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July, 2020  // Posts published in July, 2020

Tech Trends: Smart, Agile Cloud Software Services Burn Old IT Stars

Research Question: How did a company like Fastly become more valuable than an established vendor like F5 Networks? Does this shift portend the rise of a new generation of software services companies that will thrive in the cloud age? Companies: AMZN, CRWD, CSCO, DDOG, DELL, FFIV, FSLY, GOOG/GOOGL, IBM, MDB, MSFT, OKTA, PANW By: John […]

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PayPal/Square Idea Proposal (PYPL, SQ)

PayPal/Square Idea Proposal (PYPL, SQ)

Will the COVID-19 pandemic cause lasting changes in the payments industry? If so, how will that affect PayPal and Square? Report Available: July 24, 2020   Blueshift’s ongoing research found growing enthusiasm for SQ and PYPL as the coronavirus crisis pushed consumer spending habits toward contactless transactions and online shopping. SQ helped small businesses adapt […]

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Atlassian’s Appeal is Widening, Boosted by Remote Work Shift (TEAM)

Research Question: Will the workplace trends that have fueled Atlassian’s growth accelerate in a post-COVID world? Companies: AMZN, BOX, CRM, DBX, GOOG/GOOGL, MSFT, NOW, TEAM, WORK, ZEN, ZM By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Atlassian Corp. PLC’s (TEAM) suite of collaboration and tracking software is becoming more mission […]

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CoStar Group’s Apartments.com Idea Proposal (CSGP)

CoStar Group’s Apartments.com Idea Proposal (CSGP)

How will the lifting of the moratorium on evictions affect Apartments.com? Report Available: July 23, 2020   Blueshift’s initial research found CSGP’s Apartments.com managing the pandemic well, at least through April. It noted increased revenue, a surge in impressions as residents sheltered in place, and higher year-to-year leads and revenue per listing as higher vacancy […]

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