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Business Services  // Browsing posts in Business Services

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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Healthcare Reform Uncertainty, Hospital Innovation Slow Demand For Temp/Travel Nurses (AMN, CCRN)

Research Question: Has the nursing shortage peaked? How will the leading providers of temporary nurses be affected by the current nursing staffing cycle? Companies: AMN, CCRN By: David Franklin Click here to download report (.pdf)   Summary of Findings The nursing shortage has not yet peaked, according to 12 of 18 sources who said the […]

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Cognex Idea Proposal (CGNX)

Cognex Idea Proposal (CGNX)

Will Cognex’s claim of superior technology and software drive growth to keep it ahead of the competition? Report Available: July 7, 2017   Blueshift’s initial research found CGNX with several quarters of significant growth, introducing innovative technology, and acquiring companies with impressive intellectual property. Also, adoption and growth in factory automation, specifically machine vision, are trending […]

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ComScore Has an Opening, But Toppling Nielsen Will Be Tough (NLSN, SCOR)

Research Question: Will ComScore’s cross-platform measurement technology lead it to revenue growth and challenge Nielsen? Companies: ADBE, ASX:FOX/FOX, CHTR, CMCSA, DISH, FB, GOOG/GOOGL, NFLX, NLSN, OMC, ORCL, SCOR, T, TWX, VIA/VIAB, VZ, WPPGY Click here to download report (.pdf) By: Seth Agulnick   Summary of Findings Neither ComScore (SCOR) nor Nielsen N.V. (NLSN) has hit on […]

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Ellie Mae Idea Proposal (ELLI, BKFS)

Ellie Mae Idea Proposal (ELLI, BKFS)

Is Black Knight’s new loan origination software a threat to Ellie Mae? Report Available:June 8, 2017   Blueshift’s initial research found ELLI’s mortgage management software growing rapidly among small and mid-size loan originators. ELLI has had little direct competition to date but now faces a big test as BKFS, a leader in loan servicing software, […]

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Nursing Staffing Idea Proposal (AMN, CCRN)

Nursing Staffing Idea Proposal (AMN, CCRN)

Has the nursing shortage peaked? How will the leading providers of temporary nurses be affected by the current nursing staffing cycle?   Report Available:June 14, 2017   Blueshift’s initial research found that the existence of a nurse shortage and its future is a frequently discussed, debated and studied issue. U.S. government agencies have researched the situation […]

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Shopify’s Growth Trend Will Continue With Higher Pricing Model (SHOP)

Research Question: Will Shopify’s new variable-pricing model for Shopify Plus slow its growth or be a profit catalyst? Companies: CRM, PYPL, SAP, TSE:SHOP/SHOP By: David Franklin Click here to download report (.pdf)   Summary of Findings Shopify Inc.’s (TSE:SHOP/SHOP) growth trend will not be hurt by the new variable-pricing model for its Shopify Plus enterprise […]

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