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VZ  // Posts tagged as "VZ"

February 2015 Trends Tracker

Trends Tracker Companies covered: AAPL, AMZN, ANGI, ARMH, CBS, CMCSA, CMG, EBAY, FB, FSLR, GME, GNC, GOOG/GOOGL, IHRT, KRX:005930, LNKD, MCD, MSFT, NFLX, NRG, P, PM, SCTY, SSYS, T, TGT, TMUS, TWC, TWTR, TWX, TYO:6752, TYO:6758, TYO:7733, TYO:7974, UA, VIA, VSLR, VZ, WBA, WEN, WFM, WMT, YELP, ZNGA Click here to download the report (.pdf)   […]

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Cheap IaaS Cloud, DIY Dragging on Data Centers, Hosting

Research Question: How are data center infrastructure for-rent, colocation and leasing companies faring as competition in cloud infrastructure increases, especially as Amazon, Google and Microsoft lower prices and as large enterprises refresh resources for their own data centers? Companies: AMZN, CONE, CSCO, CTL, DFT, DLR, EQIX, GOOG/GOOGL, IBM, MSFT, RAX, T, TDC, VZ By: John […]

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January 2015 Trends Tracker

Trends Tracker Companies covered: AAPL, AMZN, ANGI, BABA, BBRY, CMCSA, CMG, COST, DISH, EBAY, ETR:BMW, FB, GM, GOOG/GOOGL, GIS, HAR, IHRT, KRX:005930, LNKD, MCD, MON, MSD, MSFT, NFLX, NXTD, P, QCOM, S, SYT, T, TMUS, TWTR, TWX, TYO:6460, TYO:6758, TYO:7201, TYO:7974, VLKAY, VZ, WFM, WMT, YELP Click here to download the report (.pdf)   Introduction Welcome […]

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ADT Still Holding Off Cable/Telecom, Pulse Performing Well, Commercial Success Unclear

Research Question: Will cable and telecom companies’ home security offerings materially affect ADT’s customer growth or attrition rate in the next six months? Companies: ADT, CMCSA, DTV, GOOG, TWC, TYC, VZ By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Cable/telecom home security offerings will not materially affect ADT Corp.’s (ADT) customer growth or […]

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ADT Whisper

ADT Whisper

Research Question: Will cable/telecom home security offerings materially affect ADT’s customer growth and/or attrition rate in the next six months? Companies Covered: ADT Corporation (ADT), Tyco International (TYC), Google (GOOG), Comcast (CMCSA), Verizon Communications (VZ), Time Warner Cable (TWC), DirecTV (DTV) Report Available: January 16, 2015   Blueshift’s initial research shows ADT reaching most of its financial […]

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December 2014 Trends Tracker

Trends Tracker Companies covered: AAPL, AMX, AMZN, ANGI, BABA, CMG, DD, ETR:BMW, FB, GOOG/GOOGL, GRPN, HKG:0992, ISRG, KRX:005930, LNKD, MA, MCD, MON, NFLX, S, SFM, SIRI, SYT, T, TGT, TMUS, TSLA, TTWO, TWTR, TWX, TYO:7201, TYO:7974, VZ, WFM, WMT, YELP Click here to download the report (.pdf)   Introduction Welcome to Blueshift Research’s and SurveyMonkey’s fifth […]

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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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Data Centers: Good Cloud, Bad Cloud—Billions at Stake

Research Question: What effect are IaaS/SaaS cloud computing trends likely to have on data center colocation and hosting business models in the United States moving into 2015? Companies: AAPL, AMZN, CONE, CSCO, CTL, DFT, DLR, EQIX, GOOG/GOOGL, HPQ, IBM, INAP, LVLT, MSFT, RAX, TYO:9432, VZ By: John Harrington Click here to download the report (.pdf)   Highlights […]

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