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FB  // Posts tagged as "FB"

Twitter’s Live Video Strategy Has Promise But Faces Big Hurdles (TWTR)

Research Question: Will live video save Twitter? Companies: AAPL, AMZN, FB, GOOG/GOOG, TWTR, VZ, YHOO By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Twitter Inc.’s (TWTR) foray into streaming live sports has some short-term potential to attract new users and advertising revenue, but the company faces many hurdles in fundamentally reversing […]

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Ad Tech Vendors, Publishers Most At Risk As Ad Blocking Builds

Research Question: Who will be the winners and losers as ad-blocking software moves to mobile? Companies: AAPL, CRTO, FB, GOOG/GOOGL, MSFT, NWS/NWSA, NYT, RUBI, S, T, TMUS, TRIP, TUBE, TWTR, VZ, YELP, YHOO By: Seth Agulnick Click here to download report .pdf   Summary of Findings The rise of mobile ad-blocking technology is causing significant pain […]

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Networking Innovations Are Disrupting the Data Center Industry

Research Question: Are radical changes in networking going to affect data center design? Which IT vendor categories will be affected? Companies: AAPL, AMZN, ANET, CONE, COR, CSCO, CTL, DFT, DLR, EQIX, FB, GOOG/GOOGL, HPE, IBM, INTC, JNPR, MSFT, NTAP, ORCL, RAX, T, VZ By: John Harrington Click here to to download the report (.pdf)   Summary Dramatic […]

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Aug 12 2016 Media & Print

Mail.ru Gaining Some Share As Ad Spending Continues to Shift Online

Research Question: Are the new ad products on Mail.ru’s myTarget platform allowing the company to increase its share of advertisers’ budgets in Russia? Companies: FB, GOOG/GOOGL, MLRUY/MLRYY, YNDX By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Online ad spending continues to grow in Russia as advertisers and brands shift their focus […]

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Data Storage As You’ve Known It Is Headed for Extinction

Research Question: What new, disruptive technologies are market-ready in data storage networking? What effect will they likely have on incumbent storage vendors? Companies: AMZN, CSCO, EMC, FB, GOOG/GOOGL, HPE, IBM, INTC, KRX:005930/005935, MLNX, MSFT, NTAP, PSTG, SMCI, TPE:2382, WDC By: John Harrington Click here to download the report (.pdf)   Summary What used to be a closed […]

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Shopify Will Sustain Growth But Be Challenged in Upmarket Move

Research Question: Is Shopify’s platform scalable for big brands, and is its growth sustainable? Companies: AAPL, AMZN, CRM, FB, IBM, N, ORCL, SAP, SHOP, SQ, WIX By: David Franklin Click here to download the report (.pdf)   Summary of Findings Shopify Inc.’s (SHOP) market-leading small and midsized retail ecommerce platform is unlikely to successfully scale up to […]

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Jun 23 2016 Travel & Leisure

Expectations, Enthusiasm Low for TripAdvisor’s Instant Booking

Research Question: Are hotels and OTAs seeing the benefits of adopting TripAdvisor’s Instant Booking feature? Companies: AMZN, EXPE, FB, GOOG/GOOGL, PCLN, TRIP By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Sources do not have high expectations for TripAdvisor Inc.’s (TRIP) Instant Booking based on early returns. Hotels are not yet seeing […]

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Red-Hot International Markets Bode Well for Match Group, Tinder

Research Question: Will Tinder’s paid subscribers deliver a revenue windfall for Match Group Inc.? Companies: FDBL, FB, MTCH   By: Emily Carr Click here to download the report (.pdf)   Summary of Findings Match Group Inc.’s (MTCH) Tinder is well placed to hit growth targets for its paid subscriber base by the end of 2016, […]

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April Trends Tracker

Trends Tracker Companies Covered: AAL, AAP, ADDYY, ALK, ALKS, BDSI, BRK.A/B, BWLD, CAR, CHH, CMG, DAL, DNKN EXPE, FB, H, HLT, HOT, HRTX, HTZ, IHG, JACK, JBLU, JCP, LNKD, LON:INDV, LUV, MAR, MCD, NKE, OWW, PBPB, PCLN, PLKI, PNRA, QSR, SHAK, SKX, SONC, STO:ORX, TRIP, TSX:GUD, TLV:TEVA, TTNP, TWTR, TYO:7936, UA, UAL, WEN, Z Click here to […]

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PayPal Use to Grow Among Consumers, Merchants Based on Recognition, Reliability

Research Question: Will PayPal’s latest moves increase use among merchants and shoppers, and how will it be affected by recent developments with Apple Pay and Amazon Payments? Companies: AAPL, AMZN, AXP, DFS, FB, FDC, GOOG/GOOGL, HPY, KRX:005935, MA, OSTK, PYPL, SQ, TWTR, TYO:4755, V, WFC By: Reverdy Johnson Click here to download the report (.pdf) […]

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