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November, 2014  // Posts published in November, 2014

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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Nov 20 2014 Media & Print, Services

Cord Cutting Will Continue its Plodding Pace in 2015

Research Question: Will 2015 be the year cord cutting reaches critical mass? Companies: AAPL, AMCX, AMZN, CBS, CMCSA, CVC, DIS, DISH, DTV, GOOG, BSYBY, BT, MSFT, NFLX, OUTR, T, TWC, TWTR, TWX, TYO:6758, VIA, VZ By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings There will be no surge of pay-TV customers canceling […]

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November 2014 Trends Tracker

Trends Tracker Companies covered: AAPL, AMD, AMZN, ANGI, BABA, BBRY, CBS, CMCSA, CMG, DIS, DISH, DOW, EBAY, EIX, FB, GOOG/GOOGL, HAR, ISRG, KR, KRX:005930, LNKD, MON, MSFT, NFLX, NRG, NVDA, S, SABR, SFM, SIRI, SWY, T, TMUS, TWTR, TWX, TYO:6758, TYO:7974, VZ, WFM, WMT, YELP Click here to download the report (.pdf)   Introduction Welcome to […]

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Nov 20 2014 Financial, Technology

Apple Pay Draws Attention to Mobile POS Payment Solutions, Including PayPal’s

Research Question: Will Apple Pay cause PayPal’s growth to slow? Companies: AAPL, AMZN, AXP, BABA, CSCO, EBAY, FIS, GDOT, GOOG/GOOGL, HPY, INGIY, MA, NCR, ORCL, PAY, V By: David Franklin Click here to download the report (.pdf)   Summary of Findings Sources were mixed regarding whether Apple Inc.’s (AAPL) Apple Pay would affect PayPal (eBay Inc./EBAY); 12 […]

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Nov 13 2014 Basic Materials, Energy

Economic Improvements Will Drive Solar Adoption

Research Question: Will the falling costs of solar energy production pave the way for solar to become the go-to energy source in the United States in the next five to 10 years? Companies: CVX, ENPH, FSLR, NRG, RDS.A, SCTY, SMTGF, SPWR, SRWRY, SUNE, TSLA, TYO:6502, VSLR, XEL By: David Franklin Click here to download the report (.pdf) […]

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Too Soon for Merger Effect at Men’s Wearhouse

Research Question: Will Men’s Wearhouse realize lower pricing, cost savings and higher brand awareness from its acquisition of Jos. A. Bank? Companies: GPS, HKG:1913, JCP, JWN, KSS, LVMUY, M, MW, PVH, RL By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings No in-store changes have occurred since the mid-June merger of Men’s […]

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Pandora Grows Through Partnerships and New Products

Research Question: Are Pandora’s new stores driving all of the company’s growth? Companies: DIS, CPH:PNDORA, SIG, TIF By: Susan Jennings Kantari Click here to download the report (.pdf)   Summary of Findings Pandora A/S’ (CPH:PNDORA) sales growth was evident among established retailers for the brand. It has shown its ability to stay on trend, and will benefit […]

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