November, 2020 // Posts published in November, 2020
Tech Trends: Cloud IT Services Take Over But There is Too Much Competition
Research Question: How do rapidly evolving end customer IT needs affect sales prospects for various cloud-based IT services companies? Companies: AMZN, BOX, CRWD, CSCO, DBX, DDOG, DELL, GOOG/GOOGL, IBM, MDB, MSFT, OKTA, PANW, SNOW, SPLK, WORK By: John Harrington Click here to download report (.pdf) Key Findings The cloud can now do anything previously […]
Intuit Idea Proposal (INTU)
What are Intuit’s best bets for increasing revenue per customer among its QuickBooks users? Can TurboTax Live disrupt the assisted tax filing market? Report Available: December 17, 2020 Blueshift’s initial research found INTU pushing to expand QuickBooks into the competitive mid-market of small business accounting software. Beyond customer acquisition, its growth strategy includes upselling […]
Bill.com Has Big Opportunity with SMBs, Cross-Border Payments (BILL)
Research Question: How big is Bill.com’s addressable market and how much payment volume can it shift to credit cards? Companies: BILL, BLKB, COUP, INTU, KEY, MSFT, ORCL, SAP, SGGEF, WFC By: Seth Agulnick Click here to download report (.pdf) Summary of Findings com Holdings Inc. (BILL) offers a reasonably priced, simple platform for automating […]
Tech Trends: While Others Think Quarters, Nvidia is Thinking Years (NVDA)
Companies: AAPL, AMD, AMZN, BABA, CSCO, GOOG/GOOGL, IBM, INTC, MSFT, NVDA By: John Harrington Click here to download report (.pdf) Summary As companies like Cisco see steady, deep declines, Nvidia builds its cloud and data center future well ahead of the competition. Amazon Web Services (AWS), Google Cloud, Microsoft, and others rapidly expand high-performance […]
Updates From The Oil Patch: Oil Drilling May Slow but Gas Drilling May Gain Under Biden
Research Question: How will President-elect Biden’s policies affect oilfield services and activity? Companies: CAT, CMI, DOFSQ, HAL, HP, ICD, LBRT, NEBLQ, PTEN, RIG Click here to download report (.pdf) Highlights According to an industry specialist and several service providers working in various U.S. drilling regions, the outlook for the upstream oil and gas markets under […]
Tech Trends: The Cloud Vacuums up the Data Storage Industry
Research Question: What is happening to sales in the private, on-premise storage sector in reaction to the remote work acceleration to the big public clouds? Companies: AMZN, BABA, DELL, GOOG/GOOGL, IBM, MSFT, NTAP, PSTG, VMW By: John Harrington Click here to download report (.pdf) Key Findings “Big on-premise storage is absolutely dead. We are […]
Inspire Medical Systems Idea Proposal (INSP)
Can Inspire execute on its commercial expansion initiative to accelerate growth or is its implantable therapy a niche treatment? Report Available: December 10, 2020 Blueshift’s initial research found INSP working to accelerate the use and adoption of its Inspire system for the treatment of obstructive sleep apnea (OSA). Direct-to-consumer advertising, increased physician outreach and […]
LivePerson Idea Proposal (LPSN)
Can LivePerson sustain and build on its growth driven by digital transformation and the work-from-home trend? Report Available: November 24, 2020 Blueshift’s initial research found LPSN, a leading global SaaS company offering conversational commerce and messaging solutions, benefiting from the ongoing digital transformation of businesses and the work-from-home trends driven by COVID-19. In the […]
Tech Trends: IT Security — “It’s a Great Time to be a Hacker”
Research Question: What are the main issues affecting cyber security sales moving into 2021 and beyond? Companies: AMZN, CHKP, CRWD, CSCO, DDOG, FTNT, GOOG/GOOGL, MSFT, OKTA, PANW, SPLK, VMW, By: John Harrington Click here to download report (.pdf) Key Findings The cyber security sector is in a pandemic-driven free-for-all as once tightly firewalled enterprise-level applications […]
Neuronetics Faces Significant Headwinds to Reinvigorate Growth (STIM)
Research Question: Will Neuronetics’ C-suite changes, new treatment indication, expanded reimbursement, and new positive data reinvigorate growth? Companies: BWAY, GTMS, NXTMH.HE, STIM By: David Franklin Click here to download report (.pdf) Summary of Findings Neuronetics Inc.‘s (STIM) business model, requiring psychiatric practices and TMS (transcranial magnetic stimulation) clinics to spend significant sums to acquire […]
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