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CMCSA  // Posts tagged as "CMCSA"

Neither Price Hikes Nor Competitors Will Slow Netflix This Year (NFLX)

Research Question: Will Netflix’s price increase open the door for a growing set of competitors to steal subscribers? Companies: AAPL, AMZN, CBS, CHTR, CMCSA, DIS, DISH, ERIC, FB, FOX, GOOG/GOOGL, LON:SKY, NFLX, RLJE, ROKU, T, TMUS, TWX, VZ By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Netflix Inc.’s (NFLX) recent […]

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Tech Trends: Outbound Cloud Connections Pose a Big Threat to Brand-Name IT Vendors

Research Question: Is the rapid spread of local direct fiber access to major cloud platforms accelerating the sales slowdown of DIY IT equipment and software? Companies: AMZN, CMCSA, COMM, COR, CSCO, CTL, CVLT, DLR, DVMT, EQIX, GLW, GOOG/GOOGL, HPE, IBM, MSFT, ORCL, T, VMW, VZ By: John Harrington Click here to download report (.pdf)   Key […]

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Oct 20 2017 Media & Print, Services

Nielsen Can Rest Easy on the Throne As the King of TV Ratings (NLSN)

Research Question: Is there a credible threat to Nielsen’s stranglehold on the TV ad buying process? Companies: ADBE, AMZN, CBS, CHTR, CMCSA, CRM, DIS, DISH, FB, FOX, GOOG/GOOGL, NFLX, NLSN, ORCL, ROKU, SCOR, T, TWX, VIA/VIAB, VZ By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Nielsen N.V. (NLSN) is as […]

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IBM’s Watson Leaves the AI World Wanting (IBM)

Research Question: Is IBM’s Watson a marketing gimmick, or will it push the company to the forefront of the AI technology revolution? Companies: AAPL, AMZN, CMCSA, CRM, FB, GE, GOOG/GOOGL, HPE, IBM, MSFT, ORCL, SIEGY, TSLA By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings IBM Corp.’s (IBM) Watson will not […]

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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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