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August, 2016  // Posts published in August, 2016

TripAdvisor Idea Proposal (TRIP)

TripAdvisor Idea Proposal (TRIP)

Is TripAdvisor’s Instant Booking feature seeing increased adoption from hotels and OTAs? Report Available: October 20, 2016   Blueshift’s ongoing research found TRIP’s Instant Booking feature off to a slow start with muted expectations from hotels. TRIP struggled through a disappointing Q2, is facing a slower summer travel season, and has growing direct booking competition […]

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HEDIS Will Create Modest Growth for Exact Sciences’ Cologuard (EXAS)

Research Question: Will the inclusion of Cologuard in the 2017 HEDIS quality measures drive growth for Exact Sciences? Companies: DGX, EPGNF, EXAS, GE, LH, SIEGY, TYO:6502 By: David Franklin Click here to download report (.pdf)   Summary of Findings The inclusion and equal footing of Exact Sciences Corp.’s (EXAS) Cologuard in the 2017 Healthcare Effectiveness Data […]

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Ad Tech Vendors, Publishers Most At Risk As Ad Blocking Builds

Research Question: Who will be the winners and losers as ad-blocking software moves to mobile? Companies: AAPL, CRTO, FB, GOOG/GOOGL, MSFT, NWS/NWSA, NYT, RUBI, S, T, TMUS, TRIP, TUBE, TWTR, VZ, YELP, YHOO By: Seth Agulnick Click here to download report .pdf   Summary of Findings The rise of mobile ad-blocking technology is causing significant pain […]

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ServiceMaster Idea Proposal (SERV)

ServiceMaster Idea Proposal (SERV)

Will ServiceMaster’s American Home Shield maintain its service quality as it adds contractors and introduces new technology?   Report Available: September 29, 2016   Blueshift’s initial research showed SERV’s AHS becoming a more important part of SERV, seeing increased revenue, growth in home warranties, and consistent retention, while adding a mobile app as a customer […]

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Zillow Idea Proposal

Zillow Idea Proposal

Are Zillow’s gains in average revenue per account sustainable?   Report Available: September 22, 2016   Blueshift’s ongoing research shows Zillow continuing to be the go-to site for real estate buyers, renters, and sellers. The average revenue per account rose 43% year to year. However, the headcount of agent advertisers has been flat or even […]

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Networking Innovations Are Disrupting the Data Center Industry

Research Question: Are radical changes in networking going to affect data center design? Which IT vendor categories will be affected? Companies: AAPL, AMZN, ANET, CONE, COR, CSCO, CTL, DFT, DLR, EQIX, FB, GOOG/GOOGL, HPE, IBM, INTC, JNPR, MSFT, NTAP, ORCL, RAX, T, VZ By: John Harrington Click here to to download the report (.pdf)   Summary Dramatic […]

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Oilfield Service Work Flattens on Lower Oil Price

Research Question: Have plans to increase well site work in the U.S. oilfield market stalled as a result of the recent pullback in oil prices? Companies: BAS, BHI, HAL, HP, KEGX, NBR, PDS, PTEN, RES, SLB, SPN Click here to download the report (.pdf)   Highlights The pullback in oil prices to the low $40/bbl level during […]

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Twitter Idea Proposal

Twitter Idea Proposal

Will video save Twitter? Report Available: September 14, 2016   Blueshift’s initial research shows TWTR making a big bet that live-streaming video will jumpstart its stagnating user growth and boost revenue through premium video advertising. The company has inked deals with the NFL and other major sports leagues to stream live events and is reportedly […]

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Dentsply Sirona Idea Proposal

Dentsply Sirona Idea Proposal

Will the Dentsply Sirona merger lead to accelerated adoption of its CEREC CAD/CAM system? Report Available: September 15, 2016   Blueshift’s initial research found Dentsply’s recently completed merger with Sirona creating an opportunity for increased adoption of the CEREC system and a continued shift to digital dentistry and single-visit dentistry. However, film X-rays are still […]

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Subprime Auto Loan Market Conditions Are Deteriorating

Research Question: Is the subprime auto loan industry in a bubble that will burst in the next 12 to 18 months? Companies: ALLY, COF, JPM, SC, WFC By: David Franklin Click here to download the report (.pdf)   Summary of Findings Subprime auto loan market conditions have deteriorated since Blueshift Research’s 4 report, in which only three […]

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