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 provides communication 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 covered companies (more than 1 article) of the week identified.
Table of Contents for the 147 top stories this week:
Technology (45 articles)
Shutterfly, 6 articles (23 – 28)
Tableau, 6 articles (30, 31, 33, 35 – 37)
Cree, 5 articles (14, 17, 18, 21, 22)
CTrip, 4 articles (10, 11, 33, 34)
NetApp, 4 articles (7, 8, 12, 13)
Intel, 2 articles (4, 20)
Oracle, 2 articles (6, 44)
Twitter, 2 articles (1, 2)
Consumer (35 articles)​
Colgate-Palmolive, 7 articles (25 – 27, 29, 31 – 33)
Coach, 5 articles (22, 23, 28, 34, 35)
Guess, 3 articles (7, 19, 30)
Hyatt Hotels, 3 articles (1, 9, 21)
Pepsico, 3 articles (4, 6, 15)
Ralph Lauren, 3 articles (14, 17, 18)
Harley Davidson, 2 articles (12, 16)
Honda, 2 articles (3, 5)
Dr. Pepper Snapple, 2 articles (6, 8)
Financial Services (21 articles)
Largest U.S. Banks, 6 articles (12, 13, 16 – 19)
Ameritrade, 4 articles (14, 15, 20, 21)
Nasdaq OMX, 4 articles (3, 8, 10, 11)
Intercontinental Exchange, 2 articles (5, 6)
Metlife, 2 articles (1, 2)
U.S. Banking Industry, 2 articles (4, 9)
Media & Telecom (14 articles)​
Disney, 2 articles (8, 9, 11)
Ericson’s, 2 articles (12, 13)
​Energy & Utilities (13 articles)​
Petrobras, 6 artilces (1 – 6)
BP, 3 articles (11 – 13)
SunPower, 3 articles (7, 9, 11)
Industrials & Transportation (10 articles)​
American Airlines, 6 articles (1, 2, 4 – 7)
Fed Ex, 2 articles (3, 8)
United, 2 articles (9, 10)
Basic Materials (9 articles)​
Vale, 3 articles (3, 4, 8)
Cliffs Natural Resources, 2 articles (7, 8)
Freeport-McMoRan, 2 articles (5, 9)​
Rio Tinto, 2 articles (2, 8)
Silver Wheaton, 2 articles (1, 6)
Health Care (No articles)​
All 147 investment stories this week are listed below.
Technology
How Much Did Twitter’s Revenue & EBITDA Change In The Last 5 Years? on March 18th
Twitter’s Revenue Composition: How Has It Changed And What’s The Future Outlook? on March 18th
Will eBay’s Convenient Shipping Options Attract More Sellers? on March 18th
How Important Is The Wearables Market For Intel? on March 18th
Is Samsung Looking At Social Media Innovation To Boost Its Mobile Phone Revenues? on March 18th
Oracle 2016Q3 Earnings: Past Bookings Boosted Cloud Revenues, On-Premise Slump Continued on March 18th
What Will NetApp’s Revenue And EBITDA Look Like In 5 Years? on March 18th
How Has NetApp’s Revenue and EBITDA Composition Changed In The Last Five Years? on March 18th
Why Is Amazon Setting Up Its Own Air Delivery Network? on March 18th
Ctrip: Year 2015 In Review on March 18th
How Has Ctrip’s Stock Performed Over The Last Five Years And Over The Last Year? on March 18th
What’s NetApp’s Fundamental Value Based On Expected 2016 Results? on March 17th
Storage Systems, Software & Maintenance: What’s NetApp’s Revenue Breakdown? on March 17th
What’s Cree’s Revenue & Gross Profit Breakdown? on March 17th
Google Maps Adds New Ride Hailing Apps: Possibility Of A New Revenue Stream ? on March 17th
Why We Expect Nvidia’s Topline Growth To Slow Down In 2016? on March 17th
Cree’s Expected Revenue And Gross Profit Growth For 2016: Trefis Estimates on March 17th
What’s Cree’s Fundamental Value Based On Expected 2016 Results? on March 17th
What Will Sina’s Revenue And EBITDA Look Like In 5 Years? on March 17th
Intel To License AMD GPU Patents?; Possible Impact on AMD and Nvidia on March 17th
How Has Cree’s Revenue Mix Changed Over The Last 5 years? on March 17th
