Report Date Topic Research Question Tickers Sector Industry Report Title Source Silos
12/19/2023Energy TrendsWhat is the outlook for North American oilfield spending in 2024 compared with 2023? Have any new technologies emerged that will increase drilling efficiency?DO, EOSE, HAL, HP, NBR, NE, PTEN, RIG, RNGR, SLB, WFRD EnergyEnergy Equipment and ServicesDisciplined Capital Spending Expected Up Mid-Single Digits

  1. U.S.-based industry specialists who are experts on U.S. energy industry activities

  2. E&P field representatives

  3. Sources attending a December networking event in Houston that was sponsored by the American Association of Drilling Engineers


12/14/2023BridgeBio Pharma Inc.What will the market split look like if BridgeBio Pharma’s acoramidis is approved in 2024 as a challenger to Pfizer’s tafamidis?ALNY, AZN, BBIO, IONS, PFE, SOBI.STHealthcareBiotechnologyWith Positive Data, BridgeBio’s Acoramidis Will Take Share

  1. Cardiologists and their team members

  2. Cardiology medication sales professionals

  3. Third-party payers

  4. Industry specialists


12/06/2023Pinterest Inc.How is advertiser sentiment toward Pinterest evolving as the platform unveils new ad and measurement tools?AMZN, CART, DASH, GOOG/GOOGL, META, MSFT, PINS, SHOP, SNAP, TGT, WMTInformation TechnologyInformation Software and ServicesPinterest: Taking Small Steps Forward, But No Big Leap in Sight

  1. Advertisers

  2. Ad agencies

  3. Industry specialists


12/01/2023Tech TrendsHave spending patterns across IT networking improved, stayed flat, or gotten even worse heading toward 2024?AAPL, ADBE, AMZN, ANET, ARM, CHKP, CRM, CSCO, DELL, FTNT, GOOG/GOOGL, IBM, MSFT, NVDA, PANW, SAP, SNOWTechnologyInformation Software and ServicesIT Spending Will Hinge on Economy, Not Strategy, in Early 2024

  1. Key repeat U.S. sources

  2. Key repeat UK source


11/20/2023Tech TrendsWhat is in store for the data security sector as cloud computing, especially Microsoft, continues to capture more of the security spend?ACN, AMZN, CHKP, CRWD, CSCO, FTNT, GOOG/GOOGL, IBM, MSFT, OKTA, PANW, S, ZSTechnologyInformation Software and ServicesCloud-Fueled Spending Chaos Hits Security And Everything Else

  1. Key repeat sources in the U.S.

  2. Key repeat source in the UK


11/07/2023Maplebear Inc. (Instacart)Can Instacart get back to double-digit transaction volume growth in the face of increasing competition?ACI, AMZN, CART, COST, CVS, DASH, KR, OCDDY, TGT, UBER, WBA, WMTConsumer DiscretionaryInternet and Direct Marketing RetailInstacart’s Value Is Fading As Competition Intensifies

  1. Industry specialists

  2. Grocery retailers

  3. Advertisers and agencies


11/06/2023Tech TrendsCan artificial intelligence networking thrive if the excessive levels of high-performance computing power consumption and general data center electricity use are not radically lowered?AAPL, AMD, AMZN, ANET, ARM, CSCO, DELL, GOOG/GOOGL, IBM, INTC, META, MSFT, NVDA, QCOM, SMCI, TSMTechnologyTechnology Hardware and EquipmentLower Power Consumption By High-Speed Data Key To ‘Saving’ AI

  1. 30 key repeat sources


10/24/2023Sarepta Therapeutics Inc.What is the outlook for Sarepta Therapeutics’ exon-skipping drugs if the FDA rejects or does not expand the indications for Sarepta’s new gene therapy treatment for Duchenne muscular dystrophy?4516: T, PFE, SRPTHealth CareHealth Care Equipment and SuppliesSarepta’s Exon-skipping Drugs Have Key Role Treating DMD

  1. Physicians treating DMD with Sarepta products.

  2. DMD treatment sales professionals.


10/16/2023Tech TrendsWhat are the best business use cases for AI that can result in significant near-term revenue for any vendor claiming it has true AI capabilities—and who has the lead?AI, AMZN, CRM, GOOG/GOOGL, IBM, MSFT, NOW, SAPTechnologyInformation Software and ServicesReal AI—Microsoft Copilot, Security, Fabric Unite The Back End

  1. U.S.-based executive sources

  2. UK-based executive sources


10/05/2023Aurora Innovation Inc.Will Aurora hit its target of having a fleet of driverless trucks in commercial operation by the end of next year?9984.T, AMZN, AUR, CON.DE, DTG.DE, F, GM, GOOG/GOOGL, HSAI, INTC, LAZR, MBG.DE, MBLY, PCAR, TSLA, TSP, UBER, VOLV-A.ST, VOW.DEIndustrialsTransportationAurora On Target For Very Limited Launch of Autonomous Trucks

  1. Autonomous-vehicle technology executives

  2. Industry specialists

  3. Trucking and logistics companies


09/29/2023Tech TrendsHave slowing IT networking hardware and software spending trends, first detected by Blueshift Tech Trends in the late spring and early summer, expanded or improved as we enter the fourth calendar quarter?AAPL, ADBE, AMZN, CSCO, DELL, GOOG/GOOGL, HPE, HTHIY, IBM, INTC, JNP, MSFT, NTAP, SPLKTechnologyInformation Software and ServicesIT Spending Is Not Improving Heading Into The End Of 2023

  1. U.S.-based executive sources

  2. UK-based executive sources

  3. European Union-based executive sources


 


09/28/2023Progyny Inc.How big is the addressable market for Progyny’s fertility and family-building benefits? How penetrated is the market to date?PGNYHealth CareHealth Care Providers and ServicesProgyny Has Solid Runway for Growth, Provided Economy Cooperates

  1. Progyny customers

  2. Competitor’s customers

  3. Progyny providers and partners

  4. Competitors

  5. Sales channel

  6. Industry specialists

  7. Secondary sources


09/21/2023Energy TrendsWhat trends in E&P or green-energy spending are emerging as the industry enters late 2023, and which companies are benefiting or losing?DO, EOSE, FLNC, HAL, HP, LBRT, NBR, NE, PTEN, RIGEnergyEnergy Equipment and ServicesSome Oilfield Spending Planned for 2024 to Move into 2023

  1. U.S.-based industry specialist who is an expert on U.S. energy industry activities

  2. E&P field representatives

  3. Sources at a September networking event in Houston that was sponsored by the American Association of Drilling Engineers


09/08/2023Stanley Black & Decker Inc.Can Stanley Black & Decker get back to peak margins and accelerate sales growth even as it makes deep cuts to its product portfolio?2285.HK, AMZN, DE, LOW, HD, HSQVY, MKTAY, SWK, TORO, TTNDY, WMTConsumer DiscretionaryHousehold DurablesStanley Black & Decker Has Deep Issues to Address In R&D

  1. Competitors

  2. Retailers

  3. Industry specialists


08/30/2023Tech TrendsCan positive momentum in some information technology sectors spread across other verticals heading into Q4, or will slowing spending in areas like networking depress overall growth?AAPL, AI, AMZN, CRM, CRWD, CSCO, DELL, GOOG/GOOGL, HPE, IBM, MDB, MSFT, NTAP, NVDA, OKTA, SAP, SMCI, SNOW, ZS, 005930.KS, 000660.KSTechnologyInformation Software and ServicesRisk is Growing that End-Of-Year IT Spending Will Disappoint

  1. U.S.-based executives

  2. UK-based executives

  3. France-based executive


08/24/2023Danaher Corp. and Thermo Fisher Scientific Inc.When will order volumes of life science equipment and consumables finally bottom out for Danaher and Thermo Fisher?AVTR, CTLT, DHR, TMOHealth CareHealth Care Equipment and SuppliesDanaher, Thermo Fisher Recovery of Order Volumes a Work in Progress

  1. Thermo Fisher and Danaher customers

  2. Life science sales and distribution channel

  3. Competitors

  4. Industry specialists


08/18/2023Tech TrendsCan the IT security sector continue to remain a distinct, autonomous product category as it has for more than 20 years, or are mounting market forces going to cause it to consolidate and eventually morph into an extension of the clouds as growth slows?AMZN, CHKP, CRWD, CSCO, DELL, FTNT, GOOG/GOOGL, IBM, MSFT, OKTA, PANW, RPD, S, VMW, ZSTechnologyInformation Software and ServicesChanging Customer Needs Pressure Security Sales Revenue

  1. 11 U.S.-based executive sources

  2. 2 UK-based executive sources

  3. 1 E.U.-based executive source


08/03/2023Tech TrendsIs AI hype having a negative effect on the application of machine-learning technologies, as competition rushes projects that can train mistakes into AI software that is then prematurely released to customers?AI, AMZN, CRM, CRWD, DELL, GOOG/GOOGL, HON, IBM, MSFT, NVDA, ORCL, SAPTechnologyInformation Software and ServicesAI For Enterprise Business Is Rife With Hype/Misleading Claims

  1. U.S.-based executive sources.

  2. UK-based executive sources.

  3. E.U.-based executive sources.


07/27/2023Microchip Technology Inc.Is Microchip Technology at risk of losing market share because of contract terms, customer inventory issues, and increased competition from China?ADI, AMD, ARW, AVGO, GFS, GOOG/GOOGL, IFNNY, INTC, LSCC, MCHP, MSFT, MSI, NXPI, STMTechnologyTechnology Hardware and EquipmentSupply Frustration Could Lead to Design Losses For Microchip

  1. Microchip customers

  2. Competitors

  3. Industry specialists

  4. Competitor customers


07/20/2023Staar Surgical Co.Will Staar Surgical’s new interocular lens solutions challenge LASIK procedures for meaningful market share?AFX.DE, ALC, BLCO, JNJ, STAAHealth CareHealth Care Equipment and SuppliesStaar’s EVO ICL Can Meet Goals; Challenging LASIK To Take Time

  1. Ophthalmologists and their teams

  2. Ophthalmic device sales professional

  3. Competitors

  4. Industry specialists


07/14/2023Tech TrendsWill collaboration with AI-focused cloud operators help companies like SAP and others maintain their client bases and grow new business? What happens to companies outside such partnerships?AMZN, CRM, CSCO, DDOG, DELL, GOOG/GOOGL, HPE, IBM, MSFT, NTAP, ORCL, SAP, SNOW, SPLK, WDAYTechnologyInformation Software and ServicesAI-Driven Big Partnerships Reshaping All Information Technology

  1. U.S.-based executives

  2. UK-based executives

  3. E.U.-based executives


07/13/2023Energy TrendsWhat will be the effect of ongoing lower oil and natural gas prices on oilfield activity during the second half of 2023 and going into 2024, at current commodity price levels?DO, HAL, HP, LBRT, NBR, NE, NEX, PTEN, RIG, RNGR, SLB, TTI, VULNFEnergyEnergy Equipment and Supplies2023 Capex on Track for High-Single-Digit Rise Year Over Year

1) U.S.-based industry specialist who is an expert on U.S. energy industry activities


2) Repeat sources who are E&P field representatives


3) Attendees of a June networking event in Houston that was sponsored by the American Association of Drilling Engineers.


06/28/2023Tech TrendsBig, cloud-based machine learning for automation is pushing artificial intelligence into data analysis for research, generative writing, and imaging, rushing the obsolescence of even recently installed computing fabrics. What are the impacts on vendors and customers across the information technology networking food chain?AAPL, AMZN, ANET, AVGO, BABA, CRM, CSCO, DDOG, DELL, GOOG/GOOGL, HPE, IBM, MRVL, MSFT, NTAP, NVDA, ORCL, SNOW, SPLKTechnologyInformation Software and ServicesAI Confusion Upsets An Already-Tough Enterprise IT Marketplace

U.S. and UK executive sources


06/22/2023Inspire Medical Systems Inc.Will Inspire Medical Systems continue to gain share in the treatment of obstructive sleep apnea as new competition looms?INSP, LIVN, LLY, NVO, NYXHHealth CareHealth Care TechnologyInspire Medical Systems Carries Solid Growth Potential into 2024

Physicians, sleep centers, and their team members

Sleep apnea device sales professionals

Industry specialists


06/16/2023Tech TrendsHow widely is the application of AI reshaping the data security marketplace, and how is that likely to affect the many vendors in the vertical?AAPL, AMZN, CHKP, CRWD, FTNT, GOOG/GOOGL, IBM, INTC, META, MSFT, NVDA, PANWInformation TechnologyInformation Software and ServicesAI-Driven Cloud Security Is Upending The Entire Industry

John Harrington interviewed 14 U.S. and two UK security-focused executive sources, all repeats from previous Tech Trends reports.


06/15/2023Furniture Price TrendsWill furniture retailers like Williams-Sonoma, Arhaus, and RH have to cut prices in the coming months to maintain market share?AMZN, ARHS, ETD, ETSY, MLKN, OSTK, RH, TGT, W, WMT, WSMConsumer DiscretionaryConsumer Durables and ApparelRH in Better Spot Than Furniture Peers To Avoid Price Cuts

1) Furniture retailers


2) Furniture suppliers


3) Interior designers


4) Industry specialists


06/07/2023National Healthcare Corp.Is National Healthcare Corp. poised for growth as the senior care sector recovers from the devastation of COVID-19?BKD, NHC, WELLSenior CareHealthcareNHC: High-Quality Operator But No Growth Surge on the Horizon

1) NHC competitors

2) Current and former NHC staff

3) Industry specialists


05/25/2023EnergyWhat new products, technologies, or services are seeing a change in demand in the oilfield or green-energy space?BKR, DO, HP, LBRT, NBR, NE, NETI, NOV, PKDC, PSI.TO, PTEN, PUMP, RIG, ROCEnergyEnergyNew Tech Benefiting Oilfield; More Offshore Wind Farms on Tap

1) a U.S.-based industry specialist who is an expert on U.S. energy industry activities


2) Seven repeat E&P field representatives


3) Seven sources attending May networking events in Houston


05/23/2023Tech Trends AlertIBM, NVDAInformation TechnologyTechnologyIBM’s Moonshot in Quantum Computing Could Pay Dividends
05/19/2023Tech TrendsWhat are the impacts of the large shift out of urban office spaces on IT networking? Are enterprises opting to use cloud native applications over similar third-party software for price/remote-worker ease? Is enterprise network decentralization hurting business broadband providers?AAPL, AMZN, CDW, CMSCA, CRM, CSCO, DELL, GOOG/GOOGL, HPE, IBM, MSFT, NVDA, ORCL, SAP, T, TMUS, VZInformation TechnologyTechnologyIT Network Decentralization Continues To Pick Up Speed

1) 18 U.S.-based executive sources


05/05/2023Tech TrendsHow will the continuing development of hyperfast “cloud engines” affect the way all types of computing and digital innovation will be driven moving forward?AMZN, CIEN, CRM, CSCO, DDOG, F, GLW, GOOG/GOOGL, IBM, IRDM, MDB, MSFT, NOK, NVDA, SAP, SMCI, SNOW, VWS.COTechnologyInformation Software & ServicesExpansion of “Cloud Engine” Speed/Scale To Continue Escalating

1) Executive sources in the U.S. who have direct experience in dealing with the expansion of very fast cloud computing and its effect on IT networking

2) Executive sources in the UK who have direct experience in dealing with the expansion of very fast cloud computing and its effect on IT networking


05/01/2023Zoetis Inc. and Idexx Laboratories Inc.Should animal health companies Zoetis and Idexx be worried about rising challenges from macroeconomic conditions and shifting competitive dynamics?CEVA, DPH.L, ELAN, HSKA, IDXX, MRK, ZTSHealthcareHealth Care Equipment and SuppliesZoetis Is In Good Shape, But Concerns For Idexx Over Economy

1)Veterinarians and practice managers

2) Animal health sales professionals

3) Industry specialists

4) Secondary sources


04/20/2023Vericel Corp.Will Vericel’s arthroscopic surgical technique, scheduled for launch in 2024, meaningfully increase utilization of the MACI procedure?BVS, VCELHealthcareHealthcare Equipment & ServicesVericel’s Arthroscopic MACI Will Lead to a Modest Increase in Use

1) Orthopedic device sales channel and competitors

2) Orthopedic surgeons and their teams

3) Industry specialists

4) Secondary sources


04/14/2023Tech TrendsAs the second calendar quarter gets underway, what are the projections for enterprise tech spending?AMZN, ANET, CHKP, CRM, CRWD, CSCO, DDOG, DELL, GOOG/GOOGL, HPE, HUBS, IBM, MDB, META, MSFT, NEWR, NVDA, OKTA, ORCL, PANW, RPD, S, SMCI, SNOW, SPLK, TWLO, WDAY, ZSTechnologyInformation Software & ServicesIT Spending: Q1 Slower Than Expected; Q2 May Be A ‘Disaster’

1) Executive sources in the U.S.

