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Communications  // Browsing posts in Communications

Jul 15 2014 Communications, Technology

First Multichannel Tb/s Fiber Network Raises Stakes in Bandwidth Arms Race

Research Question: What happens to optical network development when speeds are increased to terabit per second on a single fiber? Companies: ALU, CIEN, CMCSA, CSCO, CSX, CTL, CYNI, DY, ETR:ADV, GLW, INFN, JNPR, KSU, LVLT, NSC, T, VZ, WIN By: John Harrington Click here to download the report (.pdf)   Highlights The successful lighting of a commercial carrier-grade terabit-per-second […]

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“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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