Trefis Week in Review

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Below is a summary of the activity on Trefis during the past week that we thought you would find interesting.

Insights from the Week

Tech, Media, Telecom

Social and Mobile Marketing to Drive Constant Contact Earnings on February 3rd

Constant Contact ( CTCT ) reported its earnings for Q4 and FY2011, recording a healthy 23% growth in yearly revenue, which was up to…

Qualcomm Revised to $67.50 on Solid Outlook with Better Pricing on February 3rd

Following up on a strong September quarter, Qualcomm ( QCOM ) reported blowout Q1 FY 2012 results yesterday, capping off what has been an…

Amazon's Margins: When Will They Improve? on February 3rd

Amazon ( AMZN ) has a history of treading on wafer-thin margins, but it seems that in 2011, investor patience was tested to the…

Enterprise Security Software Carries Symantec to $21.60 on February 3rd

Symantec ( SYMC ) announced its Q3 FY12 earnings last week with revenues of $1.725 billion last quarter, up 7% year-over-year. Its revenue growth…

RIM's U.S. Market Share Losses Slow, But Challenges Persist on February 3rd

Research in Motion's ( RIMM ) worsening position in North America, especially in the U.S., continues to worry RIM shareholders. The…

An Overview Of Asia's Best Yielding Dividend Companies on February 3rd

This article was submitted by Dividend Yield using our Trefis Contributors tool …

NYT Frees Up Roughly $30 Million; Mobile Investments Ahead? on February 3rd

While advertising revenue continued to decline for the New York Times (NYT) in 2011, the company also announced the sale of its …

Weekly Mobile Updates: Qualcomm and Apple on February 3rd

The past week saw Qualcomm ( QCOM ) report excellent December quarter results Wednesday, capping off what has been an excellent year for the …

Weekly Tech Review: Microsoft and Zynga on February 3rd

This week was a very eventful one for several companies in the technology space, with many of them announcing their earnings for Q4 2011….

Facebook IPO Filing Puts Spotlight on Zynga, Shares Jump on February 3rd

Zynga (ZNGA) is the leader in social gaming and is charging forward in the mobile gaming space by acquiring mobile gaming studios and…

Apple's iPad Leads In Customer Ratings; Kindle Fire Follows on February 3rd

Amazon's ( AMZN ) Kindle Fire may be much cheaper than the iPad but it lags behind when it comes to customer satisfaction…

Amazon's Media Sales Were Sluggish But Kindle Fire Should Steer Stock Higher on February 3rd

While Amazon's (NASDAQ;AMZN) Q4 and full-year 2011 earnings results proved disappointing to investors leading to an 11% drop after the announcement…

Shutterfly's Marketing Expenses Overshadow Solid 2011 on February 2nd

Shutterfly (SFLY) announced its Q4 2011 earnings, reporting impressive revenue growth of 54% for full year 2011, primarily due to its acquisition…

OpenTable Earnings Next Week: What We're Watching on February 2nd

OpenTable (OPEN) will release its Q4 results on Tuesday, February 7, and given the sluggish economy, we could see this negatively …

Is the Market Being Unduly Harsh on Monster? on February 2nd

With an unsettling employment outlook ahead and and after slashing its sales force by almost 7%, Monster's (MWW) stock took …

iPhone 4S Pushes Apple to Number 3 Spot in Overall Mobile Phone Market on February 2nd

Ever since iPhone 4S was launched in October last year, Apple (AAPL) has made rapid strides in the mobile phone market. According…

Apple Leads Global Chips Market Shift from PCs to Wireless on February 2nd

The iPhone and the iPad have helped Apple (AAPL) lead the global trend in chip expenditure that has pushed wireless devices past the…

China Telecom to Encourage In-house Innovation on February 1st

This article was submitted by Ben Chiang at Technode China Telecom (CHA), the state-run carrier is reportedly investing heavily to encourage in-house …

Apple's Chinese Suppliers Have a Large Say in How 2012 Shapes Up on February 1st

Over the last few years, Apple (AAPL) has encountered numerous raw material supply-related issues but has overcome these challenges every time, resisting…

Qualcomm's Mirasol Technology Continues to Gain Traction on February 1st

Qualcomm's ( QCOM ) Mirasol technology has started to secure more orders from South Korea, China and Taiwan based e-book reader customers,…

China Telecom Confirms iPhone 4S Launch As Early As February on February 1st

China Telecom (CHA) and Apple (AAPL) are both set to reap the benefits from the iPhone 4S launch on China Telecom…

Pandora Crosses 125 Million Registered Users, Stock Still Expensive on February 1st

