Trefis: Highlights Week Ending 25 July 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. This week no company had more than one article.

Table of Contents for the 128 top stories this week:

Technology (39 articles)

• Broadcom, 3 articles (4, 19, 37)
• Pandora, 3 articles (3, 21, 31)
• Qualcomm, 3 articles (6, 12, 35)
• VMWare, 3 articles (7, 17, 38)
• Constant Contact, 2 articles (2, 26)
  
• Electronic Arts, 2 articles (1, 30)
  
• EMC, 2 articles (7, 29)
  
• F5, 2 articles (9, 34)
• TripAdvisor, 2 articles (5, 24)

Consumer (31 articles)

• Ford, 3 articles (7, 13, 25)
• Chipolte, 2 articles (19, 31)
• Dr. Pepper, 2 articles (9, 22)
• GM, 2 articles (6, 29)
  
• Harley-Davidson, 2 articles (20, 28)
  
• McDonald’s, 2 articles (3, 30)
  
• Pepsico, 2 articles (1, 26)
  

Industrials & Transportation (19 articles)

• Norfolk Southern, 2 articles (6, 19)
• Union Pacific, 2 articles (2, 12)
  

Financial Services (15 articles)

• E*Trade, 2 articles (4, 12)
• NASDAQ, 2 articles (1, 9)
• Travelers, 2 articles (7, 14)
  

Media & Telecom (9 articles)

• AT&T, 2 articles (2, 7)
• Juniper, 2 articles (1, 8)
• Verizon, 2 articles (5, 9)
  

Basic Materials (8 articles)

• Dupont, 2 articles (6, 7)
• Dow, 2 articles (1, 8)
  

Health Care (5 articles)

• Boston Scientific, 2 articles (1, 2)
• Intuitive Surgical, 2 articles (3, 5)
  

Energy & Utilities (2 articles)

All 128 investment stories this week are listed below.

Technology

1. Electronic Arts’ Q1 Earnings: Digital Domain & Increased Sales Of Sports Titles Drive Revenues on July 25th
2. New Product Adoption Boosts Revenues and Margins for Constant Contact on July 25th
3. Higher Losses and June Slowdown Overshadow Pandora’s Strong Q2 Sales on July 25th
4. Strength In Infrastructure, Broadband & Connectivity Solutions Will Drive Broadcom’s Future Growth on July 25th
5. TripAdvisor’s Top-Line Accelerates On Strong Monetization Through Instant Booking and Meta on July 25th
6. Qualcomm Lowers Its Licensing Outlook For Fiscal 2014 on July 25th
7. Emerging Storage, VMware And Pivotal Drive EMC’s Q2 Earnings on July 25th
8. Nokia Raises Full Year Guidance As Q2 Profit Beats Estimates on July 25th
9. Security Solutions, Cisco ACE Replacements & The New Pricing Model Drive F5′s Growth In Q3’14 on July 24th
10. Facebook’s Profits Jump As Advertisers Flock To Its Platform on July 24th
11. Nvidia Eyes the Android Gaming Market with its Shield Tablet on July 24th
12. Qualcomm’s Q3’14 Growth Supported By Strong Chipset Sales Offset By Lower Licensing Revenue on July 24th
13. MPS Business Boosts Lexmark Revenues on July 24th
14. Samsung Q2 Preview: Weaker Smartphone Sales, Inventory Concerns Will Impact Results on July 24th
15. Yahoo Eyes Mobile Ad Dollars With Flurry Acquisition on July 23rd
16. Microsoft Earnings: Cloud Delivers Growth Yet Again on July 23rd
17. SDN, Hybrid Clouds And AirWatch Help VMware Post Strong Q2 Results on July 23rd
18. Apple’s Q3: iPhone Does Well Across Price Points; Mac Defies Shrinking PC Market on July 23rd
19. Broadcom’s Q2’14 Earnings: Reports Declining Wireless Revenue But Sees Continued Strength In Infrastructure, Broadband & Connectivity on July 23rd
20. Baidu to Witness Robust Top Line Growth but Investments will Impact Profitability on July 23rd
21. Pandora Looks to Challenge Terrestrial Radio’s Dominance in Cars on July 22nd
22. Here’s Why Enterprise SSD Is An Important Business For Micron on July 22nd
23. Search And Local Deals Take Down Travelzoo’s Results Yet Again on July 22nd
24. Meta-Search and Instant Booking Platforms Will Lift TripAdvisor’s Results on July 22nd
25. Improving Revenue Mix Benefits TI’s Top & Bottom Line In Q2’14 on July 22nd
26. Constant Contact Q2’14 Preview: Consolidation of Product Offerings Should Lift Revenue Growth and Margins on July 22nd
27. Amazon Earnings Preview: Web and Prime Services to Drive Growth on July 22nd
28. VeriSign Pre-Earnings: Decelerating Revenue Growth to Continue on July 22nd
29. EMC Earnings Preview: Stagnating Core Business Could Lead To VMware, Pivotal Spin-Offs on July 22nd
30. Electronic Arts’ Earnings Preview: FPS Games & FIFA Franchise To Drive Revenue Growth on July 21st
31. Pandora Earnings Preview: Growing Market Share and Improving Monetization in Focus on July 21st
32. Broadening Cloud, HANA Base Could Accelerate H2FY14 Sales for SAP on July 21st
33. IBM Earnings: Revenues Decline, Albeit at a Slower Pace on July 21st
34. F5 to Retain its Growth Momentum in Q3’14 on July 21st
35. Qualcomm’s Earnings Preview: Stronger Growth in the Second Half of FY’14 on July 21st
36. Facebook Earnings Preview: Good Performance Expected to Continue on July 21st
37. Growth In Broadband & Infrastructure To Offset Decline In Broadcom’s Wireless Revenue In Q2’14 on July 21st
38. Hybrid Clouds, Mobility Management And SDN Key For VMware’s Q2 Results on July 21st
39. Seagate Maintains Positive Outlook Despite Decline in Enterprise Unit Sales on July 21st

