Trefis: Highlights Week Ending 25 April 2014

Written by Trefis

Below is a summary of the activity at Trefis during the past week that Trefis 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 for larger image and go to 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 122 top stories this week:

Technology (32 articles)

• Apple, 2 articles (13, 30)
  
• Broadcom, 2 articles (5, 20)
• Cree, 2 articles (11, 29)
• Facebook, 2 articles (1, 26)
• F5, 2 articles (8, 25)
• Lexmark, 2 articles (12, 28)
• Microsoft, 2 articles (2, 14)
• Qualcom, 2 articles (6, 21)
• TI, 2 articles (9, 24)
  

Consumer (22 articles)

• Dr. Pepper, 3 articles (7, 20, 21)
  
• Las Vegas Sands, 2 articles (1, 11)
• Leer, 2 articles (2, 17)
• Starbucks, 2 article (13, 21)
  

Financial Services (17 articles)

• Discover, 2 articles (7, 17)
• Travelers, 2 articles (5, 16)
  
• Visa, 2 articles (2, 8)

Industrials & Transportation (17 articles)

• Norfolk Southern, 2 articles (3, 16)
• UPS, 2 articles (2, 14)

Media & Telecom (14 articles)

• AT&T, 2 articles (9, 14)
• Comcast, 2 articles (4, 12)
  
• Juniper, 2 articles (3, 13)
• Verizon, 2 articles (1, 10)
  

Energy & Utilities (8 articles)

• Baker Hughes, 2 articles (4, 8)
• SunPower, 2 articles (3, 5)

Basic Materials (7 articles)

Health Care (3 articles)

All 120 investment stories this week are listed below.

Technology

1. Facebook’s Monetization Sees A Bigger Jump In Q1 2014 on April 25th
2. Microsoft Earnings: Windows Licensing And Cloud Powers Revenues on April 25th
3. eBay Earnings Preview: Marketplaces And PayPal To Drive Growth on April 25th
4. Twitter Earnings Preview: Monetization Will Jump But User Growth Still Raises Questions on April 25th
5. Broadcom Benefits From Strong Infrastructure & Broadband Business As Mobile Revenue Shrinks on April 25th
6. Qualcomm’s Revenue Growth Slows Amid Smartphone Saturation, Slow LTE Sales in China on April 25th
7. A Quick Look At Oracle’s NoSQL Database 3.0 on April 24th
8. Rising Customer Adoption Of Its New Products Drive F5′s Growth In Q2’14 on April 24th
9. Improving Product Mix Drives TI’s Growth In Q1’14 on April 24th
10. Yahoo! Japan Earnings Preview: Mobile Revenues And Online Sales Growth In Focus on April 24th
11. Lighting Sales Drive Cree’s Growth But Lower Gross Margins on April 24th
12. Lexmark Earnings: MPS And Perceptive Deliver Revenue Growth Yet Again on April 24th
13. Apple Posts Record Q1 On Strong iPhone Sales, Margin Gains on April 24th
14. Microsoft Earnings Preview: Satya Nadella’s ‘Mobile First, Cloud First’ Strategy In Focus on April 23rd
15. Travelzoo Posts Disappointing Results On Search And Local Headwinds on April 22nd
16. Pandora Earnings Preview: Profitability Will Continue To Improve on April 22nd
17. VeriSign Q1FY14 Preview: Double-Digit Revenue Growth To Continue, Tax Benefit Could Lift Bottom Line on April 22nd
18. Amazon Earnings Preview: Expect Impressive Growth Accompanied By Margin Expansion on April 22nd
19. Baidu To Witness Top Line Acceleration On Better Mobile Monetization And Recent Acquisitionson April 22nd
20. Broadcom’s Growth To Accelerate In 2014 on April 22nd
21. Qualcomm Earnings Preview: Chipset And Device ASPs In Focus Amid High-End Saturation on April 22nd
22. Motorola Solutions Faces Top-Line Concerns In Q1; Margins Key on April 22nd
23. Zynga Earnings Preview: Mobile Performance Will Be In Focus on April 22nd
24. TI’s Growth To Accelerate As Wireless Revenue Completely Phases Out on April 22nd
25. F5′s Growth To Slow Down In Q2’14, But Long-Term Prospects Remain Strong on April 21st
26. Facebook Earnings Preview: Growth May Fall on April 21st
27. AMD Retains Its Growth Momentum Driven By An Expanding Semi-Custom Business on April 21st
28. Lexmark Earnings Preview: Growth In MPS And Software Business In focus on April 21st
29. Cree’s Growth Remains Strong Despite Short-Term Slowdown on April 21st
30. Apple Earnings Preview: Lackluster Top Line Expected on April 21st
31. EMC Earnings Preview: Emerging Storage And VMware Vital on April 21st
32. VMware Earnings Preview: Software-Defined Storage, Networking In Focus on April 21st

