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December, 2013  // Posts published in December, 2013

Broadridge Withstands Inveshare’s Efforts to Take Proxy Distribution Market

Research Question: Is Inveshare making progress with broker/dealers and taking proxy distribution business away from Broadridge? Companies: ASX:CPU, BR, MSCI, NTRS By: Susan Jennings Kantari Click here to download the report (.pdf)   Summary of Findings Inveshare Inc. has not made significant progress in taking proxy distribution business away from Broadridge Financial Solutions Inc. (BR). Four of the […]

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New Consoles’ Enhanced Download Feature Not Yet a Threat to GameStop

Research Question: What does the enhanced digital downloading capability of new game consoles mean for game disc sales and the software tie ratio of consoles sold at GameStop? Companies: AMZN, BBY, EBAY, GME, MSFT, TGT, TYO:6758/SNE, TYO:7974/NTDOY, WMT By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Physical discs continue to be the […]

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Pay-TV Providers Embracing OTT and Turning Focus to Internet

Research Question: Can MSOs avoid subscription losses amid rapid changes in TV viewing and Internet habits? Companies: AAPL, AMCX, AMZN, CBS, CMCSA, CVC, DIS, DISH, DTV, GOOG, LBTYA, LON:BSY/BSYBY, LON:BT.A/BT, LON:TALK, MSFT, NFLX, NLSN, NWS, OUTR, SATS, STRZA, T, TWC, TWTR, TWX, TYO:6758/SNE, VIA, VZ By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings […]

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Dec 17 2013 Communications, Technology

T-Mobile Advancing in Wireless Carrier Competition: T, VZ Threatened

Research Question: How are consumers responding to the gradual erosion of the two-year contract model? Companies: S, T, TMUS, VZ By: Mason Rudy Click here to download the report (.pdf)   Summary of Survey Findings T-Mobile U.S. Inc.’s (TMUS) lower rates and better value packages are helping it to gain ground on incumbent wireless service leaders Verizon Communications […]

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Dec 16 2013 Media & Print, Services

Scatter Market Sputters in 4Q13; 2014 Shows Slight Growth

Research Question: Has spending in the scatter advertising market slowed? Companies: AOL, BLC, CBS, CMCSA, DIS, DISCA, FB, GCI, GOOG, LAMR, MSFT, NWS, P, SBGI, SNI, SSP, TWTR, TWX, VCI, VIA, YHOO By: Rachel Dangermond Click here to download the report (.pdf)   Summary of Findings Network TV/cable scatter spending slowed to a halt in October and has remained […]

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Medidata Will Dominate Large Pharma But Will See Little Movement Down Market

Research Question: Can Medidata successfully stave off competition from established clinical trial software leaders and open-source solutions? Companies: BIOC, DTRK, HPQ, IBM, MDSO, MRGE, ORCL, PRXL By: David Franklin Click here to download the report (.pdf)   Summary of Findings Medidata Solutions Inc. (MDSO) and Oracle Corp. (ORCL) will remain leaders in the clinical trial software industry serving […]

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AmazonSupply Still Lacking in Effort to Take on MRO Industry Leaders

Research Question: Is AmazonSupply taking share and becoming a disruptive force in the MRO industry? Companies: AIT, AMZN, AVT, EBAY, ETR:SAP/SAP, FAST, GOOG, GWW, HDS, MSM, SPLS, WCC By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Twenty-two of 23 sources said Amazon.com Inc.’s (AMZN) AmazonSupply is not taking share from incumbent leaders […]

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NAR Attendees Approve of MLSs’ Efforts to Limit Data to Third-Party Sites Z, TRLA

Research Question: Were NAR Conference attendees discussing MLSs’ attempts to control data at the expense of third-party sites like Zillow and Trulia? Companies: MOVE, TRLA, Z By: Susan Jennings Kantari Click here to download the report (.pdf)   Summary of Findings Real estate professionals attending the recent NAR Conference informally but frequently discussed multiple listing services’ (MLSs) recent […]

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Data Center Space Still in Demand But Colo Model Being Challenged

Research Question: Are overbuilding and increased competition commoditizing the data center industry and challenging the premium price that carrier-neutral data centers can charge for their services? Companies: AMZN, CCOI, CONE, COR, CTL, DFT, DLR, EQIX, ETR:DB1, GOOG, IBM, INXN, LON:DAY, LON:TCY, LVLT, MSFT, QTS, RAX, T, TYO:9433/KDDIY, VZ, WIN By: David Franklin Click here to download the report (.pdf) […]

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Quarterly Local Advertising Consumer Benchmarks (Fall 2013)

Click here to download the report (.pdf)   Groupon & Yelp take top overall marks from consumers Angie’s List struggles to compete on net promoter and sustainability rankings Introduction We are introducing our Quarterly Local Advertising Consumer Benchmarks. These benchmarks track how consumers evaluate Local Advertising Vendors: Groupon (GRPN), Yelp (YELP), Angie’s List (ANGI), and LivingSocial […]

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