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Upstart’s Machine-Learning Approach Continuing to Win Fans (UPST)
Research Question: Does Upstart’s AI-based technology give it a competitive edge that will help it thrive in a credit downturn? Companies: AFRM, BAC, C, COF, EXPGY, FICO, JPM, LC, PRG, SOFI, UPST, WFC By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Upstart Holdings Inc. (UPST) is tackling a key credit […]
Vacasa Occupancy High, But It Fails to Keep Promises With Subpar Service (VCSA)
Research Question: Will Vacasa’s platform set it apart from its short-term-rental competitors? Companies: ABNB, BKNG, EXPE, VCSA By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Vacasa Inc.’s (VCSA) platform sets itself apart from those of its short-term-rental competitors with its size, presence, professional website, and pricing algorithm, which keeps properties […]
Affirm Is Struggling To Define Its Competitive Edge For Merchants (AFRM)
Research Question: Do merchants see Affirm as a necessary and valuable partner that stands out from competitors? Companies: ACIW, AFRM, AMZN, AXP, C, COIN, GPN, JPM, MA, PAY, PYPL, SEZNL, SQ, SYF, V, ZIZTF By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Affirm Holdings Inc. (AFRM) has an appealing proposition […]
Vacasa Idea Proposal (VCSA)
Will Vacasa’s platform set it apart from its short-term rental competitors? Report Available: February 23, 2022 Blueshift’s initial research found VCSA boasting of a property management platform that helps owners earn more than other sites like ABNB and EXPE’s Vrbo through data-driven price setting, superior technology, local professional support, and effective marketing to attract […]
Affirm Idea Proposal (AFRM)
Do merchants see Affirm as a necessary and valuable partner that stands out from competitors? Report Available: February 17, 2022 Blueshift’s ongoing research into the payments industry found AFRM growing rapidly as one of the fintech leaders of the burgeoning “buy now, pay later” (BNPL) trend. Merchants continue to warm to installment plans because […]
Clover Is Keeping Fiserv Competitive With The Fintechs (FISV)
Research Question: Will Fiserv’s Clover platform help it fend off threats in merchant acquiring from next-gen competitors like Square? Companies: ADYEY, AMZN, BAC, C, FIS, FISV, GPN, JPM, MA, NCR, ORCL, PYPL, SHOP, SQ, TOST, V, WFC By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Fiserv Inc.’s (FISV) Clover point-of-sale […]
Bill.com’s New Tools: A Good Step Toward Fending Off Threats (BILL)
Research Question: Will Bill.com’s recent acquisitions propel the company to a new level in an increasingly competitive environment? Companies: AVDX, AXP, BILL, EXFY, GOOG/GOOGL, HUBS, INTU, MA, SGGEF, SIVB, ORCL, XROLF By: Seth Agulnick Click here to download report (.pdf) Summary of Findings com Holdings Inc. (BILL) is becoming more vulnerable to competitors on […]
Fiserv Idea Proposal (FISV)
Will Fiserv’s Clover platform help it fend off threats in merchant acquiring from next-gen competitors like Square? Report Available: December 23, 2021 Blueshift’s initial research found FISV’s point-of-sale platform, Clover, growing at a healthy clip and generating renewed enthusiasm for the company’s merchant acquisition business. Clover’s emergence comes at a time of widespread concern […]
Bill.com Idea Proposal (BILL)
Will Bill.com’s recent acquisitions propel the company to a new level in an increasingly competitive environment? Report Available: December 2, 2021 Blueshift’s ongoing research found BILL thriving as SMBs continue to get onboard the digital transformation train for B2B payments. As its core business surges, BILL is branching out into new back-office finance segments with […]
More Upside for PayPal in Financing, Venmo than In-store, Crypto (PYPL)
Research Question: What are PayPal’s biggest medium-term opportunities and toughest challenges outside its core payments platform? Companies: AAPL, ADYEY, AFRM, AFTPF, AMZN, BABA, C, FIS, GOOG/GOOGL, JPM, MA, MSFT, PYPL, SHOP, SQ, TCEHY, V By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Point-of-sale financing and Venmo are the most lucrative […]
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