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CMCSA  // Posts tagged as "CMCSA"

Oct 10 2014 Financial

ADT Still Fending Off Cable/Telecom in Homes But Will Make Little Commercial Headway

Research Question: Are home security/monitoring solutions from cable and telecom companies causing a significant drop in ADT’s business? Companies: AAPL, ADT, ASCMA, CMCSA, DBD, GOOG/GOOGL, HON, OPLK, SWK, T, TWC, TYC, VZ By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Cable and telecom companies still do not pose a threat to […]

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Sep 25 2014 Technology

Potential Wireless Bonanza Pits Cell Against Mobile Wi-Fi in Connected Vehicles, IoT

Research Question: How are the prospects of connecting new vehicles and mobile devices to the nation’s wireless networks affecting broadband expansion plans heading into 2015? Companies: AKAM, CIEN, CMCSA, DDAIF, ETR:NSU, F, FB, GM, GOOG/GOOGL, LVLT, MSFT, P, RKUS, S, STO:ERIC-B, T, TMUS, TWC, TWTR, TYO:7203, VZ By: John Harington Click here to download the report (.pdf) […]

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ADT Whisper

ADT Whisper

Research Question: Are home security/monitoring solutions from cable and telecom companies causing a significant drop in ADT’s business? Companies Covered: ADT Corporation (ADT), Tyco International (TYC), Stanley Black & Decker (SWK), Google (GOOG), Comcast (CMCSA), Verizon Communications (VZ), Time Warner Cable (TWC) Report Available: October 13, 2014   Blueshift’s initial research shows the mid to […]

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Sep 17 2014 Media & Print, Services

Spot TV Given a Boost by Political Spending

Research Question: Has television advertising spending grown in the third quarter year to year? Companies: CBS, CMCSA, DIS, DISCA, GCI, NWS, SBGI, SNI, SSP, TWX, VIA By: Rachel Dangermond Click here to download the report (.pdf)   Summary of Findings Political spending, particularly in heated races, has been better than expected in the third quarter for the […]

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ADT Still Not Seeing Growth Despite Minimal Threat from Cable/Telco

Research Question: Are home security/monitoring solutions from cable and telecom companies causing a significant drop in ADT’s business? Companies: ADT, CMCSA, DTV, HON, SWK, T, TWC, TYC By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Cable and telco companies still are not a threat to ADT Corp.’s (ADT) existing customer base, according […]

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Flight to Digital Continues

Research Question: Has the advertising shift to digital media observed by Blueshift Research continued in the second quarter and the second half of this year? Companies: AMZN, AOL, CBS, CCO, CMCSA, DIS, DISCA, FB, GCI, GOOG/GOOGL, LAMR, MSFT, NFLX, NLSN, NWS, P, RENT, SBGI, SNI, SSP, TWTR, TWX, VCI, VIA, YHOO By: Rachel Dangermond Click here to download the […]

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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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Apr 15 2014 Media & Print, Services

Advertisers Increase Their Focus on Digital

Research Question: Was the anemic advertising spending at the middle of the first quarter a harbinger of 2014 growth? Companies: AAPL, AMCX, AMZN, AOL, CBS, CCO, CMCSA, CRWN, DIS, DISCA, DISH, DTV, EPA:DEC, FB, GCI, GOOG,  LAMR, MSFT, NFLX, NLSN, NWS, NYT, P, SBGI, SNI, SSP, TRBAA, TWTR, TWX, VIA, YHOO By: Rachel Dangermond Click here to download the […]

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Mar 10 2014 Services, Technology

ADT’s Growth Prospects Threatened by Traditional Competitors, Not Cable/Telecom

Research Question: Are home security/monitoring solutions from cable and telecom companies causing a significant drop in ADT’s business? Companies: ADT, ASCMA, BX, CMCSA, GOOG, HON, T, TWC, VZ By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Customers are not switching from ADT Corp. (ADT) or other traditional home security companies to cable […]

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