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Automotive  // Browsing posts in Automotive

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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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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