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Communications  // Browsing posts in Communications

No Spending Cliff for Advertising, Only Muted Growth in 2013

Research Question: Will the scatter and spot TV advertising markets see post-election spending in the fourth quarter? By: Rachel Dangermond Companies: AOL, BLC, CBS, CMCSA, DIS, DISCA, FB, GCI, GOOG, JRN, LAMR, LNKD, MSFT, MNI, NFLX,  NWS, NYT, P, SBGI, SNI, SSP, TWX, VCI, VIA, YHOO Click here to download the report (.pdf)   Summary of Findings The scatter […]

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Dec 06 2012 Communications, Technology

Nokia’s W8 Phone Catches More Consumers’ Attention, Needs More Apps

Research Question: Will Nokia’s new Windows 8 Phones be this holiday season’s surprise winners in smartphone sales? By: Susan Jennings Companies: AAPL, GOOG, MSFT, NOK, RIMM Click here to download the report (.pdf)   Summary of Findings Nokia Corp.’s (NOK) Lumia 920 is the most praised Windows phone to date, prompting some pro-Android (Google Inc./GOOG) and iOS (Apple […]

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Nokia Whisper

Nokia Whisper

Research Question: Will Nokia’s newly available Window 8 phone models be the surprise winner in smartphone sales this holiday season? Companies Covered: Nokia (NOK), Microsoft (MSFT)   Initial research by Blueshift indicates strong launch sales for Nokia’s Lumia 920, though holiday and long-term sales trends, and the new platform’s ability to regain its lost market share, […]

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Aug 31 2012 Communications, Technology

Nokia’s Growth from Lumia Windows 8 Phone Will Be Slow, Threatened

Research Question: Will the Lumia Windows Phone 8 spark sales growth for Nokia? By: Susan Jennings Kantari Companies: AAPL, GOOG, KS:005930, MSFT, MSI, NOK, RSH, S, T, TPE:2498, TSE:RIM/RIMM, VMED, VZ Click here to download the report (.pdf)   Summary of Findings The newest Lumia smartphone will create slow growth rather than a real sales spark for Nokia […]

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Nokia Whisper

Research Question: Will Nokia’s September launch of their Windows 8 Lumia smartphone be the lifeline that sparks growth? Companies: Nokia (NOK), Microsoft (MSFT)   Initial research by Blueshift indicates lagging Nokia Lumia sales that could be enriched by the release of Windows 8.   Observations According to a recent report, Nokia will unveil its new […]

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OTT Whisper

Research Question: Who are the big winners and losers in the OTT market in the next three to six months? Companies: Apple (AAPL), Netflix (NFLX), Amazon (AMZN), Comcast (CMCSA), Tine Warner Cable (TWC)   Blueshift’s initial research on the OTT market indicates increasing traction and possible future growth opportunities for over-the-top viewing, but rising costs […]

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Riverbed Can Cross-Sell New, Core Products for Growth Opportunities

Research Question: Is Riverbed struggling to grow within its core and new product lines? By: Reverdy Johnson Companies: AMZN, BCSI, BRCD, CSCO, CTXS, EMC, ETR:SAP/SAP, EXTR, FFIV, HPQ, IBM, JNPR, ORCL, RDWR, RVBD, VMW Click here to download the report (.pdf) Summary of Findings Ten of 16 sources said Steelhead, Riverbed Technology Inc.’s (RVBD) core product family, has […]

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Cisco Effectively Manages Pricing Pressure in the Switch Market

Research Question: Is Cisco’s enterprise switch business succumbing to competitive pricing pressure? By: David Franklin Companies: BRCD, CSCO, DELL, EPA:ALU/ALU, EXTR, FFV, HPQ, IBM, JNPR, MLNX, NTGR, PANW, RVBD, TPE:2332, VMW Click here to download the report (.pdf) Summary of Findings Seventeen of 23 sources said pricing pressures have continued in the small to midsize business (SMBs) and […]

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Cisco Whisper

Research Question: Is Cisco’s enterprise switching business succumbing to competitive pricing pressure? Companies: Cisco Systems (CSCO), Juniper Networks (JNPR), Hewlett-Packard (HPQ), Huawei Technologies (SHE:002502), & D-Link (TPE:2332)   Initial research by Blueshift indicates increasing cost-effective alternatives to Cisco’s enterprise switching business, though Cisco is refuting this notion.   Observations In the last year, Cisco’s core […]

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Jun 15 2012 Communications

Cable and Syndication Benefit in 2012–2013 Upfront Season (CBS, CMCSA, TWX)

Research Question: Will weakness in major categories, such as auto, movies and wireless, push networks to go for volume over price in the 2012–2013 upfront season? By:  Rachel Dangermond Companies: CBS, CMCSA, DIS, DISCA, GM, NLSN, NWS, SCOR, SNI, TWX, VIA Click here to download the report (.pdf)   Summary of Findings Total upfront spending has been […]

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