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Carvana’s Growth and Profitability Trends on Track to Continue (CVNA, KMX)
Research Question: Can Carvana sustain its growth and profitability trends or will they be curtailed by intense competition? Companies: AN, CVNA, KMX, LAD, SAH, SFT, VRM By: David Franklin Click here to download report (.pdf) Summary of Findings Carvana Co. (CVNA) can sustain its growth and profitability, despite intense competition from traditional dealers and […]
Carvana Idea Proposal (CVNA)
Can Carvana sustain its growth and profitability trends or will these be curtailed by intense competition? Report Available: February 18, 2021 Blueshift’s ongoing research found the online car buying trend and the preference for used cars gaining significant strength as a direct result of the COVID-19 pandemic. Demand and pricing for used cars has […]
Teradata Will Be Challenged to Reverse Share Losses (TDC)
Research Question: 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? Companies: AMZN, DDOG, GOOG/GOOGL, MSFT, TDC, SNOW By: David Franklin Click here to download report (.pdf) Summary of Findings Teradata Corp.’s (TDC) market share losses are […]
RingCentral Can Fight Off Zoom With Pricing But Microsoft Looms (RNG)
Research Question: 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? Companies: AEXAF, AMZN, AVYA, BTGOF, CRM, CSCO, EGHT, FB, GOOG/GOOGL, MSFT, RNG, T, TYO:4755, VG, VOD, VZ, WORK, ZM By: Seth Agulnick Click here to […]
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 […]
Intuit Faces Challenges for its Mid-Market Push and ARPU Hopes (INTU)
Research Question: Will new QuickBooks products help Intuit expand its customer base and increase revenue per user? Companies: AUS:XRO, BILL, CRM, INTU, MSFT, ORCL, ROP, SGGEF, SQ, TRI, TRMB, WTKWY By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Intuit Inc. (INTU) does not have a clear path to moving upmarket […]
Strong Demand Will Sustain LivePerson’s Growth, Provided They Innovate (LPSN)
Research Question: Can LivePerson sustain and build on its growth driven by digital transformation and the work-from-home trend? Companies: AAPL, AMZN, ASAI.ST, CRM, FB, GOOG/GOOGL, IBM, LPSN, MSFT, NUAN, ORCL, PEGA, PLTR, SPT, TWLO, ZEN By: David Franklin Click here to download report (.pdf) Summary of Findings LivePerson Inc. (LPSN) can sustain and build […]
Bill.com Has Big Opportunity with SMBs, Cross-Border Payments (BILL)
Research Question: How big is Bill.com’s addressable market and how much payment volume can it shift to credit cards? Companies: BILL, BLKB, COUP, INTU, KEY, MSFT, ORCL, SAP, SGGEF, WFC By: Seth Agulnick Click here to download report (.pdf) Summary of Findings com Holdings Inc. (BILL) offers a reasonably priced, simple platform for automating […]
LivePerson Idea Proposal (LPSN)
Can LivePerson sustain and build on its growth driven by digital transformation and the work-from-home trend? Report Available: November 24, 2020 Blueshift’s initial research found LPSN, a leading global SaaS company offering conversational commerce and messaging solutions, benefiting from the ongoing digital transformation of businesses and the work-from-home trends driven by COVID-19. In the […]
Splunk Is On The Right Track As It Broadens Its Scope (SPLK)
Research Question: Is Splunk’s broadening platform and shift to the cloud increasing its appeal to existing and potential customers? Companies: AMZN, AVGO, CSCO, DDOG, DT, ESTC, GOOG/GOOGL, HPE, IBM, MFGP, MSFT, NEWR, NOW, SNOW, SPLK, SUMO, VMW By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Splunk Inc. (SPLK) appears to […]
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