2) Executive sources in the UK

3) Executive sources in the European Union


04/06/2023Energy TrendsWhat technologies or strategies are being incorporated among oilfield service providers to capitalize on green energy efforts?ACDC, CAT, CMI, HP, LBRT, NBR, NEX, PTEN, PUMP, TDW, UNTC, WFRDEnergyEnergy Equipment & ServicesOilfield Service Providers Elated Over New Geothermal Opportunities

1) U.S.-based industry specialist who is an expert on U.S. energy industry activities

2) Repeat E&P field representatives

3) Sources at a March networking event in Houston that was sponsored by the American Association of Drilling Engineers


03/30/2023Tech TrendsHow are AI advancements and hype affecting the cybersecurity industry? What are data security vendors doing with AI/ML and cybersecurity automation, and can they protect their market from the major cloud operators with their investments in AI-driven security for their own platforms?AMZN, CRWD, CSCO, CYBR, DELL, FTNT, GOOG/GOOGL, IBM, MSFT, OKTA, PANW, ZSTechnologyInformation Software & ServicesAdvanced AI: Sink Or Swim Time For Cybersecurity Vendors

1) Executive sources in the U.S. and two in the UK, all repeats from previous Tech Trends reports


03/23/2023Accolade Inc.Is Accolade’s healthcare navigation, patient advocacy, and virtual health services platform strong enough to drive meaningful growth and profits?ACCD, ALIT, CI, CVS, ELV, UNHHealthcareHealth Care Equipment and SuppliesAccolade Platform Will Drive Meaningful Growth and Profits Over Time

1) Industry specialists

2) Competitors

3) Accolade partners

4) Secondary sources


03/17/2023Tech TrendsWhat effects are energy prices, electric-generation shortages and escalating interest rates having on the non-big-three data center operators? Are costs for the server colocation portion of the industry pushing customers toward the cloud? Has the acquisition binge of data center firms hit a brick wall?AMD, AMT, AMZN, ANET, BX, CIEN, CSCO, DLR, DY, EQIX, GLW, GOOG/GOOGL, INTC, KKR, MSFT, NOK, NVDA, ORCL, SMCITechnologyInformation Software & ServicesData Center Companies’ Consolidation Vs. Public Cloud Sours

