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VZ  // Posts tagged as "VZ"

Dec 17 2013 Communications, Technology

T-Mobile Advancing in Wireless Carrier Competition: T, VZ Threatened

Research Question: How are consumers responding to the gradual erosion of the two-year contract model? Companies: S, T, TMUS, VZ By: Mason Rudy Click here to download the report (.pdf)   Summary of Survey Findings T-Mobile U.S. Inc.’s (TMUS) lower rates and better value packages are helping it to gain ground on incumbent wireless service leaders Verizon Communications […]

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Data Center Space Still in Demand But Colo Model Being Challenged

Research Question: Are overbuilding and increased competition commoditizing the data center industry and challenging the premium price that carrier-neutral data centers can charge for their services? Companies: AMZN, CCOI, CONE, COR, CTL, DFT, DLR, EQIX, ETR:DB1, GOOG, IBM, INXN, LON:DAY, LON:TCY, LVLT, MSFT, QTS, RAX, T, TYO:9433/KDDIY, VZ, WIN By: David Franklin Click here to download the report (.pdf) […]

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Netflix Has Room to Grow in Low-Income Homes But New Fees Unlikely

Research Question: Can Netflix increase revenues through better demographic and mobile penetration and by charging extra for individual profiles? By: Seth Agulnick Companies: AAPL, AMZN, CMCSA, CVC, DIS, DISH, DTV, GOOG, LBTYA, LON:BSY/BSYBY, LON:BT.A/BT, NFLX,  NLSN, OUTR, STRZA, T, TWX, VIA, VZ Click here to download the report (.pdf)   Summary of Findings Sources expressed little support for individual […]

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ADT Still Ahead of, Unaffected by Cable/Telco Competition

Research Question: Will new home automation and security offerings from cable and telecommunications companies erode ADT’s competitive position? By: Reverdy Johnson Companies: ADT, CMCSA, HON, T, TWC, UTX, VZ Click here to download the report (.pdf)   Summary of Findings Eighteen of 20 home security system dealer and installer sources said ADT Corp. (ADT) and other traditional security […]

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ADT Is Safe from Cable/Telcos Taking Home Security Share

Research Question: Are new cable/telco home security products taking market share from ADT and other traditional home security companies? By: Ryan Duck Companies: ADT, CMCSA, HON, TWC, UTX, VZ Click here to download the report (.pdf)   Summary of Findings Cable/telco home security products are not taking share from ADT Corp. (ADT) and other traditional home security companies, […]

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Cisco’s Open Platform a Plus, Smart Grid Adoption Faster Outside of U.S.

Research Question: Will Cisco’s launch of the Connected Grid Cisco Developer Network and an ever-growing roster of partners make it the communications and network backbone of the smart grid? By: Susan Jennings Kantari Companies: BDC, CSCO, EPA:ALO, EPA:ALU/ALU, EPA:AREVA, EPA:SU, ESE, FRA:SIE/SI, GE, IBM, ITRI, JNPR, KRX:006400, KRX:017670/SKM, KRX:066570, MSI, SHE:002502,  STO:ERIC.B/ERCITYO:6752, T, TYO:6501, TYO:6502, VTX:ABBN/ABB, VZ Click […]

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Jan 17 2013 Media & Print

Meredith Well Positioned for Print-to-Digital Shift, TV Retrans Boost

Research Question: Can fears of a slowing subscription print business be offset by growth in retransmission rates on the TV/programming side for Meredith? By: Reverdy Johnson Companies: CHTR, CMCSA, DIS, DISH, DTV, GCI, GTN, MDP, NWS, NXST, QUAD, RRD, SBGI, T, TVL, TWX, VZ Click here to download the report (.pdf)   Summary of Findings All six sources […]

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MSOs Offer Solid OTT Service But Take Few Subscribers from Netflix

Research Question: Are Internet subscription services like Netflix and Hulu Plus losing out as MSOs introduce more OTT content? By: David Franklin Companies: AAPL, AMZN, CBS, CMCSA, CSTR, CVC, DIS, DISH, DTV, GOOG, NFLX, NWS, T, TWC, TWX,  TYO:6758/SNE, VIA, VZ Click here to download the report (.pdf)   Summary of Findings Fourteen of 20 sources do not […]

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Aug 31 2012 Communications, Technology

Nokia’s Growth from Lumia Windows 8 Phone Will Be Slow, Threatened

Research Question: Will the Lumia Windows Phone 8 spark sales growth for Nokia? By: Susan Jennings Kantari Companies: AAPL, GOOG, KS:005930, MSFT, MSI, NOK, RSH, S, T, TPE:2498, TSE:RIM/RIMM, VMED, VZ Click here to download the report (.pdf)   Summary of Findings The newest Lumia smartphone will create slow growth rather than a real sales spark for Nokia […]

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MSOs, Studios and Telecoms Emerge As OTT Winners at Netflix’s Expense

Research Question: Who will be the OTT market’s big winners and losers in the next three to six months? By: Reverdy Johnson Companies: AAPL, AMZN, ARRS, CBS, CHTR, CMCSA, CSTR, CVC, DIS, DISH, LGF, NFLX, NLSN, RENT, T, TWC, TWX, TYO:6758/SNE, VIA, VZ, YHOO Click here to download the report (.pdf)   Summary of Findings MSOs, telecoms and […]

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