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Aerospace & Defense  // Browsing posts in Aerospace & Defense

Mixed Signals for Tax Law’s Effects on Capex

Research Question: Are companies increasing their capex as a result of more favorable expensing rules? Companies: BA, BRK.A/B, CAT, CVX, DWDP, GE, HON, IR, JBHT, MMM, SLB, SWK, VZ, XOM By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Blueshift Research interviewed eight sources to assess the effects on capital spending […]

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Taser Rides Body Cam Adoption Tide; Storage Pricing May Face Pressure

Will Taser continue to grow its body camera business, while successfully signing law enforcement agencies onto Evidence.com’s more comprehensive service plans? Companies: TASR Click here to download the report (.pdf) By: Susan Jennings   Summary of Findings Taser International Inc.’s (TASR) body camera business will continue to grow as its cameras increasingly are adopted by […]

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Body Camera Adoption Continues to Build, Taser Is a Trusted Brand

Research Question: Has Taser’s body camera market share increased or decreased since early summer, and what are the current body camera trends at law enforcement agencies? Companies: AMZN, DGLY, MSFT, MSI, TASR, TYO:6752, TYO:6758 By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings In this report update of nine repeat sources, […]

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TASR Brand Trusted but Body Cam Cloud Revenues Could Disappoint

Research Question: Will Taser International be the primary beneficiary of the surge in demand for body cameras by law enforcement agencies? Companies: DGLY, GOOG, KOPN, TASR, TYO:6752 By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Taser International Inc. (TASR) will be one of many beneficiaries of growth in the use […]

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Gun Enthusiasts Are Shooting First, Stockpiling Later

Research Question: Are gun enthusiasts shooting more ammunition or hoarding it? Companies: ATK, CAB, DKS, GD, OLN, RGR, SWHC, WMT By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Nine of 14 firing range personnel said customers/members are intent on shooting the ammunition they purchase and would use even more ammo if available. […]

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U.S. Software Losing Market Share in Europe, China and Brazil; NSA Scandal an Excuse

Research Question: Have government privacy and security issues with the NSA created long-term problems for American technology companies doing business outside the United States? Companies: AAPL, AMZN, AOL, BBRY, CRM, CSCO, FB, GOOG, HKG:0992, IBM, INTC, JNPR, LON:BT.A, MSFT, ORCL, OTCMKTS:DTEGY, RAX, SAP SHE:002502, SYMC, TWTR, YHOO By: Susan Jennings Click here to download the report (.pdf)   Summary […]

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Gun, Ammo Sales Growth Rate Back to “Normal”

Research Question: Will concerns over gun legislation and low ammunition inventory lead to a slowdown in industry sales or spur continued strength in 2014? Companies: ATK, OLN, RGR, SWHC By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Just two of 21 sources expect 2014 sales growth in firearms and ammunition to top […]

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Gun Sales Growth Has a New Normal, Ammo Supply Still Short

Research Question: Will sales growth for gun and ammunition manufacturers continue to be explosive, or will it return to more normal levels? By: David Franklin Companies: ATK, OLN, RGR, SWHC Click here to download the report (.pdf)   Summary of Findings Current and Future Gun/Ammo Sales and Market Share Demand and sales for guns and ammunition experienced […]

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