Trefis – The Week in Review – Tech/Media/Telecom; December 28
The Week in Review – Technology, Media & Telecom
Below is a summary that highlights activity on Trefis over the past week, highlighting key analyses across the technology, media, and telecom sectors. In the mobile industry, we analyzed the increasing market share of Android-based smartphones and the impact this trend could have on Verizon’s (NYSE:VZ) subscription revenues. We also looked at the relative value of Sprint’s (NYSE:S) pre-paid vs. post-paid customers, as well as Nokia’s (NYSE:NOK) diminishing market share. In the technology sector, we hypothesized that Intel’s (NASDAQ:INTC) Sandy Bridge processors could spell the end of Nvidia’s (NASDAQ:NVDA) integrated graphics business. In media, we examined WSJ’s ability to sustain newspaper circulation, and the impact this could have on News Corp.’s (NASDAQ:NWSA) stock value.
- China In Focus As Apple Reports Q2 Results
- Down 10% This Year, Will Gen AI Tools Help Apple Stock Recover?
- Down 5% Over The Last Month, Will Strong iPhone Sales Help Apple Offset Mac Headwinds In Q1?
- After Over A 40% Rally In 2023, Will Antitrust And iPhone Issues Hurt Apple Stock?
- Up 45% Since The Beginning Of 2023, Where Is Apple Stock Headed?
- Up 34% This Year, Will Apple Stock Rally Further Following Q4 Results?
These are a few of the 40+ insights we published across various sectors during the past week. See below for further analysis.
Highlighted Articles from the Past Week
Cisco Gets Small Gains From Wi-Fi Collaboration With T-Mobile on December 17, 2010
While there has been a significant shift in smartphone purchases to android-based devices and iPhone over past few quarters, Blackberry still dominates the corporate world …
Sprint’s Postpaid vs. Prepaid Customers – Who’s More Valuable? on December 23, 2010
Postpaid customers are more valuable as they have higher levels of usage, higher data usage and lower attrition rates, which all lead to higher levels of ARPU …
Increased Customer Acquisition Costs Could Pressure Dish Network Stock on December 23, 2010
Dish is subsidizing the cost for receiver systems it sells to its customers, prompting a rise in equipment-related subsidies …
Nokia Faces Diminishing Market Share from Operating Speed-Bumps on December 23, 2010
Demand for thin and light weight phones has been on the rise over the past few years, but Nokia was unable to successfully implement these features in its phone design …
WSJ Holds its Ground, Positions News Corp for Growth on December 23, 2010
We anticipate that Wall Street Journal’s revenue contribution to News Corp’s total newspaper business will increase from about 24% today to 35% by the end of our forecast period …
Verizon – Increasing Android Mix Can Accelerate Subscription Revenue Growth on December 22, 2010
We believe that the growing market share of Android-based smartphones is a notable trend that could provide real upside to our price estimate for Verizon stock …
Prepaid Market Could be Key for Sprint on December 22, 2010
Sprint’s high debt makes it a highly leveraged company and, consequently, its price estimate is very sensitive to change in forecasts …
Intel’s Sandy Bridge Could Spell the End of Nvidia’s Integrated Business on December 21, 2010
Although Nvidia’s integrated graphics segment could be nearly wiped out by this move, we believe that the impact will be limited and Nvidia may even gain from its increased push of discrete graphics cards …
Oracle – Middleware Software Competition Could be a Growth Headwind on December 21, 2010
Although the middleware market share growth of IBM and Microsoft has come at the expense of smaller players in the past, their growth nonetheless presents a threat to Oracle’s expansion …
Intel – McAfee Acquisition Scrutiny Not a Concern for Stock Value on December 21, 2010
By embedding McAfee software in its processors, Intel not only expects to provide better security solutions but also hopes to gain a significant technological advantage over AMD …
Cable and Broadcast Networks Looking More Alike on December 20, 2010
Reliance on an advertisement based model exposes these broadcasters to fluctuations in weak economic times, evident from the past few years …
Qualcomm – 20% Upside from Mobile Phone Market Growth on December 20, 2010
Although the Gartner report indicates fast growth in 2010, it will be interesting to see if this growth can be maintained in the future, since this growth came off of a smaller base in 2009. …
Microsoft’s Tablet Headwind Could Hurt Its Stock on December 20, 2010
There is a risk that Microsoft could end up incurring more R&D and marketing expenses to compete in the tablet market …
Active Stocks – Technology, Media & Telecom
Accenture increased 10% from $45.66 to $50.32 (Trefis price was $52.22, and we kept it unchanged)
You can see our complete model for Accenture here.
Netflix decreased 8% from $195 to $180 (Trefis price was $106, and we kept it unchanged)
You can see our complete model for Netflix here.
Lexmark decreased 7% from $37 to $35 (Trefis price was $39.90, and we kept it unchanged)
You can see our complete model for Lexmark here.
VeriSign decreased 4% from $35.69 to $34.28 (Trefis price was $38.82, and we kept it unchanged)
You can see our complete model for VeriSign here.