Box Idea Proposal (BOX)
Does Box offer the right enterprise features and potential cost savings to attract big businesses to its platform? Report Available: May 4, 2017 Blueshift’s initial research found BOX growing its...
View ArticleIBM Idea Proposal (IBM)
Is IBM’s Watson a marketing gimmick or will it push the company to the forefront of the AI technology revolution? Report Available:July 12, 2017 Blueshift’s initial research found Watson a key piece...
View ArticleNetflix 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...
View ArticlePayPal Idea Proposal (PYPL)
Will PayPal’s efforts to monetize its Venmo app reach a tipping point in 2019? Report Available: January 10, 2019 Blueshift’s ongoing research found PYPL’s social payments platform, Venmo, thriving....
View ArticleVicor Idea Proposal (VICR, NVDA)
How quickly will data centers ramp up their purchases of Nvidia GPUs powered by Vicor technology? Report Available: February 7, 2019 Blueshift’s initial research found VICR’s revenue spiking as...
View ArticleShopify Idea Proposal (SHOP)
Will Shopify Plus become the go-to ecommerce platform for Global 2000 companies? Report Available: March 13, 2019 Blueshift’s initial research found SHOP posting a strong Q4 and hitting $1 billion in...
View ArticleAnaplan Idea Proposal (PLAN)
Can Anaplan build on its recent large enterprise sales success? Report Available: April 18, 2019 Blueshift’s initial research found PLAN, a leader in the connected planning cloud platform space,...
View ArticlePinterest 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...
View ArticleMicroStrategy 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...
View ArticleSPS 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...
View ArticleCoupa Software Idea Proposal (COUP)
Can Coupa Software accelerate its revenue and new customer growth? Is its relatively low penetration of enterprises an opportunity or a warning sign? Report Available: July 2, 2019 Blueshift’s...
View ArticleSlack 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...
View ArticleNetflix Idea Proposal (NFLX)
Was Netflix’s Q2 subscriber debacle a short-term blip or a major red flag? Report Available: September 12, 2019 Blueshift’s ongoing research found NFLX badly missing its subscriber growth forecasts...
View ArticlePayPal/Square Idea Proposal (PYPL)
Will Square’s Cash App upend PayPal’s grand plans for Venmo? Report Available: October 9, 2019 Blueshift’s ongoing research found SQ’s peer-to-peer payment service, Cash App, surpassing PYPL’s Venmo...
View ArticleSmartsheet 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...
View ArticleVicor Idea Proposal (VICR)
Are competitors taking design wins from Vicor with lower prices? What is the status of the data center transition to 48-volt power? Report Available: October 18, 2019 Blueshift’s ongoing research...
View ArticleCoupa Software Idea Proposal (COUP)
Can Coupa entice enterprises with established payment systems to switch to Coupa Pay? Report Available: November 14, 2019 Blueshift’s ongoing research found COUP blowing past Wall Street expectations...
View ArticleSpotify Idea Proposal (SPOT)
Will podcasts and artist services give Spotify revenue upside and set it apart from competitors? Report Available: April 2, 2020 Blueshift’s ongoing research centers on questions about SPOT’s revenue...
View ArticleAnaplan Idea Proposal (PLAN)
Is the deceleration in Anaplan’s billings growth a blip or a warning sign? Report Available: April 16, 2020 Blueshift’s ongoing research found concern about a massive deceleration in PLAN’s billings...
View ArticleeSports Idea Proposal
Where are the best moneymaking opportunities in the thriving eSports ecosystem over the next 12-18 months? Report Available: April 17, 2020 Blueshift’s initial research found excitement around...
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