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Media & Print  // Browsing posts in Media & Print

Pinterest Should Thrive As Awareness of Its Value Grows (PINS)

Research Question: Does Pinterest have the engagement levels and targeting expertise to thrive in a digital ad market dominated by Facebook, Google and Twitter? Companies: AMZN, FB, GOOG/GOOGL, MSFT, PINS, SNAP, TWTR By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Ad spending on Pinterest Inc. (PINS) should continue to ramp […]

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Pinterest Idea Proposal (PINS)

Pinterest Idea Proposal (PINS)

Does Pinterest have the engagement levels and targeting expertise to thrive in a digital ad market dominated by Facebook, Google and Twitter? Report Available: May 9, 2019   Blueshift’s initial research found Pinterest’s revenue growing and losses narrowing as it prepares to go public. The online bulletin board has a sizeable and growing user base, […]

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Record Labels Still Have the Upper Hand in Talks with Spotify (SPOT)

Research Question: Does Spotify have the leverage to get lower royalty rates or a bigger share of music label ad budgets? Companies: AAPL, AMZN, BABA, EPA:VIV, FB, GOOG/GOOGL, NFLX, NSE:RELIANCE, NTES, SIRI, SPOT, T, TME, TYO:6758 By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Spotify Technology S.A. (SPOT) has not […]

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Netflix Idea Proposal (NFLX)

Netflix Idea Proposal (NFLX)

Will Netflix’s subscriber growth be slowed in 2019 by the proliferation of new content options such as Disney’s upcoming SVOD channels, or streaming devices like Roku that make competing OTT content easier to find? Report Available: November 29, 2018   Blueshift’s initial research found NFLX bouncing back with strong subscriber growth in Q3, while offering […]

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Facebook’s Focus on Stories Is Fraught with Challenges (FB)

Research Question: Will Facebook be able to monetize Stories at the same level as news feed ads? Companies: ACXM, AMZN, EXPGY, FB, GOOG/GOOGL, SNAP, TWTR By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Facebook Inc. (FB) is going to have trouble moving both users and advertisers from its news feed to […]

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Spotify Is No Netflix But Has a Chance to Soar Beyond Pandora (SPOT)

Research Question: Is Spotify the next Netflix or the next Pandora? Companies: AAPL, AMZN, EPA:VIV, GOOG/GOOGL, HKG:0700, NFLX, P, SPOT, TYO:6758 By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Spotify Technology S.A. (SPOT) will never become the runaway dominant force in music streaming that Netflix Inc. (NFLX) has become in […]

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Spotify Idea Proposal (SPOT)

Spotify Idea Proposal (SPOT)

Is Spotify the next Netflix or the next Pandora? Report Available: July 24, 2018   Blueshift’s initial research found strong revenue and subscriber growth in SPOT’s first earnings report as a public company but also some question marks around profitability and revenue per user. SPOT’s success and growing influence in the music industry has led […]

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Facebook Idea Proposal (FB)

Facebook Idea Proposal (FB)

Were advertisers spooked enough by the data privacy and other scandals swirling around Facebook to hurt its top line in Q2? Report Available: July 13, 2018   Blueshift’s initial research found FB’s stellar Q1 results quelling many fears about a series of recent controversies. However, the Cambridge Analytica scandal over data privacy first became public […]

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Facebook Idea Proposal (FB)

Facebook Idea Proposal (FB)

Is Facebook’s ad revenue growth threatened by the data privacy and fake news scandals engulfing the platform? Report Available: April 24, 2018   Blueshift’s initial research found FB embroiled in scandal around how well it protects user data and how some groups have used the platform to spread erroneous information. The controversies had not yet hit […]

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Update: Nielsen’s Measurement of Netflix Audiences Not Delivering the Big Picture (NLSN)

Research Question: Is Nielsen’s system for measuring Netflix audiences giving the firm a new competitive advantage? Companies: CMCSA, DIS, FOX, NFLX, NLSN, SCOR By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Nielsen Holdings plc’s (NLSN) latest attempt at measuring Netflix Inc. (NFLX) audiences is a largely insignificant step forward. Content […]

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