Consumer

1. Las Vegas Sands’ Earnings Jump 38% As Cotai Booms on April 25th
2. Rising Production Volumes Bolster Growth For Lear, EPMS Margins Beat Expectations on April 25th
3. Burger King Worldwide Earnings Preview: Sales And Margins To See Incremental Growth on April 25th
4. Factors That Led To A 40% Decline In Best Buy’s Stock Price In 2014 on April 24th
5. Better Fashion And Growth Of P.S. Brand Can Help Aeropostale Regain Its Lost Value on April 24th
6. Cost Savings Are Allowing Colgate To Invest Back In Building Brands And Products on April 24th
7. Dr. Pepper Earnings Review: Mexico Beats Expectations, Cost-Benefits Improve Profitability on April 24th
8. Increase In Global Volumes And Margin Expansion Drive Harley-Davidson’s Q1 Growth on April 24th
9. Philip Morris Revised To $79 On Unfavorable Currency, Regulatory Headwinds on April 24th
10. Riding On International Growth, Kimberly-Clark Posts Another Set Of Strong Quarterly Numberson April 23rd
11. Q1 Earnings Preview: Las Vegas Sands Will Ride High Over Mass Market Gaming Growth In Macau on April 23rd
12. Dunkin’ Brand Earnings Preview : Sales and Margins To Grow on April 23rd
13. Starbucks Earnings Preview : Strong Sales to Continue on April 23rd
14. Honda Motors Corp Earnings Preview: Weak Yen Should Offset Lower Unit Sales in North America And China on April 23rd
15. GM Earnings Preview: Car Recall Related Expenses To Hurt GM on April 23rd
16. Ford Earnings Preview: North America, China Strength To Continue To Boost Profitability on April 23rd
17. China Growth And Luxury Volume Rise To Boost Lear’s Top line, Margins To Improve on April 23rd
18. Currency Woes Could Lower Unilever’s Sales Growth on April 22nd
19. Exchange Rates Will Act As Headwinds As P&G Expands Into Emerging Markets on April 22nd
20. Decline In Soda Demand In The U.S. And Mexico To Weigh On Dr. Pepper’s First Quarter Results on April 22nd
21. SodaStream Might Be In Talks To Sell Stake To PepsiCo, Dr. Pepper Or Starbucks on April 21st
22. McDonald’s Earnings Preview: Declining Sales, Rising Prices and Growing Competition May Hold Back Margins on April 21st

Financial Services

1. Hartford To Maintain Underwriting Discipline, Winter Conditions May Impact Profitability on April 25th
2. Visa Maintains Growth To Surpass Expectations on April 25th
3. Cleared Of Fraud Against SMEs, RBS Eases Rules For Distressed Businesses on April 24th
4. NASDAQ OMX Earnings Preview: Non-Core Businesses To Offset Declining Trading Volumes on April 23rd
5. Strong Underwriting Performance, Investment Results Help Travelers Beat Market Expectationson April 23rd
6. Low Interest Environment Responsible For BNY Mellon’s Mixed Q1 Results on April 23rd
7. Discover Maintains Loan Growth To Beat Market Expectations on April 23rd
8. Visa Earnings Preview: Consumer Sentiment, Emerging Markets Penetration Are Key on April 23rd
9. TD Ameritrade Earnings Preview: Increasing Trading Activity To Drive Quarter on April 22nd
10. Goldman Reports Strong Q1 Figures Despite Lower Trading Revenues on April 22nd
11. Morgan Stanley Bucks Industry Trends, Posts Strong Q1 Results on April 22nd
12. E*Trade Earnings Preview: Growing Trade Volumes And Asset Base To Drive Performance on April 21st
13. U.S. Bancorp Continues To Churn Out Steady Profits From Its Risk-Averse Model on April 21st
14. Strong Growth Across Asset Classes Fuels BlackRock’s Q1 Results on April 21st
15. Lower Costs, Provisions Help Capital One Overcome Shrinking Revenues on April 21st
16. Travelers Earnings Preview: Underwriting Profitability In Focus on April 21st
17. Discover Financial Earnings Preview: Focus On Loans, Losses And Direct Banking on April 21st

