Business Services // Browsing posts in Business Services
Zillow’s 2018 Growth Potential Is Strong; CFPB Battle Bears Watching (Z/ZG)
Research Question: Are there any headwinds that will slow Zillow’s growth in 2018? Companies: AMZN, CLGX, FB, GOOG/GOOGL, NWS/NWSA, RDFN, Z/ZG By: David Franklin Click here to download report (.pdf) Summary of Findings Zillow Group Inc.’s (Z/ZG) 2018 growth trajectory will not be slowed by any current or potential headwinds, according to eight of […]
Report Update: Internet Listing Service Performance Declining Despite Increased Spending (CSGP)
Research Question: Can CoStar’s Apartments.com maintain its dominance in the ILS market despite fierce competition and a low barrier to entry? Companies: CSGP, FB, GOOG/GOOGL, RP, Z By: David Franklin Click here to download report (.pdf) Summary of Findings A top-10 multifamily management company is experiencing declining performance from its Internet Listing Services (ILS) […]
Report Update: Additional Enterprise Source Confirms WageWorks Challenged with ADP Transition (WAGE)
Research Question: Will WageWorks’ organic growth continue at its projected pace of 9% to 14%? Companies: ANTM, BNFT, CNDT, FITB, HQY, MMC, TNET, UMBF, WAGE, WLTW By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings An additional interview with a benefits manager for a financial services firm with nearly 5,000 employees […]
WageWorks’ Growth Stems from Acquisitions Rather Than New Clients (WAGE)
Research Question: Will WageWorks’ organic growth continue at its projected pace of 9% to 14%? Companies: BNFT, CNDT, HQY, MMC, TNET, UMBF, WAGE, WLTW By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings WageWorks Inc. (WAGE) is more likely to see its growth come from acquisitions rather than organically. Seven of […]
Ecommerce Is Driving SPS Commerce’s Growth Among Retailers and Suppliers (SPSC)
Research Question: Will SPS Commerce expand its retail network and increase wallet share among suppliers in the next 12 to 18 months? Companies: AMZN, CHUBA, DVMT, IBM, ORCL, SPSC, TSE:OTEX/OTEX By: David Franklin Click here to download report (.pdf) Summary of Findings SPS Commerce Inc.’s (SPSC) sales growth will continue in the next 12 […]
GoDaddy Has Mass Appeal and Great Customer Support (GDDY)
Research Question: Will GoDaddy’s website building platform gain or lose market share in the next one to two years? Companies: EIGI, GDDY, GOOG/GOOGL, TSE:SHOP/SHOP, WEB, WIX By: Seth Agulnick Click here to download report (.pdf) Summary of Findings GoDaddy Inc. (GDDY) is in great position to boost its market share among amateur website builders, […]
Take It to the Bank: PayPal Continues to Shine (PYPL)
Research Question: Now that PayPal has crossed the $100 billion mark in quarterly payment volume, can it continue to outpace expectations? Or are there threats on the horizon? Companies: AAPL, AMZN, AXP, BABA, BAC, C, COF, DFS, FDC, GOOG/GOOGL, GPN, HKG:0700, JPM, KRX:005930/005935, MA, PAY, PYPL, SQ, TSE:SHOP, TSS, V, VNTV, WFC By: Seth Agulnick […]
Apartments.com’s Dominance Secure in 2017; Challenges Ahead (CSGP)
Research Question: Can CoStar’s Apartments.com maintain its dominance in the ILS market despite fierce competition and a low barrier to entry? Companies: CSGP, FB, GOOG/GOOGL, RP, Z By: David Franklin Click here to download report (.pdf) Summary of Findings CoStar Group Inc.’s (CSGP) com will continue to dominate the internet listing services (ILS) market […]
HomeAdvisor Gets the Job Done for Some But Disappoints Others (IAC)
Research Question: Are contractors getting their money’s worth from IAC’s HomeAdvisor? Companies: ANGI, GOOG/GOOGL, HD, IAC, LOW, YELP By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Home contractors offered a mixed assessment of InterActiveCorp/IAC’s (IAC) HomeAdvisor lead-generation platform. Several reported exceptional results while others contemplated permanently halting their use of […]
OTAs Lower Commissions for Big Hotel Chains, Survive Their Direct Bookings Push (EXPE, PCLN, MAR)
Research Question: Are hotels getting customers to book directly with them instead of using online travel agencies? Companies: CHH, EPA:AC, EXPE, GOOG/GOOGL, H, HKG:0017, HLT, IHG, MAR, PCLN, TRIP, TRVG, WYN By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Despite increasing direct bookings through their efforts to build this channel, […]
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