A little over two weeks back Pandora Media (P) announced that it crossed 125 million registered users, which gave the stock a …

Monster Worldwide Inc: Hardly a Monster of a Deal on February 1st

This was originally published by Frank Voisin. Frank's value-focused analyses can be found at http://www.frankvoisin.com Monster Worldwide, Inc (NYSE:…

Netflix Can Hit $180 if its International Subscriber Base Reaches its US Size on February 1st

After a disappointing 2011,  Netflix (NFLX) has had a fantastic start to 2012 with stock up nearly 70%. Half of this gain…

RIM's New CEO Faces Huge Challenges in Turnaround Attempt on January 31st

Research in Motion ( RIMM ) received a lot of media attention ever since its leadership shakeup. A few days ago, the company announced…

Microsoft Begins Technical Preview of Office 15, Beta Launch in Summer 2012 on January 31st

Microsoft (MSFT) has announced that it has released a Technical Preview version of Office 15 to select customers, who will test the …

DirecTV Latin America Worth Almost as Much as DISH on January 31st

DirecTV (DTV) and Dish Network (DISH) have been longstanding rivals in the satellite TV market. While the former has flourished,…

Zynga Gets Slammed for Allegedly Copying Two Games on January 31st

Zynga (ZNGA), the largest social gaming company in the world with over 230 million active users, has come under fire in the…

Netflix is Fried, RIM is Toast - And Here's Why You May be Wrong… on January 31st

When you believe Netflix (NFLX) is fried, and RIM ( RIMM ) is toast, it is worth considering that there is a chance, …

Sirius Gains on Stronger U.S. Auto Sales & Used Car Push on January 31st

With light vehicle sales in the U.S. jumping in January, the satellite radio service provider Sirius XM (SIRI) may perhaps anticipate another…

As iPhone 4S Sales Peak in Q1, Smartphone Peers Hold Off on New Launches on January 31st

Apple's (AAPL) recently announced quarterly results surprised many as it not only exceeded its own revenue estimates by almost 25% but most…

Microsoft & RIM to Launch Blackberry Business Cloud Services for Office 365 on January 31st

Microsoft (MSFT) and Research in Motion ( RIMM ) have announced the launch of BlackBerry Business Cloud Services for Microsoft Office 365. …

Facebook Has 1 of Every 4 Display Ads in the U.S. on January 31st

As investors await Facebook's S-1 filing with bated breath, the social networking giant has crossed another milestone in the U.S. display…

Qualcomm Earnings Preview: What We're Watching Wednesday on January 31st

Qualcomm ( QCOM ) is expected to announce its Q1 FY 2012 earnings on February 1st. The company has seen its revenues grow year-over-year …

After Consoles and Desktops, Microsoft Plans to Bundle Kinect with Notebooks on January 31st

The Kinect sensor for the Xbox gaming console has been Microsoft 's (MSFT) greatest product success in recent times. It was…

Salesforce Launches Desk.com, Social Customer Service Platform for SMBs on January 31st

Salesforce.com (CRM) has launched Desk.com, a mobile and social customer service platform targeted at small businesses. Salesforce.com acquired Assistly, a social …

Apple the Largest Maker of PCs, Courtesy of iPad on January 31st

Apple (AAPL) has proclaimed for a long time that we are now in a post-PC era, in which people would no longer …

AOL Pushes Mobile Ad Monetization With Mobsmith Partnership on January 31st

AOL's (AOL) decision to partner with mobile advertising platform Mobsmith is an indication that the company is finally slowing down on…

Zynga Prepares to Launch Bingo, Its New Casino Game on January 31st

Zynga (ZNGA) announced that it has launched a new game - Zynga Bingo - in its Casino suite, which is …

Yahoo Axes 10 Mobile Apps as it Cleans House on January 30th

As reported recently in its mobile blog,  Yahoo (YHOO) recently discontinued 10 of its mobile apps. Most of these apps like Meme…

AMD Updates: Weak Results Weigh on Outlook on January 30th

AMD's (AMD) stock has been disappointing for investors despite the company bringing in a new CEO. The recent Q4  2011 …

F5 Flexes Muscles in the Application Delivery Market, Stock Worth $127 on January 30th

F5 Networks (FFIV) announced results this past week.  F5 Networks, Inc. is the global leader in application delivery networking, providing technology…

Intel's Fair Value is $30 With a Shifting PC Market & New Chips on January 30th

Intel (INTC) had a record 2011 registering strong revenue growth while its main rival  AMD (AMD) struggled. This year will …

AT&T Reports Big Loss in Q4 But Record iPhone Sales Support Outlook on January 30th

AT&T's (T) balance sheet took a huge hit in Q4 2011, as a one-time break-up charge of $4.2 …

