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posted on 23 April 2016

Trefis: Highlights Week Ending 22 April 2016

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Below is a summary of the activity at Trefis during the past week thatTrefis thought Econintersect readers would find interesting.

Trefis is a financial community structured around trends, forecasts and insights related to some of the most popular stocks in the US. It provides the unique feature of allowing the user to model future valuation based upon projected changes in components of each business. It also provides communication capabilities among members, including consensus of member analysis compared to Trefis staff analysis and blogging opportunities for members.

Click on graphic to go Trefis interactive page.

Click "Read more..." to see our clickable table of contents with the most covered companies (more than 1 article) of the week identified.

Table of Contents for the 129 top stories this week:

Technology (32 articles)

  • SanDisk, 3 articles (12, 19, 21)

  • Alphabet, 2 articles (10, 17)

  • AMD, 2 articles (3, 16)

  • F5, 2 articles (1, 24)

  • Lexmark, 2 articles (4, 31)

  • Qualcomm, 2 articles (9, 27)

  • VMWare, 2 articles (20,26)

Consumer (31 articles)​

  • Chipolte Mexican Grill, 3 articles (17, 22, 25)

  • Diageo, 3 artciles (4, 16, 29)

  • Guess, 3 articles (6, 7, 11)

  • Coca Cola, 2 articles (3, 19)

  • Harley Davidson, 2 articles (12, 30)

  • L'Oriel, 2 articles (20, 23)

  • Philip Morris, 2 articles (15, 31)

  • Starbucks, 2 articles (13, 14)

Financial Services (17 articles)

  • E-Trade, 3 articles (1, 8, 9)

  • Ameritrade, 2 article (6, 7)

  • MasterCard, 2 articles (11, 12)

  • Schwab, 2 articles (3, 16)

Media & Telecom (15 articles)​​

  • Cisco, 4 articles (7, 9, 12, 14)

  • Netflix, 2 articles (6, 11)

  • T-Mobil, 2 articles (3, 5)

  • ​Verizon, 2 articles (2, 10)

Industrials & Transportation (12 articles)​

  • Continental, 2 articles (3, 8)

  • Johnson Controls, 2 articles (4, 9)

  • Norfolk Southern, 2 articles (1, 12)

  • Union Pacific, 2 articles (2, 11)

Health Care (8 articles)​​

  • Abbott, 2 articles (1, 7)

  • Intuitive Surgical, 2 articles (4, 8)

Energy & Utilities (7 articles)​

  • Transocean, 5 articles (2, 3, 5 - 7)

  • Schlumberger, 2 articles (1, 4)

Basic Materials (7 articles)​

  • Dow Chemical, 3 articles (3 - 5)

  • Newmont Mining, 2 articles (1, 6)

All 129 investment stories this week are listed below.


  1. F5 Reports Sluggish Topline Growth In Q2'16 Amidst Weak Macro Spending Environment on April 22nd

  2. SAP 2016Q1 Earnings Review on April 22nd

  3. AMD's Q1'16 Earnings Review: Increasing Computing & Graphics Share & Semi-Custom Sales To Drive Growth on April 22nd

  4. Lexmark Earnings Preview: Q1 Revenues To Decline As The Company Gears Up For Its Acquisition And Subsequent Delisting on April 22nd

