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Communications  // Browsing posts in Communications

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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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 […]

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BlackBerry’s BES10 Halted Abandonment; Growth TBD

Research Question: Will BlackBerry’s global device management business grow as a result of its strategy to allow third-party devices to use its BlackBerry Enterprise Service 10 platform? Companies: AAPL, BBRY, CTXS, GOOG, HPQ, IBM, INTC, KRX:005930, MOBL, MSFT, SAP, SYMC, VMW By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings BlackBerry Ltd.‘s […]

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Specialized Tools Being Added to Next-Gen Firewalls to Fend Off Hackers

Research Question: Are data network owners and operators adding additional security products and expertise beyond next-gen firewalls in an effort to combat hackers? Companies: CHKP, CSCO, CUDA, EMC, FEYE, FFIV, FTNT, INTC, JNPR, LON:QQ, PANW, UIS By: John Harrington Click here to download the report (.pdf)   Highlights Customers are increasingly skeptical that so-called multifunction “next-generation” network firewalls […]

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BlackBerry Whisper

BlackBerry Whisper

Research Question: Will BlackBerry’s global device management business grow as a result of its new strategy to allow third-party devices to use its BlackBerry Enterprise Service 10 (BES10) platform? Companies Covered: BlackBerry (BBRY), Apple (AAPL), Google (GOOG), Citrix (CTXS), VMware (VMW), Microsoft (MFST) Report Available: August 22, 2014   Blueshift’s initial research shows BlackBerry making significant […]

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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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