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Business Services  // Browsing posts in Business Services

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 […]

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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 […]

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Observability Market Idea Proposal (DDOG, DT, ESTC, NEWR, SPLK)

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 […]

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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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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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