Business Services // Browsing posts in Business Services
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 […]
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 […]
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