Consumer

1. PepsiCo Earnings Review: Both Beverages and Snacks Boost Organic Revenues in Q2 on July 25th
2. Daimler Earnings Review: Profitability For Mercedes-Benz Rises on Improved Efficiency on July 25th
3. McDonald’s Q2 Earnings: Decline In Customer Traffic & Rising Commodity Costs Drag Sales Growth on July 25th
4. Can Urban Outfitters’ European Stores Remain More Productive than its Domestic Stores? on July 25th
5. Avon U.S. Operational Outlook Remains Bleak on Improving Job Market on July 25th
6. Earnings Review: Car Recall Expenses Hurt GM But Core Performance Still Strong on July 25th
7. Earnings Review: China Growth Keeps Ford Profitable on July 25th
8. Earnings Review: Under Armour Posts 17th Consecutive Quarter Of Over 20% Revenue Growth on July 25th
9. Dr. Pepper Earnings Review: Mexico Sales Remain Strong, Snapple Volumes Decline on July 25th
10. Volkswagen Eyes Passenger Car Sales Growth in the U.S. on July 25th
11. Wal-Mart Invests a Paltry $103 Million in India as Challenges Prevail on July 24th
12. International Sales Lift Kimberly-Clark As Healthcare Posts Tepid Growth on July 24th
13. Ford Plans to Tap Africa, Middle East Market on July 24th
14. Volkswagen AG New Coverage: Trefis Price Estimate at $51.34 on July 24th
15. Lear Pre-Earnings: Low Vehicle Production in South America Could Slightly Offset Top Line Growth on July 23rd
16. Altria Earnings Review: Better Margins Offset Lower Volumes on July 23rd
17. Coca-Cola Earnings Review: Sparkling Volumes Rise in North America and Internationally on July 23rd
18. Dunkin’ Brands Earning Preview: Increased Competition From Fast-Casual Segment To Hinder Growth on July 23rd
19. Chipotle’s Q2 Earnings: Price Hike Drives Sales Growth As Expected on July 23rd
20. Harley-Davidson Lowers Full-Year Guidance on Disappointing Q2 Retail Sales on July 23rd
21. Starbucks’ Earnings Preview: High Coffee Prices Coupled with Lower Input Costs to Widen Margins on July 23rd
22. Dr. Pepper Pre-Earnings: Snapple to Boost Non-Sparkling Volumes, Mexico Sales Could Grow on July 22nd
23. Can Aeropostale’s Margins Revive? on July 21st
24. Philip Morris International’s Second Quarter Earnings Rise on Pricing Gains, Slower Volume Decline on July 21st
25. Earnings Preview: Higher Operating Margins Could Offset The Impact Of Product Overhaul At Ford on July 21st
26. PepsiCo Pre-Earnings: Snacks to Drive Sales Growth; Russia and Mexico Volumes Could Fall on July 21st
27. Daimler Pre-Earnings: Mercedes Volumes Rise, Trucks Face Near-Term Slowdown in Europe on July 21st
28. Harley-Davidson Pre-Earnings: Sales in Developed Markets Could Remain Strong on July 21st
29. Earnings Preview: China Growth to Drive GM’s Earnings on July 21st
30. McDonald’s Earnings Preview: Food Inflation Could Hurt Top Line Growth on July 21st
31. Chipotle’s Earnings Preview: Price Hike & Menu Expansion To Drive Revenues in Q2 on July 21st

