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Automotive  // Browsing posts in Automotive

Tesla Whisper

Tesla Whisper

Research Question: Will Tesla’s Model D sales compensate for the company’s short-term issues with China and lower gas prices? Companies Covered: Tesla (TSLA), Nissan Motor Co (NSANY), Bayerische Motoren Werke Aktiengesellschaft (BMW.DE), General Motors (GM) Report Available: February 6, 2015   Blueshift’s initial research shows strong demand for the higher-priced Model D, thought TSLA’s performance […]

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Sirius Has Window for Growth As In-Car Connectivity Issues Persist

Research Question: Will SiriusXM be able to grow its paid subscriber base, given the increasing alternatives in the connected car? Companies: AAPL, GM, GOOG/GOOGL, P, SIRI, T, VZ By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Primary interviews conducted with 29 auto industry sources show that connectivity is increasingly important to […]

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Oct 29 2014 Automotive, Consumer Goods

Tesla’s Long and Winding Road Worldwide

Research Question: Can Tesla overcome the looming obstacles in China and Europe? Companies: BRK.A, DDAIF, EPA:RNO, ETR:BMW, ETR:NSU, F, FIATY, GM, HKG:1114, HKG:1211, KRX:000270, POAHY, TSLA, TYO:7201, TYO:7203, TYO:7211, TYO:7267, VLKAY By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Tesla Motors Inc. (TSLA) is in different stages of sales progression for […]

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Tesla Whisper

Tesla Whisper

Research Question: Can Tesla overcome the looming obstacles in China and Europe? Companies Covered: Tesla (TSLA), General Motors (GM), Nissan Motor Co (NSANY) Report Available: Oct. 28, 2014   Blueshift’s initial research shows abounding strength in TSLA’s sales growth and ambitions to increase capacity, but soft European sales, steep expectations for Asian deliveries, and aggressively […]

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SiriusXM Not Guaranteed a Dashboard Spot in Connected Cars

Research Question: Will the evolution of auto infotainment render players like SiriusXM obsolete in cars? Companies: AAPL, BBRY, CTTAY, DLPH, F, GM, GOOG/GOOGL, GRMN, HAR, IHRT, INTC, JCI, MENT, P, SIRI, T, TYO:6752, TYO:6816, VZ By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Reliable connectivity is the top issue to […]

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Auto Infotainment Whisper

Auto Infotainment Whisper

Research Question: Will the evolution of auto infotainment render streaming players like Sirius, Pandora, and Spotify obsolete in vehicles? Companies Covered: SiriusXM (SIRI), Pandora (P), Apple (AAPL), BlackBerry (BBRY), Google (GOOG), Microsoft (MSFT), Delphi (DLPH), Harman Industries (HAR) Report Available: September 26, 2014   Blueshift’s initial research shows streaming content providers like Sirius, Pandora, Spotify, and others threatened by developments […]

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New Software Era Could Crimp Auto Infotainment Hardware Makers

Research Question: Will the fast-evolving auto infotainment industry and the plethora of competitors entering the space increase dollar content per car for embedded system providers like Harman? Companies: AAPL, BBRY, BOM:500530, DLPH, ETR:CON, GOOG/GOOGL, GRMN, HAR, INTC, JCI, MENT, MSFT, TYO:6503, TYO:6752, TYO:6773, TYO:6816, TYO:6902 By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings […]

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Auto Infotainment Whisper

Auto Infotainment Whisper

Research Question: Will the fast-evolving auto infotainment industry, and the plethora of competitors entering the space, increase dollar content per car for embedded system providers like Harman? Companies Covered: Harman Industries (HAR), Apple (AAPL), BlackBerry (BBRY), Google (GOOG), Microsoft (MSFT), Sirius (SIRI) Report Available: July 1, 2014   Blueshift’s initial research shows increasing growth for the […]

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May 30 2014 Automotive, Consumer Goods

Dorman Still Running Smoothly, Has Room to Add New SKUs

Research Question: Can Dorman continue its impressive run as the landscape for the auto parts aftermarket shifts and as competition from cheaper Chinese manufacturers rises? Companies: AAP, AZO, BWA, CAAS, DORM, F, FDML, GPC, ORLY, PBY, SMP, TPE:1522, ZX Click here to download the report (.pdf)   Summary of Findings All 23 sources rated Dorman Products Inc. […]

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Dorman Products Whisper

Dorman Products Whisper

Research Question: Can Dorman continue its impressive run as the landscape for aftermarket parts shifts and cheaper competition from China rises? Companies Covered: Dorman Products (DORM), Genuine Parts Company (GPC), Federal Mogul (FDML) Report Available: May 30, 2014   Blueshift’s initial research shows Dorman experiencing growth and expanding its product base, though it faces cheaper and growing […]

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