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Services  // Browsing posts in Services

Pinterest Should Thrive As Awareness of Its Value Grows (PINS)

Research Question: Does Pinterest have the engagement levels and targeting expertise to thrive in a digital ad market dominated by Facebook, Google and Twitter? Companies: AMZN, FB, GOOG/GOOGL, MSFT, PINS, SNAP, TWTR By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Ad spending on Pinterest Inc. (PINS) should continue to ramp […]

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SPS Commerce Idea Proposal (SPSC)

SPS Commerce Idea Proposal (SPSC)

Are existing customers expanding wallet share with SPS Commerce? Report Available: June 6, 2019   Blueshift’s initial research found SPSC benefiting from the retail market’s ongoing digital transformation and posting 73-consecutive quarters of top line growth. SPSC’s network of 80,000 companies across 60 countries is powering the company’s growth as customers adopt SPSC’s cloud-based sourcing, […]

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MicroStrategy Idea Proposal (MSTR)

MicroStrategy Idea Proposal (MSTR)

Is MicroStrategy’s newest cloud-based BI platform appealing to enterprises? Report Available: May 23, 2019   Blueshift’s initial research found MSTR struggling to reverse several years of declining revenue. The company is pinning its latest hopes on MicroStrategy 2019, a cloud-based platform with a host of new features. The BI software market, however, is a fiercely […]

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Online, Store Expansion Initiatives to Drive CarMax’s Growth in Robust Used Market (KMX)

Research Question: Will the rollout of an omnichannel/online car buying option and the expansion of physical store locations drive sales and loan originations for CarMax in 2019? Companies: ABG, AN, BRK.A/B, CARG, CVNA, HYRE, KMX, LAD, PAG, SAH By: David Franklin Click here to download report (.pdf)   Summary of Findings CarMax Inc.’s (KMX) omnichannel/online and […]

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Grubhub Delivers Disappointing Results for Subway, Taco Bell (GRUB)

Research Question: How are Grubhub’s partnerships with Subway and Taco Bell progressing? Companies: GRUB, YUM By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Grubhub Inc. (GRUB) is not having a significant effect on Subway or Taco Bell (Yum Brands Inc./YUM) sales since the launch of partnerships with these companies. This […]

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Pinterest Idea Proposal (PINS)

Pinterest Idea Proposal (PINS)

Does Pinterest have the engagement levels and targeting expertise to thrive in a digital ad market dominated by Facebook, Google and Twitter? Report Available: May 9, 2019   Blueshift’s initial research found Pinterest’s revenue growing and losses narrowing as it prepares to go public. The online bulletin board has a sizeable and growing user base, […]

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Alteryx Is in Great Shape to Fend Off Tableau and Other Competitors (AYX)

Research Question: Is Alteryx becoming robust enough to defend itself once Tableau’s Prep product is a viable threat? Companies: AYX, DATA, IBM, MSFT, ORCL, TLND By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Customers and partners of Alteryx Inc. (AYX) are enamored with the company’s data science platform and do […]

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Mar 21 2019 Real Estate, Services

Zillow Offers Will Dominate iBuyer Segment But May Alienate Many Premier Agents (Z/ZG)

Research Question: Will Zillow succeed in shifting its direction to the iBuyer market with its Zillow Offers product? Companies: BRK.A/B, FB, GOOG/GOOGL, INVH, NWS, 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 on track to become the leading iBuyer because […]

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Record Labels Still Have the Upper Hand in Talks with Spotify (SPOT)

Research Question: Does Spotify have the leverage to get lower royalty rates or a bigger share of music label ad budgets? Companies: AAPL, AMZN, BABA, EPA:VIV, FB, GOOG/GOOGL, NFLX, NSE:RELIANCE, NTES, SIRI, SPOT, T, TME, TYO:6758 By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Spotify Technology S.A. (SPOT) has not […]

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Grubhub Starting to Lose Share to Uber Eats, DoorDash (GRUB)

Research Question: Will Grubhub wilt in 2019 under pressure from competitors? Companies: AMZN, GRPN, GRUB, MCD, NCR, YUM By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Grubhub Inc. (GRUB) is losing share to Uber Eats and DoorDash, according to five of eight sources using Grubhub and competitors. This is a […]

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