1) Executive sources in the U.S., all repeats from previous Tech Trends reports


03/03/2023Twilio Inc.Does Twilio have the technology, upsell opportunities, and competitive moat to boost its long-term growth rate?ADBE, AMZN, CRM, CSCO, EGHT, ERIC, FIVN, MSFT, NICE, RNG, TWLO, ZMTechnologyTelecommunications ServicesTwilio’s Revamping May Not Be Enough to Unleash Major Upside1) Twilio partners
2) Twilio customers
3) Twilio competitors
4) Former Twilio employees
5) Industry specialists
03/02/2023Tech TrendsAs fast computing fabrics are increasingly built and installed in the cloud, is there a computing “fabric gap" opening between advanced computing and intelligent software development and commodity IT networking on increasingly outdated equipment and technology still being sold across enterprise networking? If so, what risks does this pose for vendors and customers?AAPL, AMD, AMZN, CIEN, CSCO, DELL, GLW, GOOG/GOOGL, HPE, IBM, INTC, META, MSFT, NVDA, ORCL, QCOM, SMCI, TSMTechnologyInformation Software & ServicesComputing-Fabric Speed Gap Poses Severe Risks Across IT1) Sources in the U.S. and UK, all repeats from previous Tech Trends reports
03/01/2023Vishay Intertechnology Inc.Can an all-new management team at Vishay Intertechnology Inc. meaningfully boost the company’s traditionally mediocre margins?2327.TW, 600745.SS, 6504.T, 6981.T, AMS.SW, ARW, AVT, HON, HPE, STM, VSHTechnologyElectronic Equipment, Instruments & ComponentsUnder New Leaders, Vishay Has Opportunities to Improve Margins1) Vishay distributors
2) Vishay customers
3) Competitors
02/17/2023Tech TrendsWhat immediate effects will generative AI and machine-learning training have on the data storage, database and analytics industries?AMZN, BASE, CRM, CSCO, DELL, GOOG/GOOGL, HPE, IBM, MDB, MSFT, NTAP, ORCL, PSTG, SNOWTechnologyInformation Software & ServicesRuin Or Riches? The Risk In The Vast Expanse Of Stored Data1) Sources in data storage, management, migration, science, analytics, and application development. Fourteen sources are based across the United States, one is in Canada, and two are based in the UK.
02/16/2023Energy TrendsAre there any new events affecting E&P capex and/or new technologies or strategies being deployed in the oilfield to increase drilling or environmental efficiencies?ACDC, CMI, DWSN, HAL, HP, ICD, IR, LBRT, NBR, PTEN, RNGREnergyEnergy Equipment & ServicesNatural Gas Price Slip Not Hurting Capex Yet; New Technology Abounds1) U.S.-based industry specialist who is an expert on U.S. energy industry activities
2) E&P field representatives
3) Sources at a February networking event in Houston that was sponsored by the American Association of Drilling Engineers
02/03/2023Tech TrendsWhat are the prospects for SaaS vendors heading into 2023? Which areas are critical and which are rife with duplicate competition?AMZN, AVGO, CHKP, CRM, CRWD, CSCO, CYBR, DDOG, GOOG/GOOGL, IBM, MSFT, NEWR, ORCL, PANW, SAP, SNOW, SPLK, VMW, ZSTechnologyInformation Software & ServicesSaaS And The Looming Data Apocalypse—Costs Must Drop1) U.S.- and UK-based executive sources across all areas of IT sales and services to detect trends that will affect SaaS sales and pricing in 2023
01/23/2023Arrow Electronics Inc. and Texas Instruments Inc.What is Arrow Electronics’ outlook for 2023 in the face of pricing uncertainty, supply chain trends, and the possible loss of Texas Instruments as a supplier?005930.KS, 6723.T, ADI, AMD, ARW, AVGO, AVT, IFX.DE, INTC, MCHP, MRVL, RS1.L, SNPS, STM, TEL, TSM, TXN, XFABFTechnologyElectronic Equipment, Instruments & ComponentsArrow Is Getting Squeezed By Texas Instruments, Industry TrendsTexas Instruments and Arrow customers
2) Electronic components sales channel
3) Industry specialists
01/19/2023Eli Lilly and Co.Will Eli Lilly’s Mounjaro disrupt the diabetes and weight loss treatment markets? How much share will the drug secure?AZN, LLY, NVO, PRVB, SNYHealth CareHealth Care Equipment & SuppliesEli Lilly’s Mounjaro Poised to Disrupt Diabetes, Obesity Markets1) Diabetes and weight loss medical professionals
2) Diabetes and weight loss treatment sales professionals
3) Third-party payers
4) Industry specialists
5) Secondary sources
01/13/2023Tech TrendsWhat positive and negative trends do you see in your respective area of information technology building into 2023? What kind of timing do you forecast will apply to those trends?AAPL, AMZN, CRM, CSCO, DDOG, DELL, FFIV, GOOG/GOOGL (CLOUD PLATFORM), HPE, IBM, INTC, MDB, META, MSFT, NVDA, OKTA, SMCI, SNOW, SPLK, TSM, VMW, ZSTechnologyInformation Software & ServicesIT Struggles Continue, But Pent-Up Networking Demand Builds1) U.S.- and UK-based executive sources across all areas of information technology sales and service
12/22/2022Dexcom Inc.Will Dexcom’s U.S. launch of its next-gen continuous glucose monitor drive meaningful market share shifts? How much penetration can it garner among Type 2 diabetics?ABT, DXCM, MDT, SENSHealth CareHealth Care Equipment & SuppliesG7 to Sustain Dexcom’s Lead in CGM; CMS will Boost Type 2 Use1) Endocrinologists and their team members
2) Nurse educators
3) Diabetes device sales professionals
4) Industry specialists
12/16/2022Establishment Labs Holdings Inc.Will Establishment Labs’ Motiva breast implants gain majority market share in the U.S. when approved? What is the potential of its minimally invasive breast implant surgery?ABBV, ESTA, JNJ, SIENHealth CareHealth Care Equipment & SuppliesEstablishment Labs Faces Long Odds in U.S. Implant Market1) U.S. plastic surgeons
2) Chinese plastic surgeons
3) European and Latin American plastic surgeons
4) Competitor sales executives
5) Industry specialists
12/14/2022Tech TrendsHow have evolving threats and successful hacking attacks reshaped the data security industry across 2022, and will there be new breakthroughs in 2023 that can slow the rate of cybercrime?AMZN, CRWD, CSCO, CYBR, FTNT, GOOG/GOOGL, MSFT, OKTA, PANW, RPD, S, ZSTechnologyInformation Software & ServicesFighting Cybercrime 2023? Sector Says ‘Buy More Security Stuff’1) U.S.-based executive sources in cybersecurity
2) UK- and E.U.-based sources
12/05/2022Tech TrendsWhat has been happening to spending on enterprise technology software applications since the middle of the third quarter, and what is the projection for that spending heading into the new year Will the advent of self-learning machines that perform repetitive tasks better and better drive an expansion of low-code/no-code application development that could hurt many kinds of traditional software application development? How could this affect the enterprise IT marketplace?ADA.AX, AMZN, GOOG/GOOGL, IBM, INTC, MDB, MSFT, NVDA, ORCL, SAP, SMCI, SNOW, SPLKTechnologyInformation Software & ServicesML/AI, Low-Code/No-Code Hasten Commoditization of Software1) Executive sources in high-performance computing, artificial-intelligence and machine-learning software development, no-code/low-code application development, data management, migration and analytics, intelligent-systems integration, and data center networking. Fourteen sources are repeats from previous Tech Trends reports, and two are new sources in AI/ML development. Twelve sources are in the United States and four in the UK and European Union. Interviews were conducted throughout November
12/01/2022Energy TrendsWhat are the expectations for 2023 capital expenditures, and what oilfield or new technology companies stand to benefit?EOSE, HAL, HP, LBRT, NBR, NE, PDS, PTEN, PUMP, RIG, VAEnergyEnergy Equipment & ServicesNorth American E&P Capex Looks to Grow by Low Double Digits in 20231) U.S.-based industry specialist who is an expert on U.S. energy industry activities
2) E&P field representatives, repeat sources
3) Expert at an October networking event in Houston that was sponsored by the American Association of Drilling Engineering
11/30/2022Exact Sciencces Corp.What impact will FDA approval of Guardant Health’s Shield blood test have on the sales and market share of Exact Sciences’ Cologuard?EPGNF, EXAS, GHHealth CareHealth Care Providers & ServicesGuardant Health’s Shield Will Take Share from Cologuard Over Time1) Medical professionals prescribing Cologuard
2) Medical sales professionals and competitors
3) Industry specialists
4) Secondary sources
11/18/2022Tech TrendsWhat has been happening to spending on enterprise technology software applications since the middle of the third quarter, and what is the projection for that spending heading into the new year?ADBE, AMZN, CRM, CRWD, DDOG, DOCU, GOOG/GOOGL, IBM, MDB, MSFT, OKTA, ORCL, SAP, SNOW, SPLK, VMW, WDAY, ZSInformation TechnologyInformation Software & ServicesSoftware’s Rough Ride is Getting Rougher By the Week1) Key executive sources across all areas of enterprise IT networking. Nine are in the United States and do business from coast to coast. One is in the UK and does business globally, while another is in France.
11/04/2022SentinelOne Inc.Is SentinelOne’s cybersecurity platform robust enough to grow its market share against the likes of CrowdStrike and Microsoft?AVGO, BB, CRWD, CSCO, DRKTF, FTNT, GOOG/GOOGL, IBM, MSFT, OKTA, PANW, RPD, S, SPLK, TMICY, VMW, ZSInformation TechnologyInformation Software & ServicesSentinelOne’s Potent Platform Faces Steep Competitive Threats1) SentinelOne partners and services providers
2) SentinelOne customers
3) Competitor partners and service providers
4) Competitor customers
5) Secondary sources
11/03/2022Tech TrendsAs the war in Ukraine continues to disrupt global energy distribution and prices, especially in Europe, what technologies are being combined to work around the chaos, and what effect are they having?AMZN, GOOG/GOOGL, IBM, MAERSK-B.CO, IBM, IRDM, MSFT, SAP, VSATInformation TechnologyInformation Software & ServicesRemote Work, Cloud-Based Supply Chains Changing Energy Use1) Sources in UK , E.U. and U.S.
10/20/2022Wayfair Inc.Does Wayfair’s logistics system provide a competitive edge? How will home sales trends affect Wayfair furniture sales over the next six to 18 months?AMZN, OSTK, W, WMT, XPO, YELLConsumer DiscretionaryConsumer Durables and ApparelWayfair’s CastleGate and Delivery Network Provide Value for Some Suppliers1) Wayfair furniture suppliers
2) third-party shippers and logistics companies
3) Wayfair competitors
4) Industry specialists
5) Secondary sources
10/18/2022Tech Trends AlertGOOG/GOOGL, META, TWTRInformation TechnologyInformation Software & ServicesTikTok and YouTube Continue to Eat Into Meta’s User Base1) Industry executives engaged in internet traffic patterns and online advertising analysis across social media platforms in the United States
10/14/2022Tech TrendsAre publicly traded companies—especially software app companies that collect vast amounts of user data, including personal information—more prone to high-risk data breaches, and does that risk expose the companies to complications in effectively operating their businesses?AAPL, AMZN, CB, CRWD, CSCO, CYBR, DASH, FTNT, GOOG/GOOGL, LYFT, META, MSFT, OKTA PANW, TWTR, UBER, ZMInformation TechnologyInformation Software & ServicesCyber Insurers Back Off Covering Data Loss, Exposing Massive Risk1) Executive sources at companies that focus primarily on data and network security .
10/06/2022Teleflex Inc.How will the proposed CMS reimbursement cuts and voluntary recall of Teleflex’s UroLift System affect UroLift’s use and market share?BSX, PRCT, TFX, TSX.PRN, TYO.7733Health CareHealth Care Equipment and SuppliesFee Cuts and Recall Will Have Minimal Impact on use of Teleflex’s UroLift1) Urologic device clinical professionals
2) Urologic device sales channel
3) Urologist using UroLift
09/30/2022Tech TrendsWhat are the differences among the many iterations of machine learning, pattern recognition, and other types of so-called artificial intelligence? How do various types play in different sectors of information technology, and do any of them enhance market position vs. competition for any company pushing its version of AI?AMD, AMZN, CRM, GOOG/GOOGL, INTC, MDB, META, MSFT, MU, NVDA, ORCL, QCOM, SMCI, SNOWInformation TechnologyInformation Software & ServicesAI Is Hardware-Driven — And Software Follows Behind1) Repeat sources from previous digital networking and cloud computing reports
2) Experts in AI development, chip design, and digital infrastructure
09/29/2022Five9 Inc.Will Five9 be able to capitalize on Avaya’s struggles amid increased competition from Big Tech in the contact-center market?AMZN, AVYA, CRM, CSCO, EGHT, ERIC, FIVN, GOOG/GOOGL, MSFT, NICE, RNG, TWLO, ZEN, ZMInformation TechnologyInformation Software & ServicesFive9’s Growth Will Be Challenged By Competition, Market Trends1) Channel partners and integrators
2) Contact-center operators
3) Industry specialists
09/23/2022Energy TrendsWhat are the capital expenditure expectations in the drilling market for 2022 year over year, and which equipment suppliers will benefit?CAT, ESI.TO, HYZN, LHYFE.PA, NBR, NOV, PLUG, SLB, WFRD, WEIR.LEnergyEnergy Equipment & ServicesCapex in Drilling Markets Surging on Equipment Upgrades1) U.S.-based industry specialist who is an expert on U.S. energy industry activities
2) Small drilling contractors
3) Major drilling contractors
4) Sources at the Advanced Rig Technology Conference In Austin, Texas
09/16/2022Tech TrendsWith successful hacking incidents at an all-time high, what new areas are being developed by data security vendors to strike back? What will work? What won’t? Which vendors offer the best opportunity for growth as new methods evolve?AAPL, AMZN, CHKP, CRWD, FTNT, GOOG/GOOGL, META, MSFT, PANW, ZMInformation TechnologyInformation Software & ServicesPrivacy Will Be The Next Big Battleground In Data Security1) Executive sources in all areas of data security
09/15/2022Energy Recovery Inc.Are Energy Recovery’s new product initiatives in CO2 refrigeration and wastewater treatment realistic growth drivers?BIT.CRL, CARR, DOV, EMR, ERII, HON, KUBT,Y MIELY, PCRFY, VIEEnergy Equipment & ServicesEnergy Recovery’s PX Technology Had Potential; More Data Needed1) Potential Energy Recovery customers
2) Potential original-equipment manufacturers and installers
3) Industry specialists
4) Secondary sources
09/02/2022Tech TrendsWhich IT sectors are most likely to recover some momentum or show new growth moving toward the fourth calendar quarter of the year? Which are likely to stagnate further?AMZN, CSCO, CVLT, DELL, GOOG/GOOGL, IBM, IRM, MSFT, NTAP, PSTG, Rubrik (private), VMWInformation TechnologyInformation Software & ServicesBoring Data Backup Becomes Hot In The Age Of Ransomware1) Executive sources in data management, protection, backup and restoration
08/25/2022Oracle Corp.Can Oracle leverage its cloud infrastructure and technology to better deploy Cerner’s healthcare software and expand into new areas?AMZN, CSU.TO, GE, GOOG/GOOGL, MCK, MDRX, MSFT, NXGN, ORCL, SAP, WDAYInformation TechnologyInformation Software & ServicesCerner’s Move to Oracle’s Cloud Has Major Upside For Both1) Healthcare software users
2) Healthcare IT consultants
3) Healthcare technology partners
4) Oracle partners
5) EHR implementers and trainers
6) Secondary sources
08/11/2022Coupa Software Inc.Is Coupa Software poised to regain its momentum, or is it losing ground across its product portfolio?AMSWA, COUP, CRM, ETWO, KXS.TO, ORCL, SAP, WDAYInformation TechnologySoftwareCoupa is sputtering in strategy and execution across its suite1) Procurement executives
2) Supply chain executives
3) Industry specialists
08/04/2022Fevertree Drinks PLCCan Fevertree sustain and build on its momentum in the premium-mixer market in the U.S.?EISB.L, FEVR.L, KDP, KOConsumer DiscretionarySpecialty RetailFevertree’s Future U.S. Growth Dependent on Supply Chain Solutions1) Beverage distributors
2) Grocery, liquor and convenience-store chains (off-trade)
3) Bars, restaurants and hotel chains (on-trade)
4) Industry specialists
5) Store visits and interviews
07/29/2022Tech TrendsWhat next-generation technologies will lead information technology forward? What industries will be the most active in adopting those technologies? What companies will be lead innovators?AAPL, AMD, AMZN, BIIB, CIEN, CSCO, GLW, GOOG/GOOGL, F, IBM, INTC, 328130.KQ, MSFT, MU, NOK, NVDA, NVS, PFE, QCOM, SIE.DE, SMCIInformation TechnologyInformation Software & ServicesNew IT Advancements Not Slowing Because Of The Economy1) Executives in IT innovation and cloud networking
07/21/2022Energy TrendsWill E&P capex in the second half of 2022 beat original estimates? Which oilfield service providers and vendors will benefit most in the second half?AROC, CLB, EOSE, HP, LBRT, NEX, PTEN, RNGREnergyEnergy Equipment & Services2022 E&P Capex Will Soar 50%-55% Year over Year, Most in Second Half1) Industry specialist
