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Communications  // Browsing posts in Communications

Dycom to Experience Steady Growth During the Next Five Years

How large of an opportunity will the fiber-optic infrastructure buildout be for Dycom, and how long will the buildout last? Companies: CCI, CMCSA, CTL, DY, FTR, GD, GLW, GOOG/GOOGL, MTZ, STO:ERIC-B, T, TWC, TYO:6702, VZ, WIN, ZAYO Click here to download the report (.pdf) By: David Franklin   Summary of Findings Fifteen of 16 sources […]

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Business VOIP Providers Idea Proposal

Business VOIP Providers Idea Proposal

Research Question: How penetrated are VoIP/UCaaS companies and can they continue to chip away at AT&T and Verizon? Report Available: March 3, 2016   Blueshift’s initial research shows the VoIP/Unified Communications as a Service (UCaaS) market has more room to grow within SMBs. Smaller providers have struggled to penetrate enterprises due to issues such as a […]

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Blackberry Idea Proposal

Blackberry Idea Proposal

Research Question: Is the Priv a game-changing smartphone for BlackBerry? Report Available: Feb. 18, 2016   Blueshift’s initial research shows much excitement surrounding the Priv given its pop out keyboard, high quality camera, and running on Android. However, despite very positive user reviews, initial sales momentum appears to be lacking.   Observations BBRY surprised Wall Street […]

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Cable Broadband Domination Much Closer Than Thought

Research Questions: Who are the key players in a rapidly advancing collaboration to bypass the traditional carriers in a national expansion of fixed and mobile broadband access? How is it being connected, and who stands to gain? Companies: AKAM, CHTR, CMCSA, CSCO, CTL, CVC, DTV, GLW, LVLT, RKUS, STO:ERIC-A/B, T, TWC, VZ, ZAYO, WIN By: John […]

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Content is King: Sling TV is not Enough to Spur Cord Cutting

Research Question: Will Sling TV significantly boost the rate of cord cutting in 2015? Companies: AAPL, AMZN, CBS, CMCSA, DIS, DISH, DTV, GOOG, LON:SKY, MSFT, NFLX, TWC, TWX, TYO:6758, VZ   By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings DISH Network Corp.’s (DISH) Sling TV will have minimal effect on cord cutting this […]

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Mar 20 2015 Communications, Technology

BBRY’s QNX Auto Infotainment Domination Threatened; IoT and Healthcare Still Promising

Research Question: Will BlackBerry’s QNX hold its lead position beyond 2016 as the number of competitors in the auto infotainment OS market increases? Companies: AAPL, BBRY, CSCO, GOOG/GOOGL, IBM, INTC, MSFT, TYO:6752 Click here to download the report (.pdf)   Summary of Findings BlackBerry Ltd.’s (BBRY) QNX Software will hold its dominant position in the automotive infotainment […]

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Wireless Network Ecosystem Faces Densification and Commodity White-Label Products

Research Question: As the 4G wireless network ecosystem evolves, which major vendors are poised for design wins in 2015 and beyond? Companies: ALTR, AMZN, ANET, ARMH, BRCD, BRCM, CAVM, CEVA, CSCO, CTXS, EMC, EPA:ALU/ALU, EXTR, FSL, GOOG/GOOGL, HPQ, INTC, JNPR, KRX:005930, MRVL, MSFT, MVNR, NOK, NTAP, QCOM, RAX, RVBD, SHE:000063, SHE:002502, STO:ERIC-B, T, TPE:2303, TPE:2330, TPE:2388, TPE:2454, […]

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Blackberry Whisper

Blackberry Whisper

Research Question: Will BlackBerry’s QNX hold its lead position in the auto infotainment operating software market beyond 2016 as challengers increase? Companies Covered: Blackberry (BBRY), Apple (AAPL), Microsoft (MSFT), RedHat (RHT), Google (GOOG) Report Available: March 20, 2015   Blueshift’s initial research shows that QNX will dominate the auto infotainment software market for the next few […]

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Sirius Whisper

Sirius Whisper

Research Question: Will connected cars offering streaming services begin eroding Sirius’ share over the next 12 months? Companies Covered: SiriusXM (SIRI), Pandora (P), Apple (AAPL), Spotify (SPTF), Verizon (VZ), AT&T (T) Report Available: Nov. 25, 2014   Blueshift’s initial research shows connected cars offering streaming services like Apple CarPlay and Pandora are becoming more popular, yet […]

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OTT Whisper

OTT Whisper

Research Question: Will 2015 be the year cord cutting reaches a critical mass? Companies Covered: AAPL, AMCX, AMZN, CBS, CMCSA, CVC, DIS, DISH, DTV, GOOG, LBTYA, LON:BSYBSYBY, LON:BT.A/BT, LON:TALK, MSFT, NFLX, NLSN, NWS, OUTR, SATS, STRZA, T, TWC, TWTR, TWX, TYO:6758/SNE, VIA, VZ Report Available: November 20, 2014   Blueshift’s initial research shows cord cutting growing as more streaming […]

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