Trefis: Highlights Week Ending 22 July 2016

Written by Trefis

Below is a summary of the activity at Trefis during the past week thatTrefis 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 124 top stories this week:

Technology (33 articles)​

• Alibaba, 2 articles (2, 6)

• AMD, 2 articles (1, 18)

• eBay, 2 articles (14, 33)

• Electronic Arts, 2 articles (15, 25)

• F5 Networks, 2 articles (9, 27)

• IBM, 2 articles (26, 32)

• Intel, 2 articles (10, 29)

• Microsoft, 2 articles (16,31)

• Qualcomm, 2 articles (8, 22)

• VMware, 2 articles (20, 38)

Consumer (29 articles)​

• Starbucks, 4 articles (5, 9, 16, 28)

• Dunkin’ Donuts, 3 articles (6, 9, 15)

• GM, 3 articles (1, 13, 20)

• Honda, 2 articles (10, 24)

• L’Oreal, 2 articles (22, 27)

• Philip Morris, 2 articles (17, 29)

• Revlon, 2 articles (23, 26)

Financial Services (17 articles)

• Intercontinental Exchange, 3 articles (8, 10, 11)

• American Express, 2 articles (4, 13)

• Discover, 2 articles (6, 16)

• E-Trade, 2 articles (2, 14)

• Travelers, 2 articles (3, 9)

• Visa, 2 articles (1, 7)

​Industrials & Transportation (17 articles)​​

• 3M, 2 articles (5, 17)

• Johnson Controls, 2 articles (6, 16)

• Southwest Airlines, 2 articles (2, 12)​

• Union Pacific, 2 articles (3, 13)

Media & Telecom (9 articles)

• AT&T, 2 articles (3, 6)

• Ericsson, 2 articles (4, 9)

• Pandora, 2 articles (1, 5)

​Energy & Utilities (7 articles)​

• BP, 2 articles (6, 7)

Health Care (7 articles)​​​​

• Abbott Laboratories, 2 articles (1, 4)

• Intuitive Surgical, 2 articles (2, 5)

• UnitedHealth, 2 articles (3, 7)

Basic Materials (5 articles)​

• Newmont Mining, 2 articles (2, 5)

• Rio Tinto, 2 articles (3, 4)

All 124 investment stories this week are listed below.

Technology

1. AMD Turns Profitable In Q2’16: Expected Growth In All Businesses To Help Deliver Non-GAAP Profitability In 2H’16 on July 22nd

2. Why Fighting Counterfeits Is Critical For Alibaba? on July 22nd

3. What To Expect From Twitter’s Q2 Results on July 22nd

4. Apple’s Q3 Earnings Will Trend Lower On Sluggish iPhone And Mac Sales on July 22nd

5. Where Might Expedia Be Looking For Acquisition Opportunities Currently? on July 22nd

6. How Significant Is Australia For Alibaba’s Global Expansion? on July 21st

7. Weak iPhone Sales Likely Affected Texas Instruments’ Q2’16 Earnings on July 21st

8. Qualcomm’s Stock Price Surges After A Strong Performance In Q3 on July 21st

9. Strong Orders Help F5 Networks Beat Consensus Estimates And Product Refresh To Start In The Upcoming Quarter on July 21st

10. Intel Sees Slower Data Center & IoT Growth In Q2’16, Though Stronger Growth Expected In Coming Quarters on July 21st

11. Here’s How Amazon Is Looking To Attract Prime Members In India on July 21st

12. How Fast Are Priceline’s Advertising Revenues Growing? on July 21st

13. SAP Earnings Takeaways: Cloud Subscriptions Fuel Growth on July 21st

14. eBay Beats Q2 Estimates On Strong Top Line Growth, Cost Cutting on July 21st

15. Is Electronics Arts Pooling Its Money Into R&D Effectively? on July 20th

16. Microsoft Earnings: Revenue And EPS Beat Expectation As Cloud Services Gain Traction on July 20th

17. How Rapidly Is Expedia’s Car Rentals, Cruises, And Other Segment Growing? on July 20th

18. AMD’s Q2’16 Earnings Preview: Strong Semi-Custom & GPU Demand To Fuel Growth on July 20th

19. Continued Innovation and New Partnerships to Drive Qlik’s Q2’16 Revenues on July 20th

20. EMC Earnings Takeaways: Flash Array, VMware, Services Continue Growth on July 20th

21. How Much Revenue Do Apple’s Smaller Product Lines Such As Beats and TV Bring In? on July 20th

22. What Can We Expect From Qualcomm’s Q3’16 Earnings? on July 19th

23. What Led To The Surge In Nvidia’s Stock Price This Year; Why We Believe The Market Over-Reacted on July 19th

24. Has Electronic Arts’ Operating Efficiency Improved Or Faltered? on July 19th

25. Yahoo Earnings: Decline In Revenue And Profit Continue on July 19th

26. IBM Earnings: Revenue Beats Expectation As Shift To Cloud Takes Center Stage on July 19th

27. What Can We Expect From F5 Networks Q3’16 Earnings? on July 19th

28. VMware Reports Positive Q3 Earnings, Robust Outlook For 2016 on July 19th

29. Intel’s Q2’16 Earnings Preview: Focus on Data Center, IoT & Memory To Offset Decline In PCs; Restructuring Initiative To Improve Profitability on July 18th

