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CMCSA  // Posts tagged as "CMCSA"

ADT Whisper

ADT Whisper

Research Question: Can ADT hang on to its share of the home security market as competition from cable/telecom companies and DIY products persist? Companies Covered: ADT Corporation (ADT), Tyco International (TYC), Google (GOOG), Comcast (CMCSA), Verizon Communications (VZ), Time Warner Cable (TWC), DirecTV (DTV) Report Available: April 22, 2015   Blueshift’s initial research shows ADT increasing revenue, building […]

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Content is King: Sling TV is not Enough to Spur Cord Cutting

Research Question: Will Sling TV significantly boost the rate of cord cutting in 2015? Companies: AAPL, AMZN, CBS, CMCSA, DIS, DISH, DTV, GOOG, LON:SKY, MSFT, NFLX, TWC, TWX, TYO:6758, VZ   By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings DISH Network Corp.’s (DISH) Sling TV will have minimal effect on cord cutting this […]

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March 2015 Trends Tracker

Trends Tracker Companies Covered: AAPL, ADSK, AMZN, ANGI, AVAV, CBS, CMCSA, DISH, DTV, EA, EBAY, FB, GOOG/GOOGL, GPRO, KING, KR, KRX:005930, LNKD, NFLX, NGVC, P, S, SSYS, T, TMUS, TWC, TWTR, TWX, USM, VZ, WFM, WMT, YELP, ZNGA Click here to download the report (.pdf)   Summary of Findings Respondents have been trying out digital and […]

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OTT/Cord Cutting Whisper

OTT/Cord Cutting Whisper

Research Question: Will Sling TV significantly boost the rate of cord cutting in 2015? Companies Covered: Charter Communications (CHTR), Comcast (CMCSA), Netflix (NFLX), Apple (AAPL), Amazon.com (AMZN), Disney (DIS), Dish Network Corp. (DISH), DirectTV (DTV), CBS Corporation (CBS), Verizon (VZ), Time Warner (TWX), Time Warner Cable (TWC), Twenty-First Century Fox (FOX) Report Available: March 23, […]

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February 2015 Trends Tracker

Trends Tracker Companies covered: AAPL, AMZN, ANGI, ARMH, CBS, CMCSA, CMG, EBAY, FB, FSLR, GME, GNC, GOOG/GOOGL, IHRT, KRX:005930, LNKD, MCD, MSFT, NFLX, NRG, P, PM, SCTY, SSYS, T, TGT, TMUS, TWC, TWTR, TWX, TYO:6752, TYO:6758, TYO:7733, TYO:7974, UA, VIA, VSLR, VZ, WBA, WEN, WFM, WMT, YELP, ZNGA Click here to download the report (.pdf)   […]

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January 2015 Trends Tracker

Trends Tracker Companies covered: AAPL, AMZN, ANGI, BABA, BBRY, CMCSA, CMG, COST, DISH, EBAY, ETR:BMW, FB, GM, GOOG/GOOGL, GIS, HAR, IHRT, KRX:005930, LNKD, MCD, MON, MSD, MSFT, NFLX, NXTD, P, QCOM, S, SYT, T, TMUS, TWTR, TWX, TYO:6460, TYO:6758, TYO:7201, TYO:7974, VLKAY, VZ, WFM, WMT, YELP Click here to download the report (.pdf)   Introduction Welcome […]

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ADT Still Holding Off Cable/Telecom, Pulse Performing Well, Commercial Success Unclear

Research Question: Will cable and telecom companies’ home security offerings materially affect ADT’s customer growth or attrition rate in the next six months? Companies: ADT, CMCSA, DTV, GOOG, TWC, TYC, VZ By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Cable/telecom home security offerings will not materially affect ADT Corp.’s (ADT) customer growth or […]

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Jan 15 2015 Media & Print, Services

TV Advertising Taking All the Punches Right Now

Research Question: Is weaker advertising spending a secular or cyclical trend? Companies: AMCX, AMZN, AOL, CBS, CCO, CMCSA, DIS, DISCA, EPA:DEC, FB, GCI, GOOG/GOOGL, IHRT, LAMR, MSFT, NFLX, NLSN, NWS, P, SBGI, SNI, SSP, TWTR, TWX, VIA/VIAB, YHOO, YUME By: Rachel Dangermond Click here to download the report (.pdf)   Summary of Findings Advertiser spending on digital […]

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ADT Whisper

ADT Whisper

Research Question: Will cable/telecom home security offerings materially affect ADT’s customer growth and/or attrition rate in the next six months? Companies Covered: ADT Corporation (ADT), Tyco International (TYC), Google (GOOG), Comcast (CMCSA), Verizon Communications (VZ), Time Warner Cable (TWC), DirecTV (DTV) Report Available: January 16, 2015   Blueshift’s initial research shows ADT reaching most of its financial […]

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Pushing the Internet to the “Eyeballs” on the Network Edge

Research Question: What strategies and next-generation technologies are being employed to push content across the crowded Internet toward end users? Which companies are in line to benefit as demand for enhanced IP content continues unabated? Companies: AAPL, AKAM, AMZN, CMCSA, EQIX, GOOG/GOOGL, LVLT, MSFT, NFLX, P, S, T, VZ, WIN, YHOO, ZAYO By: John Harrington […]

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