Below is a summary of the activity on Trefis during the past week that we thought you would find interesting.
Technology
- Here Are Some Key Triggers For Groupon's Stock on March 27th
- Weekly Tech Update: TXN, BRCM, CREE, QCOM, INTC on March 27th
- Here's Why We Think Zynga's Gross Margin Could Decline In The Future on March 27th
- Accenture Results: Revenue Beats Expectations But Growth In New Bookings Disappointson March 27th
- Weekly Notes On Gaming Industry: Electronic Arts & Activision Blizzard on March 27th
- SanDisk Revises Revenue Guidance, Stock Drops 18% on March 27th
- Broadcom Introduces A Range Of New Products For The Chinese TV Market on March 26th
- Factors That Can Lead To A Significant Decline In Qualcomm's Valuation on March 26th
- Paychex Earnings: Solid HRS Performance Drives Revenue on March 26th
- Can Recent Developments Harm VMware In The Long Run? on March 25th
- TI Adds Another Platform To Its Low-Cost MCU Portfolio on March 25th
- Rising Competition Could Lower Nokia's Valuation By Up To 10% on March 25th
- Can Battlefield Hardline Provide A Bumper Start To Electronic Arts? on March 24th
- Here's How A Payments Feature Could Impact Facebook's Business on March 24th
- Storage Systems Monthly Notes: EMC, NetApp, IBM, HP In Focus on March 24th
- Western Digital Unveils Most Power-Efficient Enterprise HDDs on March 24th
- Accenture Earnings Preview: Will Revenue And Orderbook Growth Continue? on March 24th
- Renren Earnings: Core Revenues Decline Amid New Forays on March 24th
- Weekly Internet Notes: VeriSign, Constant Contact, Shutterfly on March 23rd
- Weekly Online Travel Agency Notes: Priceline, Expedia, TripAdvisor, Ctrip on March 23rd
- Weekly Software Notes: SAP, Symantec and Salesforce on March 23rd
- Intel Partnership With Tag Heuer Can Give It A Big Push In The IoT Space on March 23rd
- Paychex Earnings Preview: Strong Job Environment, Health Insurance Demand To Drive Revenues on March 23rd
Consumer
- Home Depot: Will The Impact Of The Data Breach Be Significant? on March 27th
- Analysis Of the Kraft-Heinz Merger on March 27th
- The Week That Was: Beverage Stocks on March 27th
- Weekly Notes on Coffee Industry: Starbucks & Keurig Green Mountain on March 27th
- Weekly Notes On Restaurant Industry: McDonald's & Dunkin' Brands on March 27th
- Why February's U.S. Sales Results Are Very Encouraging For Toyota Motors on March 27th
- Lululemon Grows On Higher Than Expected Men's Business, ivivva Businesses, But 2015 Outlook Disappoints on March 27th
- Las Vegas Sands Price Estimate Revised To $69 Amid Continued Decline In Macau Gaming on March 26th
- These Three Scenarios Could Significantly Change PepsiCo's Valuation on March 26th
- Higher Commodity Prices Could Pressure An Already Declining Orange Juice Market on March 26th
- How Can McCafe's Aggressive Expansion Impact McDonald's Stock Price? on March 26th
- Earnings Preview: Shipment Delays and Expansion Related Expenses Might Affect Lululemon's Profitability on March 25th
- How Stephen Curry's Amazing Season Can Add To Under Armour's Growth Story on March 25th
- Are P&G And Unilever Are Headed In Opposite Directions? on March 25th
- Hyatt Will Benefit From The Rise In Hotel Demand In Europe on March 24th
- Why It Will Be Difficult For Costco To Improve Its Gross Margins on March 24th
- Earnings Review: Nike Continues To Grow On Higher Comparable Sales, More Profitable Sales Mix on March 24th
- The Month That Was: Automotive Stocks on March 23rd
- Weekly Personal Care Review: Procter & Gamble on March 23rd