  5. How Are Kayak And OpenTable Boosting Priceline's Growth? on April 22nd

  6. How Did The Top Two OTAs Perform In The Hotel Booking Segment Over The Last Five Years?on April 22nd

  7. Apple Q2 Preview: Margins In Focus As Sales Set To Drop For The First Time In Over A Decade on April 22nd

  8. How Have Expedia's Different Segments Performed Over The Last Five Years? on April 22nd

  9. How Did Qualcomm Fare In Q2'16 Earnings? on April 21st

  10. Why Is Google Redesigning AdWords? on April 21st

  11. Yahoo Earnings: Revenue Declines Inline With Our Expectation on April 21st

  12. How Has SanDisk's SSD Division Performed Over The Last Few Years? on April 21st

  13. EMC Earnings: Weakness In Hardware Remains, Non-Core Businesses Drive Growth on April 21st

  14. How 'Bots' Can Drive Revenues For Facebook's Messenger? on April 20th

  15. Intel's Q1'16 Earnings Review: Accelerating Focus on Data Center, IoT, Memory & FPGAs To Drive Growth on April 20th

  16. AMD's Q1'16 Earnings Preview: Growth To Re-accelerate in 2H'16 on April 20th

  17. Alphabet Earnings Preview: Google Revenues Set To Grow Due To More Ads From Smartphones And YouTube on April 20th

  18. Microsoft Earnings Preview: Cloud Adoption To Spur Revenues In Q3. on April 20th

  19. What Is SanDisk's Fundamental Value Based On Expected 2016 Results? on April 20th

  20. VMware Earnings: Hybrid Cloud, End-User Computing Services Drive Top-Line Growth on April 20th

  21. What Will SanDisk's Revenue And EBITDA Look Like In 5 Years? on April 20th

  22. What Has Been Driving Adobe's Revenues Growth Since 2012? on April 19th

  23. IBM Earnings: Revenue Decline Continues As Company Shifts Focus To Strategic Imperativeson April 19th

  24. What Can We Expect From F5's Q2'16 Earnings? on April 19th

  25. What's The Upside For Samsung If It Wins Apple's iPhone Display Business? on April 19th

  26. How Valuable Is VMware To EMC's Business? on April 19th

  27. What Can We Expect From Qualcomm's Q2'16 Earnings? on April 19th

  28. How Much Revenue Can Twitter Generate From Passive Users? on April 19th

  29. What's Texas Instruments' Fundamental Valuation Based On Expected 2016 Results? on April 18th

  30. Cree's Expected Revenue And EBITDA Growth For 2016: Trefis Estimate on April 18th

  31. What has Been The Key Driver For Lexmark's Enterprise Revenue Over The Past Two Years?on April 18th

  32. How Much Can Zynga's Revenue Grow In The Next Five Years? on April 18th


  1. Under Armour Q1 Earnings: Company Outperforms Yet Again, Beating Analyst Estimates on April 22nd

  2. Gamestop's Year 2015 In Focus: Technology Brands & Digital Segment Drive Margins; Core Business Witnesses Slump on April 22nd

  3. Coca-Cola Earnings Review: Carbonates Drag Down Results Yet Again on April 22nd

  4. What is Diageo's Fundamental Value Based On Expected 2016 Results? on April 22nd

  5. Daimler Earnings Review: Record Sales For Mercedes To Spearhead Strong Q1 Results on April 21st

  6. What Is Guess' Fundamental Value Based On 2016 Estimated Numbers? on April 21st

  7. Where Can Guess' Growth Come From In The Next 5 Years? on April 21st

  8. PepsiCo Earnings Review: Macroeconomic Headwinds Bring Down An Otherwise Strong Core Performance on April 21st

  9. How Has The TCG Acquisition Boosted Revlon's Growth? on April 21st

  10. McDonald's Q1 FY 2016 Earnings Preview: All Day Breakfast To Drive Comp Sales In The USon April 21st

  11. What Led To Guess' Revenue And EBITDA Decline Over The Last Five Years? on April 21st

  12. Harley-Davidson Earnings Review: Sales Improve On The Back Of Strong International Retailson April 21st

  13. Where Will Starbucks' Revenue And EBITDA Growth Come From Over The Next Three Years?on April 20th

  14. Starbucks Q2 FY 2016 Earnings Preview: New Developments In China/Asia Pacific Region To Steal The Limelight on April 20th

