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

Akamai Rocks Q4 Results, Stems Margin Decline with Recent Deals on February 10th

Akamai ( AKAM ) announced record results for Q4 2011 after the markets closed on Wednesday blowing away its own revenue guidance for the quarter…

Amazon Readies for Tablet Battle with Viacom Deal and Price Cuts on February 10th

Amazon ( AMZN ) continues to aggressively build up scale with the two new announcements it made last week. The company has entered into …

iPhone Helps Apple Lead Mobile Web Usage in the U.S. on February 10th

The iPhone 4S significantly boosted the fortunes for Apple ( AAPL ) as its stock is now hovering at an all time high price of…

How Facebook's Ad Business Can Support a $100 Billion Valuation on February 10th

Display and text ads by far contribute the most value to Facebook currently. This accounts for almost 75% of our $74 billion value estimate …

Zynga Earnings Preview: What We're Watching on February 10th

Zynga ( ZNGA ) will report earnings for Q4 2011 on February 14. The company is the largest social gaming company in the world …

iPad 3 Ready to Torpedo the Kindle Fire on February 10th

Apple ( AAPL ) has dominated the tablet market since it launched the first iPad. Last year was all about the iPad 2 as …

Dish's Turnaound Plans for Blockbuster Not Worth the Effort on February 10th

Dish Network ( DISH ) acquired Blockbuster last year when the latter filed for bankruptcy. Blockbuster is the popular movie rental company that started …

Weekly Tech Notes: Microsoft, Oracle, SAP & Zynga on February 10th

This week was quite eventful for technology companies, with many important developments related to companies like Microsoft (MSFT), SAP (SAP)…

Symantec's Hacker Headache Could Damage Users Confidence in Safety on February 9th

Symantec (SYMC) was in the news this week as it was revealed that some hackers had acquired access to codes for Symantec'…

Google Promises EU Regulators it Will Play Nice While Motorola Goes After Apple on February 9th

A few days back a German court granted Motorola Mobility's (MMI) request to permanently ban Apple's ( AAPL )…

Groupon Fights to Keep Users With More Tech Firepower on February 9th

While Groupon's (GRPN) revenue growth for 2011 were strong, the company's expenses remained on the worrying side. Groupon…

News Corp Makes Hay While Ad Market Recovers on February 9th

News Corp (NWS) recently released its Q2 fiscal 2012 results. The key takeaway from the earnings was that the advertising growth exists …

CBS Earnings Preview: What We Are Watching on February 9th

CBS (CBS) will report its Q4 and full year 2011 results on Feb 15th. The company's stock has increased almost …

Microsoft Continues Mobile App Rollout; Launches OneNote for Android on February 9th

Microsoft (MSFT) continues to roll out mobile versions of its enterprise productivity apps on all major platforms. It has already launched some …

Zynga's Stock Finds its Legs in Facebook's IPO Filing on February 9th

Zynga 's ( ZNGA ) stock price has seen a significant increase in the last week, after Facebook filed its S-1 documents…

Microsoft to Launch Windows 8 Consumer Preview on February 29 on February 9th

Microsoft (MSFT) has officially announced that it will be launching the Consumer Preview version of Windows 8 on February 29, at the …

Sprint Shows iPhone Effect: Higher Postpaid Subscribers But Dip in Margins on February 9th

Sprint (S) announced its results for the fourth quarter of 2011 on Wednesday. The stock took a hit as the company posted …

OpenTable Shows Resilience Despite Tough Environment on February 9th

OpenTable's (OPEN) recent earnings showed that the online restaurant reservation company has been able to grow despite a sluggish economic environment…

Oracle Acquires Taleo to Challenge SAP-SuccessFactors in HCM Market on February 9th

Oracle (ORCL) announced that it has acquired Taleo, a leading provider of cloud-based talent and human capital management solutions, for roughly $1.9…

Nokia Swings the Axe Again, Plans Cuts for 4,000 Employees on February 9th

Ever since Stephen Elop was made Nokia 's (NOK) CEO last year, there have been dramatic strategy changes at the company…

Facebook Ads and Virtual Goods Support $74 Billion Fair Value on February 9th

Facebook's ability to far outshine other display ad players like Yahoo (YHOO) in user engagement as well as its dominating presence…

Apple Takes Lion Share of Mobile Industry's Revenues and Earnings on February 9th

As another testament to the iPhone phenomenon that has caught everyone's attention, analyst Travis McCourt of Morgan Keegan estimates that Apple (NASDAQ…

