Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

Automotive  // Browsing posts in Automotive

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 […]

Read more...

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 […]

Read more...

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 […]

Read more...

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 […]

Read more...

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 […]

Read more...

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 […]

Read more...

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 […]

Read more...

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 […]

Read more...

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 […]

Read more...

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 […]

Read more...