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April, 2020  // Posts published in April, 2020

Anaplan Likely to Rebound From Q4 Decline but Concerns Linger (PLAN)

Research Question: Is the deceleration in Anaplan’s billings growth a blip or a warning sign? Companies: IBM, LON:SGE, MSFT, ORCL, PLAN, SAP, WDAY By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Anaplan Inc.’s (PLAN) fourth-quarter billings growth deceleration does not seem to be a sign of deeper troubles. However, some […]

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Food Delivery Up Markedly in April, Will Continue in May; GRUB Performing Well

Research Question: How is the coronavirus affecting Grubhub and other food delivery businesses? Companies: GRUB, MCD, PZZA, UBER, WEN, YUM By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Food delivery orders have increased significantly in April—compared to our March 24 report when they had not yet seen any immediate additional […]

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Oil Patch: U.S. Oilfield Must Change Business Model to Survive

Research Question: After this week’s oil pricing meltdown, what must the oil and gas industry do to survive? Companies: BAS, CLR, HAL, HP, MRO, PDS, PE, PTEN, PUMP, PXD, RNGR, SLB Click here to download report (.pdf)   Highlights According to an industry specialist, the industry has entered a transformational phase, one in which “doing business […]

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Align Technology and SmileDirectClub Face Limited Demand Post COVID-19 Shutdown (ALGN, SDC)

Research Question: How will COVID-19 affect demand for clear aligners? Companies: ALGN, HSIC, PDCO, PWG, SDC, STMN.SW, XRAY By: David Franklin Click here to download report (.pdf)   Summary of Findings Demand for clear aligners is nonexistent, with no new patients at either Align Technology Inc.’s (ALGN) credentialed dental and orthodontic practices or SmileDirectClub Inc.’s […]

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Exact Sciences Idea Proposal (EXAS)

Exact Sciences Idea Proposal (EXAS)

What effect will Exact Sciences’ telehealth efforts have on Cologuard test numbers during and after COVID-19 quarantines? Report Available: May 1, 2020   Prior to the COVID-19 pandemic, Blueshift’s ongoing research found EXAS turning in strong Q4 2019 results with continued growth, acquisitions, and preparing for a strong 2020. Since the coronavirus outbreak, EXAS, like […]

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Esports: Oozing With Potential but a Long Road to Profits

Research Question: Where are the best moneymaking opportunities in the esports ecosystem over the next 12 to 18 months? Companies: AESE, AMZN, ATVI, DIS, DOYU, EA, FB, GME, GOOG/GOOGL, HEAR, LOGI, MNST, MSFT, MSG, TCEHY, TTWO, TWTR, UBSFF By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings The surging popularity of […]

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Tech Trends: DIY Tech Networking Sales Crashing; Cloud Soaring

Research Question: What will the mass shift to remote working mean for the titans of centralized DIY tech networking? Companies: AKAM, AMZN, ANET, CMCSA, CRM, CSCO, CTXS, DELL, FFIV, GOOG/GOOGL, HPE, IBM, MSFT, VMW, WDAY, ZM By: John Harrington Click here to download report (.pdf)   Key Findings Sales of traditional enterprise networking software/hardware are plummeting […]

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Spotify Won’t See Big Revenue From Podcasts or Artist Services (SPOT)

Research Question: Will podcasts and artist services give Spotify revenue upside and set it apart from competitors? Companies: AAPL, AMZN, GOOG/GOOGL, NFLX, SIRI, SNE, SPOT, TME, VIVHY By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Spotify Technology S.A. (SPOT) hugely overpaid in its recent acquisition spree for podcast assets, and […]

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Align and SmileDirectClub Idea Proposal (ALGN, SDC)

Align and SmileDirectClub Idea Proposal (ALGN, SDC)

How will COVID-19 affect demand for clear aligners? Report Available: April 23, 2020   Blueshift’s initial research found dentists and orthodontists seeing their industry slow to a crawl as it adjusts to the coronavirus. Two-thirds of all dental practices in the U.S. are temporarily closed and patient volume has declined significantly. New patient starts for […]

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Apr 06 2020 Services, Transportation

Trucking Industry Headed for Hard Times as Economy Shutters (CHRW, JBHT, LSTR, XPO)

Research Question: What are the immediate and longer-term impacts on the trucking industry from the coronavirus pandemic? Companies: AMZN, ARCB, CHRW, CVTI, FDX, HTLD, JBHT, KNX, LSTR, ODFL, SAIA, SNDR, UBER, UPS, USX, XPO By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings The trucking industry is in for a brutal reckoning […]

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