AOL's Display Ad Growth Has Come at a Hefty Price on February 9th

While AOL's (AOL) display advertising revenues grew at around 12% in 2011, in contrast to a 14% decline from 2009 …

Symantec Upgrades Backup Software; Poised for $21 on February 9th

Symantec (SYMC) has released new versions of its storage and backup software - Backup Exec 2012 and NetBackup 7.5 - for…

SAP Brings HANA to Small Businesses; Aims to Solve their Big Data Problems on February 8th

SAP (SAP) has launched two new applications powered by its HANA, in-memory, high performance computing appliance - SAP HANA for SAP…

5 Key Trends Impacting Facebook's $74 Billion Value on February 8th

Facebook has established itself as a dominant force in the display advertising business given its ability to drive heavy engagement and grow its enormous user…

Google's Privacy Blowback Helps Microsoft Gain Mindshare on February 8th

Google (GOOG) has been facing a increased scrutiny from Internet users around the world after it changed its privacy policies for its different…

Perfect World Takes Chi Bi to Indonesia, $21 Fair Value on February 8th

Perfect World (PWRD) has launched its popular 3D MMORPG, Chi Bi, in Indonesia by licensing it to PT. Buana Online Internasional….

AOL Targets Video-Ads Through HuffPo Streaming Network (HPSN) on February 8th

Buoyed by better advertising revenues in Q4 2011, AOL (AOL) rolled off an ambitious project, launching a live video network that uses…

Expedia Earnings Preview: Trends We're Watching on February 8th

Leading online travel agency Expedia (EXPE) plans to release its FY 2011 financial results February 9. The past year, Expedia saw its…

LinkedIn Acquires Rapportive, Popular Email Plug-In for Social Media Info on February 8th

LinkedIn (LNKD) has decided to acquire technology start-up Rapportive according to AllthingsD. While the acquisition is relatively small in size, it could…

Microsoft Plans Dynamics CRM Apps for iOS, Android, Windows Phone on February 8th

Microsoft (MSFT) announced plans to bring its enterprise software apps to popular smartphone and tablet platforms like iOS and Android back in 2011…

Adobe Aims to Boost Sales With Creative Cloud on February 8th

Adobe (ADBE) has finally revealed more details about Creative Cloud, its cloud-based offering which enables users to access the entire Creative suite …

iPhone Narrows Gap with Android After a Strong Q4 on February 8th

Apple ( AAPL ) dominated the smartphone market during the 2011 holiday quarter. But what's more interesting is that the iPhone 4S,…

The Best Yielding Utilities With Fastest Earnings Growth on February 8th

This article was submitted by Dividend Yield using our Trefis Contributors tool Growth is an important item for wealth. If you own a business …

TripAdvisor Earnings Preview: Trends We're Watching on February 7th

TripAdvisor (TRIP), the newly spun-off entity of the leading online travel agency  Expedia (EXPE), is set to release its annual…

Sirius XM Earnings Preview: What We Are Watching on February 7th

Sirius XM (SIRI) is reporting its Q4 and full year 2011 results on February 9th, this upcoming Thursday before the open. It…

Cisco Q2 Earnings Preview: What We're Watching Wednesday on February 7th

Cisco (CSCO) is set to report its second quarter earnings of fiscal 2012 on Wednesday. Here we highlight a few key trends …

Smartphone Shipments Pass PCs for the First Time Due to Apple Effect on February 7th

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

Sina Launches Social TV Platform Powered by Weibo on February 7th

Sina (SINA) has launched a new social TV platform, Kandian.com, which enables users to post clips or images of the television content…

CEO Loss Could Delay Potential Micro, Elpida Deal on February 7th

Micron's (MU) CEO Steve Appleton  died Friday in a plane crash in Boise, Idaho. Micron's Board of Directors…

Perfect World To Launch Expansion Pack for its Flagship Game on February 7th

Perfect World (PWRD) has announced that it will be launching a free expansion pack for its flagship game, Perfect World International, on…

Can the iPad 3 Kill the Kindle Fire? on February 7th

The tussle between  Apple ( AAPL ) and  Amazon ( AMZN ) in the tablet market is heating up as the Kindle Fire is proving…

Facebook IPO Frenzy Chases Constant Contact Stock Higher on February 7th

Facebook 's recent IPO filing has given a boost to many social internet stocks, including Zynga ( ZNGA ) and RenRen. Even …

Verizon and Redbox Pony Up to Take on Netflix on February 7th

Verizon (VZ) and Redbox owner Coinstar announced Monday the formation of a new joint venture that will provide online video streaming services in…

