Analyst Blogs

Making Sense of Apple Watch Estimates

July 28, 2015, 8:29 a.m.
Nick Spencer, Vice President, Consumer

Due to Apple’s reluctance to divulge any Apple Watch numbers speculation around revenue, ASPs and therefore volume of sales and shipments has been feverish and a wide spectrum of estimates from 2 million to 4 million units sold has emerged. ABI Research believes that 2.3 million units ...


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Alarm.Com’s IPO and Valuing the Managed Smart Home

July 27, 2015, 11:18 a.m.
Jonathan Collins, Principal Analyst

At the end of June 2015, smart home SaaS player Alarm.com launched its IPO. Priced at US$14 a share, by the end of the first day’s trading, the stock had reached up to US$17.88, or 27.7% above the offer valuation.

A few days ago ...


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Are Eddystone APIs a Huge Threat to Indoor Location Start-Ups?

July 27, 2015, 9:41 a.m.
Patrick Connolly, Principal Analyst

With the release of Google’s new Nearby and Proximity APIs in conjunction with the Eddystone BLE Beacon standard, many have questioned the viability of start-ups and developers looking to create a business model around proximity apps and a services such as navigation, analytics and advertising.  While the market has ...


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Splunk Becomes a Serious Cybersecurity Contender

July 16, 2015, 8:57 a.m.
Michela Menting , Research Director

In early July, Splunk announced the acquisition of Palo Alto startup Caspida for US$190 million. Caspida specializes in real-time cybersecurity and advanced persistent threat (APT) detection in corporate and cloud environments, using behavioral and security analytics. The next day, Splunk stock rose 4%, from US$69 to US$72 ...


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Is Google Eddystone All That?

July 14, 2015, 1:04 p.m.
Patrick Connolly, Principal Analyst

So very quickly, Eddystone is Google’s new BLE Beacon standard that essentially broadcasts three distinct signal types; UUID( as per iBeacon standard), URL (as per URIBeacon standard) and TLM a new telemetry signal.

For those of you already familiar with Google’s URIBeacon standard, Eddystone allows you to broadcast ...


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