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Communications  // Browsing posts in Communications

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 […]

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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, […]

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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 […]

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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 […]

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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 […]

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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 […]

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“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 […]

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RTOS Leader QNX May Give BlackBerry a New Lease on Life

Research Question: Will BlackBerry be able to leverage its QNX technology to transform itself from a hardware company to a software company? Companies: AAPL, BBRY, CAVM, CSCO, GOOG, INTC, MSFT, RHAT By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings The automotive, medical and Internet of Things (IoT) fields are experiencing greater need […]

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Apr 11 2014 Communications, Technology

Firewall “Feature Fatigue” Disrupts Legitimate Network Users’ Tasks

Research Question: Are network slowdowns and user session failures caused by next-generation firewalls interfering with legitimate network workflow? Companies: CHKP, FTNT, JNPR, MSFT, PANW By: John Harrington Click here to download the report (.pdf)   Highlights So-called next-generation firewalls with layers of packet inspection, application management and session traffic intervention features are causing problems on networks with large […]

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Sirius XM Attracts Few Dealers, Customers of Used Cars

Research Question: Will Sirius’ efforts to target used car dealerships and used car buyers result in a significant new revenue stream for the company? Companies: AAPL, CCO, LMCA, P, SIRI By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Few buyers of used cars that are already equipped with Sirius XM Holdings […]

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