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 […]
Research Question: How are the prospects of connecting new vehicles and mobile devices to the nation’s wireless networks affecting broadband expansion plans heading into 2015? Companies: AKAM, CIEN, CMCSA, DDAIF, ETR:NSU, F, FB, GM, GOOG/GOOGL, LVLT, MSFT, P, RKUS, S, STO:ERIC-B, T, TMUS, TWC, TWTR, TYO:7203, VZ By: John Harington Click here to download the report (.pdf) […]
Research Question: Who will be the winners and loser in wearable technology as consumers either flock to these products in the next few years or its market potential is overblown by hype? Companies: AAPL, ARMH, ATML, BOSCHLTD, BRCM, FB, FSL, GOOG/GOOGL, GRMN, INTC, INVN, KRX:005930, MSFT, NKE, NVS, NXPI, QCOM, TXN By: David Franklin Click here to […]
Research Question: Will Cisco’s revamping of its business video lineup help to push corporate adoption of its hosted cloud services? Companies: AMZN, CSCO, GOOG/GOOGL, LOGI, MSFT, PLCM, WDAY By: John Harrington Click here to download the report (.pdf) Highlights Cisco Systems Inc. (CSCO) is revamping its business video lineup and moving away from the large telepresence […]
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 […]
Research Question: Will ARM Holdings see a significant boost in 2015 revenue from its new system-on-a-chip server architecture and from smartphone royalties? Companies: AAPL, AMCC, AMD, AMZN, ARMH, BIDU, BRCM, CAVM, FB, GOOG, HPQ, IBM, INTC, KRX:005930, MLNX, MRVL, MSFT, NVDA, QCOM, RHT, TXN By: Seth Agulnick Click here to download the report (.pdf) Summary of […]
Research Question: Is Amazon prepared to introduce itself as a bank and/or payment entity? Companies: AAPL, AMZN, AXP, EBAY, GOOG, MA, NCR, PAY, V By: Reverdy Johnson Click here to download the report (.pdf) Highlights Efforts to gain more control over its own system of receiving payments may result in Amazon.com becoming a full-blown digital financial services […]
Research Question: Are Amazon Web Services’ price reductions spurring current customers to broaden use of the service and enticing new customers to come on board? Companies: AMZN, CTXS, EQIX, GOOG, IBM, MSFT, RAX By: Susan Jennings Click here to download the report (.pdf) Summary of Findings Amazon Web Services (AMZN) will continue to lead the market. AWS […]
Research Question: Has the advertising shift to digital media observed by Blueshift Research continued in the second quarter and the second half of this year? Companies: AMZN, AOL, CBS, CCO, CMCSA, DIS, DISCA, FB, GCI, GOOG/GOOGL, LAMR, MSFT, NFLX, NLSN, NWS, P, RENT, SBGI, SNI, SSP, TWTR, TWX, VCI, VIA, YHOO By: Rachel Dangermond Click here to download the […]
Research Questions: Is there pent-up demand in the high-performance computing market for an upgrade to Intel’s Grantley platform? Will Grantley be a catalyst for significant capex spending? Companies: AMD, AMZN, ARMH, BRCD, CRAY, EMC, FIO, GOOG/GOOGL, HKG:0992, HPQ, IBM, INTC, KRX:005930, MLNX, MSFT, NVDA, ORCL, QLGC, RAX,, SMCI, VMW By: David Franklin Click here to download the report (.pdf) […]
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