Apple Worth $550 After Regaining Top Spot in Smartphone Market on January 30th

No doubt Apple's (AAPL) December ending quarter 2011 earnings produced remarkable results. It not only exceeded its own revenue estimates by …

Lumia Lights Up Earnings Though Symbian's Legacy Sinks Stock on January 30th

Nokia's (NOK) Lumia series of smartphones launched last quarter and failed to create much of an impact as the company'…

Verisign: Domain Registrations Chug Higher on January 30th

Verisign (VRSN) reported its earnings for Q4 and FY2011, with revenue growth of 13% year-over-year for the full year. It ended 2011…

Activision's Call of Duty: MW3 Will Fire Up Earnings on January 30th

Activision Blizzard (ATVI) is scheduled to announce its Q4 and fiscal year 2011 results on February 9. We expect the phenomenal sales …

Consumer

PepsiCo Earnings Preview: What We Are Watching on February 3rd

PepsiCo (PEP) is scheduled to announce its earnings on 9th February, 2012. Once again, the snack segment, and not the its…

Ann's Shares Sink After Weak Q4 Outlook on February 3rd

Women's apparel retailer  Ann's (ANN) stock crashed by 7% Thursday, after the company provided a weaker-than-anticipated fourth quarter …

Victoria's Secret Gives Limited's Sales a Lift in January on February 3rd

Intimate apparel retailer  Limited Brands (LTD) reported comparable store sales increase of 9% for the four weeks ended January 28, 2012, compared…

Zipcar Headed to $25 With Spanish Car Sharing Acquisition on February 3rd

Zipcar (ZIP), the world's leading car sharing network, has  completed the purchase of a majority ownership interest in Barcelona-based car…

Gap's Shares Fly on Raised Guidance for Q4, Fully Valued at $25 on February 3rd

Specialty retailer Gap Inc.'s (GPS) stock gained roughly 11% Thursday after the disclosure of January sales results.) Though Gap …

Esio Beverage Poses Competition to Green Mountain on February 3rd

Green Mountain Coffee Roasters (GMCR) sells more than 200 varieties of K-Cup portion packs including brands of coffee, tea, hot apple cider…

Best Buy Highlights: Geared Up to Drive Online Sales on February 3rd

The year 2011 was eventful for  Best Buy (BBY), the world's largest consumer electronics retailer, which made significant efforts to…

RadioShack Expects Lower Gross Margin for Q4, Stock Plunges on February 3rd

RadioShack (RSH) recently released its preliminary Q4 results. The company indicated that its Q4 2011 gross margin is expected to be approximately …

Las Vegas Sands Considers India for Expansion on February 2nd

Las Vegas Sands (LVS) is interested in having a presence in India, the world's second most populous nation. Recently while…

Wal-Mart Upates: Shows Interest in Carrefour, Introduces Esio Beverage on February 2nd

According to a recent Bloomberg report,  Wal-Mart (WMT) may be interested in Carrefour, a France-based hypermarket chain with over 9,500 stores worldwide…

Mexico the New El Dorado For Soft Drink Giants on February 2nd

It seems like soft drink powerhouses  Coca Cola Co (KO) and PepsiCo (PEP) are betting heavily on Mexico as both the…

Has McDonalds Become Too Pricey To Buy or Hold? on February 2nd

We are strong believers in making buy, sell or hold investing decisions predicated on the fundamentals behind the business that the common stock represents….

Ford Motors Ahead in the U.S. While International Cools on February 1st

Ford (F) posted fourth quarter results which portray impressive growth but leave a few grey areas of concerns. Although compared to its …

Starbucks Brews Up Impressive Earnings But Falling Margins a Worry on February 1st

Starbucks (SBUX) delivered strong results last week on the back of strong revenue growth. The company changed its reporting format from this …

McDonald's Shows Impressive Growth as Foreign Investments Pay Off on January 31st

McDonald's (MCD) released its Q4 earnings last week and delivered strong results, justifying the company's 30% stock return …

Is Radioshack a Safe Dividend Play? on January 31st

Submitted by Jason Dickstein using our contributor tool Radioshack (RSH) plunged almost 30% today on news that it would miss the market's…

Unilever Earnings: Can Skin Care and Emerging Markets Save the Day? on January 30th

Unilever (UL) releases earnings this Thursday, and we will look for volume growth metrics and pricing trends, especially in North America and…

Why Electric Cars Won't Gain Mass Adoption Without Further Innovation on January 30th

The arguments for electric cars are many and hard to argue with. They can provide a new alternative for transportation while helping reduce the …

