Trefis Morning Coffee – Microsoft, DirecTV, Wal-Mart & Lowe’s
A mid-week look at recent events and trends… In the wake of Microsoft’s (NASDAQ:MSFT) decision to purchase the online phone platform Skype for about $8.5 billion, we take a look at Microsoft’s equity value by business line. For today’s featured forecast, we examine the HD/DVR penetration of DirecTV’s (NASDAQ:DTV) subscriber base, a ratio that has seen a steady climb in recent years.
How has Wal-Mart’s (NYSE:WMT) U.S. revenue per square foot trended over the past two years? Try the quiz of the day to find out. And feel free to check out today’s free company model on Lowe’s (NYSE:LOW).
Microsoft – Company of the Day
- Up Nearly 70% Since The Beginning Of 2023, Where Is Microsoft Stock Headed?
- Up 63% Since The Beginning Of 2023, How Will Microsoft Stock Trend After Q2 Earnings?
- Microsoft Stock Is Up 45% YTD And Outperformed The Consensus In Q1
- Microsoft Stock Outperformed The Expectations In Q4
- Microsoft Stock Is Fairly Priced At The Current Levels
- What To Expect From Microsoft Stock In Q3?
Microsoft announced plans to buy Skype for around $8.5 billion. In a conference call yesterday, Skype and Microsoft laid out their visions of the union including Steve Ballmer’s take on how well Skype could integrate with Outlook, Xbox and Windows mobile OS. Ballmer likes that Skyping is synonymous with Internet calling, and with Skype, Microsoft can make enterprise products more collaborative.
See our complete analysis for Microsoft stock
DirecTV – Forecast of the Day
We estimate that about 48% of DirecTV’s U.S. subscribers had access to advanced services like HD and DVR in 2010 and were paying an average monthly fee of a little over $15 per month.
We expect the penetration to rise to 66% by the end of our forecast period as new subscribers continue to opt for these advanced services and existing subscribers upgrade.
See our complete analysis for DirecTV stock
Wal-Mart – Quiz of the Day
How has Wal-Mart’s U.S. revenue per square foot trended over the past 2 years?
Lowe’s – Today’s Free Company Model
Get free access to Lowe’s today only. This company’s model is usually only available for Trefis Pro subscribers.