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Communications  // Browsing posts in Communications

“Highly Stressed” Internet/IP Networks Threaten Cloud Development, Web Businesses

Research Question: Does a lack of fiber optic traffic capacity on the converged Internet, mobile networks and dedicated IP networks hurt cloud-based business models? Companies: AMZN, CMCSA, CSCO, CTL, EQIX, GOOG, GOOGL, HPQ, IBM, LVLT, MSFT, RAX, T, WDAY, VZ By: John Harrington Click here to download the report (.pdf)   Highlights All four sources said the United […]

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RTOS Leader QNX May Give BlackBerry a New Lease on Life

Research Question: Will BlackBerry be able to leverage its QNX technology to transform itself from a hardware company to a software company? Companies: AAPL, BBRY, CAVM, CSCO, GOOG, INTC, MSFT, RHAT By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings The automotive, medical and Internet of Things (IoT) fields are experiencing greater need […]

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BlackBerry Whisper

BlackBerry Whisper

Research Question: Will BlackBerry successfully transform itself from a hardware company to a software company? Companies Covered: BlackBerry (BBRY) Report Available: May 23, 2014   Blueshift’s initial research shows BlackBerry leveraging its secure platform to expand into other facets of the mobile sector, though questions remain about adoption and a recent security glitch. Observations BlackBerry, a long […]

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Apr 11 2014 Communications, Technology

Firewall “Feature Fatigue” Disrupts Legitimate Network Users’ Tasks

Research Question: Are network slowdowns and user session failures caused by next-generation firewalls interfering with legitimate network workflow? Companies: CHKP, FTNT, JNPR, MSFT, PANW By: John Harrington Click here to download the report (.pdf)   Highlights So-called next-generation firewalls with layers of packet inspection, application management and session traffic intervention features are causing problems on networks with large […]

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Sirius XM Attracts Few Dealers, Customers of Used Cars

Research Question: Will Sirius’ efforts to target used car dealerships and used car buyers result in a significant new revenue stream for the company? Companies: AAPL, CCO, LMCA, P, SIRI By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Few buyers of used cars that are already equipped with Sirius XM Holdings […]

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Dec 17 2013 Communications, Technology

T-Mobile Advancing in Wireless Carrier Competition: T, VZ Threatened

Research Question: How are consumers responding to the gradual erosion of the two-year contract model? Companies: S, T, TMUS, VZ By: Mason Rudy Click here to download the report (.pdf)   Summary of Survey Findings T-Mobile U.S. Inc.’s (TMUS) lower rates and better value packages are helping it to gain ground on incumbent wireless service leaders Verizon Communications […]

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Wireless Carrier Whisper

Wireless Carrier Whisper

Research Question: Are customers increasingly switching wireless carriers because of looser contracts, lower prices, and easier upgrades? Companies Covered: AT&T (T), Verizon (VZ), T Mobile (TMUS), Sprint (S) Report Available: December 17, 2013   Blueshift’s initial research shows the traditional two-year contract-based subsidized phone model is being challenged by several phone companies in a war to obtain subscribers. The […]

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Data Center Space Still in Demand But Colo Model Being Challenged

Research Question: Are overbuilding and increased competition commoditizing the data center industry and challenging the premium price that carrier-neutral data centers can charge for their services? Companies: AMZN, CCOI, CONE, COR, CTL, DFT, DLR, EQIX, ETR:DB1, GOOG, IBM, INXN, LON:DAY, LON:TCY, LVLT, MSFT, QTS, RAX, T, TYO:9433/KDDIY, VZ, WIN By: David Franklin Click here to download the report (.pdf) […]

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Smartphone Whisper

Smartphone Whisper

Research Question: Has the smartphone boom peaked? Companies Covered: Apple (AAPL), Samsung (KR:005930), BlackBerry (BBRY), Nokia (NOK), HTC (TW:2498) Report Available: August 8, 2013   Blueshift’s initial research shows smartphone growth slowing in a saturated market, but new innovations could rejuvenate the industry and lead to increased growth.   Observations Smartphones account for approximately half of the cellphones […]

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May 22 2013 Communications, Technology

BlackBerry 10 OS Too Little, Too Late

Research Question: Will the BlackBerry 10 operating system save Research In Motion? By: Susan Jennings Kantari Companies: AAPL, BBRY, GOOG, MSFT Click here to download the report (.pdf)   Summary of Findings Research In Motion Ltd.’s (BBRY) BlackBerry 10 operating system, or BB10, will enable the company to maintain its current enterprise user base, but regaining consumer market […]

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