30. Here’s Why Baidu Is Strengthening Its Cloud Computing Offering on July 18th

31. Microsoft Earnings Preview: Shift To Cloud And Decline In Hardware Sales To Impact Revenue on July 18th

32. IBM Earnings Preview: Revenue Decline To Continue As Shift To Cloud Takes Center Stage on July 18th

33. What To Expect From eBay’s Q2 Results on July 18th

Consumer

1. Earnings Review: Growth May Be Hard To Come By But GM’s Sales Are At A Very High Level Right Now on July 22nd

2. Brexit Could Be Good Or Bad News For Jaguar Land Rover on July 22nd

3. Daimler Earnings Review: Mercedes Posts Record Results Through June, But Margin Down On Added Expenses on July 22nd

4. Kimberly Clark Q2’16 Preview: Currency Impact To Offset Higher Volumes on July 22nd

5. K-Cups, Expansion In China Drive Growth For Starbucks In The June Quarter on July 22nd

6. Breakfast Sandwiches, Coffee Sales Lead Dunkin’ To Profitability In Q2’16, Even As The International Segments Suffer on July 22nd

7. Down, But Not Out: Chipotle Returns To Profitability In Q2’16, Despite Weakness In Top Line on July 22nd

8. What Is Avon Products’ Current Position In The Direct Selling Beauty Market And What Are Its Future Plans? on July 21st

9. Can Cold Brews Heat Up Sales For Dunkin’ Donuts And Starbucks? on July 21st

10. Which Geographies Have Been Driving Honda’s Automotive Revenue? on July 21st

11. Will positive signals from Macau’s casino industry impact MGM and Wynn Resorts? on July 21st

12. How Is Guess’s Revenue Composition Expected To Trend? on July 21st

13. Has GM’s Silverado Ad Campaign Backfired? on July 21st

14. What Impact Will A Decline In Smokable Products Volume Have On Altria’s Revenue? on July 21st

15. Dunkin’ Brands’ Q2 FY’16 Earnings Preview: Product And Digital Innovation To Support Earnings on July 20th

16. Why Is Starbucks Launching An “Upscale” Chain Of Stores? on July 20th

17. Philip Morris Q2 2016 Earnings: Currency Headwinds Leave The Company Flat on July 20th

18. How Much Are The Luxury Automakers Exposed To The U.K.? on July 19th

19. Why Will American Eagle’s Aerie Brand Be A Key Growth Driver In The Future? on July 19th

20. Earnings Preview: GM’s Performance In This Quarter Is Expected To Be Mixed on July 19th

21. How Significant Is Ford’s Mustang Launch In India? on July 19th

22. Why Does L’Oreal Want To Acquire The Skincare Brand, Société des Thermes de Saint-Gervais-les-Bains? on July 19th

23. How Do Revlon’s Preliminary Q2 2016 Results Look? on July 19th

24. Four Trends In Honda’s Sales Numbers on July 18th

25. What Is Bed Bath & Beyond’s Fundamental Value Based On Expected 2016 Results? on July 18th

26. How Might Revlon’s Valuation Change Post The Elizabeth Arden Deal? on July 18th

27. How Is L’Oreal’s Makeup Business Expected To Trend? on July 18th

28. K-Cups: The New Growth Driver For Starbucks? on July 18th

29. How Will Philip Morris Perform In Q2 2016? on July 18th​

Financial Services​

1. Visa Earnings: One-Time Items Weigh On Bottom Line on July 22nd

2. Net Interest Income Growth Drives E-Trade’s Profitable Quarter on July 22nd

3. Travelers’ Q2 Net Income Declines 18% On Higher Catastrophe Losses on July 22nd

4. Earnings Review: American Express’ Cost Cutting Boosts Bottom Line But Expenses Expected To Rise Going Forward on July 21st

5. Higher Asset Based Revenues Lead To A Profitable June Quarter For Ameritrade on July 21st

6. Earnings Review: Discover’s Sluggish Momentum Continues on July 20th

7. Earnings Preview: Visa Set For A Strong Second Half Of FY16 on July 20th

8. IntercontinentalExchange’s Cash Equity Volumes Witness Sustained Growth Momentum In June on July 20th

9. What To Expect From Travelers’ Q2 Results on July 20th

10. IntercontinentalExchange Sees Robust Growth In Volumes In June on July 20th

11. IntercontinentalExchange’s Equity Option Volumes Surge in June on July 20th

12. iShares Help BlackRock Salvage Q2 Results As Other Asset Classes See Large Outflows on July 20th

