Trefis: Highlights Week Ending 08 May 2015

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 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 95 top stories this week:

Technology (34 articles)

• Nvidia, 3 stocks (6, 17, 25)
• Activision, 2 articles (7, 22)
• AOL, 2 articles (8, 15)
• Fox, 2 articles (1, 28)
  
• Groupon, 2 articles (3, 31)
  
• Oracle, 2 articles (12, 30)
• Zynga, 2 articles (13, 21)
  

Consumer (18 articles)

• AB Inbev, 2 articles (6, 16)
  
• Best Buy, 2 articles (1, 4)
• Estee Lauder, 2 articles (5, 18)

Media & Telecom (15 articles)

• DirecTV, 2 articles (2, 14)
• Dish, 2 articles (4, 13)
• Sprint, 2 articles (8, 15)

Financial Services (10 articles)

• MetLife, 3 articles (4, 6, 8)
• Prudential, 3 articles (1, 6, 9)
• Intercontinental Exchange, 2 articles (3, 10)
  
• Manulife, 2 articles (6, 7)
  

Energy & Utilities (7 articles)

• Transocean, 2 articles (2, 6)
  

Basic Materials (5 articles)

• ArcelMittal, 2 articles (1, 5)

Industrials & Transportation (3 articles)

• Delta, 2 articles (1, 2)

Health Care (3 articles)

All 95 investment stories this week are listed below.

Technology

1. Lower Ratings At Broadcasting Weighs Over Fox’s Earnings on May 8th
2. TripAdvisor Displayed Broad-based Growth Across All Segments In Q1 2015 on May 8th
3. Groupon Misses On Top-Line, But Beats On Profitability In Q1 on May 8th
4. Here Are The Key Triggers For eBay’s Stock on May 8th
5. Alibaba’s Stock Surges On Strong Earnings Growth on May 8th
6. Nvidia’s Q1’16 Earnings Review: The Company Is Confident Of Renewed Growth Momentum In The Second Half Of Fiscal 2016 on May 8th
7. Activision’s Q1 Earnings Review: Record Digital Revenues Driven By Core FPS Titles & New Entries on May 7th
8. AOL’s ‘ONE by AOL’ To Boost Its Programmatic Ad Platform on May 7th
9. Yahoo! Japan: Mobile Fillips Revenues on May 7th
10. Expedia Experienced An Organic Growth Driven Healthy First Quarter on May 7th
11. New Dragon Age & Battlefield Titles Boost Electronic Arts’ Fiscal 2015 Revenue Growth on May 7th
12. Purported Salesforce Takeover: Microsoft Evaluating, SAP Uninterested, Oracle Noncommittal on May 7th
13. These Two Scenarios Can Impact Zynga’s Stock Price on May 7th
14. Motorola’s Q1 Results Beat Estimates On Solid North American Sales on May 7th
15. AOL Earnings Preview: Revenue Growth In Focus on May 6th
16. Yelp Earnings: Key Performance Indicators Suggest Sluggish Growth on May 6th
17. Nvidia To Sell Its Icera Business & Exit The Mobile Chip Market on May 6th
18. Priceline Earnings Preview: Inorganic Growth Expected, Though Currency Headwinds Might Dampen Growth on May 6th
19. Constant Contact Q1 2015 Earnings Review: Brand Repositioning Confusion And Credit Card Failure Stunted Growth on May 6th
20. Monster Worldwide Earnings Preview: North American Business Likely Carried First Quarter Earnings on May 6th
21. Zynga Earnings Preview: Expecting Soft Quarterly Results on May 6th
22. Activision Blizzard’s Earnings Preview: Heroes Of The Storm Might Prove A Good Gamble on May 5th
23. Shutterfly Q1 2015 Earnings Review: Next Generation Shutterfly And GrooveBook In Focus on May 5th
24. Tableau To Continue Firing On All Cylinders In Q1; Currency Headwinds Could Have Some Impact on May 5th
25. Nvidia’s Q1’16 Earnings Preview: Gaming, Automotive, Data Center & Cloud In Focus on May 5th
26. TripAdvisor Q1 2015 Earnings Preview: Strategic Investments Might Lead To Growth on May 5th
27. Alibaba Earnings Preview: Trends We Are Watching on May 5th
28. Studio Operations Likely Boosted Fox’s Q3 FY15 Earnings on May 5th
29. LinkedIn’s Stock Tumbles On Weak Future Outlook on May 4th
30. Oracle to Offer 95% of Its Products Through Cloud by October on May 4th
31. Groupon Earnings Preview: While Top-Line Could Under-Perform, We Expect Profitability To Improve on May 4th
32. Electronic Arts Earnings Preview: New Battlefield Title Might Be The Only Highlight In Q4 Report on May 4th
33. Baidu Q1 2015 Earnings: Shift To Mobile Boosts Revenues As Well As Costs on May 4th
34. Motorola Solutions Earnings Preview: North American Sales To Drive Results on May 4th