Industrials & Transportation

1. Boeing’s Net Rises On Higher Commercial Airplane Deliveries & One-Time Gains on July 25th
2. Agricultural And Intermodal Shipments Drive Union Pacific’s Earnings on July 25th
3. UPS Earnings Preview: Declining Revenue Per Package May Temper E-commerce Driven Growth on July 25th
4. Growth at Optical Communications and Display Technologies Segments Will Drive Corning’s Earnings on July 25th
5. Higher F-35 Volume Lifts Lockheed’s Net, Despite Weak U.S. Military Spending on July 25th
6. Norfolk Southern’s Top Line Shows Strong Increase Despite Sluggish Revenue Per Unit on July 24th
7. UTC’s Earnings Rise Despite U.S. Military Weakness On Higher Commercial Aviation Sales on July 24th
8. Capacity Expansion & Addition Of More Efficient Airplanes Will Likely Raise JetBlue’s Earnings on July 23rd
9. Capacity Expansion & Ancillary Revenue Initiatives Will Likely Lift Alaska’s Earnings on July 23rd
10. American Airlines Will Likely Report Solid Results on Expanding Capacity & Healthy Operating Margin on July 23rd
11. Higher Unit Revenue & Cost Controls Will Likely Improve United’s Second Quarter Results on July 22nd
12. Strong Volume Growth Will Drive Union Pacific’s Earnings, However Coal May Cause a Drag on July 22nd
13. Industrial and Safety & Graphics Segments Will Likely Drive 3M’s Earnings on July 22nd
14. Johnson Controls’ Net Falls Due to One-time Costs, But Outlook is Stable on July 22nd
15. Southwest’s Earnings Preview: Stable Demand & Gains From Fleet Modernization Could Lift Results on July 22nd
16. Caterpillar’s Net Could Rise Despite Mining Weakness On Construction Sales Growth & Gains From Cost Cuts on July 21st
17. GE Remains On Track To Achieve Annual Targets With Strong Growth In Its Industrial Segment on July 21st
18. Delta’s Earnings Will Likely Take Off on Gains from Capacity Expansion and Cost Cuts on July 21st
19. Intermodal Growth Will Likely Drive Norfolk Southern’s Earnings on July 21st

