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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, […]
Record Labels Still Have the Upper Hand in Talks with Spotify (SPOT)
Research Question: Does Spotify have the leverage to get lower royalty rates or a bigger share of music label ad budgets? Companies: AAPL, AMZN, BABA, EPA:VIV, FB, GOOG/GOOGL, NFLX, NSE:RELIANCE, NTES, SIRI, SPOT, T, TME, TYO:6758 By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Spotify Technology S.A. (SPOT) has not […]
Netflix Idea Proposal (NFLX)
Will Netflix’s subscriber growth be slowed in 2019 by the proliferation of new content options such as Disney’s upcoming SVOD channels, or streaming devices like Roku that make competing OTT content easier to find? Report Available: November 29, 2018 Blueshift’s initial research found NFLX bouncing back with strong subscriber growth in Q3, while offering […]
Facebook’s Focus on Stories Is Fraught with Challenges (FB)
Research Question: Will Facebook be able to monetize Stories at the same level as news feed ads? Companies: ACXM, AMZN, EXPGY, FB, GOOG/GOOGL, SNAP, TWTR By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Facebook Inc. (FB) is going to have trouble moving both users and advertisers from its news feed to […]
Spotify Is No Netflix But Has a Chance to Soar Beyond Pandora (SPOT)
Research Question: Is Spotify the next Netflix or the next Pandora? Companies: AAPL, AMZN, EPA:VIV, GOOG/GOOGL, HKG:0700, NFLX, P, SPOT, TYO:6758 By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Spotify Technology S.A. (SPOT) will never become the runaway dominant force in music streaming that Netflix Inc. (NFLX) has become in […]
Spotify Idea Proposal (SPOT)
Is Spotify the next Netflix or the next Pandora? Report Available: July 24, 2018 Blueshift’s initial research found strong revenue and subscriber growth in SPOT’s first earnings report as a public company but also some question marks around profitability and revenue per user. SPOT’s success and growing influence in the music industry has led […]
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