- L'Oreal USA Boosts Digital Presence By Partnering With Powa Mobile Technology on March 23rd
- Our Revised Price Estimate of $27 For MGM Resorts on March 23rd
- GameStop's Earnings Preview: Poor Holiday Period Might Drive Down Revenue Growth on March 23rd
- Wal-Mart Gets Cautious With Mexican Expansion Amid Weak Market Conditions on March 23rd
Media & Telecom
- Weekly Media Notes: Disney's First British Isles Cruise, Nickelodeon Hotels And HBO's New Programming Deal With VICE Media on March 27th
- Scenario Analysis: How Dish Might Not Be Able To Monetize Its Spectrum Holdings on March 27th
- Weekly Pay-TV Notes: Netflix's New Content Deal, NBCUniversal's Partnership With WWEon March 27th
- Competition Taking A Toll On China Unicom's User Adds on March 27th
- New York Times Is Worth $10. on March 26th
- FCC’s Net-Neutrality Order Fails To Provide Clarity On Certain Issues on March 26th
- Higher Ad Spending On Digital Platforms Will Weigh On CBS' Radio Operations on March 26th
- Why Is Verizon Suing the FCC? on March 25th
- Why AT&T-DirecTV Deal Will Attract Less Regulatory Scrutiny Than The Comcast-TWC deal on March 25th
- BlackBerry's Q4 Numbers In Focus As EZ Pass Program Winds Down on March 25th
- How Are News Corp's Book Publishing Operations Trending? on March 24th
- Sirius XM: Why A Rise In Revenue Share And Royalties Will Be Slow on March 24th
- What Will Drive The Growth For Disney's U.S. Resort Operations? on March 24th
- Networking Monthly Notes: Cisco, VMware, Juniper And The SDN Market on March 24th
- Republicans Question FCC’s Net Neutrality Law on March 23rd
- Weekly Media Notes: Rebranding Channel 5, ESPN Threat And News Corp's Stake In APNon March 23rd
Financial Services
- Q4 2014 Bank Review: Third-Party Mortgage Servicing Portfolios on March 27th
- Q4 2014 Bank Review: Outstanding Mortgage Portfolio on March 26th
- Q4 2014 Bank Review: Commercial Lending Portfolio on March 25th
- Strong Outlook For Asset Management And Interest-Based Revenues For Charles Schwabon March 24th
- European Banking Weekly Notes: Barclays, Credit Suisse and Deutsche Bank on March 23rd
- RBS Set To Shrink Stake In Citizens To Below 50% on March 23rd
Energy & Utilities
- Recent Trends In The U.S. Land Drilling Market: Re-fracking, Growing Well Inventory, Lower Rig Counts on March 26th
- Yingli Earnings: Weaker ASPs, Higher OpEx; 2015 Guidance Is Light on March 26th
- Anadarko Petroleum: Oil Price Scenarios That Could Significantly Impact Its Valuation on March 25th
- Yingli Q4 Preview: Lower ASPs, High Interest Costs Will Outweigh Benefits Of Operational Improvements on March 23rd
Industrials & Transportation
- Trends Driving Corning’s Display Technologies Segment on March 27th
- Alaska Air’s Rapid Capacity Ramp Up Will Likely Impact Its Margin & Yield on March 27th
- Uncertain Future For Boeing's Fighter Jets on March 25th
- Railroads Weekly Review: Norfolk Southern, CSX, Union Pacific on March 23rd
Basic Materials
- Weekly Metals And Mining Notes: U.S. Steel And Barrick Gold on March 27th
- Trends Driving Our $7 Price Estimate For Vale on March 27th
- Alcoa Announces Refining Capacity Curtailments As Portfolio Transformation Continues on March 25th
- The Impact Of Unwinding Aluminum Financing Deals On Alcoa on March 25th
Health Care
- Johnson & Johnson's EPS Will Rise, But Here Are The Risks on March 26th
- What Does Merck's Recent $10 Billion Share Buyback Program Indicate? on March 25th
- What Does Recent Biosimilar Approval By The FDA Mean? on March 24th
- Boston Scientific Adds Another Product To Its Portfolio on March 24th
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