Nu Vitality Would Surge Off Of Avon, Herbalife's Peer Metrics on January 30th

Submitted by David Gould through our contributor tool Nu Vitality (NUVI) is one of my top picks for 2012 given its proven direct sales…

Financial Services

BlackRock Focuses on ETFs as Active Strategy Inflows Decline on February 3rd

After the lackluster performance of its actively managed funds in the fourth quarter of 2011, BlackRock (BLK) is increasing its focus on …

Deutsche Bank Worth $49 Despite Weak Q4 Earnings on February 3rd

Deutsche Bank (DB) ended up with a pre-tax loss of €351 million ($460 million) for the fourth quarter of 2011, bringing …

Financials Weekly Notes: U.S. Bancorp, Deutsche Bank & Citigroup on February 3rd

Bank shares swung widely in both direction over this week and no surprise considering the fact that they kept being 'Greece-d' from…

CME Group's Q4 Profit Hit by Declining Trading Volumes on February 3rd

CME Group (CME) reported its fourth quarter and full year 2011 results. The company's fourth quarter operating income declined 15% …

Bank Stocks Rally on Potential Greek Deal on February 2nd

Investors had a lot of reasons to be happy on Wednesday, beginning with a possible agreement between Greece and private bondholders, to the improvement…

Citi Drops Using Brokers for Mortgage Loans on February 2nd

Citigroup (C) wants complete control over the quality of new mortgage loans it adds to its portfolio - something it aims to…

Hartford Financial Earnings Preview: What We're Watching on February 1st

The Hartford Financial Services Group (HIG) is scheduled to announce its fourth quarter earnings Tuesday, February 7. Last quarter, the company …

Wells Fargo Spent Most Among Banks Lobbying on February 1st

Wells Fargo (WFC) spent the most among all commercial banks in lobbying the government last year. The fourth largest bank in the …

Citi Continues Shedding Prop Trading Units as Volcker Rule Looms on February 1st

Citigroup (C) pulled the plug on one more of its proprietary trading desks as the bank continues to tighten up operations before the…

Morgan Stanley's Big Win with Facebook: Bags Coveted IPO Deal with Left Lead Role on February 1st

Morgan Stanley (MS) will lead the much awaited initial public offering (IPO) of the world's biggest social networking site Facebook…

RBS-Jefferies Deal Over Hoare Govett To Close Soon on January 31st

The RBS Group (RBS) is likely to finalize the sale of its Hoare Govett business to Jefferies (JEF) soon -…

U.S. Bancorp Snaps Up Regional Banks Heading to $31 on January 31st

U.S. Bancorp (USB) seems to be making the most of the economic slowdown as the bank continues to bolster its presence across …

Greece Pummels Bank Stocks Again on January 31st

It wasn't a very pleasant day for the world's largest banking institutions, as they saw their shares fall over trading …

E*Trade's Weaker Quarter Weighs on Results, $9 Fair Value on January 30th

E*Trade Financial (ETFC) reported fourth quarter and full year-end results on January 25, posting a net loss of $6 million for …

Credit Suisse Mulls Big Pay Cuts as Euro Crisis Hobbles Bank on January 30th

Credit Suisse (CS) could slash employee bonuses by up to 50% as the bank struggles to deal with the impact of Europe'…

JPMorgan Justifies PIIGS Exposure As "Largely Social" on January 30th

The big banks too have a heart. At least that is what  JPMorgan Chase (JPM) CEO Jamie Dimon suggested while explaining the …

Nasdaq Earnings Preview: What We're Watching on January 30th

Nasdaq OMX (NDAQ) is going to announce its fourth quarter earnings on Wednesday, February 1, 2012. Last quarter, the company benefited…

Energy

As Gas Majors Cut Production Cuts, Gas Prices Rise From Record Lows on February 3rd

Low gas prices in the U.S. have forced ConocoPhillips (COP) and other players like Chesapeake Energy (CHK) to announce production …

China Cuts Solar Subsidies as Module Prices Fall on February 2nd

China is the latest country to announce cuts in solar subsidies to reflect the falling costs of PV installations. The government announced a 11% …

Exxon's Polish Fracking Plans Hit an Air Pocket on February 2nd

Exxon Mobil (XOM) announced that the gas flow from its two exploratory wells drilled in Poland did not justify bringing them into production…

Stock Buybacks Do Not Benefit Future Stock Peformance on February 1st

This article was submitted by David Templeton, Horan Capital Advisors In a recent research report by Thomson Reuters they note that a company'…

Ways to Play the Natural Gas Decline (Part 1) on February 1st

This articles was submitted by Louis Basenese of Wall St. Daily By now, every investor is aware of the precipitous decline in natural gas…