NYT Relies More on Subscriptions as Ad Business Heads South on February 7th

The New York Times (NYT) showed yet another disappointing year as it failed to turn around its advertising revenues for 2011, which …

Social Media Stocks: All Hype, No Profit? on February 6th

This articles was submitted by Louis Basenese of Wall St. Daily The Facebook IPO is coming! The Facebook IPO is coming! The Facebook …

Netflix Rides Recovery Wave as Verizon and BSkyB Ready for Battle on February 6th

Netflix's (NFLX) stock has shot up nearly 70% in the new year, and the company is beginning to turn-around what …

Akamai Earnings Preview: What We're Watching Wednesday on February 6th

Akamai ( AKAM ) plans to announce its Q4 2011 earnings on Wednesday. During the last quarter's earnings call, Akamai reported better…

News Corp Earnings Preview: What We Are Watching on February 6th

News Corp (NWS) will report its fiscal 2nd quarter 2012 earnings on Wednesday, and investors will keep a watchful eye on advertising …

Facebook Recognizes India's Role in Growth, Capitulates to Indian Court's Demands on February 6th

After an extended legal tussle, both Facebook and Google (GOOG) finally complied with the Delhi High Court court's directive to …

Google Cheers as Motorola Strikes a Blow to Apple in Germany on February 6th

The legal battle for patents in the smartphone market is getting more complicated of late. Apple ( AAPL ) saw a couple of setbacks …

The Best Dividend Yields From Dow Jones And NASDAQ on February 6th

This article was submitted by Dividend Yield using our Trefis Contributors tool I screened stocks from the Dow Jones Industrial Average 30 Index and NASDAQ…

Sprint Earnings Preview: What We're Watching Wednesday on February 6th

Sprint (S) plans to announce its Q4 2011 earnings Wednesday, February 8. During the earnings call, we will be closely watching …

Constant Contact Enters Daily Deals Space with MobManager on February 6th

Constant Contact (CTCT) has acquired yet another startup, MobManager, a daily deal management solution for small businesses. MobManager enables businesses to …

Salesforce.com Rolls Out Rypple Mobile App for Social Performance Management on February 6th

Salesforce.com (CRM) acquired Rypple, a cloud-based social performance management software maker, back in December 2011. Rypple's software enables employees to …

Trefis Week in Review on February 4th

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

Consumer

RadioShack's Peek Under the Hood Last Week Spooks Investors on February 10th

Last week,  RadioShack (RSH) released its preliminary earnings for Q4 2011. It expects its Q4 2011 gross margin to be approximately 35%…

Wal-Mart Canada Gears Up for Competition from Target on February 10th

Wal-Mart (WMT) is leaving no stone unturned as it competes with rival  Target (TGT), which is also vying for a …

Asia Lights Up Philip Morris' Earnings & Outlook on February 10th

Philip Morris International Inc (PM) reported strong Q4 earnings on Thursday driven by a stunning Asian performance. Excluding excise duties, total revenues…

Target Woos Shoppers with Jason Wu Line, Learns from Missoni Missteps on February 10th

Target's (TGT) recent launch of the limited-edition Jason Wu collection, in partnership with the famous Taiwan-born designer, has received an…

Diamond Foods Update: Restatements and Price Collapse on February 10th

Submitted by Frank Voisin at Frankly Speaking as part of our contributors program I wrote about the Diamond Foods (DMND) back in November…

Nike (NKE): Just Do It - Sell on February 10th

Submitted by Julie C at Fast Graphs as part of Trefis Contributors There is an enormous amount of discussion and even controversy regarding various opinions…

CVS Caremark Earnings: Express-Walgreen Dispute Bodes Well For CVS on February 10th

CVS Caremark (CVS), the second largest drug retailer in the United States, has  raised its earnings guidance for this year hoping to…

PepsiCo Posts Solid Earnings But Cautious on 2012 on February 10th

PepsiCo (PEP) reported strong revenue growth buoyed by impressive growth in snacks, especially in the emerging markets as the company announced its …

LVS Updates: Solid Results and Dividend Announcement on February 9th

Last week,  Las Vegas Sands (LVS) reported impressive Q4 and full year numbers for 2011. The consolidated 2011 net revenue grew 37%…

Target Sharpens Focus on Online and International Growth on February 9th

Last year was eventful for  Target (TGT), the world's second largest retailer, as it revamped its website to drive online…

Coca-Cola's Stock Bubbles Higher on Strong International Growth on February 8th

Coca-Cola Co (KO) announced its Q4 and the full year earnings Tuesday with revenues and volumes rising on the back of strong international…

