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 […]
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 […]
Taser Idea Proposal
Research Question: Will Taser continue to grow its body camera business, while successfully signing law enforcement agencies onto Evidence.com’s more comprehensive service plans? Report Available: February 4, 2016 Blueshift’s initial research shows TASR continuing to grow its body camera business at a rapid pace, scoring more orders of late, including from very large metro areas. […]
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, […]
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 […]
Taser Whisper
Research Question: Will Taser International be the primary beneficiary of the surge in demand for body cameras by law enforcement agencies? Report Available: June 12, 2015 Blueshift’s initial research shows high momentum behind law enforcement agencies’ interest in adopting body cams, but the purchases may be delayed or not occur at all due to high costs, lack of departmental […]
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. […]
Ammunition Whisper
Research Question: Are gun enthusiasts shooting more ammunition or hoarding it? Companies Covered: Alliant Techsystems (ATK), Olin Corp. (OLN) Report Available: April 23, 2014 Blueshift’s initial research shows strong demand for consumer ammunition with increasingly tight inventory, though it remains unknown whether it is because of increased usage at shooting ranges or because of consumers holding […]
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 […]
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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