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Business Services  // Browsing posts in Business Services

Summer Brought More Bookings, Steady Rates YY for Rental Car Industry

Research Question: Did rental car companies see increased bookings and pricing power this summer? Companies: CAR, DDAIY, ETR:SIX2/SIX3, EXPE, HTZ, KYAK, PCLN By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings The improving economy and increased leisure travel resulted in more rental car bookings this past summer year to year, according […]

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Rental Car Idea Proposal

Rental Car Idea Proposal

Research Question: Did rental car companies see increased bookings and pricing power this summer? Report Available: October 9, 2015   Blueshift’s initial research shows rental car pricing has fallen for most of 2015. Two companies not considered part of the Big Three rental car oligopoly (CAR, HTZ, and Enterprise) are making big waves in the industry, […]

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Report Update: No Significant Access Equipment Fleet Expansion Expected for the Equipment Rental Industry

Research Question: How will equipment rental industry capex spending trends impact access equipment purchases? Companies: EPA:MTU, EPA:PIG, OSK, TEX, TSE:LNR By: David Franklin Click here to download the report (.pdf)   Summary of Findings In a follow-up to Blueshift’s July 8 equipment rental report where it was found that the industry expects moderate demand and capex […]

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Equipment Rental Industry Expects Moderate Demand and Capex Growth But Flat Rates

Research Question: Is the recent softness in pricing and demand temporary or permanent for the equipment rental industry? Companies: ALG, ARGKF, ASHTF, BLT, CAT, CNHI, DE, EPA:MTU, EPA:PIG, FRA:JUN3/ETR:JUN3, HEES, HD, HTZ, KRX:009540, KRX:042670, LON: HSS, LON: SDY, MTW, NEFF, OSK, STO:ATCO-A/B, STO:VOLV-A/B, TEX, TSE:LNR, TYO:6301, TYO:6326, TYO:6432, URI, WKRCF By: David Franklin Click here to […]

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Rental Car Bookings Increase, Rates Likely Flat; Long Term Challenges Exist

Research Question:Will rental car companies see increased bookings and pricing power this summer and for the remainder of 2015? Companies: CAR, HTZ By: David Franklin Click here to download the report (.pdf)   Summary of Findings The improving economy and increased travel likely will result in more rental car bookings this summer and throughout the […]

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Equipment Rental Whisper

Equipment Rental Whisper

Research Question: Is the recent softness in pricing and utilization for the equipment rental industry temporary or permanent? Report Available: July 8, 2015   Blueshift’s initial research shows bullish 2015 predictions for the equipment rental market early in the year, however at least two major equipment rental companies are reporting soft sales through the end of May. […]

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Rental Car Whisper

Rental Car Whisper

Research Question: Will rental car companies see increased traffic and pricing power this summer? Report Available: June 11, 2015   Blueshift’s initial research shows pricing on car rentals has declined through May, however HTZ’s recent fleet overhaul will allow it to raise rental prices over the summer which may produce an industry-wide ripple effect.   Observations […]

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Zendesk Well Positioned to Grow, Especially Among Current Users

Research Question: Can Zendesk broaden its application beyond traditional customer service use while moving upstream to more enterprise-level customers? Companies: ADBE, CRM, MSFT, NOW, ORCL, SAP, VRNT, ZEN By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Most sources expect Zendesk Inc.’s (ZEN) clients to broaden their application and to extend their deployment […]

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Increasing Capacity and Revenue Expected for the Equipment Rental Industry

Research Question: What is the current state of the equipment rental industry’s fleet capacity and revenue, and where is the industry headed in the next three years? Companies: ASHTF, CAT, CNHI, DE, EPA:PIG, HD, HEES, HTZ, KRX:042670, MTW, NEFF, OSK, STO:ATCO-A, STO:VOLV-B, TEX, TYO:5406, TYO:6301, TYO:6326, TYO:6432, TYO:6586, TYO:7012, URI By: David Franklin Click here to download […]

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Iron Mountain Managing the Storage Switch to Digital

Research Question: Can Iron Mountain continue its steady climb, or will the industry move toward digital data storage services cause the company to tumble? Companies: CTAS, DLR, EMC, EQIX, IBM, IRM, LXK, MSFT, ORCL, QTM, TSE:OTC, WDC By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Although Iron Mountain (IRM) is […]

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