By What Percentage Did Cree’s Revenue And Gross Profit Grow In The Last 5 Years? on March 17th
By What Percentage Did Shutterfly’s Revenue & Gross Profit Grow In The Last 5 Years? on March 16th
Shutterfly: The Year 2015 In Review on March 16th
Is Commercial Printing Services Becoming A Big Business For Shutterfly? on March 16th
How Has Shutterfly’s Revenue And Gross Profit Composition Changed In The Last 5 Years? on March 16th
What is Shutterfly’s Current Revenue and Earnings Breakdown? on March 16th
What is Shutterfly’s Fundamental Value Based On Expected 2016 Results? on March 16th
Why We Expect Apple’s Revenues To Decline This Year on March 16th
What Is Tableau’s Fundamental Value Based On 2016 Expected Results? on March 15th
How Is Tableau’s Revenue and Gross Profit Composition Expected To Change In The Future? on March 15th
Where Can Priceline’s Growth Come From In The Next 5 Years? on March 15th
By How Much Is Tableau’s Revenue & Gross Profit Expected to Change In The Next 5 Years? on March 15th
What Drove Ctrip’s Revenue Growth And Led To Its EBITDA Decline Over The Last Five Years? on March 15th
By How Much Has Tableau’s Revenue & Gross Profit Changed In The Last 4 Years? on March 15th
How Has Tableau’s Revenue and Gross Profit Composition Changed Over The Last 4 Years? on March 15th
What is Tableau’s Current Revenue and Gross Profit Breakdown? on March 15th
Three Key Developments That Can Spur AMD’s Growth In The Next 2-3 Years on March 15th
Priceline Versus Expedia: How Do The Top Line And Bottom Line Fare Currently? on March 15th
Why We Expect Samsung’s Revenue & EBITDA To Decline In 2016 on March 15th
What Drove Priceline’s Revenue And EBITDA Growth Over The Last Five Years? on March 15th
Ctrip Q4 2015 Pre-Earnings Report on March 14th
Live Sports On Facebook: Will This Keep Its Users Hooked? on March 14th
Oracle 2016Q3 Earnings Preview on March 14th
An Overview Of The Indian Smartphone Market & Trends That Could Drive Growth on March 14th
Consumer
Higher Than Expected Owned & Leased Hotels RevPAR Growth Can Add 15% To Hyatt Hotels’ Value on March 18th
How Different North America Auto Market Growth Rate Projections Impact Honda Motor Company on March 18th
How Differing Japan Growth Projections Impact Honda Motor Company on March 18th
PepsiCo: The 2015 Year In Review on March 18th
How Has Honda’s Changing Sales Mix Impacted Its Profitability? on March 18th
How The Stronger Dollar Hurts Coca-Cola And PepsiCo More Than Dr Pepper Snapple on March 18th
Guess: Fiscal Year 2016 In Review on March 18th
Dr Pepper Snapple: The 2015 Year In Review on March 17th
Why Are We Bullish On Hyatt Hotels? on March 17th
What is Philip Morris’ Revenue And EBITDA Breakdown? on March 17th
Why Urban Outfitters’ EBITDA Declined In 2015 Despite A Rise In Revenues? on March 16th
Harley-Davidson: The 2015 Year In Review on March 16th
Why Are We Revising Our Stock Price Estimate Of Abercrombie & Fitch From $28 To $40? on March 16th
How Will Ralph Lauren’s Retail Division Perform In The Next Five Years? on March 16th
How PepsiCo Is Improving Its Brand Loyalty on March 16th
What Will Be The Impact On Harley-Davidson’s Valuation If Motorcycle Sales In The US Accelerate? on March 16th
How Did Just The Month Of February Make Ralph Lauren One Of The Worst Performing Companies, Amongst Its Peers? on March 16th
Why Did We Revise Our Price Estimate Of Ralph Lauren To $102? on March 16th
What Led To Guess’ Revenue And EBITDA Decline Over The Last Five Years? on March 15th