  15. Philip Morris Misses Q1 Revenue And EPS Estimates on April 20th

  16. What Is The Share Of Global Net Sales For Diageo, By Alcohol Category, And How Has It Changed? on April 20th

  17. Where Will Chipotle Mexican Grill's Revenue and EBITDA Growth Come From Over The Next Three Years? on April 19th

  18. Bed Bath And Beyond Announces Several Technology Initiatives: Too Late To Be Back In The Game? on April 19th

  19. Coca-Cola Earnings Preview: Macroeconomic Headwinds And Structural Changes To Impact Results on April 19th

  20. L'Oreal's Q1 2016 Earnings Results on April 19th

  21. What Is The Contribution Of Las Vegas Hotels To MGM's Overall EBITDA? on April 19th

  22. How Has Chipotle Mexican Grill's Operating Metrics Changed Over 2011-2015? on April 19th

  23. L'Oreal Vs Estee Lauder: How Do The Top-Line And Bottom-Line Compare Over The Last 5 Years on April 19th

  24. How Can AB InBev's North America Beer Segment Grow In The Next Five Years? on April 19th

  25. What Is Chipotle Mexican Grill's Revenue and EBITDA Outlook? on April 19th

  26. How Has Diageo's Revenue And EBITDA Composition Changed In The Last 3 Years? on April 18th

  27. What Can Move American Eagle Outfitters' Stock In The Next Year? on April 18th

  28. How Has Diageo's Volume Share Of Premium Spirits Changed Over The Years? on April 18th

  29. Unilever 2016Q1 Earnings Review on April 18th

  30. Harley-Davidson Earnings Preview: Retail Sales To Be Affected By Competition, Macroeconomic Headwinds on April 18th

  31. Will Philip Morris Beat Expectations This Earnings Season? on April 18th

Financial Services

  1. Higher Yields Lead To a Profitable Q1 For E-Trade on April 22nd

  2. Higher Catastrophe Losses Dampen Travelers' Q1 2016 Earnings on April 22nd

  3. How Did Schwab Perform In Terms Of Profitability & Liquidity Last Quarter? on April 21st

  4. Falling Revenues, Rising Loan Provisions And Elevated Expenses Drag Down U.S. Bancorp's Q1 Results on April 21st

  5. Cost Cutting Efforts Help Citigroup Salvage Q1 Results Despite Sharp Revenue Decline on April 20th

  6. How Did Ameritrade Perform In Terms Of Profitability & Liquidity Last Quarter? on April 20th

  7. Ameritrade Earnings Takeaways: Higher Interest Yields, Robust Trading Activity on April 20th

  8. How Have E-Trade's Non-Performing And Delinquent Loans Trended Over The Past Few Years?on April 19th

  9. E-Trade Earnings Preview: Growth In Net Interest Revenues To Offset Decline In Trading Revenues In Q1 on April 19th

  10. Wells Fargo's Q1 Results Low Oil Prices, Weak Mortgage Activity on April 19th

  11. What Is Master Card's Fundamental Value Based On Expected 2016 Results? on April 18th

  12. What Is Master Card's Revenue & Expense Breakdown? on April 18th

  13. NASDAQ's Fixed Income Volumes Deteriorate In March on April 18th

  14. JPMorgan Follows Up Strong Q1 Results With Plans To Tap Into ETF Industry on April 18th

  15. Lukewarm Q1 Performance, Short-Term Market Concerns Force BlackRock To Slash 400 Jobson April 18th

  16. Schwab Earnings: Revenues Up On The Back Of Higher Interest Yields In Q1 on April 18th

  17. TD Ameritrade Earnings Preview: Spread-Based Revenues To Drive Results on April 18th

Media & Telecom

  1. Why Is News Corp Investing In Augmented Reality? on April 22nd

  2. Key Takeaways From Verizon's Q1 Results on April 22nd

  3. T-Mobile Q1 Preview: Postpaid Phone Adds In Focus on April 22nd

  4. Dish Q1 Earnings: ARPU Growth Compensates For Pay-TV Subscriber Decline on April 21st

  5. Initiating Coverage Of T-Mobile With A $44 Price Estimate on April 20th

  6. Netflix Beats On Earnings But Provides Weak Subscriber Guidance on April 20th

  7. Where Can Cisco's Network Security & Other's Revenue Growth Come From In The Next Five Years? on April 20th

  8. What Is The Contribution Of Nickelodeon US To Viacom's Overall EBITDA? on April 19th

  9. What Can Drive Cisco's Collaboration Revenue Growth In The Next Five Years? on April 19th

  10. Verizon Q1 Preview: Revenues, Margins Could Improve On Postpaid Adds, EIP Shift on April 19th

  11. Is Netflix's Investment In Original Programming Paying Off? on April 18th

  12. How Can Cisco's Service Provider Video Segment Grow In The Next Five Years? on April 18th

  13. How Is China Unicom's Revenue Mix Expected To Change Over The Next 5 Years? on April 18th

  14. Where Can Cisco's Switches Revenue Growth Come From In The Next Five Years? on April 18th

  15. How Will BlackBerry's Revenues Trend In 2016? on April 18th

Industrials & Transportation

  1. Norfolk Southern's Q1 2016 Earnings Review: Cost Reductions Offset Impact Of Top Line Headwinds on April 22nd

  2. Union Pacific's Q1 2016 Earnings Review: Cost Reductions Partially Offset Impact Of Top Line Headwinds on April 22nd

  3. Lower PRASM And Higher Tax Bill Caused United Continental's 1Q'16 Earnings To Drop Despite Huge Fuel Cost Savings on April 22nd

