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Services  // Browsing posts in Services

Zillow Idea Proposal (ZG)

Zillow Idea Proposal (ZG)

Will Zillow succeed in shifting the direction of the company to the iBuyer market with its Zillow Offers product? Report Available: March 21, 2019   Blueshift’s ongoing research found ZG launching Zillow 2.0 to disrupt the real estate market again. ZG is going all-in on its Zillow Offers program, buying, selling and financing homes. This […]

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Spotify Idea Proposal (SPOT)

Spotify Idea Proposal (SPOT)

Does Spotify have the leverage to get lower royalty rates or a bigger share of music label ad budgets? Report Available: March 20, 2019   Blueshift’s initial research found SPOT turning its first profit in Q4 but with lingering concerns about its 2019 outlook and revenue-per-user trends. The streaming service continues to joust with record […]

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Grubhub Idea Proposal (GRUB)

Grubhub Idea Proposal (GRUB)

Will Grubhub wilt in 2019 under pressure from competitors? Report Available: March 14, 2019   Blueshift’s ongoing research found GRUB with divisive earnings results raising concerns about its rising costs but also feeding optimism that its spending will pay off with a strong 2019 in new markets. Competition is as fierce as ever which is […]

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Shopify Idea Proposal (SHOP)

Shopify Idea Proposal (SHOP)

Will Shopify Plus become the go-to ecommerce platform for Global 2000 companies? Report Available: March 13, 2019   Blueshift’s initial research found SHOP posting a strong Q4 and hitting $1 billion in revenue. Still, SHOP has posted 12 consecutive quarters of declining growth. SHOP’s Shopify Plus platform designed for high volume merchants and enterprise solutions […]

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Turtle Beach Idea Proposal (HEAR)

Turtle Beach Idea Proposal (HEAR)

Will Turtle Beach build on its 2018 breakout or crash back to Earth in 2019? Report Available: February 13, 2019   Blueshift’s initial research found sales of HEAR headsets exploding, largely thanks to the popularity of multiplayer games like Fortnite. However, it is not clear whether such games can continue their massive growth. In a […]

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Jan 16 2019 Services, Travel & Leisure

Cruise Bookings Will Continue to Rise in 2019, Will Outpace 2018 (CCL, RCL, NCLH)

Research Question: Will the cruise industry’s 2019 bookings be ahead of 2018’s pace? Companies: CCL/CUK, DIS, NCLH, RCL   By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Cruise lines are on track to see bookings growth in 2019 outpace 2018, according to 18 of 22 sources, continuing the trend found […]

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Profitability for PayPal’s Venmo Will Take Years But the Path Is There (PYPL)

Research Question: Will PayPal’s efforts to monetize its Venmo app reach a tipping point in 2019? Companies: AAPL, AMZN, AXP, BAC, DFS, EPA:ING, FDC, GOOG/GOOGL, GRUB, JPM, KRX:005930, MA, PYPL, SQ, TCEHY, V, WFC, WMT By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Turning Venmo profitable will be a slow […]

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Dec 14 2018 Services, Travel & Leisure

Cruise Industry Idea Proposal (CCL, RCL, NCLH)

Cruise Industry Idea Proposal (CCL, RCL, NCLH)

Will the cruise industry’s 2019 bookings continue to be ahead of 2018’s pace? Report Available: January 16, 2019   Blueshift’s ongoing research showed booking strength for cruise lines as advance bookings for 2019 are ahead of this year’s pace, rates are higher, and the booking window is further out. Innovation including smart technology, apps for […]

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Netflix Challengers Are Ramping Up But Not a Threat in 2019 (NFLX)

Research Question: Will Netflix’s subscriber growth be slowed in 2019 by new content options such as Disney+ or by platforms like Roku that make competing content easier to find? Companies: AAPL, AMZN, BABA, CBS, CMCSA, DIS, DISH, FB, FOX, GOOG/GOOGL, NFLX, ROKU, T, TCEHY, TMUS, TYO:6758, VIA, VZ By: Seth Agulnick Click here to download […]

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Grubhub Is Not Losing Share But Trails in Usage and Popularity (GRUB)

Research Question: Is Grubhub losing share to competitors? Companies: AMZN, BWLD, CMG, GRUB, MCD, WEN, YUM By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Grubhub Inc. (GRUB) may not be losing share to competitors, but it has a smaller share of online food delivery orders than its rivals and a […]

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