Trefis: Highlights Week Ending 08 January 2016

Written by Trefis

Below is a summary of the activity at Trefis during the past week thatTrefisthoughtEconintersect 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 providescommunication capabilities among members, including consensus of member analysis compared to Trefis staff analysis and blogging opportunities for members.

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Click “Read more…” to see our clickable table of contents with the most coveredcompanies (more than 1 article) of the week identified.

Table of Contents for the 154 top stories this week:

Technology (53 articles)

• LinkedIn, 8 articles (3, 9, 16, 36, 38, 40, 41, 43)

• IBM, 7 articles (4, 6, 11, 12, 14,15, 49)

• Micron, 7 articles (2, 7, 21, 24, 26, 29, 32)

• Nvidia, 6 articles (28, 45, 46, 48, 51, 53)

• Twitter, 6 articles (5, 17, 23, 25, 27, 30)

• Apple, 5 articles (19, 20, 33, 42, 50)

• Activision, 2 articles (34, 35)

• Samsung, 2 articles (13, 44)

Media & Telecom (28 articles)​

• Blackberry, 9 articles (5 – 7, 12, 15, 18, 21, 22, 24)

• CBS, 9 articles (2 – 4, 8 – 11, 13, 14)

• Juniper, 3 articles (16, 17, 19)

• Sirius XM, 4 articles (25, 26, 28)

Consumer (27 articles)​

• Unilever, 7 articles (14 17, 19, 20, 26)

• Dr. Pepper Snapple, 3 articles (18, 22, 23)

• Starbucks, 3 articles (2, 5, 8)

• Cocal Cola, 2 articles (10, 21)

• Dunkin’ Brands, 2 articles (13, 14)

• Volkswagen, 2 articles (3, 7)

Financial Services (18 articles)

• Capital One, 7 articles (1, 2, 4 – 8)

• Wells Fargo, 6 articles (10, 11, 13 – 15, 17, 18)

Energy & Utilities (9 articles)

• Exxon Mobil, 6 articles (1 – 6)

• Chevron, 6 articles (7 – 9)

Basic Materials (9 articles)

• Alcoa, 9 articles (1 – 9)

Industrials & Transportation (8 articles)​

• Alaska Air, 5 articles (3 – 5, 7, 8)

Health Care (2 articles)

All 154 investment stories this week are listed below.

Technology

Technology

1. Will Intel’s Dependence On The PC Market Continue To Decline? on January 8th

2. How Fast Can Micron’s Revenue Grow From Its NAND Flash Business In The Next 5 Years? on January 8th

3. What Is The Outlook For LinkedIn’s Free Cash Flow By 2020? on January 8th

4. What’s IBM’s Fundamental Value Based On Expected 2015 Results? on January 8th

5. How Does Twitter And Facebook’s Penetration Compare In Different Markets? on January 8th

6. By What Percentage Did IBM’s Revenues And EBITDA Decline In The Last Five Years? on January 8th

7. For Micron, How Will Unit and Revenue Growth Rates Diverge In Its DRAM Business In The Next 5 Years? on January 8th

8. Will 2016 Be The Year Of Facebook Messenger? on January 8th

9. What Is The Outlook For LinkedIn’s Engagement Metrics By 2018? on January 8th

10. Why Alibaba Is Renewing Its Focus On China In 2016? on January 8th

11. What’s IBM’s Revenue And Earnings Breakdown? on January 8th

12. How Has IBM’s Revenue Composition Changed Over The Last 5 Years? on January 8th

13. Reading Into Samsung’s Preliminary Q4’15 Numbers on January 8th

14. How Will Shift To Cloud Impact IBM’s Revenue & EBITDA Growth In The Next 3 Years? on January 8th

15. How Has IBM’s Transition From Hardware To Cloud Impacted Capex In The Last Five Years? on January 7th

16. How Big Can China Become For LinkedIn Over The Next Three Years? on January 7th

17. Longer Tweets : Will Twitter Gain Users Or Lose Its Identity ? on January 7th

18. Is Amazon Banking On India For Growth? on January 7th

19. What Makes The iPhone 2.5x As Valuable As Apple’s Other Product Lines? on January 7th

20. Can An Apple Car Add 5% To Apple’s Earnings By 2022? on January 7th

21. How Has Micron’s Revenue Composition Changed Between 2010 & 2015? What Is The Expected Composition in 2020? on January 6th