2) E&P field representatives
3) Exibitors at Unconventional Resources Technology Conference in Houston
07/14/2022Tech TrendsAs we head into the second half of the year, what categories of IT will face growing problems as the economy continues to constrain budgets? What effects are likely to result?Pos: AAPL, AMZN, EQIX, GOOG/GOOGL, MSFT, NVDA, SMCI, TMUS Neg: ANET, CRWD, CSCO, DELL, DLR, FTNT, IBM, ORCL, PANW, SNOW, SPLK, ZSInformation TechnologySoftwareGiant Layoffs Loom As Tech Firms Face Customer Budget Freezes1) Sources across all areas of data networking: fiber, data center, and enterprise networking; mobile-workforce provisioning; cybersecurity; data storage; and the software-as-a-service sector, spanning several categories
07/13/2022Life sciences industryIs demand for diagnostics and research equipment from Themo Fisher, Danaher, and Illumina still strong after several years of COVID-related purchases?A, ABT, AFX.DE, AVTR, BDX, DHR, ILMN, LLY, MMM, QDEL, RHHBY, SMMNY, TMO, WATHealth CareHealth Care Equipment & SuppliesLife Sciences Outlook: Moderate Demand Expected For Rest of 20221) Academic, pharma and nonprofit research labs
2) Research lab equipment and supply sales channel
3) Life sciences realtors and development professionals
4) Industry specialists
5) Secondary sources
06/30/2022QualysAre cybersecurity market conditions and competitive dynamics ripe for Qualys to accelerate its revenue growth?AMZN, AVGO, CRWD, DDOG, DT, GOOG/GOOGL, HPQ, IBM, MSFT, QLYS, RPD, S, TENB, VMWInformation TechnologySoftwareQualys Has a Real—But Challenging—Path To Boosting Growth1) Qualys partners Industry specialists Users of vulnerability management software
06/28/2022Tech TrendsAs IT budgets come under increased scrutiny and tighten up, where are customers turning for answers as they upgrade systems, manage cloud deployments, and support mobile workforces? What tech categories and companies are best positioned to benefit in this climate?AAPL, AMD, AMZN, CRM, CRWD, CSCO, CTXS, CYBR, DDOG, DELL, FFIV, GLW, GOOG/GOOGL, HPE, IBM, INTC, MDB, MSFT, MU, NVDA, ORCL, PANW, PSTG, QCOM, SMCI, SNOW, SPLK, WDAYInformation TechnologySoftwareJust Keeping The Network Running Isn’t A Strategy for Growth1) Data networking executives and experts
06/24/2022AlignWill Align Technology rebound in Q2 from its sluggish Q1 performance to begin tracking toward its revenue growth goal of 20% to 30%?ALGN, ASAN, DHR, HSIC, MMM, SDC, XRAYHealth CareHealth Care Equipment & SuppliesAlign’s Growth Will Continue, But Competitive and Economic Challenges Rising1) Gold or above orthodontists, dentists, and assistants offering Invisalign
2) Clear-aligner sales channel, competitors and dental service organizations
3) Industry specialists
4) Secondary sources
06/17/2022Tech TrendsWhat are the most significant issues facing the data security industry’s end customers? What is happening in the industry as a result? How is that changing the competitive landscape?AMZN, CRWD, CSCO, DELL, FTNT, GOOG/GOOGL, IBM, MSFT, NSIT, OKTA, PANW, ZSInformation TechnologySoftwareSecurity Spending Continues; Who Gets It Is Drastically Changing1) IT security executives and experts
06/10/2022Energy TrendsWhich technology companies, service providers, or operators stand to benefit most under current oilfield market conditions?AROC, CRK, EXCE, HP, NBR, PDS, PSYTF, SDPI, SOI, SWN, TTEKEnergyEnergy Equipment & ServicesHelmerich & Payne Game-Changer with Galileo LNG; AROC, SOI, TTEK Stand Out1) Industry specialist
2) E&P company managers
3) Participants at oilfield water management networking event in Houston
06/02/2022Sherwin-WilliamsWill Sherwin-Williams succeed in regaining lost market share? If so, at what cost?BRKA.VI, DOW, DD, MAS, PPG, RPM, SHW, 4612:TYOMaterialsChemicalsSherwin-Williams Will Regain Share In a Robust-Yet-Challenging Market1) Professional painters and contractors
2) Paint sales channel-retail
3) Paint sales channel-wholesale
4) Suppliers
5) Industry specialists
6) Secondary sources
05/26/2022Off-Price RetailersHow quickly can the off-price retail apparel sector return to peak margins?BURL, GPS, JWN, M, RL, ROST, TGT, TJX, UA, WMTConsumer DiscretionarySpecialty RetailOff-Price Retail Apparel Margins Not Returning to Peak Despite Long-Term Optimism1) Off-price buyers
2) Off-price suppliers
3) Off-price vendors
4) Industry specialists
5) Secondary sources
05/24/2022Tech TrendsWhat kinds of software as a service can thrive—or survive—when pitted against what the big clouds offer? What is likely to struggle?AKAM, AMZN, CRM, CRWD, CSCO, DDOG, DELL, FTNT, GOOG/GOOGL, IBM, MDB, MSFT, OKTA, ORCL, PANW, SNOW, SPLK, WDAY, ZSInformation TechnologySoftwareSoftware as a Service, Managed IT in For Long Decline Vs. Cloud1) Executive sources in data engineering, cloud management, IT security, network implementation, data storage and analysis, and application software development
05/20/2022The Trade DeskWhat is the outlook for connected TV ad spending in Q2 and beyond? How well positioned is The Trade Desk to gain share in CTV?AMZN, CMCSA, DIS, FB, FOX, GOOG/GOOGL, KRX:003550, KRX:005930, MGNI, NFLX, PARA, PUBM, ROKU, SNAP, TTDInformation TechnologyInternet Software & ServicesNear-Term Anxiety Not Dampening Enthusiasm for Connected TV1) Ad agencies
2) Ad technology developers
3) Industry specialists
4) Secondary sources
05/16/2022Energy TrendsWhich oilfield service providers or drilling technology companies stand to benefit most under current market conditions?CAT, EOG, FANG, HAL, HP, LBRT, LNG, NBR, NOV, PTEN, PXD, RNGR, SLBEnergyEnergy Equipment & ServicesE&P Capex Ramps Up as U.S., Middle East Gain From Ukraine War Fallout1) Industry specialist
2) E&P field representatives
3) Exhibitors at the Offshore Technology Conference
05/13/2022Tech TrendsHow 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?AMD, AMZN, AVGO, CMCSA, EMR, GLW, GOOG/GOOGL, HON, INTC, JCI, MSFT, MU, NVDA, QCOM, T, TMUS, VZ, WOLFInformation TechnologySemiconductors & Semiconductor EquipmentAs The Cloud Expands In Scale, ‘Intelligent Edge’ Will Explode1) Experts in cloud computing, high-speed computer networking, artificial intelligence and machine learning, and advanced fiber optic and wireless networks
05/05/2022Fuel Cell & Hydrogen EconomyWill 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?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, UMICYIndustrialsElectrical EquipmentUkraine Crisis Will Accelerate Hydrogen and Fuel Cell Economy1) Fuel cell and hydrogen companies
2) Fuel cell supply chain
3) Fuel cell customers
4) Industry specialists
5) Secondary sources
04/21/2022Tech TrendsHow has the expansion of mega-cloud hosting affected the business models and growth of the major data security companies?AMZN, CHKP, CRWD, CSCO, DARK L, FTNT, GOOG/GOOGL, IBM, MSFT, OKTA, PANW, ZSInformation TechnologySoftwareData Security Morphs Toward A Competitive Cloud Utility Service1) Repeat executive sources involved in cybersecurity
04/19/2022Srini's Chip Watch - IntelAAPL, AMAT, ASML, AMD, INTC, LRCX, MU, NVDA, TSM, 005930.KR, 000660.KRInformation TechnologySemiconductors & Semiconductor EquipmentSemi Equipment Makers All Clear – Concern, Uncertainty From Macro, Inflation
04/14/2022Upstart HoldingsDoes Upstart’s AI-based technology give it a competitive edge that will help it thrive in a credit downturn?AFRM, BAC, C, COF, EXPGY, FICO, JPM, LC, PRG, SOFI, UPST, WFCFinancialsConsumer FinanceUpstart’s Machine-Learning Approach Continuing to Win Fans1) Upstart bank partners
2) Industry specialists
3) Auto finance executives
4) Secondary sources
04/14/2022Tech TrendsIs accelerated computing destroying barriers to entry and rapidly commoditizing the database and analytics industry by allowing for the fast creation of new AI-driven data analysis applications by potentially millions of developers?AMZN, DELL (EMC), GOOG/GOOGL, IBM, INTC, MDB, MSFT, NTAP, NVDA, ORCL, SAP, SNOW, TDCInformation TechnologyTechnology Hardware, Storage & PeripheralsFast Computing Is Turning Database Analytics Into A Commodity1) U.S.-based data science, database, data management, and analytics executive sources
04/08/2022Energy TrendsHas the situation in Russia and Ukraine caused U.S. oilfield capex to rise to accommodate the loss of production from that region? Are other regions increasing oilfield activity? Which companies are benefitingBKR, DO, HAL, NE, NBR, NESR, NEX, PTEN, RIG, RNGR, SLBEnergyEnergy Equipment & ServicesMiddle East Poised to Gain from Russia Debacle; U.S. Capex to Rise 30%1) Industry specialist
2) E&P field representatives
03/31/2022DocuSignWill DocuSign regain momentum to bring on new customers and grow existing-customer spending in its core e-signature segment? Will its contract life-cycle management (CLM) product gain meaningful traction?ADBE, CRM, DBX, DOCU, MSFT, OSPN, WDAYInformation TechnologyInformation Software & ServicesDigital Transformation Will Fuel Steady Growth for DocuSign … if it Evolves1) DocuSign customers
2) Competitors
3) DocuSign partner
4) Industry specialists
5) Secondary sources
03/24/2022Tivity HealthWill Tivity Health benefit from the expansion of Medicare Advantage’s ancillary services to achieve its growth expectations? What competitive threats could derail Tivity’s SilverSneakers program?AET, CNC, HUM, TVTY, UNHHealth CareHealth Care Providers & ServicesTivity Health’s SilverSneakers Will Benefit from Medicare Advantage’s Growth1) Medicare Advantage providers
2) Independent Medicare Advantage sales professionals
3) Ancillary-service sales channel
4) Ancillary-service providers
5) Industry specialists
6) Secondary sources
03/22/2022Tech TrendsNVDAInformation TechnologySemiconductors & Semiconductor EquipmentNvidia Unleashes Plethora of Accelerated Capabilities Across Vast Array Of Computing Touching Virtually Every Aspect Of Life1) Sources at Nvidia's GTC developers conference
03/18/2022Tech TrendsHow are new microprocessors being used to inject artificial intelligence into every layer of information technology and everyday human tasks? What areas are changing the fastest? Who is leading the way?AMD, AMZN, FB, GOOG/GOOGL, IBM, INTC, MSFT, NVDA, QCOMInformation TechnologySemiconductors & Semiconductor EquipmentNvidia Leading The Way As Artificial Intelligence Flows Toward Every Device1) High-performance computing, data science, data center executive sources
03/11/2022Energy TrendsHow will the Russia-Ukraine situation affect various oil-producing regions, including capital spending in the U.S. oilfield? Which companies are likely to benefit the most?BKR, CAT, CMI, HAL, HP, LBRT, NEX, PTEN, PDS, RNGR, SLB, SLCA, WFRDEnergyEnergy Equipment & ServicesSupply Chain Shortages Thwart U.S. Oilfield from Higher Production1) Industry specialist
2) E&P field representatives
03/10/2022Srini's Chip Watch - IntelAMD, CDNS, INTC, NVDA, SNPS, TSEM, TSM, VMWInformation TechnologySemiconductors & Semiconductor EquipmentAMD, INTC, NVDA: All Solid But Intel Cheaper Due to Prior Non-Execution
03/08/2022Tech TrendsWhat does the drastic cyberwar escalation via this physical war in Ukraine mean? Which IT security companies are on the front lines and under pressure to prove their products can block and counter new attacks?AMZN, CHKP, CRWD, CSCO, DARK.L, FTNT, GOOG/GOOGL, MSFT, PANW, ZSInformation TechnologySoftwareMicrosoft Goes To War—Who Else Will Follow Their Lead?1) U.S.-based executives
2) UK-based executives
03/02/2022Sporting HardgoodsWill sporting hardgoods category growth and sales continue in 2022 and beyond, or will it return to historical levels?AOUT, ASO, BGFV, CLAR, DKS, FOXF, GRMN, GPRO, JOUT, SPWH, VSTOConsumer DiscretionarySpecialty RetailSports Hardgoods Industry Will Succeed in 2022—But Not Exceed 2020, 20211) Outdoor sports equipment big-box retail personnel
2) Outdoor sports equipment specialty retailers
3) Outdoor sports equipment sales channel
4) Outdoor sports equipment manufacturers
5) Industry specialists
6) Secondary sources
02/24/2022Tech TrendsWhat types of IT security measures are best adapted to a warfare level of cyber-attacks? Which companies are best positioned to counter them?AKAM, AMZN, CHKP, CRWD, CSCO, CYBR, DARK.L, FTNT, GOOG/GOOGL, MSFT, NET, OKTA, PANWInformation TechnologySoftwareNot All Cyber Security Companies Are Equal in Fighting A War1) Security sources
02/23/2022VacasaWill Vacasa’s platform set it apart from its short-term-rental competitors?ABNB, BKNG, EXPE, VCSAConsumer DiscretionaryHotels, Restaurants & LeisureVacasa Occupancy High, But It Fails to Keep Promises With Subpar Service1) Property management companies using Vacasa
2) Property owners using Vacasa
3) Property management companies not using Vacasa
4) Property owners not using Vacasa
5) Product or service suppliers
6) Industry specialists
7) Secondary sources
02/18/2022Srini's Chip Watch - IntelAMAT, INTC, LRCX, TSEM, TSMInformation TechnologySemiconductors & Semiconductor EquipmentIntel Walking The Talk With Tower Semiconductor Acquisition
02/17/2022AffirmDo merchants see Affirm as a necessary and valuable partner that stands out from competitors?ACIW, AFRM, AMZN, AXP, C, COIN, GPN, JPM, MA, PAY, PYPL, SEZNL, SQ, SYF, V, ZIZTFInformation TechnologyIT ServicesAffirm Is Struggling To Define Its Competitive Edge For Merchants1) Merchants
2) Payment industry specialists
3) Payment technology developers
4) Secondary sources
02/11/2022Tech TrendsWhat are the new technologies that will carry some companies ahead and leave others behind? Who has these technologies now?AAPL, AMD, AMZN, CSCO, CTXS, DELL, FFIV, GOOG/GOOGL, HON, HPE, IBM, INTC, MSFT, NVDA, ORCL, PATH, QCOM, UPSTInformation TechnologySoftwareAutomation Of Everything Is The Top Next-Generation Technology1) Data networking, cloud migration and next-generation applications sources
02/10/2022Srini's Chip Watch - MarvellAMD, AVGO, INTC, MRVL, NOK, NVDA, NXPI, XLNX, Samsung (005930.KR)Information TechnologySemiconductors & Semiconductor EquipmentGetting Excited About Marvell; Need to See Margin Recovery and Realization of Synergies
02/03/2022Monster BeverageWill Monster return to growing its market share in 2022?CELH, DG, KO, KR, MNST, PEP, SBUX, STZ, TAP, WMTConsumer StaplesBeveragesMonster Beverage Faces Uphill Battle to Grow Share in 20221) Distribution channel
2) Sales channel
3) Competitors
4) Industry specialists
5) Secondary sources
01/31/2022P3 Health Partners and Value-Based CareWill P3 capitalize on Medicare’s refreshed strategy for advancing value-based healthcare to achieve its 2022 growth goals? Does P3’s partnering business model give it a competitive edge?AGL, BHG, CANO, CMAX, HUM, ONEM, OSH, PIII, PRVA, TDOCHealth CareHealth Care Providers & ServicesMedicare To Drive P3’s Growth And Value-Based Care Consolidation1) P3 practice managers
2) Competitors
3) Sales channel
4) Third-party payer
5) Industry specialists
6) Secondary sources
01/28/2022Energy TrendsWhich vendor or supplier stands to benefit from increased work in fossil fuel and/or green power markets during the first half of this year?BKR, EOSE, FLNC, HP, LBRT, NBR, NEX, PDS, PTEN, TTIEnergyEnergy Equipment & ServicesLabor Shortage Hurting Oilfield; Baker Hughes Leads in Green Tech1) Drilling contractors
2) E&P company sources
3) Industry specialists
01/26/2022Srini's Chip Watch - IntelAAPL, AMD, ASML, IBM, INTC, MSFT, NVDA, Samsung (005930.KR), TSMC, XLNXInformation TechnologySemiconductors & Semiconductor EquipmentBecoming Optimistic On Intel As Supply Chain Clears Up, Sapphire Rapids On Schedule
01/24/2022Tech TrendsHow vulnerable to hacking is data stacked up in data warehouses, data lakes, relational and NoSQL databases, and other computing resources scattered across the information technology landscape? Does data vulnerability pose a risk to global investment in the digital economy?AIG, AMZN, CB, CHKP, CRWD, CSCO, DELL, DRKTF, FTNT, GOOG/GOOGL, MDB, MSFT, OKTA, ORCL, PANW, SNOW, TDC, TRV, ZSInformation TechnologySoftwareMassive Data Risk Emerges – And Investors Better Start Asking Questions1) Executive cybersecurity sources
01/20/2022SnapHave Apple’s new privacy restrictions permanently damaged Snapchat’s ad business?AAPL, AMZN, FB, GOOG/GOOGL, IHRT, MSFT, NLSN, PINS, SIRI, SNAP, SPOT, TWTRInformation TechnologySoftwareApple’s Privacy Crusade Is Not Snap’s Biggest Challenge1) Ad agencies
2) Advertisers
3) Industry specialists
4) Secondary sources
01/13/2022Travel IndustryWhat are travel and tourism booking trends for 2022 as winter pandemic fears grow?AAL, ABNB, CCL, DAL, DIS, EXPE, HLT, IHG, LUV, MAR, NCLH, RCL, TRIP, UALConsumer DiscretionaryHotels, Restaurants & LeisureTravel Industry Ready to Bounce Back in 2022 Once Omicron Passes1) Travel agents
