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Services  // Browsing posts in Services

iRobot’s Roomba on Track, Holds Off Competition; Braava Limited in U.S. (IRBT)

Research Question: Will iRobot’s successful run continue? Companies: AMZN, BABA, BOM:500530, GOOG/GOOGL, HKG:0669, IRBT, KRX:003550/003555, KRX:005930/005935, SWK By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings iRobot Corp.’s (IRBT) Roomba robot vacuum is expected to continue its successful run as the industry leader and pacesetter. Brand recognition, marketing, word of mouth […]

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Hotels and Online Travel Agencies Idea Proposal (EXPE, HLT, MAR, PCLN)

Hotels and Online Travel Agencies Idea Proposal (EXPE, HLT, MAR, PCLN)

Are hotels getting customers to book directly with them instead of using Online Travel Agencies? Report Available: June 28, 2017   Blueshift’s initial research found hotels trying to increase their direct bookings over having guests use online travel agencies (OTAs), which are more costly to the hotels because of the commissions they charge. It is […]

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Mother’s Day Promotion Boosts Sales at Signet’s Kay; Zales Still Disappointing (SIG)

Research Question: Will Signet bounce back with improved sales for Mother’s Day? Companies: CPH:PNDORA, SIG By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Signet Jewelers Ltd.’s (SIG) Mother’s Day sales were mixed among its three main retailers—Zales, Kay Jewelers and Jared—but the company has made progress compared with Blueshift Research’s […]

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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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iRobot Idea Proposal (IRBT)

iRobot Idea Proposal (IRBT)

Will iRobot’s successful run continue? Report Available: June 7, 2017   Blueshift’s initial research showed IRBT on a tear with a great first quarter in the U.S. and internationally. The company believes it is on the verge of explosive growth, pointing to the success of its Roomba vacuum cleaner, the introduction of its Braava wet […]

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comScore Idea Proposal (SCOR, NLSN)

comScore Idea Proposal (SCOR, NLSN)

Will comScore’s cross-platform measurement technology challenge Nielsen and lead the company to revenue growth? Report Available: May 19, 2017   Blueshift’s initial research found SCOR scrambling to deal with internal accounting issues that have temporarily halted trading of the company’s shares. At the same time, SCOR is facing off against NLSN and others as demand […]

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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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Shopify Idea Proposal (SHOP)

Shopify Idea Proposal (SHOP)

Will Shopify’s transition from fixed to variable pricing for Shopify Plus slow growth or be the catalyst for profits? Report Available: May 3, 2017   Blueshift’s initial research found SHOP implementing a change in pricing for its rapidly growing enterprise-level ecommerce solution, Shopify Plus. The company believes the change is a natural evolution which better […]

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