Will Netgear’s commercial and retail business segments achieve expected 10% revenue growth in 2017? Report Available: February 2, 2017 Blueshift’s initial research found NTGR counting heavily on its retail and commercial segments to drive growth in 2017. The company introduced a new Nighthawk wireless router, an improved Arlo security camera, and unveiled the Orbi […]
Research Question: Will the trend toward 10 to 40 Gb Ethernet and the high-performance computing CPU refresh be the catalysts for Mellanox’s growth? Companies: AAPL, AMZN, BRCD, BRCM, CSCO, EMC, FB, FIO, GOOG, HPQ, IBM, INTC, JNPR, MLNX, NTGR, ORCL, QLGC By: David Franklin Click here to download the report (.pdf) Summary of Findings As in Blueshift […]
Research Question: Is Cisco’s enterprise switch business succumbing to competitive pricing pressure? By: David Franklin Companies: BRCD, CSCO, DELL, EPA:ALU/ALU, EXTR, FFV, HPQ, IBM, JNPR, MLNX, NTGR, PANW, RVBD, TPE:2332, VMW Click here to download the report (.pdf) Summary of Findings Seventeen of 23 sources said pricing pressures have continued in the small to midsize business (SMBs) and […]
Research Question: Will NetGear’s cable modem issues extend beyond Comcast and Time Warner Cable during this year’s IPv6 rollout? By: David Franklin Companies: ARRS, CHTR, CMCSA, CSCO, MSI, NTGR, TPE:2332, TWC, VZ Click here to download the report (.pdf) Summary of Findings NetGear Inc.’s (NTGR) CMD31T cable modem IPv6 issues in California are not serious and […]
Copyright © 2015 Blueshift Research, LLC. All rights reserved.