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Observers See an Ad-Supported Tier in Netflix’s Near Future (NFLX)
Research Question: What impact will competition from Disney, Apple, HBO, and others have on Netflix in 2020? Companies: AAPL, AMZN, DIS, GOOG/GOOGL, NFLX, ROKU, T, VIAC By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Netflix Inc. (NFLX) may not be able to rely on a strictly subscription-based model for much […]
Roku At Risk of Getting Steamrolled by Amazon and Comcast (ROKU)
Research Question: Will competition from Apple, Comcast, and others drive down Roku’s device prices and ad revenue growth? Companies: AAPL, AMZN, CHTR, CMCSA, DIS, DISH, EXPGY, FB, GOOG/GOOGL, KRX:005930, KRX:034220, NFLX, RAMP, ROKU, T, TIVO, TRU, VIAC By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Roku Inc. (ROKU) has only […]
Cruise Bookings to Continue Growing in 2020, Will Outpace 2019 (CCL, NCLH, RCL)
Research Question: Will the cruise industry’s 2020 bookings continue to be ahead of 2019’s pace? Companies: CCL, DIS, NCLH, RCL By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Bookings continue to increase for cruise companies and are expecting to outpace 2019’s numbers, keeping intact the trend Blueshift Research saw in […]
Pluralsight Idea Proposal (PS)
Is Pluralsight a must-have enterprise learning tool or a nice-to-have option? Report Available: January 29, 2020 Blueshift’s initial research found PS, a provider of cloud-based technical training software for employees, working to recover from its Q2 sales execution issues. After wowing investors following its May 2018 IPO with huge revenue growth and expanding margins, […]
Snapchat Is Gaining Followers Among Brands but TikTok Looms (SNAP)
Research Question: Will Snapchat become a “must-buy” for brand and direct response advertisers? Companies: AMZN, FB, GOOG/GOOGL, MSFT, PINS, SNAP, SPOT, TWTR By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Snap Inc.’s (SNAP) Snapchat is far from an essential element of most advertisers’ digital strategies, but its appeal to brands […]
Cruise Industry Idea Proposal (CCL, NCLH, RCL)
Will the cruise industry’s 2020 bookings continue to be ahead of 2019’s pace? Report Available: January 8, 2020 Blueshift’s ongoing research found NCLH’s and RCL’s bookings and pricing for 2020 ahead of last year’s pace while CCL reported a slowdown on economic concerns in Europe and Asia. New ship deliveries, new destinations, fleet modernization, […]
Profitability Attainable as Carvana is Evolving How Used Cars are Sold (CVNA)
Research Question: Does Carvana truly have a unique business model that will eventually become profitable? Companies: AN, CARG, CARS, COST, CVNA, INFO, KMX, LAD, TRUE By: David Franklin Click here to download report (.pdf) Summary of Findings Profits are attainable for Carvana Co. (CVNA) and its partially unique business model—if it continues to adjust […]
Roku Idea Proposal (ROKU)
Will competition from Apple, Comcast and others drive down Roku’s device prices and ad revenue splits? Report Available: January 15, 2020 Blueshift’s initial research found ROKU’s revenue and user numbers continuing to grow. But there are several potential headwinds developing, including a free streaming box from CMCSA. ROKU is hoping that new, highly anticipated […]
Coupa Pay Will Struggle to Gain Traction with Enterprises (COUP)
Research Question: Can Coupa entice enterprises with established payment systems to switch to Coupa Pay? Companies: AXP, BCS, C, COUP, DFS, HEL:BAS1V, JPM, LON:SGE, ORCL, ROP, SAP, WDAY By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Coupa Software Inc.’s (COUP) new payment module has too many obstacles to garner broad […]
Snapchat Idea Proposal (SNAP)
Will Snapchat become a “must-buy” for brand and direct response advertisers? Report Available: December 11, 2019 Blueshift’s initial research found SNAP’s revenue and user numbers showing sustained growth after a tumultuous 2018. Much of the user growth, however, is coming from less-lucrative overseas markets. SNAP’s fortunes are tied to how well it can shift […]
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