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Idea Proposals  // Browsing posts in Idea Proposals

RingCentral Idea Proposal (RNG)

RingCentral Idea Proposal (RNG)

Will RingCentral’s new video services and key partnerships keep it at the top of the communications software landscape or will it be hobbled by Zoom’s push into voice? Report Available: January 21, 2021   Blueshift’s initial research found RNG growing at a very healthy 30% clip as it moves enterprises and mid-market businesses to its […]

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Teradata Idea Proposal (TDC)

Teradata Idea Proposal (TDC)

What is the magnitude of Teradata’s market share losses to other vendors? Can Teradata’s transformation to a cloud-based subscription model reverse any of these losses? Report Available: January 28, 2021   Blueshift’s initial research found TDC near the end of its transformation from an on-premises perpetual software licensing business model to a cloud-based SaaS subscription-based […]

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Alphatec Holdings Idea Proposal (ATEC)

Alphatec Holdings Idea Proposal (ATEC)

Can Alphatec’s product development program and strategic distributor sales channel initiatives deliver sustained double-digit growth? Report Available: January 7, 2021   Blueshift’s initial research found ATEC transformed by a new leadership team, shedding its past legacy of lacking distinction to one providing innovative spine surgery solutions. The company is now promoting clinical excellence by introducing […]

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Okta Idea Proposal (OKTA)

Okta Idea Proposal (OKTA)

Will Okta’s customer identity management business be as big as its core workforce product? Report Available: February 4, 2021   Blueshift’s initial research found growing demand for OKTA’s identity management technology as digital interactions increase and enterprises moves operations to the cloud. Its main business centers on managing security for employee access to work environments, but […]

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Intuit Idea Proposal (INTU)

Intuit Idea Proposal (INTU)

What are Intuit’s best bets for increasing revenue per customer among its QuickBooks users? Can TurboTax Live disrupt the assisted tax filing market? Report Available: December 17, 2020   Blueshift’s initial research found INTU pushing to expand QuickBooks into the competitive mid-market of small business accounting software. Beyond customer acquisition, its growth strategy includes upselling […]

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Neuronetics Idea Proposal (STIM)

Neuronetics Idea Proposal (STIM)

Will Neuronetics’ C-suite changes, new treatment indication, expanded reimbursement, and new positive data reinvigorate growth? Report Available: November 4, 2020   Blueshift’s initial research found STIM, a leader in providing transcranial magnetic stimulation (TMS) therapy equipment and support for the treatment of Major Depressive Disorder (MDD), navigating through the coronavirus, which has had a significant […]

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Splunk Idea Proposal (SPLK)

Splunk Idea Proposal (SPLK)

Is Splunk’s broadening platform and shift to the cloud increasing its appeal to existing and potential customers? Report Available: October 29, 2020   Blueshift’s ongoing research found SPLK making quick progress in shifting customers to its cloud products, though the transition is slowing its revenue growth.  The company, a market leader in areas like IT […]

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Sally Beauty Holdings’ CosmoProf Idea Proposal (SBH)

Sally Beauty Holdings’ CosmoProf Idea Proposal (SBH)

Is Sally Beauty’s CosmoProf business seeing a COVID-related slowdown amid DIY solutions and stylists considering competitors? Report Available: October 9, 2020   Blueshift’s initial research found Sally Beauty Holding’s CosmoProf in a position to potentially see a slowdown in sales as a result of COVID-19. The distributor of salon brands and supplies to stylists saw […]

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Bill.com Idea Proposal (BILL)

Bill.com Idea Proposal (BILL)

How big is Bill.com’s addressable market and how much payment volume can it shift to credit cards? Report Available: November 19, 2020   Blueshift’s initial research found BILL growing at a healthy clip with its invoicing and payment software since its IPO, but a still relatively small, unprofitable company after 14 years in operation. The […]

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Global Payments Inc. Idea Proposal (GPN)

Global Payments Inc. Idea Proposal (GPN)

Are changes to the payments industry caused by COVID-19 helping or hurting Global Payments Inc.? Report Available: October 15, 2020   Blueshift’s initial research found the COVID-19 pandemic challenging the payments industry’s growth trend. The economic slowdown brought on by COVID-19 stay-at-home orders and related reductions or closures of some businesses and industries led to […]

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