Consumer

1. Three Factors That Could Significantly Increase Our Valuation Of Best Buy on May 8th
2. American Eagle Outfitters Beginning To Get Things Right on May 7th
3. Amid Aeropostale’s Persistent Struggle, Sycamore MD Leaves The Board on May 7th
4. What Could RadioShack’s Bankruptcy Mean For Best Buy? on May 7th
5. Estee Lauder Delivers Above Guidance Q3 FY15 Growth, Despite Currency Headwinds on May 7th
6. AB InBev Earnings Review: U.S. Volumes Continue To Decline On Lower Demand For Domestic Beer on May 7th
7. Macau Slowdown Weighs Over MGM Resorts’ Q1 Performance on May 7th
8. With Brand Divestments Almost Over, Here’s How P&G Plans to Cut Costs Next on May 7th
9. Professional Segment Might Boost Revlon’s Q1 ’15 Earnings, Though Currency Headwinds Expected on May 6th
10. Earnings Preview: Strong U.S. Momentum Should Raise Toyota’s Profits on May 6th
11. Earnings Preview: How Many Vehicles Can Tesla Deliver This Quarter? on May 5th
12. Keurig’s Q2 Earnings Preview: Brewer Sales Volume Remains Key Driver on May 5th
13. Currency Headwinds Dampen Colgate-Palmolive’s Sales in Q1, Robust Cost Savings Continue on May 5th
14. Avon Q1 2015 Earnings Review: Latin American Growth Seems To Be Recovering, However, North America Still Under Pressure on May 5th
15. CVS Starts Fiscal On A High Note, PBM Will Continue To Boost Revenues on May 5th
16. AB InBev Earnings Preview: Strong Revenue Per Hectoliter Growth To Boost Sales on May 5th
17. Hyatt May See Slower Growth In Q1 Amid Currency Headwinds on May 4th
18. Estee Lauder Q3 FY15 Earnings Preview: Acquisitions In Focus on May 4th

Media & Telecom

1. Currency Headwinds Weigh Over News Corp’s FY Q3 2015 Earnings on May 8th
2. DirecTV Q1 Earnings: US Subscriber Base Grows; Stronger Dollar Hurts LatAm Operations on May 7th
3. NYT Earnings: Revenues Decline Marginally As Company Reins In Costs on May 7th
4. Dish Q1 Preview: Focus On Subscriber Numbers, Sling TV And Dish’s Spectrum Plans on May 7th
5. Frozen Yet Again Boosts Disney’s Earnings Growth on May 6th
6. Comcast Q1 Earnings: Increase In High Speed Internet Subscriber Base Leads Revenue Growth on May 6th
7. CBS’ Q1 Earnings Likely Boosted By Higher Affiliate And Retransmission Fees on May 6th
8. Sprint Earnings: Solid Subscriber Adds, Promotions Hurt Revenues on May 6th
9. Ericsson New Coverage Launch By Trefis: $13 Price Estimate on May 6th
10. Turner Networks Boosts Time Warner’s Q1 Earnings on May 5th
11. Viacom Posts Loss In The March Quarter Amid Restrucutring on May 5th
12. Disney’s Q2 2015 Earnings Preview: Watchout For Currency Headwinds on May 4th
13. Weekly Pay-TV Notes: TWC Announces Q1 Results, Rumors Of Charter-TWC Merger Talks Persist And Senate Committee To Investigate Dish’s Spectrum Discounts on May 4th
14. DirecTV Q1 Preview: Currency Headwinds Could Play Spoilsport In Otherwise Solid Quarter on May 4th
15. Sprint Earnings Preview: Postpaid Subscriber Adds, Network Coverage In Focus on May 4th

Financial Services

1. Strong U.S. Retirement Growth Lifts Prudential’s Q1 Results on May 8th
2. HSBC’s Decent Q1 Performance Not Enough To Impress Investors on May 8th
3. IntercontinentalExchange Earnings: Both Trading, Non-Transaction Businesses Drive Growth on May 7th
4. FX Headwinds, Lower Interest Rates Soften MetLife’s Q1 Earnings on May 7th
5. UBS Demonstrates Strength Of Revamped Business Model With Strong Q1 Results on May 7th
6. Insurance Notes: Prudential, MetLife, Manulife on May 6th
7. Manulife Earnings Preview: FX Headwinds, Investment Income In Focus on May 5th
8. MetLife Earnings Preview: Business Growth In Sight Despite Challenges on May 5th
9. Prudential Earnings Preview: What We Are Watching on May 5th
10. IntercontinentalExchange Earnings Preview: Trade Volumes In Focus on May 4th

Energy & Utilities

1. Anadarko Petroleum: Oil Price Recovery And Efficiency Gains To Drive Higher Returns on May 8th
2. Transocean Beats Estimates, But Weak Contract Coverage Will Hurt Future Results on May 8th
3. EOG Resources: Delaying Investments For Better Returns on May 6th
4. Chevron’s First-Quarter Report: Solid Upstream Production Growth Masked By Lower Oil Prices on May 6th
5. Chesapeake 1Q 2015 Preview: Lower Oil Prices, Net Production To Weigh On Earnings on May 5th
6. Transocean Q1 Preview: Lower UDW Day Rates, Weaker Utilization Will Hurt Results on May 5th
7. ConocoPhillips First-Quarter Report: Lower 48 Drives Production Growth But Slowdown Imminent on May 4th

Basic Materials

1. ArcelorMittal’s Earnings Review: Weak Iron Ore Prices And Subdued Market Conditions For Steel Weigh On Q1 Results on May 8th
2. How A Strong Dollar Impacts Steel Companies on May 6th
3. The Impact Of A Sustained Increase In Chinese Aluminum Production On Alcoa on May 5th
4. Silver Wheaton Earnings Preview: Lower Precious Metal Prices To Weigh On Q1 Results on May 4th
5. ArcelorMittal’s Q1 Earnings Preview: Weak Market Conditions For Iron Ore And Steel To Negatively Impact Results on May 4th

Industrials & Transportation

1. Scenarios That Can Move Delta’s Stock Price on May 8th
2. Airlines Week in Review: Alaska and Delta Report Traffic Results For April on May 6th
3. Textron Earnings Review: Strong Aviation Performance Pushes Overall Revenue Growth on May 4th

Health Care

1. Bristol-Myers Squibb Pins Its Hopes On Eliquis And Immuno-Oncology on May 8th
2. Is There A Silver Lining For Pfizer Amid Challenging Conditions? on May 5th
3. Merck Seems Confident About New Launches on May 4th