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) …