New at Red Chalk Blog
A collection of stories about our industries, capabilities, research, and the evolution of our firm.
Technology, consumer, and policy drivers are altering the structure of global energy markets, introducing new threats and opportunities.
The Automotive / Mobility landscape is undergoing significant transformation driven by connectivity – V2X infrastructure is a critical piece of this evolution which will unlock new capabilities such as safety alerts, enhanced traffic management, and next-gen capabilities (e.g., autonomous).
Technologies and new business models are impacting the dealership channel and the mobility landscape more broadly.
The bidding war for 20th Century Fox will result in a shake-up of the film studio landscape, with both Disney and NBCU vying to become the box office leader.
The traditional media and entertainment ecosystem, threatened by the rise of ...
The NBA has discreetly piloted a microtransaction-based model for access to select games – while nascent, this model represents another method to engage fans and monetize content.
Recently, the NBA has been quietly testing a new way for ...
Sports broadcast contract values have ballooned in the past decade – and players like ESPN may end up holding the bag.
The Crown Jewels of Content
It seems as if no matter where you turn, the end of Pay-TV is nigh. Myriad factors, ...
Fox’s aggressive bid for Thursday Night Football rights confirms that the NFL is still the top media property – but will it stay that way?
The King of Content
Looking across the content landscape, live sports remains the most lucrative – ...
ABSTRACT: The automotive industry is undergoing significant technology and business model evolution – 2017 represented a year where several Auto OEMs launched initiatives focused on alternatives to vehicle purchasing and leasing: vehicle subscriptions.
At their 4th annual Oculus Connect event, Facebook formally announced a long-rumored expansion to their family of VR products – the Oculus Go, set to launch in early 2018. The Go is a standalone VR headset, meaning it does not need to be ...
For years, ESPN has been hailed as the “crown jewel” or “golden goose” of Pay TV; the unassailable asset that would continuously grow and churn out profits for Disney. Even as recently as 2011, ESPN hit new subscriber records, with over 100 ...
Consumer and operator interest in the skinny bundle arena is heating up – while services like Sling TV and Playstation Vue launched in 2015, other players in the Media and Entertainment ecosystem appeared to take a wait-and-see approach to this ...
ABSTRACT: The rise of autonomy, development of the fully autonomous vehicle, and the burgeoning service economy unlock opportunity to drive the automotive ecosystem into a new age of “NextGen mobility” where service- and utilization-based models dominate, while traditional ownership diminishes.
In part one of our analysis of the autonomous vehicle landscape, we examine the progress towards full autonomy and the disruptive impact to the automotive industry and mobility more broadly.
ABSTRACT: Under pressure from depressed oil prices, increased competition and viable alternatives, oil operators have struggled to weather an unprecedented industry downturn.
Jumping Full-Force on the IoT Train – Qualcomm’s NXP Deal and the Forefront of Emerging Technologies
ABSTRACT: Qualcomm’s blockbuster $38.5B deal to acquire NXP is a strategic bet that affords Qualcomm a leadership position for chips powering the next wave of connected devices – connected cars, infrastructure, and the broader “Internet of Things” ecosystem.
Red Chalk Group works closely with many leading telecom firms to understand the contours of their technologies, markets, and competitors.
With great frustration, many find that they are unable to tap into a cohesive set of data that provides a complete and current view into their portfolio.
Unprofitable BU’s or non-core product lines are being aggressively wound down, and the associated IP (now stranded) is increasingly being looked at in efforts to extract any remaining value.
Not only are companies engaged in trying to sell or license their inventions, but they are also being approached by third party entities interested in buying specific patents.
Increasingly, packaging breakthroughs are occurring outside of the R&D labs at large established players and are taking place in smaller, more nimble firms.
However, companies in this industry frequently struggle to capitalize on their inventions beyond the immediate application for which they were developed.
Managing global supply chains, riskier emerging markets’ exposure, dynamic cost structures, and a move from product-driven to “solution driven” value propositions challenge some of the leading manufacturers to maintain growth.
Termed “vehicle telematics”, the automotive world is actively adopting advanced software, connectivity, and user interfaces to drive a new era in the automotive industry.
ABSTRACT: The penetration of wireless and mobile devices in addition to workflow convergence with mobility has unlocked the concept of “The Mobile Enterprise.” We analyze the value chain that has formed to serve the mobile enterprise.