General Motors Inching Closer To Self- Driving Cars on March 15th
What’s Hyatt’s Fundamental Value Based On Expected 2016 Results? on March 15th
What Is Coach’s Fundamental Value Based On Expected 2016 Results? on March 15th
How Will Coach’s Revenue And EBITDA Change In The Next 3 Years? on March 15th
Why Is L’Oréal Increasing Its Focus On Augmented Reality ? on March 14th
How Is Colgate-Palmolive’s Revenue and EBITDA Composition Expected To Change In The Future? on March 14th
How Much Are Colgate-Palmolive’s Business Divisions Worth Individually? on March 14th
By How Much Is Colgate-Palmolive’s Revenue & EBITDA Expected to Grow In The Next 5 Years? on March 14th
By What Percentage Did Coach’s Revenue & EBITDA Decline In The Last 3 Years? on March 14th
By How Much Has Colgate-Palmolive’s Revenue & EBITDA Changed In The Last 5 Years? on March 14th
Guess Q4 FY2016 Pre-Earnings Report on March 14th
How Has Colgate-Palmolive’s Revenue and EBITDA Composition Changed Over The Last Five Years? on March 14th
What Is Colgate-Palmolive’s Fundamental Value Based On Expected 2016 Results? on March 14th
What is Colgate-Palmolive’s Current Revenue and EBITDA Breakdown? on March 14th
Is The Men’s Segment Becoming Big Business For Coach? on March 14th
How Has Coach’s Revenue And EBITDA Composition Changed In The Last 3 Years? on March 14th
Financial Services
How Much Did Metlife’s Revenue & EBITDA Grow In The Last Five Years? on March 18th
What Is Metlife’s Revenue And EBITDA Breakdown By Operating Segments? on March 18th
NASDAQ’s Equity Options Volumes Witness Mixed Trends on March 17th
How Has The Loan Portfolio For The U.S. Banking Industry Changed Over The Last 5 Years? on March 17th
IntercontinentalExchange’s Equity Option Volumes See Growth In February on March 17th
IntercontinentalExchange Sees Robust Volumes In February, Led By Financial Derivatives on March 17th
CME Group Sees Growth In All Asset Classes In February on March 17th
How Will NASDAQ’s Equity Option Volumes Be Affected By The ISE Acquisition? on March 17th
What Is The Breakup Of Outstanding Loans Across U.S. Banks By Loan Type? on March 16th
NASDAQ’s February Cash Equities Volumes See Growth on March 16th
How Much Value Will The ISE Acquisition Add For NASDAQ? on March 16th
How Have Loan-to-Deposit Ratios For The Largest U.S. Banks Changed In Recent Years? on March 16th
What Is The Current Loan-to-Deposit Ratio For The Largest U.S. Banks? on March 16th
What’s The Downside To Ameritrade If Fed’s Rate Hike Is Slower Than Expected? on March 15th
Why We Expect Ameritrade’s Investment Product Fee Growth To Pick Up on March 15th
How Have The Largest U.S. Banks’ Loan Portfolios Grown In Recent Years? on March 14th
How Much Of Total U.S. Loans Are Handed Out By The 5 Largest U.S. Banks? on March 14th
How Much In Domestic and Foreign Loans Do The Largest U.S. Banks Hold? on March 14th
How Much In Domestic and Foreign Deposits Do The Largest U.S. Banks Hold? on March 14th
How Much Upside Can An Increase In Trade Volumes Drive For Ameritrade’s Stock? on March 14th
What Is Ameritrade’s Fundamental Value Based On Expected 2016 Results? on March 14th
Media & Telecom
Key Takeaways From China Unicom 2015 Earnings on March 18th
China Mobile 2015 Review: Data Traffic, Sub Growth Offset Lower Pricing on March 18th
A Quick Look At CBS’ Local Broadcasting Division As The Company Weighs Selling Its Radio Stations on March 16th
