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GOOG  // Posts tagged as "GOOG"

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 […]


Sep 25 2014 Technology

Potential Wireless Bonanza Pits Cell Against Mobile Wi-Fi in Connected Vehicles, IoT

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) […]


Wearable Tech Market Set to Grow But Needs a Must-Have Device

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 […]


Cisco Video Shift Chases the Cloud, Possibly Ending Tandberg

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 […]


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 […]


Server Market Holds Promise for ARM But 2015 Upside Is Limited

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 […]


Digital Banking Services Appear to Be on Amazon’s Horizon

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 becoming a full-blown digital financial services […]


AMZN’s AWS Dominates; Lucrative Future for Add-On 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 […]


Flight to Digital Continues

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 […]


Intel’s Grantley of High Interest But Not in High Demand

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) […]