Research Question: Are Facebook’s large data center networking expansions, which are geared toward heavy data loads like video and messaging, putting the company under pressure? Companies: AMZN, ANET, FB, GOOG/GOOGL, MSFT, SNAP, TWTR By: John Harrington Click here to download report (.pdf) Summary Facebook Inc. (FB) may be painting itself into a precarious corner in […]
Research Question: Will Deckers’ direct-to-consumer initiative help its UGG brand survive the sales and traffic decline of department stores and malls? Companies: AMZN, BABA, BOOT, BRK.A/B, BZUN, DECK, GOOG/GOOGL, NKE, WMT, WWW By: David Franklin Click here to download report (.pdf) Summary of Findings Deckers Outdoor Corp.’s (DECK) direct-to-consumer (DTC) initiative is unlikely to […]
Does Box offer the right enterprise features and potential cost savings to attract big businesses to its platform? Report Available: May 4, 2017 Blueshift’s initial research found BOX growing its revenue as a content management platform for enterprises. The company is positioning its cloud-based software as a tool that meets all the key enterprise needs […]
Will Shopify’s transition from fixed to variable pricing for Shopify Plus slow growth or be the catalyst for profits? Report Available: May 3, 2017 Blueshift’s initial research found SHOP implementing a change in pricing for its rapidly growing enterprise-level ecommerce solution, Shopify Plus. The company believes the change is a natural evolution which better […]
Research Question: Are Bank of the Ozarks and Home Bancshares taking on outsized risk in order to gain share in the New York City and South Florida multifamily and condo construction markets? Companies: ARI, BAC, BK, BXMT, COF, CSE, EPA:KN, HOMB, ISBC, JPM, LADR, MTB, OZRK, PACW, STWD, TD, VNO, WFC By: Seth Agulnick Click […]
Research Question: Will Grubhub fend off UberEATS and Amazon? Companies: AMZN, GRPN, GRUB, SQ, YELP By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Grubhub Inc. (GRUB) faces mounting pressure from competitors and is finding it more difficult to fight them off. This worrisome trend for the company is a […]
Companies: MSFT By: John Harrington Click here to download report (.pdf) Summary Good for Microsoft. Streamlines an unwieldy, last-gen sales channel. Bad for excess partners clinging to old on-prem software licensing model. Company expands large enterprise direct sales, eliminating bottlenecks. SMB deals left for channel to chase. Resellers are pitted against each other to […]
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