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April, 2013  // Posts published in April, 2013

Local Markets Stumble into 2013, Scatter Active, Online Video in Strong 3rd Place

Research Question: What does FY13 hold for OOH and other media companies that depend on local advertising spending? By: Rachel Dangermond Companies: AOL, BLC, CBS, CMCSA, DIS, DISCA, DISH, DTV, FB, GCI, GOOG, JRN, LAMR, LNKD, MSFT, MNI, NFLX, NLSN, NWS, NYT, P, RENT, SBGI, SNI, SSP, TWX, VCI, VIA, YHOO Click here to download the report (.pdf) […]

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Harman’s Range of Products, Not Quality, Differentiate It

Research Question: Does Harman International possess a sustainable competitive advantage to break out from competitors and become a more integral player in the car audio and infotainment marketplace? By: Susan Jennings Kantari Companies: ETR:BMW, ETR:DAI, ETR:VOW, F, GM, HAR, TM, TYO:6503, TYO:6632, TYO:6816, TYO:7203 Click here to download the report (.pdf)   Summary of Findings The main competitive […]

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Pricing Stable, Demand Increasing for Carrier-Neutral Data Centers

Research Question: How will current pricing, capacity and competitive trends affect Equinix, Telecity and Interxion in 2013? By: David Franklin Companies: CBG, COR, CTL, DFT, DLR, EQIX, INXN, JLL, LON:TCY, LVLT, TYO:9433 Click here to download the report (.pdf)   Summary of Findings Pricing, capacity and competitive trends will favor Equinix Inc. (EQIX) and Interxion Holding NV (INXN) […]

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Energy Drink Industry Whisper

Energy Drink Industry Whisper

Research Question: Will Monster and Red Bull continue to dominate the energy drink market, or will they experience declining market share in 2013 due to increased competition and regulatory scrutiny? Companies Covered: Monster (MNST), Red Bull, Rockstar, PepsiCo (PEP), Coca-Cola (KO) Report Available: May 3, 2013   Blueshift’s initial research indicates significant growth opportunities for the energy drink industry in […]

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Mobile Search Expanding Rapidly in China; QIHU, SINA Challenging BIDU

Research Question: How fast is advertisement spending growing with mobile search compared with traditional online search, and which company is best positioned to lead China’s market? By: Reverdy Johnson & Rachel Dangermond Companies: BIDU, GOOG, HKG:0700, HKG:1688, QIHU, SINA, SOHU Click here to download the report (.pdf)   Summary of Findings Mobile search continues to expand rapidly in China. […]

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Advertising Whisper

Advertising Whisper

Research Question: Will local advertisers remain ambivalent spenders throughout 2013? Companies Covered: AOL Inc. (AOL), CBS Corporation (CBS), Comcast (CMCSA), Walt Disney (DIS), Discovery Communications (DISCA), Facebook (FB), Gannet (GCI), Google (GOOG), McClatchy (MNI), Netflix (NFLX), Nielsen (NLSN), News Corp. (NWS), New York Times (NYT), Pandora (P), Sinclair Broadcast (SBGI), Scripps Network (SNI), E.W. Scripps (SSP), Time […]

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