May, 2022 // Posts published in May, 2022
Qualys Idea Proposal (QLYS)
Are cybersecurity market conditions and competitive dynamics ripe for Qualys to accelerate its revenue growth? Report Available: June 30, 2022 Blueshift’s initial research found QLYS benefiting from heightened attention on cybersecurity as one of the leaders in the vulnerability management segment. QLYS is trying to differentiate itself from competitors and increase the stickiness of […]
Off-Price Retail Apparel Margins Not Returning to Peak Despite Long-Term Optimism (BURL, ROST, TJX)
Research Question: How quickly can the off-price retail apparel sector return to peak margins? Companies: BURL, GPS, JWN, M, RL, ROST, TGT, TJX, UA, WMT By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Off-price retail apparel companies are not expected to return to peak margins in the short to medium […]
DexCom and Insulet Idea Proposal (DXCM, PODD)
How will DexCom’s rumored acquisition of Insulet, should it come to fruition, impact the diabetes device industry? Report Available: June 23, 2022 Blueshift’s ongoing research found the MedTech and investment communities abuzz with the Bloomberg News report that DXCM is in talks to acquire PODD. The report notes that a deal could be imminent, […]
Tech Trends: Software as a Service, Managed IT in For Long Decline Vs. Cloud
Research Question: What kinds of software as a service can thrive—or survive—when pitted against what the big clouds offer? What is likely to struggle? Companies: AKAM, AMZN, CRM, CRWD, CSCO, DDOG, DELL, FTNT, GOOG/GOOGL, IBM, MDB, MSFT, OKTA, ORCL, PANW, SNOW, SPLK, WDAY, ZS By: John Harrington Click here to download report (.pdf) Key […]
Near-Term Anxiety Not Dampening Enthusiasm for Connected TV (TTD)
Research Question: What is the outlook for connected-TV advertising spending in Q2 and beyond? How well-positioned is The Trade Desk in that segment? Companies: AMZN, CMCSA, DIS, FB, FOX, GOOG/GOOGL, KRX:003550, KRX:005930, MGNI NFLX, PARA, PUBM, ROKU, SNAP, TTD By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Evidence points […]
Energy Trends: E&P Capex Ramps Up as U.S., Middle East Gain From Ukraine War Fallout
Research Question: Which oilfield service providers or drilling technology companies stand to benefit most under current market conditions? Companies: CAT, EOG, FANG, HAL, HP, LBRT, LNG, NBR, NOV, PTEN, PXD, RNGR, SLB By: Janis Johnson Click here to download report (.pdf) Highlights S. oilfield sources agree that capital spending in the U.S. in 2022 […]
Tech Trend: As The Cloud Expands In Scale, ‘Intelligent Edge’ Will Explode
Research Question: How is the rapid global expansion of large-scale cloud data centers and the networks tying them together affecting the enablement of intelligent-edge computing? Which companies are positioned to benefit? Companies: AMD, AMZN, AVGO, CMCSA, EMR, GLW, GOOG/GOOGL, HON, INTC, JCI, MSFT, MU, NVDA, QCOM, T, TMUS, VZ, WOLF By: John Harrington Click here to […]
Sherwin-Williams Idea Proposal (SHW)
Will Sherwin-Williams succeed in regaining lost market share? If so, at what cost? Report Available: June 2, 2022 Blueshift’s initial research found SHW and its competitors experiencing significant challenges including raw material shortages, labor constraints, weather-related shutdowns, and inflation. These issues have impacted the industry’s entire supply and production network, causing paint and coating […]
Ukraine Crisis Will Accelerate Hydrogen and Fuel Cell Economy (BE, BLDP, FCEL, PLUG)
Research Question: Will the response to Russia’s invasion of Ukraine hasten the adoption of green hydrogen and fuel cell technology? If so, which companies are best positioned to benefit? Companies: AIQUY.US, APD, BE, BLDP, CMI, DAN, DNNGY, EQNR, FCEL, GE, GTLS, HYZN, ITM.L, IWNTF, LIN, NLLSF, NOV, PCELL.ST, PK60, PLUG, SMNEY, TKAMY, UMICY By: David […]
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