We are launching primary research to assess whether International Paper's announced $70 per ton containerboard price increase will hold in the channel, or whether distributor and wholesaler behaviour signals a widening gap between producer ambition and market reality.
Catalysts
We are launching primary research to determine whether Fortune 500 CISOs view AI-native security tools as a genuine threat to incumbent cybersecurity platforms or as a fundamentally different product category that the market is conflating with endpoint detection, zero trust, and identity.
We are launching primary research to determine whether Anthropic's Claude Code COBOL tool accelerates migration away from IBM mainframes or simply automates the discovery phase of projects that ultimately reinforce IBM's installed base.
Catalysts
We are launching primary research to assess whether Blue Owl's redemption freeze signals systemic stress in private credit's retail distribution channel or an isolated fund lifecycle event that the market is mispricing.
Catalysts
We are launching primary research to determine whether Walmart's consumer momentum is broad-based and durable, or increasingly dependent on a narrow affluent cohort whose trade-down behaviour may prove temporary.
We are launching primary research to determine how Fortune 500 procurement and sourcing leaders across consumer, industrial, and technology sectors are recalibrating supplier decisions, delivery schedules, and pricing strategies in response to the new 15% global tariff regime.
We are launching primary research to determine whether Deere's Q1 earnings surprise reflects a genuine inflection in the North American ag and construction equipment cycle or a transient shipment pull-forward that will reverse over the balance of fiscal 2026.
We are launching primary research to determine whether Palo Alto's simultaneous integration of CyberArk and Chronosphere is accelerating enterprise platform consolidation wins or handing CrowdStrike and Zscaler a six-to-twelve month competitive opening.
We are launching primary research to answer the question the market is pricing with maximum uncertainty: is PayPal's branded checkout franchise recoverable under new leadership, or has the competitive moat permanently narrowed?
We are launching primary research to evaluate if Nintendo's price increase on Switch 2's will impact medium term earnings outlook.
We are launching primary research to answer the question the market is pricing in panic: which SaaS business models survive the agentic AI transition, and which don't?
We've mapped 2,790 verified experts across every name on the calendar—700+ freshly recruited in the last 90 days with direct operational purview on Q4 fundamentals