What Can Move Motorola Solutions’ Stock In The Near Term? on March 16th
Why Is Verizon Doubling Down On Mobile Advertising? on March 16th
Does Netflix Have A Competitive Advantage In Asia? on March 15th
What’s The Downside If BlackBerry Exits The Handset Business? on March 15th
Why Are We Bullish On Disney? on March 15th
What’s Disney’s Fundamental Value Based On Expected 2016 Results? on March 15th
Why We Are We Bullish On Sprint on March 15th
Disney: Better Ad Pricing And Marketplace To Boost ABC’s Revenues In The Near Term on March 14th
Where Will Ericsson’s Revenues Come From In The Next Five Years? on March 14th
How Did Ericsson’s EBITDA Grow Faster Than Revenues In 2015? on March 14th
An Overview Of AT&T’s Connected Device & IoT Business on March 14th
Energy & Utilities
How Has Petrobras’ Revenue Composition Changed In The Last Five Years? on March 18th
How Are Petrobras’ Revenue & EBITDA Composition Expected To Change By 2020? on March 18th
What Is Petrobras’ Fundamental Value Based On Expected 2015 Results? on March 18th
By What Percentage Can Petrobras’ Revenues Grow Over the Next Five Years? on March 17th
What Is Petrobras’ Revenue & Earnings Breakdown In Terms of Different Products? on March 17th
What Has Led To More Than 20% Decline In Petrobras’ Revenues & EBITDA In The Last Five Years? on March 17th
What’s SunPower’s Revenue & EBITDA Breakdown By Segment? on March 15th
The U.S. Solar Market: 2015 In Review on March 15th
How Much Can SunPower’s Revenues Grow Over The Next 5 Years? on March 15th
What Is SunPower’s Fundamental Value Based On Expected 2016 Results? on March 14th
What’s BP’s Fundamental Value Based On Expected 2016 Results? on March 14th
By What Percentage Can BP’s Revenues Grow Over the Next Five Years? on March 14th
How Are BP’s Revenue & EBITDA Composition Expected To Change By 2020? on March 14th
Industrials & Transportation
Why Are American Airlines’ Domestic Operations More Valuable Than Its International Operations? on March 18th
How Will American Airlines’ Equity Value Move, If Crude Oil Prices Average $50 Per Barrel In 2018? on March 18th
How Did FedEx Perform In Q3 2016? on March 18th
How Has American Airlines’ Market Share Grown Over The Last Five Years? on March 18th
How Will American Airlines’ Revenue And EBITDA Grow Over The Next Five Years? on March 16th
How Did American Airlines’ Revenue And EBITDA Grow Over The Last Five Years? on March 16th
What Is American Airlines’ Fundamental Value Based On 2016 Estimated Numbers? on March 16th
Here’s what to expect from FedEX’s Q3’16 Earnings on March 15th
How Will United’s Equity Value Be Impacted If Crude Oil Prices Rebound To $100 Per Barrel By 2018? on March 14th
How Will United’s Equity Value Be Impacted If Crude Oil Prices Average $50 Per Barrel In 2018? on March 14th
Basic Materials
What Is China’s Share Of Rio Tinto’s Overall Revenue? on March 17th
What Is China’s Share Of Vale’s Overall Revenue? on March 16th
How Important Is China To Vale’s Iron Ore Sales? on March 16th
What Is Freeport-McMoRan’s Fundamental Value Based On 2015 Results? on March 15th
Silver Wheaton’s Full Year 2015 Pre-Earnings Report on March 15th
Cliffs Natural Resources: A Look Back At The Year 2015 on March 14th
How Do Cliffs Natural Resources’ Margins Compare With Those Of Iron Ore Mining Giants Such As Rio Tinto And Vale? on March 14th
By What Percentage Can Freeport-McMoRan’s Revenue & EBITDA Change Over The Next 3 Years? on March 14th
Health Care
No articles this week.