Prestige Beauty Segment Drives Estée Lauder's Robust Q2 Performance on February 8th

Estée Lauder (EL) continued to outperform its Q2 guidance and global beauty industry growth reporting a strong financial performance last quarter boosted by…

Rite Aid's January Sales Show Steady Eddy Growth on February 8th

Rite Aid (RAD), the third largest retail pharmacy chain in the United States that competes with  Walgreen (WAG) and  CVS …

Chipotle's Stock Salsas Higher on Strong Growth, Cost Controls on February 8th

Chipotle Mexican Grill, Inc. (CMG) continued on its impressive growth trajectory as it reported strong Q4 financials last week. Revenues for …

Asia Growth Drives Las Vegas Sands Results on February 8th

Las Vegas Sands (LVS) recently reported strong Q4 results with net revenue increasing 26% y-o-y. The consolidated full year net revenue also …

Zipcar Expands FastFleet to Bean Town After DC and Chicago on February 7th

After Chicago and Washington D.C., Zipcar (ZIP) has now announced a partnership with the City of Boston to launch a new fleet…

CVS Caremark Earnings Preview: What We're Watching on February 7th

CVS Caremark (CVS), the second largest drug retailer in the United States, will announce its full-year  earnings on Wednesday, February 8….

Ralph Lauren Earning Preview: What We're Watching on February 7th

Ralph Lauren (RL) is scheduled to announce its Q3 fiscal 2012 financial results on Wednesday. While the general consensus is that Ralph …

Coca-Cola Earnings: Individual Brands, Emerging Markets Lead Growth on February 7th

The Coca-Cola Co (KO) will announce it's Q4 earnings on 7th February. We expect the company to continue on its …

Altria's Fat Margins and Pricing Power Support Outlook on February 6th

Altria Group Inc (MO) once again proved its profit generating ability as it announced strong earnings last week which corroborate our belief that…

Sara Lee Earnings: Core Businesses Pick Up as Company Readies For Split on February 6th

Sara Lee's (SLE) core meat business showed a marked improvement in volume and mix trends last quarter, even though the …

Unilever Navigates Weaker Volumes and Cost Pressures with Mixed Results on February 6th

Amid higher prices and tepid consumer confidence, Unilever (UL)  continued to struggle with sluggish market demand, particularly in North America and Europe…

Financial Services

Financials Weekly Notes: UBS, Credit Suisse, JPMorgan & Goldman Sachs on February 10th

Bank shares largely remained flat over this week, with news from the troubled European region doing little to support the bulls or the bears …

Credit Suisse Side Swipes Stock Recovery with Surprise Loss on February 10th

Credit Suisse (CS) surprisingly reported its first quarterly loss since 2008 this Thursday, with costs related to significant organization-wide changes and a …

Lehman Wants Citi To Cough Up $2.5 Billion on February 9th

Desperate to extract every cent from all possible sources to repay its long list of creditors, Lehman has now trained its sights on  Citigroup …

NYSE Euronext Earnings Preview: What We're Watching Friday on February 8th

NYSE Euronext (NYX) is going to announce its fourth quarter earnings on Friday, February 10th. Last quarter, the company benefited from …

AIG Gets Some Love from Ratings Agencies with Improved Outlook on February 8th

Fitch Ratings, a global rating agency, recently raised its outlook on AIG (AIG) to positive from stable recognizing AIG's stronger…

JPMorgan Gets a Bargain in Overdraft Settlement Deal on February 8th

JPMorgan Chase (JPM) finally settled with disgruntled customers who took it to court for wrongly charging them excessive overdraft fees, making it …

UBS Profits Sink On Poor Investment Bank Performance on February 7th

UBS (UBS) reported a 60% sequential decline in net income for the fourth quarter of 2011, while earnings were down 76% from …

Goldman Eyes Fidelity's India Mutual Fund on February 7th

Goldman Sachs (GS) is looking to expand its asset management business in India with the acquisition of Fidelity India Fund Management. The …

BNY Mellon Demands Sewer Revenue from Jefferson County on February 6th

BNY Mellon (BK) is taking Jefferson County to court in a bid to recover as much as possible of the $3.6 billion in…

BoA Leads Market Rally on Economic Data, Improved Sentiment on February 6th

Shares of  Bank of America (BAC) had a nice pop on Friday Friday with shares rising by more than 5% in trading. …

Energy

BP Wins Motion to Keep Prior Accidents Out of Macondo Trial on February 10th

British oil major BP (BP) succeeded in persuading U.S. district judge Carl Barbier that evidence related to past incidents involving the company …

