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July, 2016  // Posts published in July, 2016

Oilfield Demand Showed Slight Uptick, Pricing at Low Levels

Research Question: Did the stabilization of oil and gas prices at higher levels earlier this month improve demand for or pricing of oilfield services? Companies:BAS, BHI, HAL, HP, KEG, NBR, PDS, PTEN, RES, SLB, SPN Click here to download the report (.pdf)   Highlights Blueshift Research’s interviews were conducted during early to mid-July at a time […]

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Ad-Blocking Software Idea Proposal

Ad-Blocking Software Idea Proposal

Who will be the winners and losers as ad-blocking software moves to mobile? Report Available: August 24, 2016   Blueshift’s initial research shows skyrocketing use of ad-blocking technology on mobile devices worldwide, though use in the U.S. and Europe is not yet widespread. Some wireless service providers are exploring ways to turn on ad-blocking at the […]

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Strong Summer Prices and Bookings to Boost Rental Car Industry

Research Question: Is Enterprise still priced to take market share from Avis and Hertz? Companies: CAR, ETR:SIX2, EXPE, HTZ, OWW By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Six of 16 sources said rental car rates have increased this summer compared to last, and six said booking volume and demand have […]

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No Meaningful Growth for RealPage Until New and Updated Software Is Released

Research Question: Will RealPage improve organic growth with existing and prospective customers? Companies: APPF, CLGX, CRM, LON:SGE, MSFT, N, ORCL, RP By: David Franklin Click here to download the report (.pdf)   Summary of Findings Organic and new customer growth will elude RealPage Inc. (RP) until it launches new and updated products later this year. Eleven of […]

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Shopify Will Sustain Growth But Be Challenged in Upmarket Move

Research Question: Is Shopify’s platform scalable for big brands, and is its growth sustainable? Companies: AAPL, AMZN, CRM, FB, IBM, N, ORCL, SAP, SHOP, SQ, WIX By: David Franklin Click here to download the report (.pdf)   Summary of Findings Shopify Inc.’s (SHOP) market-leading small and midsized retail ecommerce platform is unlikely to successfully scale up to […]

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Jul 19 2016 Technology

IT Security: Performance and Price Are Top Priorities in Purchases

Research Question: What effects are competition and clients’ buying decisions having on major IT security players? Companies: CHKP, CSCO, FEYE, FTNT, PANW, PFPT By: John Harrington Click here to download the report (.pdf)   Summary Competition is squeezing IT security vendors as never before, bringing price and performance to the top of the list in clients’ buying […]

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There Are Warning Signs That Skechers’ Momentum Is Waning

Research Question: Are Skechers’ U.S. wholesale and retail businesses continuing to thrive despite warnings signs in the greater overall shoe market? Companies: ADDYY, CAL, DKS, DSW, DKX, KSS, NKE, SKX, UA, VFC, TYO:7936   By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Sales of Skechers USA Inc. (SKX) shoes were down […]

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MCD Success Continues, Driven by Breakfast, Promos and New Items

Research Question: Will McDonald’s continue to see growth with its turnaround efforts? Companies: CMG, DNKN, JACK, MCD, PNRA, QSR, SBUX, SHAK, SONC, WEN, YUM By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings McDonald’s Corp.’s (MCD) run of success with its turnaround efforts continued in the second quarter. Both franchise owners and […]

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Mail.ru Idea Proposal

Mail.ru Idea Proposal

Are the new ad products on Mail.ru’s myTarget platform allowing the company to increase its share of advertisers’ budgets? Report Available: August 12, 2016   Blueshift’s initial research found the online ad market in Russia growing significantly, outpacing growth in the TV market. Video and mobile advertising represent the next major growth areas. Mail.ru’s myTarget […]

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Jul 08 2016 Top Current Ideas

Top Current Ideas 07/08/2016

Research Questions: 1.  Is the subprime auto loan industry in a bubble that will burst in the next 12-18 months? Last Report: 2.4.16 Next Report: 8.17.16 Next Earnings: 7.26.16 (ALLY)   2.  Is Enterprise still priced to take market share from Avis and Hertz? Last Report: 10.8.15 Next Report: 7.28.16 Next Earnings: 8.1.16 (CAR)   […]

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