22. Why We Believe F5 Networks Is Worth $127 on January 6th

23. What Is The Outlook For Twitter’s Free Cash Flow By 2020? on January 6th

24. Micron’s Potential Valuation In 2020 on January 6th

25. What Is The Outlook For Twitter’s ARPU By 2020? on January 6th

26. What’s Micron’s Fundamental Value Based On 2015 Results? on January 6th

27. What Is The Outlook For Twitter’s Timeline Growth By 2020? on January 6th

28. Nvidia’s DRIVE PX 2 Platform Gives It A Giant Leap In The Autonomous Car Market on January 6th

29. By What Percentage Did Micron’s Revenue & Gross Profit Grow In The Last 5 Years? on January 6th

30. What Is The Outlook For Twitter’s Ad Load Level By 2020? on January 6th

31. By What Percentage Have Activision Blizzard’s Revenues And EBITDA Grown Over The Last Five Years? on January 6th

32. DRAM and NAND Flash: What’s Micron’s Revenue and Gross Profit Breakdown? on January 6th

33. How Much Can The iPhone Upgrade Add To Apple’s EPS? on January 6th

34. How Has Activision Blizzard’s Revenue And EBITDA Composition Changed Over 2011-2015? on January 5th

35. What Is Activision Blizzard’s Revenue & EBITDA Breakdown? on January 5th

36. LinkedIn’s Revenue Composition: How Has It Changed And What’s The Future Outlook? on January 5th

37. Yahoo Screen Goes Blank: Is This The First Casualty In A Broader Restructuring Program? on January 5th

38. By What Percentage Did LinkedIn’s Revenue & EBITDA Margin Change In The Last 5 Years? on January 5th

39. Here’s What Baidu Can Look Forward To In 2016 on January 5th

40. What Is LinkedIn’s Fundamental Value Based On Expected 2015 Results? on January 5th

41. What Is LinkedIn’s Revenue and EBITDA Breakdown? on January 5th

42. How Much Can Apple Grow Its Revenue Over The Next 3 Years? on January 5th

43. What Is The Outlook For LinkedIn’s Revenue And EBITDA Margin Over The Next 3 Years? on January 4th

44. Will 2016 Be A Tough Year For Samsung ? on January 4th

45. Nvidia’s Potential Valuation In 2020: Trefis Estimate on January 4th

46. What’s Nvidia’s Fundamental Value Based On Expected 2015 Results? on January 4th

47. Is The Worst Behind Qualcomm? on January 4th

48. Graphic & Tegra Processors: What’s Nvidia’s Revenue and EBITDA Breakdown? on January 4th

49. How IBM Cloud Can Boost Its Revenues? on January 4th

50. What Will 2016 Look Like For Apple’s iPhone? on January 4th

51. Nvidia’s Revenue & EBITDA Growth In The Next 5 Years: Trefis Estimate on January 4th

52. How Much Revenue Can AMD Add By Increasing Its GPU Market Share?: Trefis Estimate on January 4th

53. By What Percentage Did Nvidia’s Revenue And EBITDA Grow In The Last 5 Years? on January 4th

Media & Telecom

1. What Will 2016 Have In Store For Sprint? on January 8th

2. How Important Are Cable Networks For CBS? on January 8th

3. What Factors Can Drive Growth For CBS’ Advertising Revenues? on January 8th

4. What Could CBS’ Advertising Be Worth If It Captures 25% Market Share By 2018? on January 8th

5. Smartphone Notes: Another Apple Selloff; BlackBerry’s Automomous Car Platform on January 8th

6. What Would BlackBerry’s Smartphone Unit Be Worth If It Captures 1% Market Share? on January 8th

7. What Will BlackBerry’s Financials, Valuation Look Like In 2020? on January 8th

8. How Much Revenue Can CBS’ Streaming Services Add In Next 5 Years? on January 7th

9. By How Much Will CBS’ Revenue And EBITDA Grow Over The Next 3 Years? on January 7th

10. How Has CBS’ Revenue And EBITDA Composition Changed Over The Last 5 Years? on January 7th

11. By What Percentage Did CBS’ Revenue & EBITDA Grow In The Last 5 Years? on January 7th

12. How Much Can BlackBerry’s Revenues Grow In The Next 5 Years? on January 7th

13. Advertising vs Non-Advertising: What’s CBS Corp’s Revenue and EBITDA Breakdown? on January 6th

14. What’s CBS’ Fundamental Value Based On Expected 2015 Results? on January 6th

15. What Makes BlackBerry’s Software Business 2.5x As Valuable As Its Handset Business? on January 6th

16. How Has Juniper’s Revenue Composition Changed In The Last Five Years? on January 6th

17. What Is Juniper’s Revenue & Earnings Breakdown By Product Category? on January 6th

18. Handsets, Software, Services: What’s BlackBerry’s Revenue & Gross Profits Breakdown? on January 6th

19. What’s Juniper’s Fundamental Value Based On Expected 2015 Results? on January 6th

20. Personalized MTV: Is Viacom Looking At Innovation To Improve Viewership? on January 5th

21. What’s BlackBerry’s Fundamental Value Based On Expected CY2015 Results? on January 5th

22. What Caused BlackBerry’s Fortunes To Plummet In The Last 5 Years? on January 5th

23. Chinese Wireless Industry: 2015 In Review on January 5th

24. How Has BlackBerry’s Revenue Composition Changed In The Last 5 Years? on January 5th

25. How Much Revenues Can New Sirius XM Subscribers Add By 2020? on January 4th

26. By What Percentage Can Sirius XM’s Revenue Grow Over The Next Three Years? on January 4th

27. Weekly Media Notes: Disney Channel Beats Nickelodeon In Total Viewership For The First Time In 19 Years on January 4th

