January, 2021 // Posts published in January, 2021
Oil Patch: Recovery Begins Slowly, Industry Remains Extremely Cautious
Research Question: What is the outlook for U.S. oilfield services in 2021 with oil prices at the $50+ level? Companies: HAL, HP, LBRT, NBR, NEX, PTEN, RNGR Click here to download report (.pdf) Highlights The U.S. oil and gas industry has begun recovering slowly with oil prices at the $50+ level, though industry sources are […]
Teradata Will Be Challenged to Reverse Share Losses (TDC)
Research Question: What is the magnitude of Teradata’s market share losses to other vendors? Can Teradata’s transformation to a cloud-based subscription model reverse any of these losses? Companies: AMZN, DDOG, GOOG/GOOGL, MSFT, TDC, SNOW By: David Franklin Click here to download report (.pdf) Summary of Findings Teradata Corp.’s (TDC) market share losses are […]
RingCentral Can Fight Off Zoom With Pricing But Microsoft Looms (RNG)
Research Question: Will RingCentral’s new video services and key partnerships keep it at the top of the communications software landscape or will it be hobbled by Zoom’s push into voice? Companies: AEXAF, AMZN, AVYA, BTGOF, CRM, CSCO, EGHT, FB, GOOG/GOOGL, MSFT, RNG, T, TYO:4755, VG, VOD, VZ, WORK, ZM By: Seth Agulnick Click here to […]
Fuel Cell Technology Idea Proposal (BE, BLDP, FCEL, PLUG)
Which fuel cell company offers the best technology, processes, management, and prospects for future success? Report Available: February 12, 2021 Blueshift’s initial research found the hydrogen fuel cell industry enjoying tremendous political and industry momentum. In the global effort to decarbonize the planet, demand for clean energy alternatives in the mobility, industrial (e.g., steel […]
Tech Trends: No 2020 IT Budget Flush; Fast Broadband Takes Over
Research Question: Was there noticeable end-of-year IT budget spending for on-premise hardware and software beyond necessary license renewals on existing products from traditional incumbent vendors? Companies: AAPL, AMZN, CMCSA, COMM, CSCO, DELL, GOOG/GOOGL, IBM, MSFT, SWI, T, TMUS, VMW, VZ By: John Harrington Click here to download report (.pdf) Key Findings If the leading historic […]
Alphatec and its CEO Generating High Interest Levels; Continued Growth Expected (ATEC)
Research Question: Can Alphatec’s product development program and strategic distributor sales channel initiatives deliver sustained double-digit growth? Companies: ATEC, GMED, JNJ, MDT, NUVA, SPNE, SYK, ZBH By: David Franklin Click here to download report (.pdf) Summary of Findings Alphatec Holdings Inc.’s (ATEC) product development program and its sales channel changes generated mixed opinions regarding […]
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