Suntech Jumps as Hopes Rise of Asian Demand for Solar Products on February 9th

Solar panels manufacturer Suntech Power (STP) saw its shares rise by almost 7% on Thursday as Norwegian industry player Renewable Energy Corp. …

Chevron Sticks to New Projects in Canada & China Despite Dry Holes on February 9th

Energy giant Chevron (CVX) plans to continue with its drilling efforts in the Canadian state of Newfoundland despite encountering two dry holes, …

BP Grows Upstream Volumes, Plans to Double Well Drilling in 2012 on February 8th

Oil major BP (BP) managed to build upon the strong oil pricing environment to increase revenues as well as profits in the fourth…

Chevron Sells Offshore Oil Fields to Private Equity Players to Focus on Shale on February 7th

Oil major Chevron (CVX), completed the sale of its Ship Shoal 266 field in the U.S. Gulf of Mexico to Quantum Renaissance…

Anadarko's Stock Squirts Higher on Strong Liquids Production Growth on February 7th

Independent explorer Anadarko Corp. (APC) posted growing revenues on strong growth in liquids production that benefited from high oil prices. The company…

Ways to Play the Natural Gas Decline (Part 2) on February 6th

This articles was submitted by Louis Basenese of Wall St. Daily In my previous article, I revealed a lower-risk way to get paid while…

Big Oil Sees Little Threat from Electric Cars on February 6th

Despite high oil prices pushing consumers to reduce spending and a renewed call for the U.S. to reduce its dependence on imported oil, gasoline…

BP Hopes for Public Relations Makeover With Branding Campaign on February 6th

BP (BP) has revealed that it intends to spend over $500 million to restore its brand image that took a huge beating because…

Industrials & Transportation

Delta Looks to Structural Changes to Fight Rising Fuel Costs on February 10th

Rising fuel bills significantly hampered profitability across the U.S. airline industry in 2011. As political unrest in the Middle East pushed oil prices up…

GE Energy Rolls Out New Solutions as it Heads for $20 on February 10th

GE's (GE) energy infrastructure arm, GE Energy has recently unveiled new impressive products which should help increase its sales. GE…

The Cheapest Dividend Contenders With Lowest PEG-Ratio on February 9th

This article was submitted by Dividend Yield using our Trefis Contributors tool Dividend Contenders are stocks that have raised their distributions for at least 10…

Caterpillar Sees Growth Opportunities in Japan and N. America on February 8th

Caterpillar (CAT) is looking to increase sales in Japan and North America by strengthening its product offerings in industries that are expected to…

North America Leads World Rig Count Growth in 2011 on February 8th

High oil prices led by demand from emerging economies resulted in a strong 2011 for oil services companies. Global rig count figures reported for …

Boeing Tormented by Additional 787 Dreamliner Delays on February 6th

Boeing (BA), which has struggled to deliver its 787 Dreamliner range of jets on time, has been hit by further delays. …

Basic Materials

Rio Tinto's Focused on Growth Despite Suffering from Alcan Hangover on February 10th

Rio Tinto (RIO) reported fourth quarter earnings on Thursday which failed to meet expectations as higher than expected impairment charges related to its…

The Best Yielding Basic Material Stocks With Highest Expected Earnings Growth on February 10th

This article was submitted by Dividend Yield using our Trefis Contributors tool The Best Yielding Basic Material Stocks With Highest Expected Growth Researched by Dividend…

Did the Liquidity Trap Cause the Hike in Gold? on February 9th

This was submitted by Lior Cohen, M.A. at Trading NRG using the Trefis Contributor Tool It's hard to prove that we are…

Dow Faces Headwinds From Higher Costs Despite Showing Pockets of Growth on February 6th

Dow Chemical (DOW) reported lower than expected earnings last Thursday. While the company recorded sales growth in all its divisions and geographies,…

Why Mustang, Barrick's Surge Will Continue on February 6th

Submitted by David Gould through our contributor tool In an earlier article here, I highlighted why an investment in Mustang (MSTG) and Barrick …

Favorable Risk/Reward For Mustang, Newmont on February 6th

Submitted by David Gould through our contributor tool Since Mustang Alliances (MSTG) announced the appointment of Robert Faber as President, shares have gained …

Health Care

Pfizer Takes a Hit From Lipitor Loss But Outlook is Still Solid on February 10th

Pfizer's (PFE) first earnings report after losing its exclusivity on Lipitor highlights some key concerns on what will Big Pharma do…



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: AAPL , AKAM , AMZN , DISH , ZNGA

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43,432,023
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