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Communications  // Browsing posts in Communications

Dycom to Experience Steady Growth During the Next Five Years

How large of an opportunity will the fiber-optic infrastructure buildout be for Dycom, and how long will the buildout last? Companies: CCI, CMCSA, CTL, DY, FTR, GD, GLW, GOOG/GOOGL, MTZ, STO:ERIC-B, T, TWC, TYO:6702, VZ, WIN, ZAYO Click here to download the report (.pdf) By: David Franklin   Summary of Findings Fifteen of 16 sources […]


Cable Broadband Domination Much Closer Than Thought

Research Questions: Who are the key players in a rapidly advancing collaboration to bypass the traditional carriers in a national expansion of fixed and mobile broadband access? How is it being connected, and who stands to gain? Companies: AKAM, CHTR, CMCSA, CSCO, CTL, CVC, DTV, GLW, LVLT, RKUS, STO:ERIC-A/B, T, TWC, VZ, ZAYO, WIN By: John […]


Content is King: Sling TV is not Enough to Spur Cord Cutting

Research Question: Will Sling TV significantly boost the rate of cord cutting in 2015? Companies: AAPL, AMZN, CBS, CMCSA, DIS, DISH, DTV, GOOG, LON:SKY, MSFT, NFLX, TWC, TWX, TYO:6758, VZ   By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings DISH Network Corp.’s (DISH) Sling TV will have minimal effect on cord cutting this […]


Mar 20 2015 Communications, Technology

BBRY’s QNX Auto Infotainment Domination Threatened; IoT and Healthcare Still Promising

Research Question: Will BlackBerry’s QNX hold its lead position beyond 2016 as the number of competitors in the auto infotainment OS market increases? Companies: AAPL, BBRY, CSCO, GOOG/GOOGL, IBM, INTC, MSFT, TYO:6752 Click here to download the report (.pdf)   Summary of Findings BlackBerry Ltd.’s (BBRY) QNX Software will hold its dominant position in the automotive infotainment […]


Wireless Network Ecosystem Faces Densification and Commodity White-Label Products

Research Question: As the 4G wireless network ecosystem evolves, which major vendors are poised for design wins in 2015 and beyond? Companies: ALTR, AMZN, ANET, ARMH, BRCD, BRCM, CAVM, CEVA, CSCO, CTXS, EMC, EPA:ALU/ALU, EXTR, FSL, GOOG/GOOGL, HPQ, INTC, JNPR, KRX:005930, MRVL, MSFT, MVNR, NOK, NTAP, QCOM, RAX, RVBD, SHE:000063, SHE:002502, STO:ERIC-B, T, TPE:2303, TPE:2330, TPE:2388, TPE:2454, […]


SiriusXM Not Guaranteed a Dashboard Spot in Connected Cars

Research Question: Will the evolution of auto infotainment render players like SiriusXM obsolete in cars? Companies: AAPL, BBRY, CTTAY, DLPH, F, GM, GOOG/GOOGL, GRMN, HAR, IHRT, INTC, JCI, MENT, P, SIRI, T, TYO:6752, TYO:6816, VZ By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Reliable connectivity is the top issue to […]


BlackBerry’s BES10 Halted Abandonment; Growth TBD

Research Question: Will BlackBerry’s global device management business grow as a result of its strategy to allow third-party devices to use its BlackBerry Enterprise Service 10 platform? Companies: AAPL, BBRY, CTXS, GOOG, HPQ, IBM, INTC, KRX:005930, MOBL, MSFT, SAP, SYMC, VMW By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings BlackBerry Ltd.‘s […]


Specialized Tools Being Added to Next-Gen Firewalls to Fend Off Hackers

Research Question: Are data network owners and operators adding additional security products and expertise beyond next-gen firewalls in an effort to combat hackers? Companies: CHKP, CSCO, CUDA, EMC, FEYE, FFIV, FTNT, INTC, JNPR, LON:QQ, PANW, UIS By: John Harrington Click here to download the report (.pdf)   Highlights Customers are increasingly skeptical that so-called multifunction “next-generation” network firewalls […]


Jul 15 2014 Communications, Technology

First Multichannel Tb/s Fiber Network Raises Stakes in Bandwidth Arms Race

Research Question: What happens to optical network development when speeds are increased to terabit per second on a single fiber? Companies: ALU, CIEN, CMCSA, CSCO, CSX, CTL, CYNI, DY, ETR:ADV, GLW, INFN, JNPR, KSU, LVLT, NSC, T, VZ, WIN By: John Harrington Click here to download the report (.pdf)   Highlights The successful lighting of a commercial carrier-grade terabit-per-second […]


“Highly Stressed” Internet/IP Networks Threaten Cloud Development, Web Businesses

Research Question: Does a lack of fiber optic traffic capacity on the converged Internet, mobile networks and dedicated IP networks hurt cloud-based business models? Companies: AMZN, CMCSA, CSCO, CTL, EQIX, GOOG, GOOGL, HPQ, IBM, LVLT, MSFT, RAX, T, WDAY, VZ By: John Harrington Click here to download the report (.pdf)   Highlights All four sources said the United […]