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Communications  // Browsing posts in Communications

Comtech and Next-Gen 911 Industry Will See Slow Growth Until Funding Is Available (CMTL)

Research Question: Will Comtech’s next-gen 911 products continue to drive growth, or is the momentum from the rollout fading? Companies: AAPL, CMTL, CSCO, CTL, FTR, GOOG/GOOGL, MSI, T, VZ By: David Franklin Click here to download report (.pdf)   Summary of Findings Comtech Telecommunications Corp.’s (CMTL) next-gen 911 and related products will experience demand and […]

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Tech Trends: Big Three Firewall Firms Face Upcoming Container Chaos (CHKP, FTNT, PANW)

Research Question: Can Check Point, Palo Alto Networks and Fortinet successfully transition to become major cloud security providers without exposing their revenue to increasing risk? Companies: AMZN, CHKP, FTNT, GOOG/GOOGL, IBM, MSFT, PANW, RHT   By: John Harrington Click here to download report (.pdf)   Key Findings In a word, “No.” A new industry is rapidly […]

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Tech Trends: Big Wireless Bandwidth Will Feed the Giant Clouds

Research Question: How will businesses and organizations plan their next information technology moves given the introduction of very high-speed wireless mobile network access? Companies: AAPL, AMD, AMZN, ANET, BME:TEF, CSCO, DVMT, FFIV, GOOG/GOOGL, HPE, INTC, JNPR, LON:VOD, MSFT, QCOM, T, VZ   By: John Harrington Click here to download report (.pdf)   Key Findings New, very […]

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Everbridge Has Growth Opportunities in a Crowded MNS Market (EVBG)

Research Question: Are Everbridge’s mass notification customers adding new applications to their existing plans? Will Everbridge continue to add new customers at its current pace? Companies: AMZN, BB, ETN, EVBG, FB, GOOG/GOOGL, ORCL, TWLO, TWTR By: David Franklin Click here to download report (.pdf)   Summary of Findings Everbridge Inc. (EVBG) is considered an industry […]

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Tech Trends: Huawei’s Threat to Cisco, Arista and Juniper Grows in the U.S.

Companies: ANET, CSCO, JNPR, NOK, NSE:WIPRO/BOM:507685, STO:ERIC-A/B, T By: John Harrington Click here to download report (.pdf)   Summary Huawei mounts renewed push into the United States where it has been politically blocked. Company’s move toward U.S. telecom market winds through a well-connected path. Company co-targets the United States with Indian IT outsourcer Wipro. European […]

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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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Networking Innovations Are Disrupting the Data Center Industry

Research Question: Are radical changes in networking going to affect data center design? Which IT vendor categories will be affected? Companies: AAPL, AMZN, ANET, CONE, COR, CSCO, CTL, DFT, DLR, EQIX, FB, GOOG/GOOGL, HPE, IBM, INTC, JNPR, MSFT, NTAP, ORCL, RAX, T, VZ By: John Harrington Click here to to download the report (.pdf)   Summary Dramatic […]

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May 17 2016 Communications, Technology

Cisco’s Sales Cycles Are Slowing Amid Its Product Strategy Shift

Research Question: What effect is Cisco’s shift toward its Digital Network Architecture and Network Functions Virtualization initiative having on enterprise sales? Companies: AMZN, CSCO, MSFT, MLNX, SMCI By: John Harrington Click here to download the report (.pdf)   Summary With no clear cloud strategy in place, Cisco Systems Inc. (CSCO) is pushing clients to revamp […]

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Mar 07 2016 Communications, Technology

The Priv Will Not Be a Game-Changing Phone for BlackBerry

Research Question: Is the Priv a game-changing smartphone for BlackBerry? Companies: AAPL, BBRY, GOOG/GOOGL, IBM, KRX:003550/003555, KRX:005930/005935, MOBL, MSFT, SHE:002502, TPE:2498, TYO:6758, TYO:6971, VMW By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings The new Priv smartphone will not be a game changer for BlackBerry Ltd. (BBRY), according to 13 […]

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Mar 03 2016 Communications, Technology

Tough Going for VoIP Providers Despite a Growing Market

Research Question: How penetrated are business VoIP providers, and can they continue to chip away at AT&T and Verizon? Companies:  BSFT, CSCO, CTXS, EGHT, GOOG/GOOGL, MITL, MSFT, RNG, SHOR, T, VG, VZ, WIN, WSTC By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Small and midsize businesses are rapidly migrating to […]

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