Refining Margins Set to Improve As Capacity Surplus Falls on February 1st

Chevron (CVX) and other vertically integrated oil majors like Exxon Mobil (XOM) and BP (BP) could begin to see…

Exxon Flexes Muscles With Strong Earnings on Higher Oil Prices and Production on February 1st

The world's largest publicly traded oil company Exxon Mobil (XOM) announced its Q4 earnings on 31st January reporting 2% growth in…

Government Uncertainty May Result in Solar Installation Rush in Germany on January 31st

Differences within the German government over the plan to cut solar subsidies have resulted in a delay in the introduction of subsidy cuts, and …

U.S. LNG Exports May Impact Chevron's Australian Gas Pricing on January 31st

American gas companies have managed to snap up two Liquefied Natural Gas (LNG) supply contracts with Asian players over the last two months on…

Suntech CEO Pins Hopes on Chinese Growth to Drive Sales on January 31st

Suntech Corp .'s (STP) CEO Zhengrong Shi said that China's Solar market could almost double in 2012 to 4…

Exxon Sells Japanese Subsidiary Amid Weak Demand Growth on January 30th

Exxon Mobil (XOM) will be selling its stake in subsidiary Exxon Mobil Yugen Kaisha, which has refining and marketing operations in Japan….

Industrials & Transportation

United Navigates Tough Year With Synergies and Capacity Improvements on February 3rd

In the recently released FY 2011 annual financial results, most U.S. airlines revealed that they are seeing the stable leisure and corporate travel demand…

Delta Cuts and Shifts Capacity to Higher Potential Markets on February 3rd

Riding on favorable corporate and leisure demand trends, Delta Air Lines (DAL) witnessed a healthy y-o-y growth of 10% in its passenger …

Department of Interior to Release Federal Rules on Fracking Disclosure on February 3rd

The U.S. Department of Interior will be releasing federal regulations for the production of oil and gas from shale deposits across the U.S. The…

GE Capital Looks for Redemption as Financial Unit Shows Impressive Growth on February 2nd

GE Capital, the sore spot of GE during the financial crisis, looks set on its way to become GE's biggest profit center…

Caterpillar's Outlook Buoyed by Strong Global Demand on February 1st

Caterpillar (CAT) in its recent earnings announcement recorded the highest quarterly sales in its history and took its profitability to new heights. …

Transocean's Value Proposition: Leading Driller Stays Afloat By Going Deepwater on January 31st

Submitted by Ramon Vredeling using our contributor tool "The night is always darkest just before the dawn." Yes, it's…

Lockheed Martin Good for $93 Despite Slower Growth Ahead on January 31st

Lockheed Martin (LMT) is expected to show flatter sales growth going forward as the company may see hefty defense cuts as the U.S…

3M's Q4 Earnings Strong, Stock Worth $97 on January 30th

3M ( NYSE:MMM ) continued its consistent performance as it delivered another quarter of steady growth driven by strength in the Americas region. …

Basic Materials

Dow Chemicals Earnings Preview: Pockets of Growth Amid Weaker Quarter on February 1st

Dow Chemicals (DOW) will report its earnings for the fourth quarter of 2011, before the market opens on Thursday. After a solid…

Fed Action Will Decide Next Major Move For Gold on January 31st

Submitted by Bob Kirtley at www.skoptionstrading.com As our regular readers will know, we view US real interest rates as the key determinant of gold …

Why a Barrick Takeover Of Mustang Is Likely on January 30th

Submitted by David Gould through our contributor tool Given concerns about hyperinflation and domestic stagnation, many experts are forecasting that gold will continue to …

Mustang, Freeport's Incredible Upside Soon To Be Realized on January 30th

Submitted by David Gould through our contributor tool The Fed's recent announcement that it will be targeting low interest rates until late 2014…

Health Care

How to Stop "Off-Label" Marketing and Sales of Prescription Drugs on February 2nd

This article was submitted by Pharma Reform as part of our contributors program I'm a little tired of reading about "off-label" promotion of…

The Best Yielding Healthcare Dividend Stocks With Fastest Earnings Growth on February 2nd

This article was submitted by Dividend Yield using our Trefis Contributors tool …

Ampio's Conference Call Highlights Major Catalysts on January 30th

Submitted by David Gould through our contributor tool In earlier articles published here and here, Ampio Pharmaceuticals (AMPE) and Pfizer's (PFE) …



The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of The NASDAQ OMX Group, Inc.



This article appears in: Investing , Investing Ideas , Stocks , US Markets

Referenced Stocks: AMZN , CTCT , QCOM , RIMM , SYMC

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53,864,169
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44,748,631
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