13. Earnings Preview: Why We Think American Express Will Be Alright, Just Not In The Near Term on July 19th

14. E-Trade Q2 Earnings Preview: Transaction-Based Revenues To Drive Results on July 19th

15. Schwab Earnings: Higher Net Yields Continue To Drive Revenues on July 19th

16. Earnings Preview: Why We Expect Discover To Under Perform on July 18th

17. CME Trade Volumes Surge Across Key Asset Classes In June, Driven By Brexit Impact on July 18th

Industrials & Transportation

1. Boeing Recognizes A $2.78 Billion Charge Ahead Of Q2 Earnings on July 22nd

2. Southwest Drops Post 2Q’16 Results As The Airline Restricts Its Capacity Growth For 2017-2018 on July 22nd

3. Union Pacific’s Q2 2016 Earnings Review: Top Line Headwinds Take Their Toll On Results on July 22nd

4. Alaska Air Reports Another Strong Quarter Backed By Rapid Capacity Growth And Lower Fuel Costs on July 22nd

5. How Will 3M Perform In Q2 2016? on July 22nd

6. How Did Johnson Controls Fare In Q3 2016? on July 22nd

7. LMT Q2 Earnings: Top Line Boosted By Higher F-35 Sales and Sikorsky Inclusion on July 20th

8. Textron Earnings Preview: Company Could Beat Estimates This Quarter As Well on July 20th

9. Honeywell Earnings Preview: Aerospace and ACS Could Continue to Drive Sales This Quarter on July 20th

10. American Q2’16 Earnings Preview: Rising Oil Prices, Lower Unit Revenues To Weigh Heavily on July 20th

11. United Witnessed A Decline In Q2’16 Earnings, Despite Substantial Fuel Cost Savings on July 20th

12. Southwest Q2’16 Earnings Preview: Capacity Growth To Partially Offset The Impact Of Declining PRASM on July 19th

13. Union Pacific’s Q2 2016 Earnings Preview: Lower Shipments And Fuel Surcharge Revenue To Weigh On Results on July 19th

14. Why Has Trefis Lowered Delta’s Price Estimate From $51 To $44 Per Share? on July 19th

15. John Deere Is Pushing In Indian Tractor Market, But The Impact Is Likely To Be Small on July 18th

16. How Will Johnson Controls Perform In Q3 2016? on July 18th

17. Why Has 3M’s Stock Risen Over 20% Since The Beginning Of The Year? on July 18th

Media & Telecom

1. Why Pandora’s Stock Wavers As Earnings Overshadowed With Deal Talk on July 22nd

2. Sprint Earnings Preview: Cost Management, Prepaid Business In Focus on July 22nd

3. Reviewing AT&T’s Mixed Q2 Results on July 22nd

4. Ericsson Earnings: Stock Falls Due To Earnings Miss, Future May Be Better on July 20th

5. Pandora Earnings Preview: No Respite From Losses Expected on July 19th

6. AT&T Q2 Preview: Postpaid Wireless, DirecTV In Focus on July 19th

7. Netflix’s Stock Crashes Due To Unexpected Rise In Churn on July 19th

8. A Look At Motorola Solutions’ Position As A U.S. Government Contractor on July 18th

9. Ericsson Earnings Preview: Expecting Revenues & Profits Decline on July 18th​

Energy & Utilities

1. SunPower’s Earnings Could Trend Lower As It Builds Out Projects For H2 on July 22nd

2. First Solar’s Q2 Earnings Could Trend Lower On Less Favorable Revenue Mix on July 22nd

3. What Should We Expect From Schlumberger’s 2Q’16 Results? on July 21st

4. Halliburton Reports Depressed 2Q’16 Earnings Due To Persistently Low Drilling Demand on July 21st

5. Here’s Why We Revised Petrobras’ Price Estimate To $11 Per Share on July 20th

6. How Will BP’s Revenue Move If Crude Oil Prices Rebound To $100 Per Barrel By 2018? on July 19th

7. How Will BP’s Revenue Change If Crude Oil Prices Average At Around $50 Per Barrel Until 2018? on July 19th

​​

​Health Care​

1. Recent Product Launches Drive Growth For Abbott Laboratories In Q2’16 on July 22nd

2. Strong Procedural Volume Growth Helps Intuitive Surgical Beat Consensus Estimates In Q2’16 on July 20th

3. UnitedHealth Posts Robust Q2 Results On Solid Optum Performance on July 20th

4. What Can We Expect From Abbott’s Q2’16 Earnings? on July 18th

5. What Can We Expect For Intuitive’s Q2’16 Earnings? on July 18th

6. Despite Resistance From Medical Devices Business, JNJ Could Post Decent Q2 Results? on July 18th

7. What To Expect From UnitedHealth’s Q2 Results on July 18th

​Basic Materials

1. Vale’s Q2 2016 Production Review: Decline In Iron Ore Output As Production Cuts Take Effect on July 22nd

2. Newmont Mining Q2 2016 Earnings Review: Strong Performance Of Gold Mining Operations Drives Results on July 22nd

3. How Is Rio Tinto’s Capital Spending Expected To Trend In The Coming Years? on July 21st

4. Rio Tinto’s Q2 2016 Production Review: Ramp Up Of Iron Ore Production Continues In Subdued Iron Ore Pricing Environment on July 20th

5. Newmont Mining Q2 2016 Earnings Preview: Higher Gold Prices To Boost Q2 Results on July 18th