28. How Much Can Sirius XM Equipment Gross Margins Expand By 2020? on January 4th

Consumer

1. E-Commerce And Integrated Commerce: Ralph Lauren Steps Into The Future on January 8th

2. By What Percentage Have Starbucks’ Revenues And EBITDA Grown Over The Last Five Years? on January 7th

3. By What Percentage Have Volkswagen’s Revenues And EBITDA Grown Over The Last Five Years? on January 7th

4. What’s In Store For Lululemon This Year? on January 7th

5. How Has Starbucks’ Revenue And EBITDA Composition Changed Over 2011-2015? on January 7th

6. L’Oréal’s Professional Segment Might Be Further Strengthened By Its Acquisition Of Raylon Corporation on January 7th

7. What Is Volkswagen’s Revenue And EBITDA Breakdown? on January 7th

8. What Is Starbucks’ Revenue & EBITDA Breakdown? on January 7th

9. By What Percentage Have Dunkin’ Brands’ Revenues And EBITDA Grown Over The Last Five Years? on January 6th

10. The Year that Was: Coca-Cola on January 6th

11. What Happened To Aeropostale Last Year ? on January 6th

12. General Motors Invests In Ride Sharing: Is This The Future Of Automakers ? on January 6th

13. How Has Dunkin’ Brands’ Revenue And EBITDA Composition Changed Over 2011-2015? on January 6th

14. What Is Dunkin’ Brands’ Revenue & EBITDA Breakdown? on January 6th

15. How Is Unilever’s Revenue and EBITDA Composition Expected To Change In The Future? on January 5th

16. What is Unilever’s Current Revenue and EBITDA Breakdown? on January 5th

17. By How Much Has Unilever’s Revenue & EBITDA Changed In The Last 5 Years? on January 5th

18. How Much Can CSDs Add To Dr Pepper’s Top Line By 2018? on January 5th

19. What Is Unilever’s Fundamental Value Based On Expected 2015 Results? on January 5th

20. By How Much Is Unilever’s Revenue & EBITDA Expected to Change In The Next 5 Years? on January 5th

21. How Coke Is Making The Most Out Of Falling Soda Volumes on January 5th

22. How Much Can NCBs Add To Dr Pepper’s Top Line By 2018? on January 5th

23. Breakdown Of Dr Pepper’s U.S. CSD Vs Mexico CSD Presence on January 5th

24. How Can A Pizza Chain Help Urban Outfitters Improve Sales? on January 4th

25. Should Tesla Be Worried Of Competition ? on January 4th

26. How Has Unilever’s Revenue and EBITDA Composition Changed Over The Last Five Years? on January 4th

27. U.S. Handbag Wars: Who Will Survive? on January 4th

Financial Services

1. How Much Did Each Loan Category Contribute To Capital One’s Loan Losses In 2015? on January 8th

2. How Has Capital One’s Loan Portfolio Changed Over The Last Five Years? on January 8th

3. IntercontinentalExchange Sees High Trade Volumes in December on January 7th

4. What Has Driven Growth In Capital One’s Revenues, Profits In The Last Five Years? on January 7th

5. What Is Capital One’s Fundamental Value Based On Expected 2015 Results? on January 7th

6. What Is The Constitution Of Capital One’s Loan Book In Terms Of Loan Categories? on January 7th

7. How Much Are Capital One’s Operating Divisions Worth Individually? on January 6th

8. What Proportion of Capital One’s Revenues & Profits Come From Its Various Divisions? on January 6th

9. Q4 Debt Origination Volume Nosedives To Four-Year Low, But Not All Banks Suffer on January 6th

10. How Is Wells Fargo’s Card & Payment Services Revenue Expected To Grow Over The Next Five Years? on January 6th

11. How Does Wells Fargo’s Credit Card Market Share Compare With Its Peers? on January 5th

