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Business Services  // Browsing posts in Business Services

Ecommerce Is Driving SPS Commerce’s Growth Among Retailers and Suppliers (SPSC)

Research Question: Will SPS Commerce expand its retail network and increase wallet share among suppliers in the next 12 to 18 months? Companies: AMZN, CHUBA, DVMT, IBM, ORCL, SPSC, TSE:OTEX/OTEX By: David Franklin Click here to download report (.pdf)   Summary of Findings SPS Commerce Inc.’s (SPSC) sales growth will continue in the next 12 […]

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Freight Brokerage Idea Proposal (CHRW, JBHT, LSTR, XPO)

Freight Brokerage Idea Proposal (CHRW, JBHT, LSTR, XPO)

Will freight brokerages successfully adjust as digital brokers disrupt the industry? Which companies are best positioned to thrive?   Report Available: November 1, 2017   Blueshift’s initial research found that the automation of the freight brokerage business is well under way. There is a plethora of trucking apps challenging the traditional methods of the trucking […]

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GoDaddy Has Mass Appeal and Great Customer Support (GDDY)

Research Question: Will GoDaddy’s website building platform gain or lose market share in the next one to two years? Companies: EIGI, GDDY, GOOG/GOOGL, TSE:SHOP/SHOP, WEB, WIX By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings GoDaddy Inc. (GDDY) is in great position to boost its market share among amateur website builders, […]

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Nielsen Idea Proposal (NLSN)

Nielsen Idea Proposal (NLSN)

Is there a credible threat to Nielsen’s stranglehold on the TV ad buying process?   Report Available: October 19, 2017   Blueshift’s initial research found growing unhappiness with NLSN as the sole provider of TV ratings, yet little traction for any alternatives. SCOR’s cross-platform measurement concept holds some appeal, while major broadcasters continue their search […]

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Take It to the Bank: PayPal Continues to Shine (PYPL)

Research Question: Now that PayPal has crossed the $100 billion mark in quarterly payment volume, can it continue to outpace expectations? Or are there threats on the horizon? Companies: AAPL, AMZN, AXP, BABA, BAC, C, COF, DFS, FDC, GOOG/GOOGL, GPN, HKG:0700, JPM, KRX:005930/005935, MA, PAY, PYPL, SQ, TSE:SHOP, TSS, V, VNTV, WFC By: Seth Agulnick […]

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SPS Commerce Idea Proposal (SPSC)

SPS Commerce Idea Proposal (SPSC)

Will SPS Commerce expand its retail network and increase wallet share among suppliers over the next 12 to 18 months?   Report Available: October 18, 2017   Blueshift’s initial research found SPSC’s revenue growth slowing from more than 20% last year to less than 15% this year, partly because of a difficult retail environment. Recent […]

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Apartments.com’s Dominance Secure in 2017; Challenges Ahead (CSGP)

Research Question: Can CoStar’s Apartments.com maintain its dominance in the ILS market despite fierce competition and a low barrier to entry? Companies: CSGP, FB, GOOG/GOOGL, RP, Z By: David Franklin Click here to download report (.pdf)   Summary of Findings CoStar Group Inc.’s (CSGP) com will continue to dominate the internet listing services (ILS) market […]

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GoDaddy Idea Proposal (GDDY)

GoDaddy Idea Proposal (GDDY)

Will GoDaddy’s website building platform gain or lose market share over the next one to two years?   Report Available: September 20, 2017   Blueshift’s initial research found GDDY’s web hosting business growing but facing a competitive field that now includes a free, do-it-yourself website builder from GOOG/GOOGL. GDDY has introduced a new web building […]

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PayPal Idea Proposal (PYPL)

PayPal Idea Proposal (PYPL)

Now that PayPal has crossed the $100 billion mark in quarterly payment volume, can it continue to outpace expectations or are there threats on the horizon that will slow its growth?   Report Available: September 7, 2017   Blueshift’s initial research found PYPL continuing its impressive rate of growth in revenue, platform volume, and new […]

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Grubhub Idea Proposal (GRUB)

Grubhub Idea Proposal (GRUB)

Will Grubhub’s purchase of Eat24 be enough to hold off competitors?   Report Available:August 31, 2017   Blueshift’s initial research found GRUB buying one of its chief rivals, setting it up to take on the challenge from deep-pocketed competitors UberEATS and AMZN’s Amazon Restaurants. While the deal gives GRUB significantly more coverage in the food […]

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