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P  // Posts tagged as "P"

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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Deep-Pocketed Giants Pose Biggest Threat to Pandora

Research Question: Can Pandora withstand increasing competition from Spotify, iTunes Radio and other streaming music providers? Companies: AAPL, AMZN, DDAIY, F, GOOG/GOOGL, IHRT, MSFT, P, S, SIRI, T, TMUS, TWTR, VZ By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Pandora Media Inc. (P) will face pressure in growing its user base […]

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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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Sirius Has Window for Growth As In-Car Connectivity Issues Persist

Research Question: Will SiriusXM be able to grow its paid subscriber base, given the increasing alternatives in the connected car? Companies: AAPL, GM, GOOG/GOOGL, P, SIRI, T, VZ By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Primary interviews conducted with 29 auto industry sources show that connectivity is increasingly important to […]

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Streaming Music Whisper

Streaming Music Whisper

Research Question: Can Pandora withstand increasing competition from Spotify, iTunes Radio, and other on-demand streaming music providers? Companies Covered: Pandora (P), Apple (AAPL), Google (GOOG) Report Available: December 5, 2014   Blueshift’s initial research shows streaming music services overshadowing digital downloads as the space erupts in competition stemming from Pandora, which is increasing subscribers on […]

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Sirius Whisper

Sirius Whisper

Research Question: Will connected cars offering streaming services begin eroding Sirius’ share over the next 12 months? Companies Covered: SiriusXM (SIRI), Pandora (P), Apple (AAPL), Spotify (SPTF), Verizon (VZ), AT&T (T) Report Available: Nov. 25, 2014   Blueshift’s initial research shows connected cars offering streaming services like Apple CarPlay and Pandora are becoming more popular, yet […]

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Agencies See Modest 3Q Growth for Facebook, but Much Upside

Research Question: Will new ad products and News Feed enhancements allow Facebook to sustain its ad revenue growth rate amid rising competition from Google and Twitter? Companies: AMZN, AOL, CNVR, FB, GOOG, LNKD, MM, MSFT, P, TWTR, YHOO By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Spending growth on Facebook Inc. […]

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Oct 14 2014 Media & Print, Services

2015 Traditional Advertising Budgets Depart to Digital

Research Question: Will digital advertising continue to grow at the expense of television? Companies: AAPL, AMZN, AOL, CBS, CCO, CMCSA, DIS, DISCA, FB, GCI, GOOG/GOOGL, LAMR, MSFT, NLSN, NWS, P, SBGI, SCOR, SNI, SSP, TRBAA, TWTR, TWX, VIA/VIAB, YHOO, YUME By: Rachel Dangermond Click here to download the report (.pdf)   Summary of Findings Digital media buyers […]

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September 2014 Trends Tracker

Click here to download the report (.pdf)   Introduction Welcome to Blueshift Research’s and SurveyMonkey’s third edition of Trends Tracker. This survey tracks opinions and actions on roughly 20 of what we think are the most pressing issues affecting U.S. consumers and their choices, which in turn could influence business and investment theses. We monitor trends […]

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SiriusXM Not Guaranteed a Dashboard Spot in Connected Cars

Research Question: Will the evolution of auto infotainment render players like SiriusXM obsolete in cars? Companies: AAPL, BBRY, CTTAY, DLPH, F, GM, GOOG/GOOGL, GRMN, HAR, IHRT, INTC, JCI, MENT, P, SIRI, T, TYO:6752, TYO:6816, VZ By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Reliable connectivity is the top issue to […]

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