2) Destination businesses
3) Travel supply chain
4) Industry specialists
5) Secondary sources
01/06/2022Tech TrendsWhat new services and technologies are likely to be introduced or expanded by Microsoft in 2022 that penetrate further into traditional DIY enterprise networking? What does Microsoft’s relentless expansion into new software-as-a-service applications and network services mean for other software/hardware/IT service companies?AMZN, CMSCA, CRM, CRWD, CSCO, CTXS, DDOG, DELL, GOOG/GOOGL, HPE, IBM, INTC, MSFT, NVDA, ORCL, SMCI, SNOW, TDC, VMW, ZMInformation TechnologySoftwareMicrosoft Cloud Services Threaten To Reign Over Other Players1) Executive sources in enterprise networking, cloud migration and management
12/23/2021FiservWill Fiserv’s Clover platform help it fend off threats in merchant acquiring from next-gen competitors like Square?ADYEY, AMZN, BAC, C, FIS, FISV, GPN, JPM, MA, NCR, ORCL, PYPL, SHOP, SQ, TOST, V, WFCInformation TechnologyIT ServicesClover Is Keeping Fiserv Competitive With The Fintechs1) Merchants using Clover
2) Merchants using competing POS systems
3) Industry specialists
4) Secondary sources
12/22/2021Insulin Pump & CGMWill Insulet’s Omnipod 5 take share in the insulin pump market?ABT, DXCM, MDT, MODD, NVO, PODD, SENS, TNDM, VRTX, ZEALHealth CareHealth Care Equipment and SuppliesInsulet’s Omnipod 5 a Solid Upgrade–Not Breakthrough Technology1) Endocrinologists/members of their medical team
2) Nurse educators
3) Diabetes device sales channel and competitors
4) Industry specialists
5) Secondary sources
12/17/2021Energy TrendsWhat are the expectations for oilfield or green-power spending in 2022 compared to last year? Which companies are likely to benefit the most?BKR, BW, ECL, HP, LBRT, NBR, PDS, PTENEnergyEnergy Equipment & ServicesE&P Capex to Grow Mid-double Digits in ’22; Energy Transition Continues1) E&P companies sources
2) Industry specialists
12/16/2021Dollar TreeWill price increases be the beginning of Dollar Tree’s turnaround?AMZN, DG, DLMAF, DLTR, FIVE, KR, TGT, WMTConsumer StaplesFood & Staples RetailingPrice Increase Good Start for Dollar Tree, But A Lot of Work Left1) Dollar Tree district managers
2) Dollar Tree store personnel
3) Supply chain
4) Competitors
5) Industry specialists
6) Secondary sources
12/10/2021Tech TrendsDoes the U.K.’s fast broadband rollout hold clues for a similar effort that is part of the U.S.’s new infrastructure bill? How will the spread of fast internet to rural and underserved areas affect the economy? What tech sectors stand to benefit, and which may be hurt?AMZN, CIEN, CMCSA, COMM, CSCO, DISH, ERIC, GLW, GOOG/GOOGL, IBM, MIMO, MSFT, NOK, ORCL, QCOMInformation TechnologyCommunications EquipmentBroadband Expansion Poised To Explode In 20221) U.K. broadband networking executives dealing with access, core and edge networking
2) U.S. sources involved in the construction of fiber and wireless broadband networks and cloud-access direct fiber links
12/09/2021ZoetisWill the pandemic-related pet boom and recovering livestock agriculture segment drive growth for Zoetis?BAYRY, CHWY, CVET, ELAN, IDXX, NVS, VETO.PA, ZTSHealth CarePharmaceuticalsZoetis Poised for Continued Growth as Pandemic Fuels Demand for More Pet Care1) Veterinarians and their teams
2) Animal health sales channel and competitors
3) Industry specialists
4) Secondary sources
12/03/2021Energy TrendsAre there any new green power or oilfield technologies being tested that will enhance productivity in the field?ABB, BKR, NBR, NJDCY, VLTA, XPROEnergyEnergy Equipment & ServicesNew Technologies Enhancing Field Work; ESG Protocols in Place1) Attendees at the American Association of Drilling Engineers conference
2) Attendees at the Energy ESG Conference
12/01/2021Bill.comWill Bill.com’s recent acquisitions propel the company to a new level in an increasingly competitive environment?AVDX, AXP, BILL, EXFY, GOOG/GOOGL, HUBS, INTU, MA, ORCL, SGGEF, SIVB, XROLFInformation TechnologyInternet Software & ServicesBill.com’s New Tools: A Good Step Toward Fending Off Threats1) Accounting firms
2) Bill.com customers
3) Vendors
4) Secondary sources
11/22/2021Tech TrendsWhat changes are happening in the private IT and data center sectors? What effect are those changes likely to have on cloud computing in 2022?AMD, AMZN, CSCO, DELL, GOOG/GOOGL, HPE, IBM, INTC, MSFT, NVDA, ORCL, VMW, XROLFInformation TechnologySoftwarePrivate IT Shows That Big Enterprises Not Going All Cloud … Yet1) U.S.-based executive sources
2) U.K. and Western Europe-based executive sources
11/16/2021Tech Trends - NvidiaNVDAInformation TechnologySemiconductors & Semiconductor EquipmentNvidia Benefitting From Data Center Infrastructure Refresh Cycle1) Network design and integration sources
11/15/2021Tech TrendsWhat impact is the cybersecurity shift to the edge having on an industry that was heavily focused on protecting the core and perimeter of networks over the past 25 years? Which companies are well-positioned in edge AI security? Which are caught between a central-firewall mentality and the undefined edge?AMZN, CHKP, CRWD, CSCO, CYBR, DELL, DRKTF, FTNT, GOOG/GOOGL, JNPR, MSFT, OKTA, PANW, VMW, ZSInformation TechnologySoftwareThe Wild West Of The Edge Blows Up The Cybersecurity World1) Executive sources
11/11/2021NikeIs Nike managing the expected inventory shortage well enough to mitigate concerns as the holiday shopping season begins?ASCCY, ADDYY, BIRD, BRK.A, CROX, DECK, DKS, FL, LULU, NKE, UAA, VFC, WWWConsumer DiscretionaryTextiles, Apparel & Luxury GoodsNike Better Equipped to Handle Inventory Challenges Than Competitors1) Wholesale retailers
2) Competitors
3) Industry specialists
4) Secondary sources
11/03/2021Alphatec Holdings and NuVasive Inc.Does either NuVasive or Alphatec have a competitive edge in the spine surgery market?ATEC, GMED, JNJ, MDT, NUVA, SYK, ZBHHealth CareHealth Care Equipment & SuppliesATEC Leadership, Sales Team, Some Products Provide It Edge Over NUVA1) Spine surgeons and their medical teams
2) Spine surgery device sales channel
3) Industry specialists
4) Secondary sources
10/29/2021Oil PatchWith oil & gas prices rising again, are E&P companies making revisions to year-end 2021 oilfield spending? What are early indications of 2022 capex?HAL, HP, LBRT, NBR, NEX, PDS, PTEN, SOI, SLCA, USWSEnergyEnergy Equipment & ServicesYear-End Capex Increasing, More Gains Expected in 20221) Expert on U.S. energy industry activities
2) E&P company managers hiring rigs
10/28/2021SailPoint TechnologiesWill SailPoint be able to fend off rising competition from Okta and others in the identity governance and administration market?AMZN, AVGO, CSCO, CYBR, FORG, IBM, MSFT, OKTA, ORCL, SAILInformation TechnologySoftwareSailPoint’s Cloud Flaws Could Give Okta, Others an Opening1) SailPoint customers
2) SailPoint partners and integrators
3) Competitor customers
4) Competitors
5) Industry specialists
6) Secondary sources
10/27/2021Tech TrendsDoes the digital landscape change so fast that IT security vendors can’t keep up? Do customers feel constantly set upon to buy more and more products and services?CRWD, CSCO, CHKP, DARK, FTNT, MIME, MSFT, OKTA, PANW, SPLK, ZSInformation TechnologySoftwareCISO Exhaustion, Competition Hits Cyber Security Growth Targets1) executive sources from previous Tech Trends IT security projects
10/22/2021Establishment Labs HoldingsWhat competitive advantage will Establishment Labs bring to the U.S. breast implant market, if any? Will ESTA challenge for meaningful share?ABBV, ESTA, JNJ, SIENHealth CareHealth Care Equipment & SuppliesEstablishment Labs Products Preparing to Propel Success in U.S.1) Plastic surgeons and their medical teams
2) Breast implant sales channel
3) Establishment Labs employees
4) Secondary sources
10/15/2021Tech TrendsIs IT budget weakness being ignited as supply chain and uncertain worker issues pile up? If so, which sectors stand to be affected?AMZN, ANET, CHKP, CIEN, CMCSA, COMM, CRWD, CSCO, CTXS, DELL, DY, ERIC, FFIV, FTNT, GLW, GOOG/GOOGL, HPE, IBM, MSFT, NVDA, NOK, OKTA, PANWInformation TechnologySoftwareAnother IT Budget Slowdown Hits Spending Recovery1) Executive sources in IT enterprise, data centers, cloud and carrier networking (25)
10/14/2021Equitrans MidstreamWill Equitrans Midstream successfully navigate its remaining legal, political, financial, and contractual challenges and complete the Mountain Valley Pipeline?D, DUK, ED, ETRN, NEE, RGCOEnergyOil, Gas, & Consumable FuelsEquitrans Midstream’s Mountain Valley Pipeline Completion a Toss Up1) Oil and gas pipeline specialists
2) Secondary sources
10/13/2021CelsiusIs Celsius’ growth sustainable?CELH, KO, MNST, PEP, TAPConsumer StaplesBeveragesCelsius’ Growth Sustainable; Will Benefit From Stronger Distribution, Marketing1) Distribution channel
2) Sales channel
3) Competitors
4) Industry specialists
5) Secondary sources
10/07/2021Exact SciencesWill Exact Sciences experience growth by nearly doubling its Cologuard sales team after adjusting its joint sales effort with Pfizer?DGX, EPGNY, EXAS, GH, LH, ILMN, NTRA, PFEHealth CareBiotechnologyExact Sciences’ Expanded Sales Team Will Generate Meaningful Growth1) Medical professionals prescribing Cologuard
2) Industry specialists
3) Medical testing sales channel
4) Medical professionals not prescribing Cologuard
5) Secondary sources
10/01/2021Tech TrendsAre data storage and database analysis/services companies falling into a commodity pricing trap because of the pricing power of the major cloud providers that compete with them while also hosting them?AMZN, DDOG, GOOG/GOOGL, MDB, MSFT, ORCL, SNOW, SPLK, TDC, VMWInformation TechnologySoftwareBetting On Data As A Cash Cow Is Like Buying Sand1) Executive sources
09/30/2021LululemonWill Lululemon successfully expand beyond its core apparel business into a broader lifestyle and wellness brand?AAPL, ADDDF, GPS, HNNMY, LEVI, LULU, NKE, PTON, PUMSY, RL, TJX, TPR, TYO:7936, UA, VFC, WWWConsumer DiscretionaryTextiles, Apparel & Luxury GoodsLULU’s Apparel Runway is Huge; Tougher Path in Fitness, Shoes1) Retail and apparel specialists
2) Connected fitness specialists
3) Footwear specialists
4) International specialists
5) Secondary sources
09/24/2021Aurinia PharmaceuticalsAre Aurinia’s Lupkynis and GSK’s Benlysta for the treatment of LN gaining traction? Are they challenging the standard of care? Is one performing better than the other? Is there a place for both?AUPH, AZN, GSKHealth CareBiotechnologyAurinia’s Lupkynis Gaining Traction and Generating High Interest1) AUPH and AZN sales professionals and the founder of a Lupus foundation
2) Secondary sources
09/20/2021Tech TrendsWhich software/hardware companies compliment the major cloud providers best? Which are most at risk of being hurt by cloud expansion?AMZN, CHKP, CRWD, CSCO, CTXS, DARK.L, DDOG, DELL, FFIV, FTNT, GOOG/GOOGL, IBM, MDB, MSFT, ORCL, PANW, SNOW, SPLK, TDCInformation TechnologySoftwareThe Cloud Is Making And Breaking IT Companies1) Executive sources across all areas of IT
09/09/2021Oil PatchWhich oilfield activity is ramping in early 3Q in concert with mid-year increases in capex? Which oilfield service companies are benefiting or losing?HAL, HP, LBRT, NBR, NEX, NOV, PDS, PTENEnergyEnergy Equipment & Services3Q Oilfield Activity Continues on Upswing1) Expert on U.S. energy industry activities
2) E&P company managers hiring rigs
3) Drilling rig owners in U.S.
09/08/2021Fuel Cell & Hydrogen EconomyWhich fuel cell company or companies are best positioned to benefit from the federal bill on infrastructure?AIQUY:US, APD, BE, BLDP, CAT, CMI, FCEL, HYMTF, HYZN, ITM.L, LIN, NEL.OL, NKLA, PLUG, RDS-A, SMNEY, TKAMY, TMIndustrialsElectrical EquipmentPlug, Ballard, Cummins Best Positioned to Benefit from the Infrastructure Bill1) Fuel cell suppliers
2) Fuel cell and hydrogen companies
3) Industry specialists
4) Secondary sources
08/30/2021Tela BioCan TELA Bio navigate the COVID pandemic and challenge the current standard of care to generate meaningful and sustained growth?ABBV, BDX, IART, JNJ, MDT, TELAHealth CareHealth Care Equipment & SuppliesTELA Bio’s Growth Hampered by COVID; OviTex Adoption Will Increase1) Surgeons using OviTex
2) Surgeons not using OviTex
3) Medical device sales channel
4) Industry specialists
5) Secondary sources
08/26/2021Tech TrendsWill there be any end-of-year budget additions for on-premise enterprise IT networking?AMZN, CSCO, CTXS, DELL, FFIV, GOOG/GOOGL, HPE, IBM, MSFTInformation TechnologySoftwareCOVID-19 Still Affects Budgets as Enterprises Spend Defensively1) CEOs of IT services firms
08/23/2021Oil PatchHas the recent surge in COVID-19 cases or any other issues caused 2021 oil patch business plans to change?CAT, CMI, NOV, NUE, SLB, TSEnergyEnergy Equipment & ServicesCOVID-19 Concerns Voiced but Oilfield Orders Still Solid for Now1) Industry representatives at the Offshore Technology Conference and the North American Petroleum Expo held the week of August 16-20 in Houston, Texas
08/19/2021ChewyWill Chewy’s growth slow as reopening accelerates?AMZN, CHWY, EBAY, SHOP, TGT, WMT, WOOFConsumer DiscretionaryInternet and Direct Marketing RetailChewy Sales Keep Climbing, But Some Say at a Slower Pace1) Pet food manufacturers
2) Supply chain
3) Industry specialists
4) Secondary sources
08/16/2021Tech TrendsHas raw data storage become the ultimate commodity business?AMD, AMZN, DELL, GOOG/GOOGL, IBM, INTC, MDB, MSFT, NTAP, NVDA, PSTGInformation TechnologySoftwareCloud Storage Prices Push Vendors into AI, Analytics; Chips Win1) Executive data management and storage sources
08/06/2021On24Can ON24 sustain meaningful growth over the next 12 to 24 months?CSCO, GOOG/GOOGL, MSFT, ONTF, ZMInformation TechnologySoftwareON24’s Growth Will Continue to be Driven by COVID-191) ON24 current and past customers
2) Competitors
3) Industry specialists
4) Secondary sources
08/05/2021ElasticHas Elastic found the right formula to stand out from the competition in search, security, and observability?AMZN, CSCO, DDOG, DT, ESTC, GOOG/GOOGL, IBM, MDB, MSFT, NEWR, ORCL, SPLK, SUMOInformation TechnologySoftwareElastic Faces Tall Task to Set Itself Apart from Amazon, Others1) Elastic users
2) Industry specialists
3) Elastic partners
4) Competitor partners
5) Secondary sources
08/02/2021Tech TrendsWhat fundamental changes are altering the way data protection and network security will proceed? Which technologies and companies will win or lose?AMZN, CHKP, CRWD, CSCO, DARK.L, FTNT, GOOG/GOOGL, MSFT, OKTA, PANW, ZSInformation TechnologySoftwareIT Security Pros Can’t Cope; Supported AI Must Step Up1) Senior executive sources in information security
07/30/2021Oil PatchHas 2021 E&P capex at mid-year increased compared to early 2021 projections? Which service providers or manufacturing companies are benefitting from higher spending or new technology initiatives?BKR, HP, IR, LBRT, NBR, NEX, NOV, PDS, PTEN, SLCAEnergyEnergy Equipment & ServicesOptimism Returns to Oilfield with 2021 Capex Increasing1) Expert on U.S. energy industry activities
2) E&P company managers
3) Oil & gas company attendees at industry trade show
07/29/2021Aurinia PharmaceuticalsWill Aurinia’s launch of Lupkynis withstand the challenges of COVID-19, competition, and the existing standard of care to attain significant sales success?AUPH, GSKHealth CareBiotechnologyAurinia Pharma’s Lupkynis Sales Face a Slow and Steady Climb1) Rheumatologists and their medical teams
2) Lupus treatment sales channel
3) Industry specialists
4) Secondary sources
07/22/2021Beyond MeatWill supply shortages and rising prices of traditional meat provide an opening for Beyond Meat to make lasting gains?ACI, BYND, CAG, K, KR, MCD, NSRGY, PEP, QSR, TSN, WMT, YUMConsumer StaplesFood ProductsBeyond Meat Shows Stable Growth, Potential in Chicken1) Food brokers
2) Suppliers
3) Distributors
4) Grocery executives
5) Restaurant executives
6) Grocery personnel
7) Restaurant personnel
8)Industry specialists
9) Secondary sources
07/16/2021SnapWill Snap’s newest augmented reality technologies push the company’s share of ad budgets meaningfully higher?AAPL, AMZN, FB, GOOG/GOOGL, MSFT, PINS, SNAP, TWTRInformation TechnologySoftwareSnapchat’s AR Outlook is Bright But TikTok’s Threat Is Growing1) Ad agencies
2) Advertisers
3) Augmented reality specialists
4) Secondary sources
