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VZ  // Posts tagged as "VZ"

The Facebook Juggernaut Rolls On (FB)

Research Question: Were advertisers spooked enough by the data privacy and other scandals swirling around Facebook to hurt its top line in the second quarter? Companies: ACXM, AMZN, CRM, EFX, FB, GOOG/GOOGL, HKG:0700, MSFT, SNAP, T, TWTR, VZ   By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Facebook Inc. (FB) appears […]

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ANGI Homeservices Providers’ Ad Spending Flat to Declining (ANGI)

Research Question: Are home service providers increasing their advertising spending with ANGI Homeservices’ Home Advisor and Angie’s List brands? Companies: ANGI, GOOG/GOOGL, IAC, VZ, YELP By: David Franklin Click here to download report (.pdf)   Summary of Findings Overall, home service providers who advertise on ANGI Homeservices Inc.’s (ANGI, with IAC/InterActive Corp.) HomeAdvisor and Angie’s […]

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Report Update: CoStar Group Looks Poised to Continue Growing (CSGP)

Research Question: Will CoStar’s momentum continue in 2018 after a strong fourth quarter? Companies: CSGP, GOOG/GOOGL, VZ, YELP, Z By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Two of three property management sources said CoStar Group Inc.’s com continues to deliver excellent results, and they expect the company’s recent impressive […]

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Neither Price Hikes Nor Competitors Will Slow Netflix This Year (NFLX)

Research Question: Will Netflix’s price increase open the door for a growing set of competitors to steal subscribers? Companies: AAPL, AMZN, CBS, CHTR, CMCSA, DIS, DISH, ERIC, FB, FOX, GOOG/GOOGL, LON:SKY, NFLX, RLJE, ROKU, T, TMUS, TWX, VZ By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Netflix Inc.’s (NFLX) recent […]

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Tech Trends: Outbound Cloud Connections Pose a Big Threat to Brand-Name IT Vendors

Research Question: Is the rapid spread of local direct fiber access to major cloud platforms accelerating the sales slowdown of DIY IT equipment and software? Companies: AMZN, CMCSA, COMM, COR, CSCO, CTL, CVLT, DLR, DVMT, EQIX, GLW, GOOG/GOOGL, HPE, IBM, MSFT, ORCL, T, VMW, VZ By: John Harrington Click here to download report (.pdf)   Key […]

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Oct 20 2017 Media & Print, Services

Nielsen Can Rest Easy on the Throne As the King of TV Ratings (NLSN)

Research Question: Is there a credible threat to Nielsen’s stranglehold on the TV ad buying process? Companies: ADBE, AMZN, CBS, CHTR, CMCSA, CRM, DIS, DISH, FB, FOX, GOOG/GOOGL, NFLX, NLSN, ORCL, ROKU, SCOR, T, TWX, VIA/VIAB, VZ By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Nielsen N.V. (NLSN) is as […]

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Tech Trends: New Projects Are Slowing Now That Many Fiber Nets Are Already Built (DY)

Research Questions: Has the prolonged buildout of the fiber optic network infrastructure reached a slowdown point? Companies: ALU, CIEN, CSCO, CTL, DY, GLW, JNPR, LVLT, T, VZ, ZAYO By: John Harrington Click here to download report (.pdf)   Summary Considerable buzz surrounds the building of large fiber optic networks needed to support the rollout of 5G […]

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Data Hosting to Spread Everywhere (AMZN, EQIX, INTC, MSFT)

Research Question: How will major technological shifts in networking and storage affect IT and data center host spending by category in 2017 and beyond? Companies: AKAM, AMZN, CONE, COR, DFT, DLR, EQIX, IBM, INTC, MSFT, VZ, ZAYO By: John Harrington Click here to download report (.pdf)   Summary Powerful technological advances are allowing data center–based private […]

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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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