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2018  // Posts published in 2018

Grubhub Idea Proposal (GRUB)

Grubhub Idea Proposal (GRUB)

Is Grubhub losing share to competitors? Report Available: November 29, 2018   Blueshift’s initial research found GRUB putting up record revenue and delivery numbers, expanding aggressively with YUM’s KFC and Taco Bell locations, and increasing guidance. It is adding to its platform, acquiring a delivery company focused on college campuses, as well as bringing on […]

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Burberry Benefitting from Tisci’s New Collection As Current Sales Up Year to Year (LON:BRBY)

Research Question: What was the initial response to Burberry’s release of Riccardo Tisci’s first collection? Will this new line revitalize the brand? Companies: LON:BRBY, VIE:MC   By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Burberry Group plc (LON:BRBY) is benefitting from the buzz created by the upcoming release of Riccardo […]

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Tech Trends: Big Three Firewall Firms Face Upcoming Container Chaos (CHKP, FTNT, PANW)

Research Question: Can Check Point, Palo Alto Networks and Fortinet successfully transition to become major cloud security providers without exposing their revenue to increasing risk? Companies: AMZN, CHKP, FTNT, GOOG/GOOGL, IBM, MSFT, PANW, RHT   By: John Harrington Click here to download report (.pdf)   Key Findings In a word, “No.” A new industry is rapidly […]

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Upwork Retains Large User Base, Stands Apart from Competitors (UPWK)

Research Question: Will newly IPO’d Upwork generate significant, sustainable growth in 2019? Companies: ADBE, MSFT, UPWK By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Upwork Inc. (UPWK) stands out by a wide margin as the best platform for freelancers and employers to connect. It outranks its competitors because of the […]

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Netflix Idea Proposal (NFLX)

Netflix Idea Proposal (NFLX)

Will Netflix’s subscriber growth be slowed in 2019 by the proliferation of new content options such as Disney’s upcoming SVOD channels, or streaming devices like Roku that make competing OTT content easier to find? Report Available: November 29, 2018   Blueshift’s initial research found NFLX bouncing back with strong subscriber growth in Q3, while offering […]

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Zillow Offers Will Capture Share of Limited iBuyer Market, But Premier Agent Revenue at Risk (Z/ZG)

Research Question: Is the Zillow Offers program on track to become Zillow’s next growth story, or is the program detracting from the company’s core premier agent business? Companies: BRK.A/B, FB, GOOG/GOOGL, LON:PURP, RDFN, RLGY, Z/ZG By: David Franklin Click here to download report (.pdf)   Summary of Findings Zillow Group Inc.’s (Z/ZG) Zillow Offers is […]

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Facebook’s Focus on Stories Is Fraught with Challenges (FB)

Research Question: Will Facebook be able to monetize Stories at the same level as news feed ads? Companies: ACXM, AMZN, EXPGY, FB, GOOG/GOOGL, SNAP, TWTR By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Facebook Inc. (FB) is going to have trouble moving both users and advertisers from its news feed to […]

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Tech Trends: IT Security Market Is Being Wrecked by Overabundance of Players

Research Question: Are there already too many cyber security vendors in business, with more startups arriving all the time? If so, how do the leading publicly traded companies maintain share, let alone growth? Companies: AMZN, CHKP, CSCO, FFIV, FTNT, GOOG/GOOGL, IBM, JNPR, MSFT, PANW, PFPT, RPD, VMW, ZS By: John Harrington Click here to download report […]

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Comtech Idea Proposal (CMTL)

Comtech Idea Proposal (CMTL)

Will Comtech’s Next Gen 911 products continue to drive growth or is the momentum from the rollout fading? Report Available: November 14, 2018   Blueshift’s initial research found CMTL posting its third consecutive year of growth and winning a string of business that has produced a record-high backlog as it enters fiscal year 2019. CMTL’s […]

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Tech Trends: Big Open Cloud Platforms Crushing Legacy Tech

Research Question: Are companies that are trying to compete with Amazon, Microsoft and Google in cloud services falling further behind? Are companies that supply other public cloud efforts being hurt? Companies: AMZN, ANET, CSCO, CTXS, FFIV, GOOG/GOOGL, IBM, JNPR, MSFT, ORCL, VMW By: John Harrington Click here to view report (.pdf)   Key Findings Overall, IT […]

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