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Communications  // Browsing posts in Communications

Record Labels Still Have the Upper Hand in Talks with Spotify (SPOT)

Research Question: Does Spotify have the leverage to get lower royalty rates or a bigger share of music label ad budgets? Companies: AAPL, AMZN, BABA, EPA:VIV, FB, GOOG/GOOGL, NFLX, NSE:RELIANCE, NTES, SIRI, SPOT, T, TME, TYO:6758 By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Spotify Technology S.A. (SPOT) has not […]

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Tech Trends: 5G Gives Security Vendors a New Growth Opportunity

Research Question: Which effect will mass access from the introduction of 5G mobility have on network transport, data security and data management? Companies: AMZN, CHKP, CSCO, FTNT, MSFT, NOK, PANW, QCOM, VZ   By: John Harrington Click here to download report (.pdf)   Key Findings The construction of 5G networks is going to move into […]

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Tech Trends: Palo Alto Networks’ Channel Practices, Commissions Questioned (PANW)

Research Question: Can a shakeup of its NextWave channel partner program and a heavy push to market itself as a hybrid cloud security company help Palo Alto Networks stave off competition and post sustained growth so that it can finally turn a profit? Companies: AMZN, CHKP, FTNT, GOOG/GOOGL, MSFT, PANW By: John Harrington Click here to […]

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Comtech and Next-Gen 911 Industry Will See Slow Growth Until Funding Is Available (CMTL)

Research Question: Will Comtech’s next-gen 911 products continue to drive growth, or is the momentum from the rollout fading? Companies: AAPL, CMTL, CSCO, CTL, FTR, GOOG/GOOGL, MSI, T, VZ By: David Franklin Click here to download report (.pdf)   Summary of Findings Comtech Telecommunications Corp.’s (CMTL) next-gen 911 and related products will experience demand and […]

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Tech Trends: Big Three Firewall Firms Face Upcoming Container Chaos (CHKP, FTNT, PANW)

Research Question: Can Check Point, Palo Alto Networks and Fortinet successfully transition to become major cloud security providers without exposing their revenue to increasing risk? Companies: AMZN, CHKP, FTNT, GOOG/GOOGL, IBM, MSFT, PANW, RHT   By: John Harrington Click here to download report (.pdf)   Key Findings In a word, “No.” A new industry is rapidly […]

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Comtech Idea Proposal (CMTL)

Comtech Idea Proposal (CMTL)

Will Comtech’s Next Gen 911 products continue to drive growth or is the momentum from the rollout fading? Report Available: November 14, 2018   Blueshift’s initial research found CMTL posting its third consecutive year of growth and winning a string of business that has produced a record-high backlog as it enters fiscal year 2019. CMTL’s […]

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Tech Trends: Big Wireless Bandwidth Will Feed the Giant Clouds

Research Question: How will businesses and organizations plan their next information technology moves given the introduction of very high-speed wireless mobile network access? Companies: AAPL, AMD, AMZN, ANET, BME:TEF, CSCO, DVMT, FFIV, GOOG/GOOGL, HPE, INTC, JNPR, LON:VOD, MSFT, QCOM, T, VZ   By: John Harrington Click here to download report (.pdf)   Key Findings New, very […]

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Facebook Idea Proposal (FB)

Facebook Idea Proposal (FB)

Were advertisers spooked enough by the data privacy and other scandals swirling around Facebook to hurt its top line in Q2? Report Available: July 13, 2018   Blueshift’s initial research found FB’s stellar Q1 results quelling many fears about a series of recent controversies. However, the Cambridge Analytica scandal over data privacy first became public […]

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Everbridge Has Growth Opportunities in a Crowded MNS Market (EVBG)

Research Question: Are Everbridge’s mass notification customers adding new applications to their existing plans? Will Everbridge continue to add new customers at its current pace? Companies: AMZN, BB, ETN, EVBG, FB, GOOG/GOOGL, ORCL, TWLO, TWTR By: David Franklin Click here to download report (.pdf)   Summary of Findings Everbridge Inc. (EVBG) is considered an industry […]

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Tech Trends: Huawei’s Threat to Cisco, Arista and Juniper Grows in the U.S.

Companies: ANET, CSCO, JNPR, NOK, NSE:WIPRO/BOM:507685, STO:ERIC-A/B, T By: John Harrington Click here to download report (.pdf)   Summary Huawei mounts renewed push into the United States where it has been politically blocked. Company’s move toward U.S. telecom market winds through a well-connected path. Company co-targets the United States with Indian IT outsourcer Wipro. European […]

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