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May, 2021  // Posts published in May, 2021

Tech Trends: Endless Data Piling up Becomes a Serious Cost Burden

Research Question: How does the global explosion of app and mobile phone-driven “everything winds up in a database somewhere” affect the entire IT ecosystem? Companies: AMZN, DELL, GOOG/GOOGL, IBM, MDB, MSFT, NTAP, ORCL, SPLK, VMW By: John Harrington Click here to download report (.pdf)   Key Findings “We have crossed the threshold of [data retention] burden. […]

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Oil Patch: Upstream Industry Recovering on Higher Spending in Oilfield

Research Question: What has been the effect of higher E&P capex on oilfield activity? Has there been any change in the status of the energy industry’s push into green power? Companies: CAT, CMI, ESI.TO, HAL, HP, IR, LBRT, NEX, NOV, PTEN, PUMP, SLB Click here to download report (.pdf)   Highlights The U.S. upstream industry […]

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Casual Dining and QSR Idea Proposal

Casual Dining and QSR Idea Proposal

Will labor shortages and higher commodity prices result in prolonged higher prices for casual dining and QSR customers? What does this mean for company profits? Report Available: June 17, 2021   Blueshift’s initial research found quick serve restaurants (QSR) and casual dining establishments challenged by a labor shortage and pushback from employees regarding low pay. […]

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May 19 2021 Energy, Industrial, Utilities

Solar Tracker Industry Leaders Poised for Continued Growth (ARRY, FLEX, FTCI)

Research Question: Which company has the best solar panel tracking technology and is best positioned in the market? Companies: ARRY, BME.SOL, FLEX, FTCI, ROCK By: David Franklin Click here to download report (.pdf)   Summary of Findings Despite challenges from supply shortages due to COVID-19-related issues and a crowded and competitive market, the leading solar […]

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Tech Trends: In Ransomware War the Cloud Becomes the Fortress

Research Question: Has the ransomware attack on Colonial Pipeline pushed the U.S. government and IT security industry into a blame game? If so, what measures can move past finger pointing to counter critical cyberattacks? Companies: AMZN, CHKP, CRWD, CSCO, DARK.L, FFIV, FTNT, GOOG/GOOGL, MSFT, PANW, PFPT, ZS By: John Harrington Click here to download report (.pdf) […]

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CGM & Insulin Pump Market Idea Proposal

CGM & Insulin Pump Market Idea Proposal

Are any of the diabetes wearables market’s key players setting themselves apart and gaining significant share? Report Available: June 3, 2021   Blueshift’s ongoing research found the continues glucose monitoring (CGM) and insulin pump market experiencing strong and increasing demand despite the negative impact and volatility the COVID-19 pandemic has had on other medical device […]

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Tech Trends: Lack of Customer Expertise Hurts Enterprise IT Sales

Research Question: Is there an intellectual incapacity across the end customer spectrum to understand, purchase and properly deploy what Silicon Valley and other tech sectors are creating? Companies: AMZN, CDW, CSCO, CTXS, DDOG, DELL, FFIV, HPE, HPQ, IBM, MDB, MSFT, NTNX, SNOW, SPLK, VMW By: John Harrington Click here to download report (.pdf)   Key Findings […]

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