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GOOG  // Posts tagged as "GOOG"

New Software Era Could Crimp Auto Infotainment Hardware Makers

Research Question: Will the fast-evolving auto infotainment industry and the plethora of competitors entering the space increase dollar content per car for embedded system providers like Harman? Companies: AAPL, BBRY, BOM:500530, DLPH, ETR:CON, GOOG/GOOGL, GRMN, HAR, INTC, JCI, MENT, MSFT, TYO:6503, TYO:6752, TYO:6773, TYO:6816, TYO:6902 By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings […]

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Upfront Rates Up But Advertising Dollars Down

Research Question: Do upfront prices reflect the softer scatter advertising market? Companies: AOL, CBS, DIS, DISCA, FB, GOOG/GOOGL, NFLX, NWS, SNI, TWX, TWTR, VIA By: Rachel Dangermond Click here to download the report (.pdf)   Summary of Findings The 2014–2015 upfront advertising market is finishing as slowly as it began. Broadcast dollars are expected to be down on […]

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PayPal Mobile Payments Effort Faces Many Challenges

Research Question: Can eBay’s PayPal remain the dominant mobile payment provider in light of slow consumer adoption and increasing competition? Companies: AAPL, AMZN, DFS, EBAY, EPA:ING, GOOG, HYC, INTU, MA, NCR, PAY, SBUX, V, VOD By: David Franklin Click here to download the report (.pdf)   Summary of Findings Sources are split regarding eBay Inc.’s. (EBAY) PayPal […]

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Business Owners’ Negative Sentiment Toward Yelp Growing

Research Question: Is small business anger towards Yelp behind its high advertiser churn rate and undermining its customer base? Companies: ANGI, FB, GOOG, YHOO, YELP By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings A majority of commenters believe Yelp Inc. (YELP) has to recreate its customer base every year due to churn, […]

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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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May 27 2014 Semiconductors, Technology

Ethernet Sales Grow, InfiniBand Sales Slow for Mellanox

Research Question: Will the trend toward 10 to 40 Gb Ethernet and the high-performance computing CPU refresh be the catalysts for Mellanox’s growth? Companies: AAPL, AMZN, BRCD, BRCM, CSCO, EMC, FB, FIO, GOOG, HPQ, IBM, INTC, JNPR, MLNX, NTGR, ORCL, QLGC By: David Franklin Click here to download the report (.pdf)   Summary of Findings As in Blueshift […]

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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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Facebook Will Thrive in Mobile Ad Space, but Will Not Dominate

Research Question: Will Facebook become the go-to platform for mobile advertisers? Companies: AAPL, CNVR, FB, GOOG, LNKD, MM, MSFT, P, TWTR By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Facebook Inc.’s (FB) extensive targeting capabilities, its status as the social identity for consumers, and the sheer volume of its users will help […]

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Rush to Cloud Slowing Among Large Enterprises

Research Question: Is cloud-based services adoption among large enterprises much slower than the hype suggests? Companies: AMZN, CSCO, CTXS, GOOG, HPQ, IBM, JNPR, MSFT, ORCL, SAP, SHOR, WDAY Click here to download the report (.pdf)   Highlights Large North American enterprise network owners are not overwhelmingly moving their core IT processes out of their own control to […]

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Game Downloads More of a Threat for GameStop Than Walmart

Research Question: Will Walmart’s used video game business cripple GameStop’s dominance in this area? Companies: AMZN, BBY, GME, GOOG, MSFT, NFLX, TGT, TYO:6758, TYO:7974, WMT By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings GameStop Corp.’s (GME) core business will be threatened more by digital game downloads than by Walmart Stores Inc.’s (WMT) […]

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