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Business Services  // Browsing posts in Business Services

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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CoStar Group’s Apartments.com Idea Proposal (CSGP)

CoStar Group’s Apartments.com Idea Proposal (CSGP)

Can Apartments.com maintain its dominance in the ILS market despite a low barrier to entry and fierce competition? Report Available:August30, 2017   Blueshift’s initial research found Apartments.com continuing to lead the internet listing service (ILS) industry in site visits in all the major markets. The apartment marketing platform also continues to generate impressive revenue numbers […]

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HomeAdvisor Gets the Job Done for Some But Disappoints Others (IAC)

Research Question: Are contractors getting their money’s worth from IAC’s HomeAdvisor? Companies: ANGI, GOOG/GOOGL, HD, IAC, LOW, YELP By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Home contractors offered a mixed assessment of InterActiveCorp/IAC’s (IAC) HomeAdvisor lead-generation platform. Several reported exceptional results while others contemplated permanently halting their use of […]

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HomeAdvisor Idea Proposal (IAC, ANGI)

HomeAdvisor Idea Proposal (IAC, ANGI)

Are contractors getting their money’s worth from HomeAdvisor? Report Available:July 26, 2017   Blueshift’s initial research found HomeAdvisor growing rapidly with more home service professionals subscribing to its network and more consumers requesting services. HomeAdvisor is beefing up its marketing to convince consumers to use the service to find home improvement contractors. The company is […]

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OTAs Lower Commissions for Big Hotel Chains, Survive Their Direct Bookings Push (EXPE, PCLN, MAR)

Research Question: Are hotels getting customers to book directly with them instead of using online travel agencies? Companies: CHH, EPA:AC, EXPE, GOOG/GOOGL, H, HKG:0017, HLT, IHG, MAR, PCLN, TRIP, TRVG, WYN By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Despite increasing direct bookings through their efforts to build this channel, […]

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