07/12/2021Tech TrendsHow will open 5G radio access networks (O-RANs) affect wireless connectivity for the digital world and what will it mean for enterprise network hardware and software vendors stuck between edge users and cloud-connected 5G RANs?AMZN, CMCSA, CSCO, CTXS, DELL, ERIC, FFIV, GOOG/GOOGL, IBM, MSFT, NOK, T, TMUS, VZInformation TechnologyCommunications EquipmentOpen RAN Can Clear The Way For The 5G Explosion1) Executive sources in wireless 5G communications, carrier networking, cloud engineering, and network design and integration
07/07/2021SientraCan Sientra’s new leadership continue to drive share gains, challenge the industry giants, and stay ahead of emerging competition?ABBV, ESTA, JNJ, SIENHealth CareHealth Care Equipment & SuppliesSientra on Track for Steady Gains in Highly Competitive Market1) Plastic surgeon/medical teams using Sientra
2) Breast implant sales channel
3) Plastic surgeons/medical teams not using Sientra
4) Secondary sources
06/29/2021Oil PatchWith oil prices rising quickly and the push for green power becoming more prevalent, which oilfield service companies are leading in innovation and are any companies lagging?APD, BKR, HAL, HP, LBRT, NBR, NEX, NOV, PDS, PTEN, SLB, SOI, TYO:6752EnergyEnergy Equipment & ServicesInnovations Emerge in Oilfield for Cost Savings, Quicker Flowback1) Expert on U.S. upstream activity
2) E&P field representatives
06/24/2021Tech TrendsWill the spate of cyber attacks on supply chain, infrastructure, and other key industries prompt the federal government to quickly unleash a wave of spending aimed at established IT security vendors, or help fuel a new wave of competition in the IT security sector?AMZN, CHKP, CRWD, CSCO, DARK.L, DELL, FTNT, GOOG/GOOGL, MSFT, OKTA, PANW, PFPT, ZSInformation TechnologySoftwareAnti-Hacking Security Spending Not Going to Surge1) Executives in all areas of data security delivery
06/16/2021Casual Dining and QSRWill labor shortages and higher commodity prices result in prolonged higher prices for casual dining and QSR customers? What does this mean for company margins?BWLD, CAKE, CMG, COLD, DIN, DPZ, DRI, MCD, PNRA, PZZA, QSR, SBUX, SHAK, WEN, YUMConsumer DiscretionaryHotels, Restaurants & LeisureCasual Dining & QSR Menu Price Increases Are Maintaining Large Chain Margins1) Restaurant managers
2) Franchise owners
3) Food supply chain professionals
4) Industry specialists
5) Secondary sources
06/11/2021Tech TrendsHow does the spread of new generation undersea and large terrestrial fiber optic transmission cables fuel the growth of tech expansion as connections fan out across the globe?AMD, AMZN, CIEN, COMM, CSCO, DY, EQIX, GLW, GOOG/GOOGL, IBM, INTC, JNPR, MSFT, NOK, NVDA, TSMInformation TechnologyCommunications EquipmentNew Generation Fiber Optics Will Lead to Boost in Tech Innovation1) Executive and senior engineering sources (25)
06/09/2021Insulin Pump & CGMAre any of the diabetes wearables market’s key players setting themselves apart and gaining significant share?ABT, DXCM, MDT, MNKD, PODD, SENS, TNDMHealth CareHealth Care Equipment and SuppliesMedtronic Losing; Dexcom, Abbott, Insulet Winning in the Diabetes Market1) Endocrinologists/members of their medical team
2) Nurse educators
3) Diabetes sales channel and competitors
4) Industry specialists
5) Secondary sources
06/03/2021FacebookWill Facebook Shops become a dominant end-to-end ecommerce platform?AAPL, AMZN, EBAY, ETSY, FB, GOOG/GOOGL, GRPN, OSTK, PINS, SHOP, SNAP, TCEHY, TGT, WMTInformation TechnologyInternet Software & ServicesFacebook Shops Are Far From Delivering on Immense Promise1) Merchants using Facebook Shops
2) Facebook ecommerce partners
3) Ecommerce and marketing specialists
4) Secondary sources
05/27/2021Oil PatchWhat 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?CAT, CMI, ESI.TO, HAL, HP, IR, LBRT, NEX, NOV, PTEN, PUMP, SLBEnergyEnergy Equipment & ServicesUpstream Industry Recovering on Higher Spending in Oilfield1) Expert on U.S. upstream activity
2) E&P field representatives
05/27/2021Tech TrendsHow does the global explosion of app and mobile phone-driven “everything winds up in a database somewhere” affect the entire IT ecosystem?AMZN, DELL, GOOG/GOOGL, IBM, MDB, MSFT, NTAP, ORCL, SPLK, VMWInformation TechnologyIT ServicesEndless Data Piling up Becomes a Serious Cost Burden1) Executive sources in the data management and data center industries
05/19/2021Solar Tracker IndustryWhich company has the best solar panel tracking technology and is best positioned in the market?ARRY, BME.SOL, FLEX, FTCI, ROCKIndustrialsElectrical EquipmentSolar Tracker Industry Leaders Poised for Continued Growth1) Energy EPCs and solar company executives
2) IPPs (Independent Power Companies)
3) Solar tracker competitors
4) Solar tracker component suppliers
5) Industry specialists
6) Secondary sources
05/14/2021Tech TrendsHas 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?AMZN, CHKP, CRWD, CSCO, DARK.L, FFIV, FTNT, GOOG/GOOGL, MSFT, PANW, PFPT, ZSInformation TechnologySoftwareIn Ransomware War the Cloud Becomes the Fortress1) Executive IT security sources
05/06/2021Tech TrendsIs there an intellectual incapacity across the end customer spectrum to understand, purchase and properly deploy what Silicon Valley and other tech sectors are creating?AMZN, CDW, CSCO, CTXS, DDOG, DELL, FFIV, HPE, HPQ, IBM, MDB, MSFT, NTNX, SNOW, SPLK, VMWInformation TechnologyIT ServicesLack of Customer Expertise Hurts Enterprise IT Sales1) Executive IT sources in networking/cloud computing and data management software
04/30/2021Oil PatchWhat is the status of the energy industry’s transition to more eco-friendly operations and how are oilfield capital expenditures being affected because of higher commodity prices?BASX, BKR, BP, CHX, HAL, HP, NBR, NEX, PTEN, PUMP, RNGR, SLB, XOMEnergyEnergy Equipment & ServicesParadigm Shift Begins in Energy Industry, E&P Capex Increases1) Expert on U.S. upstream activity
2) E&P drilling managers
04/28/2021PayPalWhat are PayPal’s biggest medium-term opportunities and toughest challenges outside its core payments platform?AAPL, ADYEY, AFRM, AFTPF, AMZN, BABA, C, FIS, GOOG/GOOGL, JPM, MA, MSFT, PYPL, SHOP, SQ, TCEHY, VInformation TechnologyIT ServicesMore Upside for PayPal in Financing, Venmo than In-store, Crypto1) Digital payment consultants
2) Payment technology developers
3) Industry specialists
4) Secondary sources
04/23/2021ZillowWill Zillow’s pivot from a media company to a real estate transaction company lead to consistent profits?COMP, OPEN, RDFN, Z/ZGInformation TechnologyInternet Software & ServicesZillow Will Evolve into a Real Estate Transaction Firm Over Time1) Zillow premier agents in Zillow Offers markets
2) Non-Zillow premier agents in Zillow Offers markets
3) Real estate agency executives
4) Zillow Offers competitors
5) Industry specialists
6) Secondary sources
04/16/2021UltaWill Ulta see a jump in store sales as vaccinations increase and the pandemic subsides?AMZN, EL, JWN, KSS, LVMUY, M, REV, SBH, TGT, ULTA, WMTConsumer DiscretionarySpecialty RetailUlta Stores to Recover From Pandemic; Online Continues to Shine1) Beauty products manufacturers
2) Ulta store personnel
3) Industry specialists
4) Secondary sources
04/15/2021Tech TrendsAre dramatic developmental changes in chip technology putting increased pressure on Nvidia to close its deal to buy chip design firm Arm?AMD, GOOG/GOOGL, INTC, MSFT, NVDA, QCOMInformation TechnologySemiconductors & Semiconductor EquipmentNvidia Needs Arm as Compute Moves to the Edge1) Executive data fabric/computing chip sources
04/09/2021Tech TrendsWhat cloud services software is poised for growth and what is more likely to fall off for the remainder of 2021?AMZN, CRWD, CSCO, CTXS, DDOG, DELL, GOOG/GOOGL, IBM, MDB, MSFT, OKTA, SNOW, SPLK, VMW, ZM [UI Path IPO, Automation Anywhere potential IPO]Information TechnologySoftwareSoftware Devolves into Wild Cloud Style Services Fight1) Repeat executive sources from every corner of the IT networking spectrum
04/02/2021PinterestIs Pinterest poised to capture a greater share of ad budgets in 2021?AAPL, AMZN, FB, GOOG/GOOGL, MSFT, PINS, SHOP, SNAP, TTD, TWTR, WMTInformation TechnologyInternet Software & ServicesPinterest Has Brand Appeal But Remains a Second-Tier Ad Option1) Ad agencies
2) Industry specialists
3) Advertisers
4) Secondary sources
03/25/2021HIFU Prostate Cancer TreatmentWill EDAP’s and Profound Medical’s minimally invasive prostate cancer treatments significantly challenge the standard of care of surgery and radiation?EDAP, PROFHealth CareHealth Care Equipment & SuppliesReimbursement Key for EDAP & Profound to Challenge Standard of Care1) Urologists, their teams, and HIFU provider executives
2) Surgical device sales channel
3) Industry specialists
4) Secondary sources
03/19/2021Oil PatchHow are 2021 E&P capex budgets going to affect oilfield service demand and pricing compared to 2020?BASX, BKR, HP, LBRT, NBR, PTEN, RNGREnergyEnergy Equipment & ServicesE&P Capex Expected to Increase in Low Single Digits Year to Year1) Expert on U.S. upstream activity
2) E&P drilling managers
03/18/2021Tech TrendsWhat are the key areas of concern among IT networking customers that will shape spending as we move deeper into 2021?AMZN, CSCO, CTXS, DELL, FFIV, GOOG/GOOGL, IBM, MSFT, NTAP, VMW, ZMInformation TechnologyInternet Software & ServicesSpending Shift Upsets the Way Customers Buy IT1) Executive sources
03/11/2021PTC Inc.Will PTC’s focus on the Internet of Things, augmented reality, and the cloud boost its growth rate?AAPL, ABB, ADSK, AMZN, ANSS, BSY, DASTY, FB, GE, GOOG/GOOGL, HON, IBM, MSFT, ORCL, PTC, ROK, SAP, SIEGY, SNAPInformation TechnologySoftwarePTC Is Well Positioned in IoT and AR But Growth Remains Far Off1) Channel partners
2) Industry specialists
3) PTC customers
4) Secondary sources
03/10/2021Cardiovascular SystemsWill Cardiovascular Systems extend its growth trend or will it be disrupted by ShockWave and other competitors?BSX,CSII, MDT, SWAVHealth CareHealth Care Equipment & SuppliesCardiovascular Systems & ShockWave Both Have Growth Opportunities1) Interventional cardiologists and radiologists
2) Surgical device sales
3) Hospital cath lab managers
4) Industry specialists
5) Secondary sources
03/05/2021Tech TrendsWhat adjustments must IT security vendors make to restore trust in the data protection industry? Will the cloud operators, particularly Microsoft, step forward to take the lead over the scattered number of companies in the sector?AMZN, CHKP, CRWD, CSCO, DELL, FTNT, GOOG/GOOGL, MSFT, PANW, ZSInformation TechnologySoftwareSecurity Vendors Race Toward A Cloudy Future1) Executive sources
02/26/2021Oil PatchHow did the recent winter storm event in Texas affect 2021 upstream E&P capex, demand for goods and services, and/or industry practices?CAT, CMI, EOG, HAL, HP, LBRT, NBR, NEX, OVV, PTEN, PXD, RNGREnergyEnergy Equipment & ServicesE&Ps, Service Providers Set to Benefit from Recent Events1) Expert on U.S. upstream activity
02/25/2021Tech TrendsIs fast mobile broadband poised to permanently damage the office industry and the companies that sell information technology into fixed locations?AAPL, AMD, AMZN, BXP, CMCSA, COMM, CSCO, CTXS, DELL, DISH, EQIX, GOOG/GOOGL, IBM, MSFT, T, TMUS, VNO, VZ, XLNXInformation TechnologyCommunications EquipmentIT at the Office: There is no Road Back1) Wireless broadband networking and enterprise IT executives
2) Commercial office space leasing executives
02/18/2021CarvanaCan Carvana sustain its growth and profitability trends or will they be curtailed by intense competition?AN, CVNA, KMX, LAD, SAH, SFT, VRMConsumer DiscretionarySpecialty RetailCarvana’s Growth and Profitability Trends on Track to Continue1) Used car dealers
2) Banks and auto lenders
3) Industry specialists
4) Secondary sources
02/17/2021OktaHow big is Okta’s opportunity in customer identity and how well is it positioned to capitalize?ADBE, AMZN, CRM, CRWD, CSCO, GOOG/GOOGL, MSFT, OKTA, ORCL, PFPT, PING, SAP, SWIInformation TechnologyInternet Software & ServicesOkta’s CIAM Has Product Expertise and Market Trends in Its Favor1) Enterprise IT Executives
2) Channel Partners
3) Industry Specialists
4) Secondary sources
02/12/2021Fuel Cell TechnologyWhich fuel cell company offers the best technology, processes, management, and prospects for future success?BE, BLDP, CMI, FCEL, HYMTF, NKLA, PCRFY, PLUG, TMIndustrialsElectrical EquipmentPlug Power is Leading in the Fuel Cell Race1) Fuel cell suppliers
2) Industry specialists
3) Competitors
4) Fuel cell customers
5) Secondary sources
02/05/2021Tech TrendsHave hackers won the cyber war?AMZN, CHKP, CRWD, CSCO, FEYE, FTNT, GOOG/GOOGL, MSFT, PANW, SWI, VMWInformation TechnologySoftwareHacker Wars: “A Dismal Failure of Responsibility”1) Executive IT security sources
01/29/2021Oil PatchWhat is the outlook for U.S. oilfield services in 2021 with oil prices at the $50+ level?HAL, HP, LBRT, NBR, NEX, PTEN, RNGREnergyEnergy Equipment & ServicesRecovery Begins Slowly, Industry Remains Extremely Cautious1) Expert on U.S. upstream activity
2) Oilfield service providers
3) Field representatives
01/28/2021TeradataWhat 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?AMZN, DDOG, GOOG/GOOGL, MSFT, TDC, SNOWInformation TechnologyIT ServicesTeradata Will Be Challenged to Reverse Share Losses1) Teradata customers
2) Industry specialists
3) Teradata partners
4) Teradata competitors
5) Secondary sources
01/21/2021RingCentralWill 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?AEXAF, AMZN, AVYA, BTGOF, CRM, CSCO, EGHT, FB, GOOG/GOOGL, MSFT, RNG, T, TYO:4755, VG, VOD, VZ, WORK, ZMInformation TechnologySoftwareRingCentral Can Fight Off Zoom With Pricing But Microsoft Looms1) Channel partners and resellers
2) RingCentral and Zoom customers
3) Industry specialists
4) Secondary sources
01/14/2021Tech TrendsWas 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?AAPL, AMZN, CMCSA, COMM, CSCO, DELL, GOOG/GOOGL, IBM, MSFT, SWI, T, TMUS, VMW, VZInformation TechnologySoftwareNo 2020 IT Budget Flush; Fast Broadband Takes Over1) Executive enterprise networking and IT cloud services sources
01/07/2021Alphatec HoldingsCan Alphatec’s product development program and strategic distributor sales channel initiatives deliver sustained double-digit growth?ATEC, GMED, JNJ, MDT, NUVA, SPNE, SYK, ZBHHealth CareHealth Care Equipment & SuppliesAlphatec and its CEO Generating High Interest Levels; Continued Growth Expected1) Spine surgeons
2) Industry specialists
3) Alphatec’s sales channel
4) Competitors
5) Secondary sources
12/29/2020Tech TrendsWith lawsuits already being filed, what are the broader implications of the SolarWinds Orion hack?AMZN, CB, CHKP, CSCO, FTNT, GOOG/GOOGL, IBM, MSFT, ORCL, PANW, SWI, VMWInformation TechnologySoftwareLimited Look-Back Haunts SolarWinds Hack Investigators1) Senior IT security executives
12/21/2020Oil PatchWhat is the outlook for the upstream oil and gas industry in 2021 in terms of capital investment, work prospects, and initiatives?BAS, BKR, HAL, HP, LBRT, NBR, PTEN, RNGR, SLBEnergyEnergy Equipment & ServicesMaintenance Capital, Digitization, ESG Prioritized in Early 20211) Expert on U.S. upstream activity
12/21/2020Tech TrendsWhat do sources see as the most significant trends in software/cloud services and enterprise hardware/software across 2021?AMZN, CHKP, CRM, CRWD, CSCO, CTXS, DDOG, DELL, FEYE, FFIV, GOOG/GOOGL, IBM, MSFT, PANW, SNOW, SPLK, SWI, VMW, WDAYInformation TechnologySoftware2021: Slim Budgets, Too Many Vendors, Slow Recovery1) Executive enterprise networking and IT cloud services sources
12/17/2020IntuitWill new QuickBooks products help Intuit expand its customer base and increase revenue per user?AUS:XRO, BILL, CRM, INTU, MSFT, ORCL, ROP, SGGEF, SQ, TRI, TRMB, WTKWYInformation TechnologySoftwareIntuit Faces Challenges for its Mid-Market Push and ARPU Hopes1) Intuit partners
2) Accountants
3) QuickBooks users
4) Users of competing software
5) Industry specialists
6) Secondary sources
12/15/2020Tech TrendsWhat do sources see as the most significant trends in data center/computer chip/network access across 2021AMD, AMZN, CIEN, COMM, CSCO, DY, ERIC, GLW, GOOG/GOOGL, HPE, INTC, MSFT, NOK, NVDAInformation TechnologyCommunications EquipmentTop Trend 2021: Computing Speeds Accelerate Data1) Executive sources in network infrastructure, data center, and processing component areas
12/10/2020Inspire MedicalCan Inspire execute on its commercial expansion initiative to accelerate growth or is its implantable therapy a niche treatment?INSP, LIVN, NYXHHealth CareHealth Care TechnologyInspire Use Likely to Grow When COVID Subsides, Expansion Effort Pays Dividends1) Ear, nose, and throat physicians and their teams
2) Sleep center professionals
3) Sleep apnea device sales channel
4) Industry specialists
5) Secondary sources
