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CMCSA  // Posts tagged as "CMCSA"

The Cloud Is Acceleratingthe IT Spending Fracture for 2H17

Research Question: What projects are large IT clients spending on, and what types of projects are driving pipeline development heading in the second quarter? Companies: AMZN, ANET, CHKP, CMCSA, CSCO, CTXS, DVMT, FEYE, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, KRX:005930/005935, MSFT, NTAP, PANW, PLCM, PSTG, RHT, SHOR, SMCI, WDC By: John Harrington Click here to download report […]

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March Trends Tracker

Trends Tracker Companies Covered: AAP, ADDYY, AMZN, ANGI, AZO, BRK.A/B, BWLD, CMCSA, CMG, COLM, COST, DECK, DG, DNKN, FB, GOOG/GOOGL, GPC, GRPN, JACK, KR, MCD, MNST, NFLX, NKE, ORLY, PBY, PEP, PLKI, PNRA, PUSH, PYPL, QSR, SBUX, SFM, SHAK, SKX, SONC, SWY, TFM, TGT, TWX, TYO:7936, UA, VFC, WEN, WFM, WMT, WWW, YELP, YUM Click here to […]

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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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Dycom Industries Idea Proposal

Dycom Industries Idea Proposal

Research Question: How large will the telecom infrastructure build out be for Dycom Industries and how long will it last? Report Available: Feb. 17, 2016   Blueshift’s initial research shows several catalysts likely to cause continued growth for DY: T’s gigabit fiber expansion, the FCC’s Connect America Fund (CAF-II) funding for rural broadband deployment, and GOOG Fiber’s […]

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Jan 06 2016 Consumer Goods, Services

The Value of Nielsen’s Ratings Is Under Siege from Consumer Data

Research Question: Will emerging technology and new competition loosen Nielsen’s grip on the audience measurement industry? Companies: ACXM, ADBE, AMCX, AMZN, AOL, ARRS, CBS, CHTR, CMCSA, CVC, DIS, DISH, EXPGY, FB, FOX, GOOGL, KRX:005930/005935, MEG, NFLX, NLSN, NXST, RENT, ROVI, SCOR, T, TCLRY, TIVO, TWC, TWTR, TWX, VZ, WPPGY By: Seth Agulnick Click here to download […]

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December Trends Tracker

Trends Tracker Companies Covered: AAPL, ADDYY, AMZN, ANGI, CMCSA, CMG, COST, DISH, FB, GOOG/GOOGL, GRPN, KR, KRX:005930, KRX:0066570, LNKD, MCD, NFLX, NKE, PNRA, QSR, S, SKX, T, TMUS, TWC, TWTR, TWX, UA, USM, VZ, WEN, WFM, WMT, YELP, YUM Click here to download the report (.pdf)   Summary of Findings Respondents are moving to big-box retailers […]

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Oct 19 2015 Media & Print

Local Advertisers Are Making a Slow Turn to Digital Platforms

Research Question: How will local advertisers change their spending mix in 2016? Companies: CBS, CMCSA, FB, FOX, FUEL, GCI, GOOG, IHRT, LNKD, NLSN, P, SBGI, TWTR, YELP, YHOO By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Digital platforms such as search, mobile display and online video are gaining momentum among […]

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Oct 16 2015 Media & Print

Strong Scatter Spending Masks Lackluster Advertising Market

Research Question: Are national advertisers spending in the local markets again? Companies: AAPL, ACXM, AMCX, AMZN, AOL, CBS, CCO, CMCSA, DIS, DISCA, FB, GCI, GOOG/GOOGL, IHRT, LAMR, LNKD, MSFT, NFLX, NLSN, NWS/NWSA, NYT, P, RENT, SBGI, SCOR, SNI, SSP, T, TWTR, TWX, VIA/VIAB, VZ, YHOO By: Rachel Dangermond Click here to download the report (.pdf)   […]

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September 2015 Trends Tracker

Trends Tracker Companies: AAPL, ADDYY, AMBA, AMZN, ANGI, CAR, CMCSA, CMG, COST, CSCO, DISH, FB, GOOG/GOOGL, GPRO, KR, KRX:005930, LNKD, MCD, NFLX, NKE, PNRA, S, SFTBF, SKX, SSYS, T, TMUS, TSE:QSR, TWC, TWTR, TWX, UA, USM, VZ, WEN, WFM, WMT, YELP, YUM Click here to download the report (.pdf)   Summary of Findings McDonald’s Corp.’s (MCD) […]

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July 2015 Trends Tracker

Trends Tracker Companies Covered: AAPL, ADDYY, AMZN, BABA, BBBY, CAR, CBS, CMCSA, CMG, DIS, DISH, EXPE, FB, FIT, GM, GOOG/GOOGL, HTZ, IHRT, KR, KRX:005930, MCD, MON, NFLX, NKE, OWW, P, PCLN, PNRA, PYPL, SBUX, SCTY, SFXE, SIRI, SKX, SUNE, SYT, RH, TGT, TRIP, TSLA, TWTR, TWX, TYO:6758, TYO:7201, TYO:7203, TYO:7936, UA, VSLR, WEN, WFM, WMT, WWW, […]

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