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Business Services  // Browsing posts in Business Services

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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Iron Mountain Whisper

Iron Mountain Whisper

Research Question: Can Iron Mountain continue its steady climb or will changes in usage of document storage services cause the company to tumble? Companies Covered: Iron Mountain (IRM), Cintas (CTAS) Report Available: Oct. 9, 2014   Blueshift’s initial research shows IRM making slight progress in its domestic growth and major progress in its international growth, […]

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AmazonSupply of Little Threat to Existing MROs

Research Question: Is AmazonSupply grabbing market share from existing MRO businesses? Companies: AMZN, EBAY, FAST, GWW, HD, HDS, HKG:1688, LOW, MSM, ODP, SPLS By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings com Inc.’s (AMZN) AmazonSupply has not taken meaningful share from MROs and will not pose a short-term threat to their […]

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AMZN’s AWS Dominates; Lucrative Future for Add-On Services

Research Question: Are Amazon Web Services’ price reductions spurring current customers to broaden use of the service and enticing new customers to come on board? Companies: AMZN, CTXS, EQIX, GOOG, IBM, MSFT, RAX By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Amazon Web Services (AMZN) will continue to lead the market. AWS […]

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Rental Car Whisper

Rental Car Whisper

Research Question: Will summer 2014 car rentals be better than expected? Companies Covered: Avis Budget Group (CAR), Hertz (HTZ) Report Available: July 17, 2014   Blueshift’s initial research shows the rental car industry off to a strong start to the summer with high demand and bookings, though looming fleet size reductions may exacerbate already-scarce availability.   […]

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Shutterstock Still Strong, But Getty’s iStock Enters the Picture

Research Question: Will Shutterstock’s superior functionality be enough to defend its market share from competitors’ pricing pressure? Companies: FB, GOOG, SSTK, TWTR By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Compared with Blueshift Research’s Jan. 16 report, Shutterstock Inc. (SSTK) has become more entrenched in its position as a leading provider of […]

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3D Printer Market Unsaturated, Channel Not “Stuffed”

Research Question: To what extent do Stratasys’ PolyJet and 3D System’s ProJet compete, and how will this change in 2014? Also, is 3D Systems stuffing the channel? Companies: DDD, SSYS By: Susan Jennings Kantari Click here to download the report (.pdf)   Summary of Findings Stratasys Ltd.’s (SSYS) PolyJet and 3D Systems Corp.’s (DDD) ProJet are competitors, but […]

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