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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 […]
Zillow Offers Growing, But Not Profitable and Threatening Premier Agents (Z/ZG)
Research Question: Will Zillow Offers’ growth trend continue? How is the iBuyer program affecting Zillow’s premier agents? Companies: AMH, BX, NWS, RDFN, RLGY, Z/ZG By: David Franklin Click here to download report (.pdf) Summary of Findings Zillow Group Inc.’s (Z/ZG) Zillow Offers is gaining traction in some markets and flat in others. Continued growth […]
Zillow Idea Proposal (Z/ZG)
Will Zillow Offers’ growth trend continue? How is the iBuyer program affecting Zillow’s premier agents? Report Available: October 30, 2019 Blueshift’s ongoing research found the real estate (r)evolution in full swing. Demand for ZG’s Zillow Offers is increasing and the company is responding with continued expansion to new markets and the creation of a […]
Zalando Partner Brands Not Expanding Use of ZFS (ZAL:GR)
Research Question: Are Zalando’s partner brands expanding their use of Zalando Fulfillment Solutions? Companies: ADS:GR, ASC:LN, AMZN, BABA, EBAY, ZAL:GR By: Reverdy Johnson Summary of Findings Zalando SE’s (ZAL:GR) partner brands are not expanding their use of Zalando Fulfillment Solutions (ZFS), according to one source using ZFS and six sources who have chosen not […]
Netflix Is In For a Bumpy Ride As Competition Heats Up (NFLX)
Research Question: Was Netflix’s Q2 subscriber debacle a short-term blip or a major red flag? Companies: AAPL, AMZN, CBS, CMCSA, DIS, FB, GOOG/GOOGL, NFLX, ROKU, SBGI, SNAP, T By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Netflix Inc.’s (NFLX) aura of invincibility has been pierced. While it should rebound from […]
Smartsheet Idea Proposal (SMAR)
Does Smartsheet offer a unique approach to simplifying project management or is the market crowded with fungible solutions? Report Available: September 27, 2019 Blueshift’s initial research found investors reacting positively to SMAR’s impressive revenue growth. However, the company raised some eyebrows with its Q3 guidance, which included an increase in spending and a wider-than-expected […]
Zalando Idea Proposal (ZAL.DE)
Are Zalando’s partner brands expanding their use of Zalando Fulfillment Solutions? Report Available: October 2, 2019 Blueshift’s initial research found Zalando with a solid Q2, growing revenue and Gross Merchandise Volume (GMV), and expansion of its Zalando Fulfillment Solutions (ZFS) as it transitions its logistics platform to have a stronger presence with its partner […]
Netflix Idea Proposal (NFLX)
Was Netflix’s Q2 subscriber debacle a short-term blip or a major red flag? Report Available: September 12, 2019 Blueshift’s ongoing research found NFLX badly missing its subscriber growth forecasts in Q2. The company blamed its own content slate and predicted a return to robust growth in the second half of the year. But there […]
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