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Services  // Browsing posts in Services

ServiceMaster’s AHS on Track for Growth Despite a Technician Shortage (SERV)

Research Question: Will ServiceMaster’s American Home Shield maintain its service quality as it adds contractors and introduces new technology? Companies: ANGI, FAF, ORI, SERV, SHLD, YELP By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings ServiceMaster Global Holdings Inc.’s (SERV) American Home Shield (AHS) is well positioned to gain market share despite […]

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Twitter’s Live Video Strategy Has Promise But Faces Big Hurdles (TWTR)

Research Question: Will live video save Twitter? Companies: AAPL, AMZN, FB, GOOG/GOOG, TWTR, VZ, YHOO By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Twitter Inc.’s (TWTR) foray into streaming live sports has some short-term potential to attract new users and advertising revenue, but the company faces many hurdles in fundamentally reversing […]

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Monster Steady in a Growing Energy Drink Market, Will Do Well in China (MNST)

Research Question: Will Monster Beverage’s sales continue to rise, or will the energy drink brand be felled by a slowing category? Companies: CPB, DANOY, KO, MNST, PEP, SBUX, TPE:1216 By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings The energy drink market still is in growth mode, according to 17 of 23 […]

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TripAdvisor Idea Proposal (TRIP)

TripAdvisor Idea Proposal (TRIP)

Is TripAdvisor’s Instant Booking feature seeing increased adoption from hotels and OTAs? Report Available: October 20, 2016   Blueshift’s ongoing research found TRIP’s Instant Booking feature off to a slow start with muted expectations from hotels. TRIP struggled through a disappointing Q2, is facing a slower summer travel season, and has growing direct booking competition […]

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Ad Tech Vendors, Publishers Most At Risk As Ad Blocking Builds

Research Question: Who will be the winners and losers as ad-blocking software moves to mobile? Companies: AAPL, CRTO, FB, GOOG/GOOGL, MSFT, NWS/NWSA, NYT, RUBI, S, T, TMUS, TRIP, TUBE, TWTR, VZ, YELP, YHOO By: Seth Agulnick Click here to download report .pdf   Summary of Findings The rise of mobile ad-blocking technology is causing significant pain […]

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ServiceMaster Idea Proposal (SERV)

ServiceMaster Idea Proposal (SERV)

Will ServiceMaster’s American Home Shield maintain its service quality as it adds contractors and introduces new technology?   Report Available: September 29, 2016   Blueshift’s initial research showed SERV’s AHS becoming a more important part of SERV, seeing increased revenue, growth in home warranties, and consistent retention, while adding a mobile app as a customer […]

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Zillow Idea Proposal

Zillow Idea Proposal

Are Zillow’s gains in average revenue per account sustainable?   Report Available: September 22, 2016   Blueshift’s ongoing research shows Zillow continuing to be the go-to site for real estate buyers, renters, and sellers. The average revenue per account rose 43% year to year. However, the headcount of agent advertisers has been flat or even […]

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Twitter Idea Proposal

Twitter Idea Proposal

Will video save Twitter? Report Available: September 14, 2016   Blueshift’s initial research shows TWTR making a big bet that live-streaming video will jumpstart its stagnating user growth and boost revenue through premium video advertising. The company has inked deals with the NFL and other major sports leagues to stream live events and is reportedly […]

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Aug 12 2016 Media & Print

Mail.ru Gaining Some Share As Ad Spending Continues to Shift Online

Research Question: Are the new ad products on Mail.ru’s myTarget platform allowing the company to increase its share of advertisers’ budgets in Russia? Companies: FB, GOOG/GOOGL, MLRUY/MLRYY, YNDX By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Online ad spending continues to grow in Russia as advertisers and brands shift their focus […]

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Ad-Blocking Software Idea Proposal

Ad-Blocking Software Idea Proposal

Who will be the winners and losers as ad-blocking software moves to mobile? Report Available: August 24, 2016   Blueshift’s initial research shows skyrocketing use of ad-blocking technology on mobile devices worldwide, though use in the U.S. and Europe is not yet widespread. Some wireless service providers are exploring ways to turn on ad-blocking at the […]

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