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Automotive  // Browsing posts in Automotive

Auto Industry Evolving Into Mobility Industry with Autonomous, Connected Cars

Blueshift Research attended Telematics West Coast 2015 and the Connected Car Expo, meeting with new sources as well as those interviewed for our various reports on Auto Infotainment in 2014 and 2015. The following are highlights and themes pulled from interviews, observations, and speaker presentations. Companies: AAPL, BBRY, BOM:500530, BOM:500570, CTTAY, DDAIF, DLPH, ETR:NSU/FRA:NSU, F, […]

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Used Auto Financing Still in Drive, But Roadblocks Loom in 2016

Research Question: If a slowing auto sales cycle leads to higher used inventories and lower pricing, which sectors and companies will be most exposed? Companies: ALLY, CACC, CAR, COF, FIG, GM, HTZ, KAR, KMX, LAD, LEAF, PAG, SC, WFC By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings The used car […]

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Used Car Financing Idea Proposal

Used Car Financing Idea Proposal

Research Question: Which dealers and finance companies will suffer the most from a slowing used auto sales cycle? Report Available: September 10, 2015   Blueshift’s initial research shows several Wall Street analysts claiming subprime auto loans are approaching bubble status, while auto industry experts believe subprime loans are at safe levels. A large number of leased cars will […]

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Tesla Whisper

Tesla Whisper

Research Question: Can Tesla meet its 2015-2016 delivery goals given its challenges in the Model X production ramp? Report Available: Sept. 10, 2015   Blueshift’s initial research shows that TSLA may fall short of its production goals in 2015 caused by Model X supplier issues. The company also tempered its weekly production estimates for 2016. But […]

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Jul 24 2015 Automotive, Consumer Goods

Auto Infotainment Hardware Makers Face Lost Power and Profits

Research Question: Will hardware makers like Harman and Delphi be left behind as the auto infotainment landscape veers toward software platforms and smartphones? Companies: AAPL, BBRY, BOM:500530, BOM:500570, CTTAY, DDAIF, DLPH, ETR:NSU/FRA:NSU, F, FCAU, FLEX, GM, GOOG/GOOGL, GRMN, HAR, INTC, JCI, KRX:000270, KRX:005380, MENT, MSFT, NVDA, P, SIRI, TMOAF/TMOAY, TPE:2315, TSLA, TYO:6632, TYO:6752, TYO:6773, TYO:6816, TYO:7203, […]

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Auto Infotainment Whisper

Auto Infotainment Whisper

Research Question: Is control of vehicles’ auto infotainment systems shifting from embedded head units from Harman and Delphi to auto OEM-driven and smartphone-centric solutions? Report Available: July 22, 2015   Blueshift’s initial research shows auto OEMs and embedded systems companies scrambling to give consumers better infotainment head units. However, some OEMs are giving into demands and allowing consumers’ smartphones to serve […]

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Pandora/Sirius Whisper

Pandora/Sirius Whisper

Research Question: Will Pandora’s growth in auto infotainment result in share loss for Sirius over the next two years? Companies Covered: Pandora Media (P), SiriusXM (SIRI), iHeartMedia (IHRT), Google (GOOG), Apple (AAPL) Report Available: April 24, 2015   Blueshift’s initial research shows 60% of all radio listenership occurs in the vehicle and streaming options in […]

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Feb 06 2015 Automotive, Consumer Goods

Tesla’s Failure in China a Stark Contrast to Its Position in the U.S., Europe

Research Question: Will Model D sales compensate for Tesla’s issues with China and lower gas prices? Companies: BOM:500570, DDAIF, EPA:RNO, ETR:BMW, ETR:NSU, FIATY, GM, HKG:1211, HKG:1958, POAHY, SHA:600104, STO:VOLV-B, TSLA, TYO:6752, TYO:7201, TYO:7203, TYO:8058, VLKAY By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Tesla Motors Inc. (TSLA) continues its contrasting global […]

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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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