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Services  // Browsing posts in Services

ANGI Homeservices Providers’ Ad Spending Flat to Declining (ANGI)

Research Question: Are home service providers increasing their advertising spending with ANGI Homeservices’ Home Advisor and Angie’s List brands? Companies: ANGI, GOOG/GOOGL, IAC, VZ, YELP By: David Franklin Click here to download report (.pdf)   Summary of Findings Overall, home service providers who advertise on ANGI Homeservices Inc.’s (ANGI, with IAC/InterActive Corp.) HomeAdvisor and Angie’s […]

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Zillow Idea Proposal (Z/ZG)

Zillow Idea Proposal (Z/ZG)

Will Zillow’s new house flipping business propel or derail the company’s growth? Report Available: June 7, 2018   Blueshift’s initial research found Z/ZG surprising the real estate and investment industries by announcing that it would be entering the home buying and selling/flipping business and expanding its Instant Offers program. The news potentially eliminates or at least […]

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ANGI Homeservices Idea Proposal (ANGI)

ANGI Homeservices Idea Proposal (ANGI)

Are service contractors increasing their spending with Angie’s List and Home Advisor?   Report Available: May 2, 2018   Blueshift’s initial research showed ANGI merging the declining Angie’s List brand with the HomeAdvisor platform. Salesforce expansion, cost savings initiatives, and monetization of web traffic are said to be ahead of plan. A key challenge to […]

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Few Signs of Synergies, New Products from Johnson Controls/Tyco Merger (JCI)

Research Question: Is Johnson Controls gaining traction with its synergies and new products from the Tyco merger? Companies: EPA:SU, HON, IR, JCI, KRX:003550/003555, KRX:005930, LII, SIEGY, TYO:6367, TYO:6501, TYO:6503, UTX By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Johnson Controls International plc (JCI) is not seeing any sales success with […]

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Report Update: CoStar Group Looks Poised to Continue Growing (CSGP)

Research Question: Will CoStar’s momentum continue in 2018 after a strong fourth quarter? Companies: CSGP, GOOG/GOOGL, VZ, YELP, Z By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Two of three property management sources said CoStar Group Inc.’s com continues to deliver excellent results, and they expect the company’s recent impressive […]

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Facebook Idea Proposal (FB)

Facebook Idea Proposal (FB)

Is Facebook’s ad revenue growth threatened by the data privacy and fake news scandals engulfing the platform? Report Available: April 24, 2018   Blueshift’s initial research found FB embroiled in scandal around how well it protects user data and how some groups have used the platform to spread erroneous information. The controversies had not yet hit […]

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Update: Nielsen’s Measurement of Netflix Audiences Not Delivering the Big Picture (NLSN)

Research Question: Is Nielsen’s system for measuring Netflix audiences giving the firm a new competitive advantage? Companies: CMCSA, DIS, FOX, NFLX, NLSN, SCOR By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Nielsen Holdings plc’s (NLSN) latest attempt at measuring Netflix Inc. (NFLX) audiences is a largely insignificant step forward. Content […]

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Pandora Jewelry Idea Proposal (PNDORA)

Pandora Jewelry Idea Proposal (PNDORA)

Is Shine the answer to keep Pandora Jewelry’s bubble from bursting? Report Available: April 25, 2018   Blueshift’s initial research found Pandora struggling in its mature markets. Pandora hit a few bumps in the road in 2017 as the mall environment struggled, customer demographics are changing, and the brand is feeling pressure in the U.S. and […]

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Report Update: Netflix Delivers Blow to Fox with Murphy Deal, But Is It Spending Recklessly? (NFLX)

Research Question: What does Netflix’s deal with Ryan Murphy signal about the competition for original content with Disney, Fox and others? Companies: AAPL, AMZN, CBS, CMCSA, DIS, DISH, FOX, NFLX, TWX, TYO:6758 By Seth Agulnick Click here to download report (.pdf)   Summary of Findings Netflix Inc.’s (NFLX) deal with TV show creator Ryan Murphy […]

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No Roadblocks or Headwinds Will Slow Shopify This Year (SHOP)

Research Question: Will anything slow Shopify’s growth in 2018? Companies: AAPL, AMZN, BOX, CRM, EBAY, ETSY, ORCL, SHOP By: David Franklin Click here to download report (.pdf)   Summary of Findings Growth is expected to continue this year for Shopify Inc. (SHOP) and its ecommerce customers as the company controls the SMB segment and has […]

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