40 Oil Could Trigger Incremental Oilfield Service Activity

Research Question: In light of the recent oil price and demand destruction, what is the status of field activity as it relates to drilling, completing, or servicing wells? Companies: BAS, BKR, HAL, HP, PDS, PTEN, PUMP, RNGR, SLB Click here to download report (.pdf)   Highlights Oilfield service activity—including drilling, completing, and servicing older wells—collapsed in […]

Read more...

May 28 2020 Restaurants, Retail

Restaurants, Retail Not Finding it Difficult to Bring Back Employees

Research Question: Will retail stores and restaurants have trouble hiring staff as businesses start to reopen across the country? Companies: BBY, BWLD, CAKE, CMG, DG, DIN, DKS, DRI, FIVE, GME, GPS, GRUB, M, MCD, ORLY, PLAY, PNRA, PZZA, QSR, SBUX, SHAK, TGT, TJX, ULTA, WEN, WMT, YUM By: Reverdy Johnson Click here to download report […]

Read more...

Chembio Diagnostics Idea Proposal (CEMI)

Chembio Diagnostics Idea Proposal (CEMI)

How will sensitivity and specificity concerns impact adoption of COVID-19 point-of-care tests? Will Chembio’s DPP COVID-19 System gain and sustain commercial success? Report Available: June 11, 2020   Blueshift’s initial research found the medical/pharma industrial complex engaging in a massive COVID-19 related effort to produce personal protective equipment, coronavirus testing systems and treatments. Over 180 […]

Read more...

Ansys Idea Proposal (ANSS)

Ansys Idea Proposal (ANSS)

What type of growth rate can Ansys deliver over the next few years in the simulation software market? Report Available: June 12, 2020   Blueshift’s initial research found ANSS a market leader for simulation software aimed at reducing costs and speeding cycle times for product design in a host of industries. The company expects some […]

Read more...

May 21 2020 Transportation

Trucking Industry Has Hit Bottom But Faces Long, Choppy Climb Back

Research Question: What will be the key early indicators the trucking industry is on the upswing after the coronavirus shutdown? Companies: AMZN, ARCB, CHRW, CVTI, FDX, HTLD, JBHT, KNX, LSTR, ODFL, SAIA, SNDR, UBER, UPS, USX, XPO, YRCW By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings There are some signs […]

Read more...

Sientra Inc. Set to Resume Share Gains as Plastic Surgeries Restart (SIEN)

Research Question: How will demand for Sientra’s implants for cancer and aesthetics procedures ramp post COVID-19? Will Sientra’s share gains continue? Companies: ABBV, AGN, JNJ, SIEN   By: David Franklin Click here to download report (.pdf)   Summary of Findings Demand for breast implant procedures is strong at plastic surgery practices reopening after COVID-19 closures, […]

Read more...

Tech Trends: Everyone Claims to be Cloud Ready—But They’re Not

Research Question: How has the pandemic affected data network communications and what changes will permanently impact the use of networks and the companies supplying IT? Companies: AAPL, AMZN, CHKP, CSCO, CTXS, DELL, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, JNPR, MDB, MSFT, NTAP, ORCL, PANW, VMW By: John Harrington Click here to download report (.pdf)   Key […]

Read more...

Job Market Idea Proposal

Job Market Idea Proposal

Will retail stores and restaurants have trouble hiring staff as businesses start to reopen across the country? Report Available: May 28, 2020   Blueshift’s initial research found businesses readying to reopen as states lift coronavirus restrictions. Some retailers and restaurant operators are concerned about filling out their staffs because of federal unemployment benefits that provide […]

Read more...

Tech Trends: Nvidia Gets Mellanox, Data Centers Will Get New Life (NVDA)

Research Question: With Nvidia’s acquisition of Mellanox complete, what are the next steps in high-speed data center development with cloud networking more important than ever? Companies: AMD, AMZN, ANET, CSCO, DELL, GLW, GOOG/GOOGL, IBM, INTC, MSFT, NVDA/MLNX, SPLK, VMW By: John Harrington Click here to download report (.pdf)   Key Findings Fast GPU chipmaker Nvidia […]

Read more...