Industrials & Transportation

1. Restructuring Charges Clip UTC’s Earnings Despite Healthy Growth In Sales Driven By Commercial Aviation on April 25th
2. High Operating Costs Driven By Weather Disruptions Offset Revenue Growth Leading to Decline In UPS’s Earnings on April 25th
3. Norfolk Southern’s Revenue Declines Due To Low Coal And Merchandise Volumes on April 24th
4. Samsung Corning Precision Acquisition Will Drive Corning’s First Quarter Revenue on April 24th
5. Capacity Expansion & Revenue Initiatives Will Likely Lift Alaska’s Results on April 24th
6. JetBlue’s Earnings Preview: Impact From Severe Winter Weather Will Likely Moderate Growth In Results on April 23rd
7. Southwest’s Profits Could Rise On Cost Savings, Despite A Decline In Its Flying Capacity on April 23rd
8. United’s Results Will Show The Impact From Winter Storms on April 23rd
9. Union Pacific Posts Strong Growth Despite Increase In Operating Expense on April 22nd
10. Cost Cuts Could Lift Caterpillar’s Earnings Despite Mining Weakness on April 22nd
11. Growth In The U.S. And European Markets Will Help Drive 3M’s Sales on April 22nd
12. Higher Global Automotive Production & Cost Cuts Will Likely Lift Johnson Controls’s Earnings on April 22nd
13. Boeing’s Earnings Will Take Off On Higher Commercial Airplane Deliveries Driven By Production Ramp Ups on April 21st
14. Declining Revenue Per Package May Temper UPS’s Revenue Growth on April 21st
15. Expansion In Flying Capacity & Cost Controls Will Likely Lift Delta’s Results on April 21st
16. Low Volumes And High Operational Costs May Hamper Norfolk Southern’s Earnings on April 21st
17. Solid Operating Results Keep GE On Track To Achieve Annual Targets on April 21st

Media & Telecom

1. Verizon Posts Disappointing Subscriber Figures As Price Competition Intensifies on April 25th
2. China Telecom Earnings Preview: Rising Competition Likely To Weigh On Margins on April 25th
3. Juniper Beats Guidance On Strong Switching And Edge Routing Gains on April 24th
4. Comcast Adds Pay-TV Subscribers For The Second Consecutive Quarter; Q1 Results Impressive With Strong Growth Across The Segments on April 23rd
5. Netflix Continues To Benefit From Content Superiority on April 23rd
6. Time Warner Cable Q1 Earnings Preview: Pay-TV And Broadband Subscriber Trends In Focus on April 23rd
7. The New York Times Earnings Preview: What We are Watching on April 23rd
8. China Mobile’s First Quarter Profit Falls 9% On Rising Competition, Subsidies on April 23rd
9. AT&T Posts Strong Q1 On Adoption Of Mobile Share And Next Plans on April 23rd
10. Verizon Earnings Preview: Impact Of Vodafone Deal, Rising Competition In Focus on April 23rd
11. Sirius XM Earnings Preview: Subscriber Additions May Moderate on April 22nd
12. Comcast Q1 Earnings Preview: Watchout For Pay-TV And Broadband Subscriber Trends on April 21st
13. Juniper Earnings Preview: Router Performance And Restructuring in Focus on April 21st
14. AT&T Earnings Preview: Margin Focus Amid Heightened Competition on April 21st

Energy & Utilities

1. What’s Powering Duke Energy’s Earnings Growth? on April 25th
2. Is Yingli’s Follow-On Offering A Good Idea? on April 25th
3. SunPower Has Solid Quarter Driven By Distributed Generation Business on April 25th
4. Baker Hughes’ Aker Solutions Alliance Highlights The Importance Of Subsea Technologies on April 23rd
5. SunPower Q1 Preview: Watching EMEA and U.S. Rooftop Business on April 23rd
6. Halliburton Q1: Eastern Hemisphere Shines; North American Recovery Underway on April 22nd
7. Schlumberger Earnings: Middle East and Asia Activity, Market Share Gains Drive Results on April 21st
8. Baker Hughes Q1 Results Driven By Eastern Hemisphere Activity on April 21st

Basic Materials

1. Barrick Gold Earnings Preview: Lower Prices And Volumes To Impact Results on April 25th
2. Vale’s Earnings Preview: Lower Iron Ore Prices To Impact Results on April 25th
3. Freeport: Lower Copper And Gold Prices And Lower Copper Shipments Affect Q1 Results on April 25th
4. U.S. Steel Earnings Preview: Higher Steel Prices to Boost Results on April 24th
5. Shift In Agricultural Sales Timing, Lower Chemical Prices Weigh On DuPont’s Earnings Growthon April 24th
6. Problems In Indonesia And Low Copper Prices To Weigh On Freeport’s Q1 Results on April 22nd
7. Newmont’s Earnings Preview: Lower Gold And Copper Prices To Impact Results on April 21st

Health Care

1. Intuitive Surgical Disappoints With 77% Earnings Drop on April 23rd
2. Medtronic Gets Relief In Edwards Patent Case, But Near-Term U.S. Outlook For CoreValve Looks Grim on April 22nd
3. Boston Scientific Receives FDA Approval For Its Latest CRM Devices on April 22nd