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Business Services  // Browsing posts in Business Services

Shopify Idea Proposal

Shopify Idea Proposal

Is Shopify’s platform scalable for big brands and is its growth sustainable? Report Available: July 21, 2016   Blueshift’s initial research found SHOP emerging as the market leading cloud-based, multi-channel commerce platform provider for small and medium-sized businesses. With over 275,000 active merchant platform users, the company has had some success moving up market to […]

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Fair Isaac Corp. Idea Proposal

Fair Isaac Corp. Idea Proposal

Will FICO’s decision management platform transform the company into an analytics leader in the next 2 to 3 years? Report Available: June 2, 2016   Blueshift’s initial research shows FICO continuing its efforts to become a leader in advanced analytics and broaden its business beyond credit scores, with its Decision Management Suite a key part […]

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Q2 Holdings Idea Proposal

Q2 Holdings Idea Proposal

Is Q2 Holdings meeting customer expectations and will it see meaningful organic and cross-selling success in 2016? Report Available: March 16, 2016   Blueshift’s initial research shows QTWO’s cloud-based banking service continuing to grow at a rapid pace. In order to maintain this growth, QTWO must ensure high renewal rates. But QTWO’s average customer subscribes […]

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Business VOIP Providers Idea Proposal

Business VOIP Providers Idea Proposal

Research Question: How penetrated are VoIP/UCaaS companies and can they continue to chip away at AT&T and Verizon? Report Available: March 3, 2016   Blueshift’s initial research shows the VoIP/Unified Communications as a Service (UCaaS) market has more room to grow within SMBs. Smaller providers have struggled to penetrate enterprises due to issues such as a […]

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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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