  4. Johnson Controls' Earnings Beats Expectations on April 22nd

  5. Rapid Capacity Additions And Lower Fuel Expense Drive Southwest's 1Q'16 Earnings on April 22nd

  6. Textron Q1 2016 Earnings: Company Beats Consensus Estimates; Aviation and Industrial Boost Revenues on April 21st

  7. Alaska Air's Earnings Rise On The Back Of Rapid Capacity Growth And Lower Fuel Costs on April 21st

  8. Currency Headwinds To Offset United Continental's Fuel Cost Savings For 1Q'16 on April 20th

  9. Will Johnson Controls Miss Estimates Again? on April 20th

  10. Delta's Profits Continue To Surge As Crude Oil Prices Remain Low In 1Q'16 on April 20th

  11. Union Pacific's Q1 2016 Earnings Preview: Decline In Shipment Volumes And Fuel Surcharge Revenue To Negatively Impact Results on April 19th

  12. Norfolk Southern's Q1 2016 Earnings Preview: Decline In Shipment Volumes And Fuel Surcharge Revenue To Negatively Impact Results on April 19th

Health Care

  1. Abbott Earnings Review: Foreign Currency Effects Subdue An Otherwise Strong Operational Growth on April 21st

  2. J&J's Stock Gain Following Q1 2016 Earnings Reaffirms Our Bullish Stance on April 21st

  3. Key Trends To Watch Out For Merck This Year on April 20th

  4. How Did Intuitive Surgical Fare In Q1'16 Earnings? on April 20th

  5. UnitedHealth Reports Solid Q1 2016 Results, Raises Full Year Guidance on April 20th

  6. Three Things To Watch Out For Bristol-Myers Squibb This Year on April 19th

  7. What Can We Expect From Abbott's Q1'16 Earnings? on April 19th

  8. Intuitive Surgical Likely Saw A Sluggish Q1'16 Due To Seasonality Effects; Long Term Growth Prospects Remain Strong on April 18th

Energy & Utilities

  1. Depressed Commodity Prices Continued To Pull Down Schlumberger's 1Q'16 Revenue And Profits on April 22nd

  2. How Is Transocean's Contract Backlog Correlated To Crude Oil Prices? on April 21st

  3. How Will Transocean's Revenue Move If Crude Oil Prices Rebound To $100 Per Barrel By 2018?on April 20th

  4. What To Expect From Schlumberger's 1Q'16 Results? on April 20th

  5. How Will Transocean's Revenue Change If Crude Oil Prices Average $50 Per Barrel In 2018? on April 20th

  6. How Will Transocean's Revenue And EBITDA Grow Over The Next Five Years? on April 18th

  7. How Has Transocean's Revenue And EBITDA Changed Over The Last 5 Years? on April 18th

Basic Materials

  1. Newmont Mining's Q1 2016 Earnings Review: Weakness In Gold And Copper Prices And Higher Gold Mining Costs Weigh On Results on April 22nd

  2. Barrick Gold Q1 2016 Earnings Preview: Cost Reduction Initiatives To Boost Earnings Despite Lower Gold Prices on April 22nd

  3. What Has Led To A ~9% Decrease In Dow Chemical's Revenues In The Last Five Years? on April 19th

  4. How Much Can Dow Chemical's Revenues Grow Over the Next Five Years? on April 19th

  5. How Are Dow Chemical's Revenue & EBITDA Composition Expected To Change By 2020? on April 19th

  6. Newmont Mining's Q1 2016 Earnings Preview: Weakness In Gold Prices And Higher Costs To Negatively Impact Results on April 18th

  7. What Is Dupont's Revenue & EBITDA Breakdown? on April 18th

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