Financial Services

1. NASDAQ Earnings: Non-Transaction Businesses Offset Low Trading Volumes on July 25th
2. State Street’s Strong Q2 Results Accompanied By Higher Expense Outlook on July 25th
3. TD Ameritrade Q3 Earnings: Asset-Based Revenues Make Up For Low Trading Volumes on July 24th
4. E*Trade Q2 Earnings: Interest-Based Revenues Offset Dip In Trading Commissions on July 24th
5. Credit Suisse’s U.S. Tax Settlement Drags Lukewarm Q2 Results Into The Red on July 24th
6. Visa Earnings Preview: Uncertain U.S. Consumer Spending In Focus on July 23rd
7. Travelers Earnings:Operating Income Drops Across Divisions on July 23rd
8. Growth In Loans Drives Discover’s Q2 Earnings on July 23rd
9. NASDAQ OMX Earnings Preview: Derivatives, Equity Trading Volumes Decline on July 23rd
10. Capital One Benefiting From Rising Card Usage on July 22nd
11. Low Interest Income, One-Time Expenses Drag Down BNY Mellon’s Q2 Results on July 22nd
12. E*Trade Earnings Preview: Growing Client Assets To Drive Q2 Earnings on July 22nd
13. Wealth Management Unit Helps Morgan Stanley Deliver Strong Q2 Performance on July 21st
14. Travelers Earnings Preview: Job Market, Underwriting Discipline To Drive Q2 on July 21st
15. Ameritrade Earnings Preview: Interest-Earning Assets, Fees To Drive Q3 Results on July 21st

Media & Telecom

1. Juniper Earnings: Weak Q3 Forecast Overshadows Strong Q2 Performance on July 24th
2. AT&T’s Q2 Earnings Dip Despite Record Postpaid Adds, U-verse Gains on July 24th
3. DirecTV Expands its NFL Package by Offering Streaming Services on July 23rd
4. Comcast Earnings Grow 15% On Good Broadband Growth on July 23rd
5. Robust Wireless Adds, FiOS Sales Boost Verizon’s Q2 Earnings on July 23rd
6. Netflix Continues Subscriber Growth But Next Few Quarters Will Weigh On Profits on July 22nd
7. AT&T Earnings Preview: Postpaid Subscriber Adds, Margins in Focus on July 22nd
8. Juniper Earnings Preview: Edge Routers, Enterprise Switches, Cost-Cutting Initiatives In Focus on July 21st
9. Verizon Earnings Preview: Robust Subscriber Adds, High Margins To Drive Growth on July 21st

Basic Materials

1. Dow Earnings Review: Margin Expansion Drives Earnings Growth on July 25th
2. Lower Commodity Prices and Shipments Weigh on Cliffs’ Q2 Results on July 25th
3. Newmont Earnings Preview: Lower Gold, Copper Prices and Problems in Indonesia to Weigh on Results on July 24th
4. Higher North American Copper Shipments Offset Impact of Stalled Indonesian Exports on Freeport’s Q2 Results on July 24th
5. U.S. Steel Earnings Preview: Weather-related Issues to Offset Impact of Higher Steel Prices on July 24th
6. DuPont Earnings Review: Lower Corn Seeds Demand, Chemical Prices Weigh On Earnings on July 23rd
7. DuPont Earnings Preview: Lower Seed Sales, Chemical Prices To Weigh On Earnings on July 21st
8. Dow Earnings Preview: Margin Improvement, Divestiture Progress In Focus on July 21st

Health Care

1. Boston Scientific Reports Solid Q2 Results On Balanced Growth Across Divisions on July 25th
2. Boston Scientific Earnings Preview: IC And CRM Divisions In Focus on July 23rd
3. Intuitive Surgical Shows Signs of Improvement Even as Q2 Earnings Decline on July 23rd
4. Roche Earnings Preview: Continued Adoption For Key Cancer Drugs Will Drive Growth on July 22nd
5. Intuitive Surgical Earnings Preview: Market Concerns, Low Procedure Volumes To Weigh On Sales on July 21st

Energy & Utilities

1. BP Earnings Preview: Lower Production Volume, Improvement In Refining Margins Expected on July 25th
2. Halliburton Has Good Q2, Will Expand Pressure Pumping Fleet on July 22nd