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Business Services  // Browsing posts in Business Services

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 […]

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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 […]

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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 […]

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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 […]

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CoStar Group’s Apartments.com Idea Proposal (CSGP)

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 […]

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Atlassian Idea Proposal (TEAM)

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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Anaplan Likely to Rebound From Q4 Decline but Concerns Linger (PLAN)

Research Question: Is the deceleration in Anaplan’s billings growth a blip or a warning sign? Companies: IBM, LON:SGE, MSFT, ORCL, PLAN, SAP, WDAY By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Anaplan Inc.’s (PLAN) fourth-quarter billings growth deceleration does not seem to be a sign of deeper troubles. However, some […]

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Food Delivery Up Markedly in April, Will Continue in May; GRUB Performing Well

Research Question: How is the coronavirus affecting Grubhub and other food delivery businesses? Companies: GRUB, MCD, PZZA, UBER, WEN, YUM By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Food delivery orders have increased significantly in April—compared to our March 24 report when they had not yet seen any immediate additional […]

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Pluralsight: Important Now, Could be Vulnerable in a Down Cycle (PS)

Research Question: Is Pluralsight a must-have enterprise learning tool or a nice-to-have option? Companies: CSOD, GOOG/GOOGL, MSFT, PS, SAP, WDAY By: David Franklin Click here to download report (.pdf)   Summary of Findings Pluralsight Inc. (PS) is a highly regarded online technology skill development platform that competes in a growing yet competitive market. Pluralsight’s—and its […]

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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 […]

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