12/03/2020LivePersonCan LivePerson sustain and build on its growth driven by digital transformation and the work-from-home trend?AAPL, AMZN, ASAI.ST, CRM, FB, GOOG/GOOGL, IBM, LPSN, MSFT, NUAN, ORCL, PEGA, PLTR, SPT, TWLO, ZENInformation TechnologyInternet Software & ServicesStrong Demand Will Sustain LivePerson’s Growth, Provided They Innovate1) Competitors and competitors’ partners
2) LivePerson’s partners, VARS, and resellers
3) Industry specialists
4) Secondary sources
11/24/2020Tech TrendsHow do rapidly evolving end customer IT needs affect sales prospects for various cloud-based IT services companies?AMZN, BOX, CRWD, CSCO, DBX, DDOG, DELL, GOOG/GOOGL, IBM, MDB, MSFT, OKTA, PANW, SNOW, SPLK, WORKInformation TechnologyInternet Software & ServicesCloud IT Services Take Over But There is Too Much Competition1) Executive cloud-focused sources
11/19/2020Bill.comHow big is Bill.com’s addressable market and how much payment volume can it shift to credit cards?BILL, BLKB, COUP, INTU, KEY, MSFT, ORCL, SAP, SGGEF, WFCInformation TechnologyInternet Software & ServicesBill.com Has Big Opportunity with SMBs, Cross-Border Payments1) Bill.com customers
2) Accounting firms
3) Industry specialists
4) Secondary sources
11/17/2020Tech TrendsAAPL, AMD, AMZN, BABA, CSCO, GOOG/GOOGL, IBM, INTC, MSFT, NVDAInformation TechnologySemiconductors & Semiconductor EquipmentWhile Others Think Quarters, Nvidia is Thinking Years1) High-performance data center and computing sources
11/13/2020Oil PatchHow will President-elect Biden’s policies affect oilfield services and activity?CAT, CMI, DOFSQ, HAL, HP, ICD, LBRT, NEBLQ, PTEN, RIGEnergyEnergy Equipment & ServicesOil Drilling May Slow but Gas Drilling May Gain Under Biden1) Expert on U.S. upstream activities
2) Drilling contractors
3) Workover contractors
4) Fraccing service provider
11/12/2020Tech TrendsWhat is happening to sales in the private, on-premise storage sector in reaction to the remote work acceleration to the big public clouds?AMZN, BABA, DELL, GOOG/GOOGL, IBM, MSFT, NTAP, PSTG, VMWInformation TechnologyTechnology Hardware, Storage & PeripheralsThe Cloud Vacuums up the Data Storage Industry1) senior storage expert executives
11/06/2020Tech TrendsWhat are the main issues affecting cyber security sales moving into 2021 and beyond?AMZN, CHKP, CRWD, CSCO, DDOG, FTNT, GOOG/GOOGL, MSFT, OKTA, PANW, SPLK, VMW, ZSInformation TechnologySoftwareIT Security: “It’s a Great Time to be a Hacker”1) Senior executives in security product integration, hybrid networking, secure cloud access, and security policy data logging management
11/05/2020NeuroneticsWill Neuronetics’ C-suite changes, new treatment indication, expanded reimbursement, and new positive data reinvigorate growth?BWAY, GTMS, NXTMH.HE, STIMHealth CareHeath Care Equipment & SuppliesNeuronetics Faces Significant Headwinds to Reinvigorate Growth1) Psychiatrists and their staff using NeuroStar
2) Psychiatrists and their staff using competition
3) Competitor executives or sales professionals
4) Secondary sources
10/30/2020SplunkIs Splunk’s broadening platform and shift to the cloud increasing its appeal to existing and potential customers?AMZN, AVGO, CSCO, DDOG, DT, ESTC, GOOG/GOOGL, HPE, IBM, MFGP, MSFT, NEWR, NOW, SNOW, SPLK, SUMO, VMWInformation TechnologySoftwareSplunk Is On The Right Track As It Broadens Its Scope1) Splunk channel partners
2) Splunk customers
3) Industry specialists
4) Secondary sources
10/23/2020Tech TrendsWhat critical infrastructure will be needed to create wireless for smart applications everywhere and near-universal access to the Internet, regardless of geography? Which companies are in position to provide it?AAPL, CIEN, CMCSA, COMM, CSCO, DY, ERIC, GLW, HPE, IBM, NOKInformation TechnologyCommunications Equipment2021: The (Re-)Rise of Communications Infrastructure1) senior executive carrier and access wireless networking sources
10/16/2020Magnolia Oil & GasWhat are the positive and negative elements associated with Magnolia Oil & Gas’ operations?MGY, HALEnergyOil, Gas & Consumable FuelsMagnolia Oil & Gas Likely to Become Cash Flow Positive By End of 20201) Expert on U.S. upstream activity
10/15/2020Global Payments Inc.Are changes to the payments industry caused by COVID-19 helping or hurting Global Payments Inc.?AAPL, ADYEY, FIS, FISV, GOOG/GOOGL, GPN, JPM, KRX:005930, PYPL, SHOP, SQInformation TechnologyIT ServicesGlobal Payments Inc. Positioned for Growth as Economy Recovers1) Merchant acquirers
2) Industry specialists
3) Secondary sources
10/09/2020Sally Beauty's CosmoProfIs Sally Beauty’s CosmoProf business seeing a COVID-19-related slowdown amid DIY solutions and stylists considering competitors?AMZN, HENKY, LRLCY, LVMUY, SBH, ULTAConsumer DiscretionarySpecialty RetailCosmoProf Challenged by Slow Salon Recovery, Changing Distribution Model1) Product manufacturers
2) Salon owners and stylists
3) Competitors
4) CosmoProf personnel
5) SalonCentric personnel
6) Industry specialists
7) Secondary sources
10/08/2020AxogenIs the stronger-than-expected second-quarter demand Axogen experienced for its nerve regeneration products sustainable?ABBV, AXGN, HSIC, IART, SYKHealth CareHealth Care Equipment & SuppliesSlow and Steady Recovery Likely for Axogen1) Surgeons
2) Surgical supply sales channel and competitors
3)Axogen partners
4) Industry specialists
5) Secondary sources
10/02/2020Tech TrendsWhat is the race for fast access to data stored in warehouses and data lakes doing to unleash profound change across the traditional IT hardware/software spectrum? And which companies are driving those changes—to the detriment of others?AKAM, AMZN, ANET, CIEN, CMCSA, COMM, CSCO, DDOG, DELL, FSLY, GLW, GOOG/GOOGL, IBM, MSFT, OKTA, SNOW, SPLK, VMWInformation TechnologySoftware Technology Hardware, Storage & PeripheralsFast-Paced Change Upends IT Behind the Scenes1) Senior executive sources
10/01/2020AMD, IntelWith Intel’s latest production delays, how big a share of the CPU market can AMD capture?AAPL, AMD, AMZN, AVGO, BABA, DELL, DTEGY, GOOG/GOOGL, HK:0992, HPE, IBM, INTC, KRX:005930, MRVL, MSFT, NTNX, NVDA, ORCL, QCOM, SAP, SFTBY, SMCI, TSM, TW:2454Information TechnologySemiconductors & Semiconductor EquipmentAMD’s Data Center Fortunes Are Soaring at Intel’s Expense1) Data center executives
2) Hardware manufacturers
3) Industry specialists
4) Secondary sources
09/24/2020Rail CompaniesWill better rail service translate into more freight moving by rail?BRK.A/B, CSX, KSU, NSC, UNPIndustrialsRoad & RailIntermodal Taking Share From Trucks But No Structural Shift Yet1) Logistics companies
2) Shippers
3) Rail companies
4) Trucking companies
5) Industry specialists
6) Secondary sources
09/17/2020Tech TrendsAs the mobile Internet increasingly becomes the key vital business communications tool, what types of IT businesses are poised to benefit or suffer?AMD, AMZN, CRM, CRWD, CSCO, CTXS, DELL, FFIV, GOOG/GOOGL, IBM, INTC, MSFT, NVDA, ORCL, SNOW, XRO AUInformation TechnologySoftwareMenus of Fast Data Services Replacing DIY IT Network Upgrades1) Executives in global network and cloud integration
09/11/2020Oil PatchWhat are the positive and negative elements associated with Parsley Energy’s operations?PEEnergyOil, Gas & Consumable FuelsParsley Energy Operating Effectively in Low Cost Environment1) Expert on U.S. upstream activity
09/10/2020Observability MarketHow will New Relic’s new pricing model in the observability space affect Dynatrace and the rest of the industry?AMZN, AVGO, CSCO, DDOG, DT, ESTC, MSFT, NEWR, NOW, SPLKInformation TechnologyInternet Software & ServicesNew Relic’s New Pricing Not Disruptive to Dynatrace, But It Will Help Grow Sales1) Industry specialists
2) Observability sales and support channel
3) Observability companies
4) Observability customers
5) Secondary sources
09/03/2020Insulin Pump ManufacturersAs the continuous glucose monitoring market continues to innovate, integrate, and grow, are insulin pump makers Tandem, Insulet, and Medtronic poised to follow?ABT, DXCM, MDT, PODD, SENS, TNDMHealth CareHealth Care Equipment and SuppliesInsulin Pump Market Will Experience Solid Growth Over Next 18 to 24 Months1) Endocrinologists, members of their medical team
2) Nurse educators
3) Diabetes sales channel
4) Industry specialists
5) Secondary sources
08/27/2020ServiceNowWhich of ServiceNow’s new and emerging products, both within and outside its IT segment, will drive the company’s growth over the next three to five years?AMZN, APPN, BL, CRM, IBM, MSFT, NOW, ORCL, TEAM, WDAY, ZENInformation TechnologySoftwareServiceNow’s Value Rising as it Extends Further Into Enterprises1) ServiceNow customers
2) ServiceNow partners
3) Secondary sources
08/21/2020Tech TrendsWhat critical issues face software/hardware players in the data center and on-premise network space? Will the big clouds also compete against their own hosting customers in database and other areas?AMZN, ANET, CSCO, CTXS, DELL, FFIV, GOOG/GOOGL, HPE, IBM, MDB, MSFT, ORCL, VMWInformation TechnologySoftwareBig IT—Battling Consistent Decline is the New Normal1) Executive sources
08/20/2020Aon and Willis Towers WatsonWill Aon’s merger with Willis Towers Watson lead to significant disruptions due to employees leaving and taking clients with them? Will Aon’s push for a more data-driven model succeed?AJG, AON, BRO, MMC, WLTWFinancialsInsuranceAon’s Willis Merger Will Experience Standard Broker, Customer Disruption1) Insurance broker senior managers
2) Competitors
3) Industry specialists
4) Secondary sources
08/14/2020Coupa SoftwareWill Coupa’s procurement software become more or less important in a post-COVID-19 world? Can its Coupa Pay module become a massive take-rate business?AMZN, AXP, BAC, COUP, HEL:BAS1V, MA, MSFT, ORCL, SAP, V, WDAYInformation TechnologySoftwarePandemic Puts Coupa’s Supply Chain Strengths in Focus1) Procurement executives
2) Accounts payable officers
3) Coupa partners
4) Industry specialists
5) Secondary sources
08/04/2020Tech TrendsAs big cloud continues to rise, what IT categories are likely to benefit and which are increasingly at risk of falling further behind?AMD, AMZN, ANET, BABA, CHKP, CRWD, CSCO, CTXS, CVLT, DDOG, DELL, FFIV, FTNT, GOOG/GOOGL, IBM, INTC, MSFT, NOW, NVDA, OKTA, PANW, QLYS, SMCI, SPLK, ZMInformation TechnologySoftwareEverything is Going Cloud—But the Losers Will Far Outstrip the Winners1) Executive sources in application networking and integration
07/31/2020Equitrans MidstreamWill Equitrans Midstream successfully navigate its remaining legal hurdles and complete the Mountain Valley Pipeline?ALA, ED, ETRN, EQM, NEE, RGCOEnergyOil, Gas, & Consumable FuelsEquitrans’ MVP Faces Significant Headwinds as it Strives for Completion1) Oil and gas pipeline specialists
2) Attorneys commenting on EQM unitholder litigation
3) Secondary sources
07/30/2020CarMaxWill CarMax maintain its market leading position or has the COVID-19-related surge in ecommerce for used car sales fueled the competition?ABG, AN, BRK.A/B, CARG, CARS, CVNA, GPI, KMX, LAD, PAG, RMBL, SAH, TRUE, VRMConsumer DiscretionarySpecialty RetailCarMax Will Continue to Dominate Used Car Market as Online Sales Grow1) Used car dealers
2) Online competitors
3) Banks and used car lenders
4) Industry specialists
5) Secondary sources
07/24/2020PayPal/SquareWill the COVID-19 pandemic cause lasting changes in the payments industry? If so, how will that affect PayPal and Square?AAPL, ADYEY, AFTPF, AMZN, AXP, BCS, C, DFS, FISV, GOOG/GOOGL, JPM, KRX:005930, LYG, MA, PNYTF, PYPL, SHOP, SQ, TCEHY, VInformation TechnologyIT ServicesPayPal and Square Getting Boosts From COVID-19 Payment Trends1) Retailers
2) Payment industry consultants
3) Industry specialists
4) Secondary sources
07/23/2020Apartments.comHow will growing rental vacancies spurred by the lifting of eviction moratoriums and the potential end of federal unemployment stimulus affect Apartments.com?CSGP, FB, GOOG/GOOGL, RP, Z/ZGInformation TechnologyInternet Software & ServicesApartments.com May See Small Boost With Increased Vacancies1) Building owners/managers/landlords
2) Industry specialists
3) Secondary sources
07/17/2020Oil PatchWhat is the outlook for oilfield service activity in the second half of 2020?BAS, FANG, HAL, HP, LBRT, NBR, NEX, PE, PTEN, PUMP, RNGREnergyEnergy Equipment & ServicesOilfield Service Activity Likely to Remain Muted for 2H 20201) Expert on U.S. upstream activity
07/16/2020Tech TrendsWhat are the threats to established firewall and network filtering vendors as customer budgets are cut, causing them to find different IT security approaches in a cloud-focused and mobile market?AMZN, CHKP, CRWD, CSCO, DDOG, FTNT, GOOG/GOOGL, MSFT, PANW, PFPT, ZSInformation TechnologySoftwareBudget Chaos to Disrupt IT Security Sales Through 20211) Executive sources in the IT security integration and services sector
07/09/2020Collateralized Loan ObligationsHow much of a threat does the leveraged loan and collateralized loan obligation market represent for the financial system?BK, BX, C, CG, ECC, JPM, WFCFinancialsCapital MarketsAAA CLOs Not a Threat to Financial System; Lower-Tranche CLOs Are at Risk1) Bank executives
2) Investors holding CLOs
3) Industry specialists
4) Secondary sources
07/08/2020Tech TrendsHow did a company like Fastly become more valuable than an established vendor like F5 Networks? Does this shift portend the rise of a new generation of software services companies that will thrive in the cloud age?AMZN, CRWD, CSCO, DDOG, DELL, FFIV, FSLY, GOOG/GOOGL, IBM, MDB, MSFT, OKTA, PANWInformation TechnologyInternet Software & ServicesSmart, Agile Cloud Software Services Burn Old IT Stars1) executive sources in network data delivery, security, and database management
07/02/2020AtlassianWill the workplace trends that have fueled Atlassian’s growth accelerate in a post-COVID world?AMZN, BOX, CRM, DBX, GOOG/GOOGL, MSFT, NOW, TEAM, WORK, ZEN, ZMInformation TechnologyInternet Software & ServicesAtlassian’s Appeal is Widening, Boosted By Remote Work Shift1) Atlassian channel partners
2) Atlassian customers
3) Secondary sources
06/25/2020Intuitive SurgicalHow long will the COVID-19 slump impact Intuitive Surgical’s procedure and system revenue? Are hospitals open to new entrants in the robotic-assisted surgery market or will they stick with Intuitive Surgical’ s industry-leading da Vinci system?GMED, ISRG, JNJ, MDT, SNN, TRXC, ZBHHealth CareHealth Care Equipment & SuppliesIntuitive Surgical’s da Vinci Volumes Gaining, Market Dominance Secure1) Hospital surgery program administrators
2) Surgeons and their OR team members
3) Surgical robot sales channel
4) Industry specialists
5) Secondary sources
06/19/2020Tech TrendsWhat does the pandemic-driven explosion of global data from billions of always-on endpoints mean for data management, storage, and analytics?AKAM, AMZN, DDOG, DELL, GOOG/GOOGL, IBM, MSFT, NTAP, PSTG, SPLKInformation TechnologyTechnology Hardware, Storage & PeripheralsThe Money is in Data Knowledge as Data Storage Becomes Commodity1) Networking executives and data scientists
06/18/2020AnsysWhat type of growth rate can Ansys deliver over the next few years in the simulation software market?ADSK, ALTR, ANSS, CDNS, DASTY, EPA:ESI, ETR:SIE, PTC, STO:HEXA-BInformation TechnologySoftwareAnsys in Strong Spot to Benefit From 5G, Chips, and Car Design1) Ansys customers
2) Channel partners
3) Industry specialists
4) Secondary sources
06/12/2020Chembio DiagnosticsWill Chembio’s DPP COVID-19 system gain and sustain commercial success? How will sensitivity and specificity concerns impact adoption of COVID-19 point-of-care tests?ABT, BIM.PA, CEMI, DGX, LH, RHHBY, TMO, 688298:SHAHealth CareHealth Care Equipment & SuppliesChembio Will Benefit from High COVID-19 Antibody Testing Demand1) Medical diagnostic professionals
2) Diagnostic testing sales, distribution channels
3) COVID-19 testing and public health professionals
4) Industry specialists
5) Secondary sources
06/11/2020Oil PatchWith the oil price rebounding from recent lows and nearing the $40 level, which companies are likely to benefit first from incremental field activity?BAS, HP, PDS, PESXQ, PTEN, RNGREnergyEnergy Equipment & ServicesShallow Oil Well, Natural Gas Drilling Shows Some Promise1) Drillers
2) E&P manager
06/05/2020Tech TrendsWith spending on IT security products at an all-time high, why are the numbers of successful hacks increasing at such an alarming rate?AMZN, CHKP, CRWD, CSCO, FTNT, GOOG/GOOGL, MSFT, PANW, PFPT, ZSInformation TechnologySoftwareHackers Training Security AI to Think They Are Good Guys1) Executive sources in IT security systems integration and software development
