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Pinterest Idea Proposal (PINS)
Is Pinterest poised to capture a greater share of ad budgets in 2021? Report Available: April 1, 2021 Blueshift’s ongoing research found PINS gaining traction in digital advertising sales as its monthly active user base approaches half a billion people. The platform is trying to increase its per-user revenue by making the site more […]
Esports: Oozing With Potential but a Long Road to Profits
Research Question: Where are the best moneymaking opportunities in the esports ecosystem over the next 12 to 18 months? Companies: AESE, AMZN, ATVI, DIS, DOYU, EA, FB, GME, GOOG/GOOGL, HEAR, LOGI, MNST, MSFT, MSG, TCEHY, TTWO, TWTR, UBSFF By: Seth Agulnick Click here to download report (.pdf) Summary of Findings The surging popularity of […]
Spotify Won’t See Big Revenue From Podcasts or Artist Services (SPOT)
Research Question: Will podcasts and artist services give Spotify revenue upside and set it apart from competitors? Companies: AAPL, AMZN, GOOG/GOOGL, NFLX, SIRI, SNE, SPOT, TME, VIVHY By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Spotify Technology S.A. (SPOT) hugely overpaid in its recent acquisition spree for podcast assets, and […]
Observers See an Ad-Supported Tier in Netflix’s Near Future (NFLX)
Research Question: What impact will competition from Disney, Apple, HBO, and others have on Netflix in 2020? Companies: AAPL, AMZN, DIS, GOOG/GOOGL, NFLX, ROKU, T, VIAC By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Netflix Inc. (NFLX) may not be able to rely on a strictly subscription-based model for much […]
Roku At Risk of Getting Steamrolled by Amazon and Comcast (ROKU)
Research Question: Will competition from Apple, Comcast, and others drive down Roku’s device prices and ad revenue growth? Companies: AAPL, AMZN, CHTR, CMCSA, DIS, DISH, EXPGY, FB, GOOG/GOOGL, KRX:005930, KRX:034220, NFLX, RAMP, ROKU, T, TIVO, TRU, VIAC By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Roku Inc. (ROKU) has only […]
Snapchat Is Gaining Followers Among Brands but TikTok Looms (SNAP)
Research Question: Will Snapchat become a “must-buy” for brand and direct response advertisers? Companies: AMZN, FB, GOOG/GOOGL, MSFT, PINS, SNAP, SPOT, TWTR By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Snap Inc.’s (SNAP) Snapchat is far from an essential element of most advertisers’ digital strategies, but its appeal to brands […]
Snapchat Idea Proposal (SNAP)
Will Snapchat become a “must-buy” for brand and direct response advertisers? Report Available: December 11, 2019 Blueshift’s initial research found SNAP’s revenue and user numbers showing sustained growth after a tumultuous 2018. Much of the user growth, however, is coming from less-lucrative overseas markets. SNAP’s fortunes are tied to how well it can shift […]
Netflix Is In For a Bumpy Ride As Competition Heats Up (NFLX)
Research Question: Was Netflix’s Q2 subscriber debacle a short-term blip or a major red flag? Companies: AAPL, AMZN, CBS, CMCSA, DIS, FB, GOOG/GOOGL, NFLX, ROKU, SBGI, SNAP, T By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Netflix Inc.’s (NFLX) aura of invincibility has been pierced. While it should rebound from […]
Pinterest Should Thrive As Awareness of Its Value Grows (PINS)
Research Question: Does Pinterest have the engagement levels and targeting expertise to thrive in a digital ad market dominated by Facebook, Google and Twitter? Companies: AMZN, FB, GOOG/GOOGL, MSFT, PINS, SNAP, TWTR By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Ad spending on Pinterest Inc. (PINS) should continue to ramp […]
Pinterest Idea Proposal (PINS)
Does Pinterest have the engagement levels and targeting expertise to thrive in a digital ad market dominated by Facebook, Google and Twitter? Report Available: May 9, 2019 Blueshift’s initial research found Pinterest’s revenue growing and losses narrowing as it prepares to go public. The online bulletin board has a sizeable and growing user base, […]
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