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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 […]
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 […]
Microsoft’s Teams Is Becoming a Big Headache for Slack (WORK)
Research Question: Can Slack expand its appeal to a broader audience and stave off Microsoft Teams? Companies: CRM, FB, GOOG/GOOGL, LOGM, MSFT, NEWR, TEAM, WORK, ZM By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Microsoft Corp.’s (MSFT) Teams communication software has closed the gap with Slack Technologies Inc. (WORK) to […]
Slack Idea Proposal (WORK)
Can Slack expand its appeal to a broader audience and stave off Microsoft Teams? Report Available: July 25, 2019 Blueshift’s initial research found WORK’s valuation soaring to lofty heights in its debut on the public markets. The company has been growing rapidly but is still piling up operating losses. Its efforts to expand to […]
SPS Commerce Idea Proposal (SPSC)
Are existing customers expanding wallet share with SPS Commerce? Report Available: June 6, 2019 Blueshift’s initial research found SPSC benefiting from the retail market’s ongoing digital transformation and posting 73-consecutive quarters of top line growth. SPSC’s network of 80,000 companies across 60 countries is powering the company’s growth as customers adopt SPSC’s cloud-based sourcing, […]
MicroStrategy Idea Proposal (MSTR)
Is MicroStrategy’s newest cloud-based BI platform appealing to enterprises? Report Available: May 23, 2019 Blueshift’s initial research found MSTR struggling to reverse several years of declining revenue. The company is pinning its latest hopes on MicroStrategy 2019, a cloud-based platform with a host of new features. The BI software market, however, is a fiercely […]
Alteryx Is in Great Shape to Fend Off Tableau and Other Competitors (AYX)
Research Question: Is Alteryx becoming robust enough to defend itself once Tableau’s Prep product is a viable threat? Companies: AYX, DATA, IBM, MSFT, ORCL, TLND By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Customers and partners of Alteryx Inc. (AYX) are enamored with the company’s data science platform and do […]
Shopify Plus Pushes Forward with Upmarket Success (SHOP)
Research Question: Will Shopify Plus become the go-to ecommerce platform for Global 2000 companies? Companies: SHOP By: David Franklin Click here to download report (.pdf) Summary of Findings Shopify Inc.’s (SHOP) Shopify Plus, an ecommerce platform designed for large enterprises, is expected to gain additional share and is on a path to become the […]
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