VZ // Posts tagged as "VZ"
Tech Trends Alert: Brexit Forces Tech Planning Hand (CSCO, MSFT, NOK)
Companies: AMZN, CSCO, MSFT, NOK, VZ By: John Harrington Click here to download report (.pdf) Summary Microsoft and Cisco look to be benefitting near term amid Brexit chaos. Cloud adoption and DIY upgrades are happening in larger-than-usual numbers on Windows networks and network fabric deals for Cisco as enterprises try to work around Brexit […]
Tech Trends: 5G Gives Security Vendors a New Growth Opportunity
Research Question: Which effect will mass access from the introduction of 5G mobility have on network transport, data security and data management? Companies: AMZN, CHKP, CSCO, FTNT, MSFT, NOK, PANW, QCOM, VZ By: John Harrington Click here to download report (.pdf) Key Findings The construction of 5G networks is going to move into […]
Netflix Challengers Are Ramping Up But Not a Threat in 2019 (NFLX)
Research Question: Will Netflix’s subscriber growth be slowed in 2019 by new content options such as Disney+ or by platforms like Roku that make competing content easier to find? Companies: AAPL, AMZN, BABA, CBS, CMCSA, DIS, DISH, FB, FOX, GOOG/GOOGL, NFLX, ROKU, T, TCEHY, TMUS, TYO:6758, VIA, VZ By: Seth Agulnick Click here to download […]
Mixed Signals for Tax Law’s Effects on Capex
Research Question: Are companies increasing their capex as a result of more favorable expensing rules? Companies: BA, BRK.A/B, CAT, CVX, DWDP, GE, HON, IR, JBHT, MMM, SLB, SWK, VZ, XOM By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Blueshift Research interviewed eight sources to assess the effects on capital spending […]
Comtech and Next-Gen 911 Industry Will See Slow Growth Until Funding Is Available (CMTL)
Research Question: Will Comtech’s next-gen 911 products continue to drive growth, or is the momentum from the rollout fading? Companies: AAPL, CMTL, CSCO, CTL, FTR, GOOG/GOOGL, MSI, T, VZ By: David Franklin Click here to download report (.pdf) Summary of Findings Comtech Telecommunications Corp.’s (CMTL) next-gen 911 and related products will experience demand and […]
Tech Trends: Big Wireless Bandwidth Will Feed the Giant Clouds
Research Question: How will businesses and organizations plan their next information technology moves given the introduction of very high-speed wireless mobile network access? Companies: AAPL, AMD, AMZN, ANET, BME:TEF, CSCO, DVMT, FFIV, GOOG/GOOGL, HPE, INTC, JNPR, LON:VOD, MSFT, QCOM, T, VZ By: John Harrington Click here to download report (.pdf) Key Findings New, very […]
The Facebook Juggernaut Rolls On (FB)
Research Question: Were advertisers spooked enough by the data privacy and other scandals swirling around Facebook to hurt its top line in the second quarter? Companies: ACXM, AMZN, CRM, EFX, FB, GOOG/GOOGL, HKG:0700, MSFT, SNAP, T, TWTR, VZ By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Facebook Inc. (FB) appears […]
ANGI Homeservices Providers’ Ad Spending Flat to Declining (ANGI)
Research Question: Are home service providers increasing their advertising spending with ANGI Homeservices’ Home Advisor and Angie’s List brands? Companies: ANGI, GOOG/GOOGL, IAC, VZ, YELP By: David Franklin Click here to download report (.pdf) Summary of Findings Overall, home service providers who advertise on ANGI Homeservices Inc.’s (ANGI, with IAC/InterActive Corp.) HomeAdvisor and Angie’s […]
Report Update: CoStar Group Looks Poised to Continue Growing (CSGP)
Research Question: Will CoStar’s momentum continue in 2018 after a strong fourth quarter? Companies: CSGP, GOOG/GOOGL, VZ, YELP, Z By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Two of three property management sources said CoStar Group Inc.’s com continues to deliver excellent results, and they expect the company’s recent impressive […]
Neither Price Hikes Nor Competitors Will Slow Netflix This Year (NFLX)
Research Question: Will Netflix’s price increase open the door for a growing set of competitors to steal subscribers? Companies: AAPL, AMZN, CBS, CHTR, CMCSA, DIS, DISH, ERIC, FB, FOX, GOOG/GOOGL, LON:SKY, NFLX, RLJE, ROKU, T, TMUS, TWX, VZ By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Netflix Inc.’s (NFLX) recent […]
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