Trefis Insights from the Week – Technology Media & Telecom
Below are insights we published at Trefis this past week.
Technology Media & Telecom
Facebook (Private)
- How Facebook Can Be a $100+ Billion Business on January 24, 2010
We expect Facebook’s Ad Revenue per Page View (RPM) to increase as ad targeting on Facebook improves …
- 4 Key Businesses That Determine Facebook’s Valuation on January 24, 2010
Facebook has seen a 400% increase in valuation in the past 18 months – increasing from DST’s $200 million investment at a $10 billion valuation in May 2009 to the current $1.5 billion investment at a $50 billion valuation in January 2011 …
- 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?
- Will New iPhones Help Apple Stock Offset A China Slump?
Nokia (NYSE:NOK)
- Better Quarter for Nokia, but Long-Term Issues Persist on January 28, 2010
We believe that some long-term issues still persist for Nokia, and it will need to improve upon its design and app ecosystem to catch up with the competition …
NetApp (NASDAQ:NTAP)
- NetApp Stock Upside / Downside Scenario in Storage Hardware Business on January 28, 2010
Going forward, we expect NetApp to continue gaining storage market share as increased adoption of cloud leads to higher demand for virtualized storage infrastructure …
- After Strong Run, Do Cloud Stocks Need a Breather? on January 25, 2010
We remain optimistic for NetApp as cloud as a concept gains increasing popularity and foresee its large scale adoption and believe a few surprises (like F5’s) do not indicate any long term threat to the cloud industry on the whole …
IBM (NYSE:IBM)
- IBM Enters Desktop Virtualization on January 28, 2010
IBM’s solution has self-configuring, self-managing and self-protecting features enable easy installation and management, and can be administered via a web interface …
- Higher Margin on Software and Systems Reinforces Promising Outlook for IBM on January 24, 2010
Verizon is confident that its network will be able to handle the increased data load from iPhone users, despite offering an unlimited data plan that could add a few extreme data hoggers …
Motorola Mobility (NYSE:MMI)
- Does Atrix 4G Signify Turnaround for Motorola Mobility Fortunes? on January 28, 2010
Although Motorola has tried to turn around its fortunes with the introduction of more than 20 smartphones in 2010, its market share still declined because only a few smartphones like Droid could make a mark …
- Is Motorola Mobility’s Stock Price Justified? on January 25, 2010
As Motorola has increased focus on smartphones, potentially higher smartphone sales could also prompt upside in average pricing and, consequently, gross margins …
Google (NYSE:GOOG)
- Can Google Better Target Ads to Sustain RPS? on January 27, 2010
If Google can understand its users’ interest and preferences better by stitching their information across different platforms to build a profile, it could provide better targeted ads to its users …
Amazon (NASDAQ:AMZN)
- Kindle Singles Could Chip in 5-10% to Amazon’s stock on January 27, 2010
Cheaper prices for the shorter format e-Books compared to traditional e-Books could also mean that unit sales of e-Books from the Kindle store will likely go up …
Intel (NASDAQ:INTC)
- Can Intel Sustain Growth in Server ASP? on January 27, 2010
Intel plans to refresh its entire Xeon product line in first half of 2011, which could lead to more advanced and higher priced server microprocessors being introduced…
- What Does an ARM-Compatible Windows OS Mean for Intel? on January 26, 2010
Intel has stated that it will be ready to compete with ARM processors in terms of power consumption by the time the Windows version for tablets is launched …
Research in Motion (NASDAQ:RIMM)
- Can RIM Hit a Home Run with New BlackBerry Lineup? on January 27, 2010
RIM sold around 48 million smartphones in 2010, and its mobile phone market share has slowly but steadily increased from 0.6% in 2006 to around 3% in 2010 …
News Corp (NYSE:NWS)
- Are Social Networks Stepping on Media Conglomerates’ Turf? on January 27, 2010
In the years ahead, it is possible that the amount of time people spend watching TV could decline due to cannibalization from social networks …
- Impact of Avatar Sequels on News Corp Stock on January 25, 2010
If the two sequels are as successful as the original Avatar, their addition to News Corp’s stock value could be about 2% given a roughly $53 billion total value estimate for the company. …
Microsoft (NASDAQ:MSFT)
- Can Mobile Offerings Move Microsoft Stock in 2011? on January 26, 2010
Microsoft has been less successful than its competitors in the mobile market and has so far been unable to demonstrate that it can be a leading player in this space …
- Microsoft Dynamics CRM a Shot Across the Bow at Salesforce on January 26, 2010
Microsoft Dynamics CRM has openly announced that eligible customers will receive up to $200 per user as rebate if they switch from Salesforce.com or Oracle to Microsoft …
Google (NASDAQ:GOOG)
- Google’s Capex Spending and the Impact on Stock Value on January 26, 2010
To manage expected increases in internet traffic, advertising transactions, new products and services, and to support its overall global business expansion, Google will need to increase its capital spending going forward …
Dell (NASDAQ:DELL)
- Should Dell Focus its Net Cash Position on Investment in Tablet Technology? on January 26, 2010
We estimate that this net cash position represents nearly 22% of Dell’s stock value, which is notably higher than for most competitors like HP, Intel and even Apple …
Adobe (NASDAQ:ADBE)
- Android’s a Growth Engine for Adobe’s Stock on January 25, 2010
Although Apple’s iPad dominated the tablet market in 2010, it is bound to get more competition from Android in future …
Apple (NASDAQ:AAPL)
- Executing on iPhone and iPad Strategy in 2011 Would Carry Apple Past $500 on January 25, 2010
We estimate that Apple sold just under 15 million iPads in 2010, and we expect its sales to increase to around 35 million by 2013, a 35% CAGR …
Ebay (NASDAQ:EBAY)
- Bill Me Later Driving eBay’s Paypal Profit Margins on January 25, 2010
Paypal’s BML service is particularly attractive for consumers who can’t use credit cards because they either don’t have them or have maxed out their credit limits …
DirecTV (NASDAQ:DTV)
- DirecTV Can Fight Online Streaming Platforms Through Product Differentiation on January 25, 2010
Apart from its exclusive offerings and technological initiatives, DirecTV also maintains high standards for customer service, which should limit churn in its customer base going forward …
Nvidia (NASDAQ:NVDA)
- Nvidia Dual Core Tegra 2 Chips to Ride Mobile Revolution with Android on January 24, 2010
Nvidia’s new chip is likely to gain higher adoption on the grounds of its performance as well as link to the android operating system …
CBS (NYSE:CBS)
- CBS Radio Chipping in Nearly 30% of CBS Stock Value on January 24, 2010
Radio operates 130 radio stations in the U.S. and offers its audience several formats through the combination of on-air, online and new media platforms …
Sprint (NYSE:S)
- Sprint’s New Data Plan Pricing Could Lift Stock Value 15% on January 24, 2010
Sprint’s does not currently offer any tiered pricing plans, but its recent move will facilitate revenue extraction from the surge in data demand …