06/04/2020ChewyWill Chewy’s recent strong sales trend continue as states begin to reopen?AMZN, BABA, BURL, CHWY, COST, CVET, EBAY, FB, GIS, PETS, ROST, SHOP, TGT, TJX, TUES, WBA, WMTConsumer DiscretionaryInternet and Direct Marketing RetailChewy’s Sales Increase Sustainable; Autoship Sticky for New Customers1) Pet food manufacturers
2) Supply chain
3) Veterinarians
4) Industry specialists
5) Secondary sources
05/29/2020Oil PatchIn light of the recent oil price and demand destruction, what is the status of field activity as it relates to drilling, completing, or servicing wells?BAS, BKR, HAL, HP, PDS, PTEN, PUMP, RNGR, SLBEnergyEnergy Equipment & Services$40 Oil Could Trigger Incremental Oilfield Service Activity1) Sources working in drilling, completion, or workover sectors of U.S. oilfield
05/29/2020Tech Trends PremiumAAPL, AMZN, DISH, F, GM, GOOG/GOOGL, T, TMUS, TSLA, VWAGY, VZInformation TechnologyCommunications Equipment Wireless Telecom Services AutomobilesAutomakers Plot to Block Data From Mobile Carriers in Digital Data Coup
05/28/2020Job Market - Unemployment BenefitsWill retail stores and restaurants have trouble hiring staff as businesses start to reopen across the country?BBY, BWLD, CAKE, CMG, DG, DIN, DKS, DRI, FIVE, GME, GPS, GRUB, M, MCD, ORLY, PLAY, PNRA, PZZA, QSR, SBUX, SHAK, TGT, TJX, ULTA, WEN, WMT, YUMConsumer DiscretionaryHotels, Restaurants & Leisure Specialty RetailRestaurants, Retail Not Finding it Difficult to Bring Back Employees1) Restaurants
2) Retail stores
3) Industry specialists
4) Secondary sources
05/21/2020TruckingWhat will be the key early indicators that the trucking industry is on the upswing after the coronavirus shutdown?AMZN, ARCB, CHRW, CVTI, FDX, HTLD, JBHT, KNX, LSTR, ODFL, SAIA, SNDR, UBER, UPS, USX, XPOIndustrialsRoad & RailTrucking Industry Has Hit Bottom But Faces Long, Choppy Climb Back1) Trucking companies
2) Freight brokers
3) Industry specialists
4) Secondary sources
05/20/2020SientraHow will demand for Sientra’s implants for cancer and aesthetics procedures ramp post COVID-19? Will Sientra’s share gains continue?ABBV, AGN, JNJ, SIENHealth CareHealth Care Equipment & SuppliesSientra Inc. Set to Resume Share Gains as Plastic Surgeries Restart1) Plastic surgeons and medical teams using SIEN
2) Plastic surgeons, medical teams not using SIEN
3) Medical device sales channel
4) Industry specialists
5) Secondary sources
05/15/2020Tech TrendsHow has the pandemic affected data network communications and what changes will permanently impact the use of networks and the companies supplying IT?AAPL, AMZN, CHKP, CSCO, CTXS, DELL, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, JNPR, MDB, MSFT, NTAP, ORCL, PANW, VMWInformation TechnologySoftwareEveryone Claims to be Cloud Ready—But They’re Not1) Executive sources in networking, security, data management, and data security (35)
05/07/2020Tech TrendsWith Nvidia’s acquisition of Mellanox complete, what are the next steps in high-speed data center development with cloud networking more important than ever?AMD, AMZN, ANET, CSCO, DELL, GLW, GOOG/GOOGL, IBM, INTC, MSFT, NVDA/MLNX, SPLK, VMWInformation TechnologySemiconductors & Semiconductor EquipmentNvidia Gets Mellanox, Data Centers Will Get New Life1) Executive sources in high-performance computing and next gen data center and network design and implementation
05/04/2020Exact SciencesWhat effect will Exact Sciences’ telehealth efforts have on Cologuard test numbers during and after COVID-19 quarantines?EXAS, PFEHealth CareBiotechnologyExact Sciences’ Telehealth Program a Positive Over Time1) Physicians and medical professionals
2) Medical testing sales channel
3) Industry specialists
4) Secondary sources
04/30/2020AnaplanIs the deceleration in Anaplan’s billings growth a blip or a warning sign?IBM, LON:SGE, MSFT, ORCL, PLAN, SAP, WDAYInformation TechnologySoftwareAnaplan Likely To Rebound From Q4 Decline But Concerns Linger1) Anaplan channel partners
2) Anaplan customers
3) Adaptive Insights channel partners
4) Industry specialists
5) Competitor customers
6) Secondary sources
04/29/2020GrubhubHow is the coronavirus affecting Grubhub and other food delivery businesses?GRUB, MCD, PZZA, UBER, WEN, YUMConsumer DiscretionaryInternet & Direct Marketing RetailFood Delivery Up Markedly in April, Will Continue in May; GRUB Performing Well1) Restaurants using Grubhub and competitors
2) Restaurants using only competitors
3) Secondary sources
04/24/2020Oil PatchAfter this week’s oil pricing meltdown, what must the oil and gas industry do to survive?BAS, CLR, HAL, HP, MRO, PDS, PE, PTEN, PUMP, PXD, RNGR, SLBEnergyEnergy Equipment & ServicesU.S. Oilfield Must Change Business Model to Survive1) Expert on U.S. upstream activity
04/23/2020Dental Clear Aligners MarketHow will COVID-19 affect demand for clear aligners?ALGN, HSIC, PDCO, PWG, SDC, STMN.SW, XRAYHealth CareHealth Care Equipment & SuppliesAlign Technology & SmileDirectClub Face Limited Demand Post COVID-19 Shutdown1) Dentists offering clear aligners
2) Dental supply sales/Telehealth provider/Trade pub ad sales
3) Secondary sources
04/16/2020Esports industryWhere are the best moneymaking opportunities in the esports ecosystem over the next 12 to 18 months?AESE, AMZN, ATVI, DIS, DOYU, EA, FB, GME, GOOG/GOOGL, HEAR, LOGI, MNST, MSFT, MSG, TCEHY, TTWO, TWTR, UBSFFInformation TechnologySoftwareEsports: Oozing With Potential But A Long Road To Profits1) Game publishers
2) Advertisers and agencies
3) League and event executives
4) Industry specialists
5) Secondary sources
04/13/2020Tech TrendsWhat will the mass shift to remote working mean for the titans of centralized DIY tech networking?AKAM, AMZN, ANET, CMCSA, CRM, CSCO, CTXS, DELL, FFIV, GOOG/GOOGL, HPE, IBM, MSFT, VMW, WDAY, ZMInformation TechnologySoftwareDIY Tech Networking Sales Crashing; Cloud Soaring1) Executives in network integration, data management, carrier networking, security, and storage
04/09/2020SpotifyWill podcasts and artist services give Spotify revenue upside and set it apart from competitors?AAPL, AMZN, GOOG/GOOGL, NFLX, SIRI, SNE, SPOT, TME, VIVHYConsumer DiscretionaryMediaSpotify Won’t See Big Revenue From Podcasts or Artist Services1) Podcast executives
2) Record label executives
3) Artist management executives
4) Industry specialists
5) Secondary sources
04/06/2020TruckingWhat are the immediate and longer-term impacts on the trucking industry from the coronavirus pandemic?AMZN, ARCB, CHRW, CVTI, FDX, HTLD, JBHT, KNX, LSTR, ODFL, SAIA, SNDR, UBER, UPS, USX, XPOIndustrialsRoad & RailTrucking Industry Headed for Hard Times as Economy Shutters1) Trucking companies and brokers
2) Industry specialists
3) Secondary sources
04/01/2020AmarinHow will Vascepa sales be impacted by a sales force sidelined because of the coronavirus and a patent infringement suit?AMRN, GSK, HKMPF, RDY, TEVAHealth CareBiotechnologyAmarin’s Vascepa Sales Slowed by Sidelined Sales Team, Patent Suit Loss1) Cardiologists/Lipidologists
2) Cardiology/Lipidology sales channel
3) Secondary sources
04/01/2020Tech TrendsWhat are the potential risks associated with the increased use of Zoom video?ZMInformation TechnologyCommunications EquipmentHeavy Intellectual Property Risk in Use of Zoom for Business1) IT Security executives
03/30/2020Grocery Supply ChainHow is the coronavirus affecting the grocery supply chain?AMZN, BYND, COLD, COST, CPB, DRI, GIS, GRUB, HAIN, K, KHC, KR, MDLZ, SFM, TGT, THS, UNFI, WMTConsumer StaplesFood & Staples RetailingSupply Chain Disrupted but Grocery, Big Box Stores Thriving Anyway1) Food retailers/retail buyers
2) Food distributors
3) Food/ingredient suppliers
4) Industry specialists
5) Secondary sources
03/26/2020Insulin Pump ManufacturersWill the MiniMed 600 recall result in patient declines for Medtronic and gains for Tandem or Insulet?ABT, DXCM, MDT, MNKD, PODD, TNDMHealth CareHealth Care Equipment and SuppliesTandem and Insulet Will Gain Patients as a Result of the Medtronic Recall1) Endocrinologists and their medical teams
2) Nurse educators
3) Diabetes treatment sales channel
4) Industry specialists
5) Secondary sources
03/24/2020GrubhubHow is the coronavirus affecting Grubhub and other food delivery businesses?GRUB, MCD, PZZA, UBER, WEN, YUMConsumer DiscretionaryInternet & Direct Marketing RetailNo Coronavirus Surge for Food Delivery; May Pick Up in 1 to 2 Weeks1) Restaurants using Grubhub and competitors
2) Restaurants using only competitors
3) Secondary sources
03/23/2020Tech TrendsAs the COVID-19 pandemic forces workers and students to work remotely, is the cloud entering a new phase of expansion? What is needed to keep this mass online use secure?AMZN, CHKP, CMCSA, CSCO, DELL, FTNT, GOOG/GOOGL, HPE, HPQ, IBM, MSFT, PANWInformation TechnologySoftwareNo Going Back—In a World Working Remotely, Microsoft Wins Big1) Executives in global networking, cloud, and security
03/19/2020ChewyWill Chewy’s push into private label and pharmacy pet medication lead to increased sales and margins?AMZN, BABA, BURL, CHWY, COST, CVET, EBAY, GIS, PETS, ROST, SHOP, TGT, TJX, TUES, WBA, WMTConsumer DiscretionaryInternet and Direct Marketing RetailChewy’s Sales to Slow in 2020; Pet Meds Better Prospect than Private Label1) Pet food manufacturers
2) Supply chain
3) Veterinarians
4) Industry specialists
5) Secondary sources
03/13/2020Oil PatchIn light of the oil price collapse, what is the expectation of U.S. oilfield activity in 2020?BAS, FANG, HAL, HP, IR, NEX, NOV, PDCE, PTEN, PXD, SLB, WEIGFEnergyEnergy Equipment & ServicesU.S. Oilfield Service Activity in 2020 to Suffer on Oil Price Collapse1) Expert on U.S. upstream activity
03/12/2020CarMaxCan CarMax sustain its growth trend as the former disruptor faces intense competition from both new and old players in the space?AN, BRK.A/B, CARG, CVNA, KMX, LAD, PAG, SAHConsumer DiscretionarySpecialty RetailCarMax’s Growth Trend is Sustainable in Strong Used Car Market1) Used car dealers
2) Banks and used car lenders
3) Industry specialists
4) Online CarMax competitor
5) Secondary sources
03/03/2020Tech TrendsHow will coronavirus affect the DIY enterprise networking area and will it benefit major cloud vendors by supporting mass telecommuting if workers stay away from centralized offices?AMZN, CSCO, DELL, HPE, IBM, MSFTInformation TechnologySoftwareCloud Provides Work Alternative in Virus Scare1) Senior cloud and networking executives in U.S.
2) Senior cloud and networking executives in the UK and Europe
03/02/2020Tech TrendsIs the risk of cybercrime and state-sponsored spying so high that it poses a threat to the development of next-gen internet technologies and the security companies failing to eliminate the attacks?AMZN, CHKP, CRWD, CSCO, DELL, FTNT, GOOG/GOOGL, MSFT, PANW, PFPT, ZSInformation TechnologyCommunications EquipmentDevice Explosion Makes IT Security Nearly Impossible1) Executives in the U.S.
2) Executives in the UK
02/26/2020NvidiaHow big will the market be for AI inferencing chips? How large a share can Nvidia capture?AMD, AMZN, AVGO, FB, GOOG/GOOGL, IBM, INTC, KRX:005930, MSFT, NVDA, TSM, XLNXInformation TechnologySemiconductors & Semiconductor EquipmentNvidia Has an Inside Track on the AI Inferencing Market1) Industry specialists
2) Data center executives
3) Software engineers
4) Hardware manufacturers
5) Secondary sources
02/24/2020Oil PatchWhat are field personnel saying about the outlook for oilfield service activity in 2020?BAS, FTSI, HAL, HP, PDS, PTEN, RES, RNGR, SLBEnergyEnergy Equipment & ServicesU.S. Oilfield Activity Facing a Slump in 20201) E&P sources
2) Drilling contractors
3) Well stimulation/fraccing providers
02/20/2020UltaCan Ulta defend itself against e-commerce and direct-to-consumer competition?AMZN, COTY, EL, ELF, EPA:OR, LVMUY, M, SBH, TGT, TYO:4922, ULTAConsumer DiscretionarySpecialty RetailUlta Has What It Takes to Hold Off E-commerce and DTC Challenge1) Beauty products manufacturers
2) Ulta stores
3) Industry specialists
4) Secondary sources
02/12/2020SmileDirectClubAre SmileDirectClub’s recent wins driving share gains or will patient complaints about poor performance bring it down?ALGN, HSIC, SDC, STMN, XRAYHealth CareHealth Care Equipment & SuppliesSmileDirectClub Sales to Dental Professionals Will Drive Growth, Improve Reputation1) Dental and orthodontic practices
2) Competitors
3) Industry specialists
4) SmileDirectClub stores
5) Secondary sources
02/10/2020Tech TrendsWhat must Cisco and other networking vendors do to stave off encroachment on their businesses by the expanding public clouds—or is it too late?AMZN, ANET, CSCO, DELL, GOOG/GOOGL, HPE, IBM, JNPR, MSFTInformation TechnologySoftwareCisco, IBM, Other Big Vendors Losing the Cloud Battle1) Executive networking sources
02/06/2020ElasticWill Elastic continue its impressive growth or will competition from Amazon and others slow it down?AMZN, CTXS, DDOG, ESTC, GOOG/GOOGL, IBM, MSFT, NEWR, ORCL, SPLKInformation TechnologySoftwareUse of Elastic’s Top-Notch Solutions Should Continue to Grow1) Elastic users
2) Elastic partners
3) Industry specialists
4) Secondary sources
01/31/2020Tech TrendsWhat technologies will be in data center upgrades in 2020? What will those upgrades look like?AMD, AMZN, CSCO, DELL, GOOG/GOOGL, HPE, IBM, INTC, MSFT, MU, NVDA, QCOM, XLNXInformation TechnologySemiconductors & Semiconductor EquipmentData Center Upgrades Coming in Many Bite-Sized Bits1) Senior executives in data center operations and networking
01/29/2020PluralsightIs Pluralsight a must-have enterprise learning tool or a nice-to-have option?CSOD, GOOG/GOOGL, MSFT, PS, SAP, WDAYInformation TechnologySoftwarePluralsight: Important Now, Could be Vulnerable in a Down Cycle1) Enterprises using Pluralsight
2) Course authors
3) Competitors and online education sales channel
4) Industry specialists
5) Secondary sources
01/23/2020AlteryxIs the competitive risk to Alteryx growing?AMZN, AYX, CRM, DOMO, IBM, MSFT, MSTRInformation TechnologyInternet Software & ServicesAlteryx Continues to Outshine Competitors1) Alteryx customers
2) Data specialists
3) Secondary source
01/22/2020Beyond MeatCan Beyond Meat get the cost of its plant-based meats competitive with animal products?BYND, COST, DNKN, KR, MCD, MLFNF, NSRGY, QSR, SYY, TSN, UL, YUMConsumer StaplesFood ProductsPrice Pressure, Competition Coming for Beyond Meat But Demand Not Slowing1) Distributors
2) Suppliers
3) Retail and grocery executives
4) Restaurant executives
5) Industry specialists
6) Secondary sources
01/21/2020AllscriptsHow do Allscripts’ EHR solutions measure up to competitors? Are its EHR solutions and additional modules driving growth?CERN, MDRX, NXGN, VARHealth CareHealth Care TechnologyAllscripts/Northwell Health Joint Venture Key to Future Growth1) Allscripts users
2) EHR sales channel
3) EHR integrators
4) Industry specialists
5) Healthcare pros using competitive products
6) Secondary sources
01/20/2020Tech TrendsWhat are the areas causing IBM and other networking incumbents the biggest problems in their attempts to regain growth at the start of 2020?AMZN, ANET, CSCO, DELL, FB, FFIV, IBM, JNPR, MSFT, VMWInformation TechnologyIT ServicesIBM/Redhat “Five to Six Years Too Late” to Cloud Networking1) Senior executive sources
01/17/2020NetflixWhat impact will competition from Disney, Apple, HBO, and others have on Netflix in 2020?AAPL, AMZN, DIS, GOOG/GOOGL, NFLX, ROKU, T, VIACConsumer DiscretionaryInternet & Direct Marketing RetailObservers See an Ad-Supported Tier in Netflix’s Near Future1) Industry specialists
2) Secondary sources
01/16/2020Tech TrendsWhat factors are affecting sales efforts by the leading IT security vendors at the start of 2020?AKAM, AMZN, CHKP, CRWD, CSCO, FFIV, FTNT, MSFT, PANW, VMW, ZSInformation TechnologySoftwareSecurity Vendors’ Fear-Based and AI Sales Strategies Backfiring1) Senior executives who sell or integrate every major IT security vendor’s products
01/15/2020RokuWill competition from Apple, Comcast, and others drive down Roku’s device prices and ad revenue growth?AAPL, AMZN, CHTR, CMCSA, DIS, DISH, EXPGY, FB, GOOG/GOOGL, KRX:005930, KRX:034220, NFLX, RAMP, ROKU, T, TIVO, TRU, VIACConsumer DiscretionaryInternet & Direct Marketing RetailRoku At Risk of Getting Steamrolled by Amazon and Comcast1) Content developers and distributors
2) Streaming video technology developers
3) Ad agencies
4) Industry specialists
5) Secondary sources
01/08/2020Cruise LinesWill the cruise industry’s 2020 bookings continue to be ahead of 2019’s pace?CCL, DIS, NCLH, RCLConsumer DiscretionaryHotels, Restaurants & LeisureCruise Bookings to Continue Growing in 2020, Will Outpace 20191) Travel agents in the United States
2) Suppliers to cruise ships
3) Port city businesses
4) Industry specialists
5) Secondary sources