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New Relic’s New Pricing Not Disruptive to Dynatrace, But It Will Help Grow Sales (DT, NEWR)
Research Question: How will New Relic’s new pricing model in the observability space affect Dynatrace and the rest of the industry? Companies: AMZN, AVGO, CSCO, DDOG, DT, ESTC, MSFT, NEWR, NOW, SPLK By: David Franklin Click here to download report (.pdf) Summary of Findings New Relic Inc.’s (NEWR) new product, New Relic One, and […]
ServiceNow’s Value Rising as it Extends Further Into Enterprises (NOW)
Research Question: Which of ServiceNow’s new and emerging products, both within and outside its IT segment, will drive the company’s growth over the next three to five years? Companies: AMZN, APPN, BL, CRM, IBM, MSFT, NOW, ORCL, TEAM, WDAY, ZEN By: Seth Agulnick Click here to download report (.pdf) Summary of Findings New products […]
Observability Market Idea Proposal (DDOG, DT, ESTC, NEWR, SPLK)
How will New Relic’s new pricing model in the observability space affect Dynatrace and the rest of the industry? Report Available: September 10, 2020 Blueshift’s ongoing research found NEWR shaking up the observability market with a combined product and new pricing model. The pricing is designed to remove the financial disincentives for companies to […]
Pandemic Puts Coupa’s Supply Chain Strengths in Focus (COUP)
Research Question: Will Coupa’s procurement software become more or less important in a post-COVID-19 world? Can its Coupa Pay module become a massive take-rate business? Companies: AMZN, AXP, BAC, COUP, HEL:BAS1V, MA, MSFT, ORCL, SAP, V, WDAY By: Seth Agulnick Click here to download report (.pdf) Summary of Findings The coronavirus crisis is […]
CarMax Will Continue to Dominate Used Car Market as Online Sales Grow (KMX)
Research Question: Will CarMax maintain its market leading position or has the COVID-19-related surge in ecommerce for used car sales fueled the competition? Companies: ABG, AN, BRK.A/B, CARG, CARS, CVNA, GPI, KMX, LAD, PAG, RMBL, SAH, TRUE, VRM By: David Franklin Click here to download report (.pdf) Summary of Findings CarMax Inc. (KMX) will […]
PayPal and Square Getting Boosts From COVID-19 Payment Trends (PYPL, SQ)
Research Question: Will the COVID-19 pandemic cause lasting changes in the payments industry? If so, how will that affect PayPal and Square? Companies: AAPL, ADYEY, AFTPF, AMZN, AXP, BCS, C, DFS, FISV, GOOG/GOOGL, JPM, KRX:005930, LYG, MA, PNYTF, PYPL, SHOP, SQ, TCEHY, V By: Seth Agulnick Click here to download report (.pdf) Summary of […]
Apartments.com May See Small Boost With Increased Vacancies (CSGP)
Research Question: How will growing rental vacancies spurred by the lifting of eviction moratoriums and the potential end of federal unemployment stimulus affect Apartments.com? Companies: CSGP, FB, GOOG/GOOGL, RP, Z/ZG By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings CoStar Group Inc.’s (CSGP) Apartments.com is expected to see some increase in […]
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 […]
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 […]
Atlassian Idea Proposal (TEAM)
Will the workplace trends that have fueled Atlassian’s growth accelerate in a post-COVID world? Report Available: July 2, 2020 Blueshift’s ongoing research found TEAM thriving as businesses search for ways to make teams more productive and efficient. The company expects some headwinds from the coronavirus-fueled economic slowdown, but it is not clear whether demand […]
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