12. Recovery In Global Equity Markets Should Help Banks’ Q4 Underwriting Fees on January 5th

13. What Are The Best And Worst Case Scenarios For Wells Fargo’s Mortgage Production Revenues In 2020? on January 5th

14. How Has Wells Fargo’s Card & Payment Services Revenue Changed In The Last Five Years? on January 5th

15. How Is Wells Fargo’s Mortgage Production Revenue Expected To Change In The Next Five Years? on January 4th

16. U.S. Bank Shares End 2015 In The Red After Three-Year Rally on January 4th

17. What Factors Are Expected To Drive Wells Fargo’s Revenues, Profits In The Future? on January 4th

18. Has Wells Fargo Achieved Its Mandatory Capital Ratio Targets? on January 4th

Energy & Utilities

1. What’s Exxon Mobil’s Fundamental Value Based On Expected 2015 Results? on January 8th

2. Why Crude Oil & NGLs Operations Are 2x As Valuable As Refined Petroleum Products Operations For Exxon Mobil? on January 8th

3. By What Percentage Can Exxon Mobil’s Revenues Grow Over the Next Three Years? on January 8th

4. What’s Exxon Mobil’s Revenue & EBITDA Breakdown In Terms Of Different Products? on January 7th

5. What Has Led To More Than A 30% Decline In Exxon Mobil’s Revenues & EBITDA In The Last Five Years? on January 7th

6. How Has Exxon Mobil’s Revenue Composition Changed In The Last Five Years? on January 7th

7. What Factors Will Drive An ~8% CAGR For Chevron’s Natural Gas Revenue Through 2020? on January 4th

8. Which Factors Will Drive A $20 Billion Increase In Chevron’s Refined Products Revenue In The Next 5 Years? on January 4th

9. Which Factors Will Drive A $14 Billion Increase In Chevron’s Crude Oil & NGLs Revenue In The Next 5 Years? on January 4th

Basic Materials

1. Alcoa’s Q4 2015 Earnings Preview: Productivity Improvements To Partially Offset Impact Of Weakness In Aluminum Prices on January 8th

2. Which Are The Major Growth Areas For Alcoa Over The Next Three Years? on January 7th

3. With Alcoa Heading For A Split In 2016, What Will The Two Companies Look Like? on January 7th

4. What Is Alcoa’s Fundamental Value Based On Expected 2015 Results? on January 7th

5. By What Percentage Can Alcoa’s Revenue & EBITDA Grow In The Next 3 Years? on January 6th

6. What Is The Impact Of Alcoa’s Enhanced Aerospace Focus On Revenue Growth From Aerospace End Markets? on January 6th

7. How Has Alcoa’s Revenue Composition Changed Over The Last 5 Years? on January 5th

8. By What Percentage Did Alcoa’s Revenue & EBITDA Increase In The Last 5 Years? on January 5th

9. What Is Alcoa’s Revenue And EBITDA Breakdown? on January 5th

Industrials & Transportation

1. Impact of Chinese slowdown On Caterpillar’s Construction Equipment Revenues on January 8th

2. Delta Air Lines: What To Expect From 2015 Numbers? on January 7th

3. How Do Alaska Air’s Operational Statistics Compare With Its Peers? on January 6th

4. How Does Alaska Air’s Market Share (By Capacity) Compare With Its Peers? on January 6th

5. How Does Alaska Air’s Operating Margins Compare With Its Peers? on January 6th

6. FedEx Jet Fleet Pressured by Weather, While UPS Keeps on Trucking on January 5th

7. How Much Will Alaska Air’s Revenue And EBITDA Grow In The Next 3 Years? on January 5th

8. How Has The Oil Slump Helped Alaska Air’s Operating Margins? on January 4th

Health Care

1. What Could Be Bristol-Myers Squibb’s Value In 2018? on January 7th

2. Intuitive Surgical To Benefit From The Increased Dependence On Surgical Robots In Cardiac And Lung Surgeries on January 5th