Trefis Week in Review
The Week in Review
Below is a summary of the activity on Trefis during the past week that we thought you would find interesting.
Insights from the Week
- 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?
Technology Media & Telecom
With Windows 8, Microsoft hopes to recreate the kind of success that Windows 7 saw that surpassed 400 million in sales while tapping into the tablet market …
With Zagat’s acquisition Google has made it clear that its well armed to counter other big names in the local deals business such as Groupon and Living Social …
- Salesforce.com Enters the ERP Market with Infor September 9
At the Dreamforce 2011 conference, Salesforce.com announced that it will partner with Infor to roll out ERP applications on its Force.com platform …
- Android, Chrome Can Push Google Past $600 September 9
Growing adoption of Android OS, quicker searches through Google Instant, and increasing use of Google Chrome browser have all aided in maintaining Google’s leadership in the global online search space …
Symantec recently announced the launch of Backup Exec 3600 and NetBackup 5220, the latest versions of its data backup solutions for large enterprises …
We believe that Apple will eventually introduce a low-priced iPhone or slash the price of older iPhone models (such as the iPhone 3GS) which will act as a low-cost iPhone for emerging markets …
Due to declining netbook sales globally as well as its Atom processors, Intel is now hoping to make a comeback with its ultrabooks processors …
Sprint’s average revenue per subscriber (ARPU) from SMS, Internet and other data-intensive activities has gradually risen driven by popularity of smartphones and increasing mobile data usage with improving networks …
The recent acquisition will enable IBM to help clients harness the ‘big data’ – information and intelligence coming from disparate and unstructured sources including social media, biometrics and criminal databases …
With a new hardware business (read “Motorola”) and litigation problems to deal with, the company might not be as encouraged to foster innovation and non-conformism as it has in the past …
- What Investors Want from Yahoo’s New CEO September 8
The wish list from Yahoo investors will be long and includes safeguarding Yahoo’s interest in Alibaba, reviving its declining search and display revenues and perhaps even prepping the company for a potential takeover or merger …
The main upside to Nokia’s mobile phone sales could come in Q4 as Nokia will release its first set of phones on Microsoft’s Windows Phone 7 operating system and will also benefit from the holiday season …
Baidu’s revenue per search has been rising consistently over the years due to continuous growth of China’s online advertising market and Baidu’s growing dominance in the search advertising market in China …
AMD has claimed that the new processor will provide 50% more throughput while consuming similar power levels compared to its predecessors …
So while this should be a non-event, the bigger question is whether or not this provides a window into how AOL runs and could explain why its losing ground to competitors …
Microsoft announced that it will be adding new features to its Internet display advertising products to stop customers from defecting to Google’s or Facebook’s competing products …
Based on information from the Asian Exporters’ Index, India was the second-fastest growing country for eBay’s exports after South Korea with Indian exports growing by 85% year-on-year on the website …
- Sprint Jumps on the Dog Pile and Sues AT&T September 7
Sprint has always vehemently opposed this deal saying that it could put the rest of the telecom industry at the mercy of AT&T and Verizon …
- RIM Rallies as Activist Investor and Upgrades Bring Life to Stock September 7
While we don’t disagree that it could be a buyout candidate for the right player, we also believe that a turnaround in operations could be attractive value players who are bottom fishing …
Netflix has also experienced a slowing in its subscription growth which could be natural as the US market is getting more penetrated or because customers overall are cutting subscriptions to pay-TV options …
Salesforce announced the launch of Data.com, a cloud based database of company and customer contact information for use in CRM systems, at the Dreamforce 2011 conference …
Frustrated by government censorship and hacking, Google shut its Chinese domain google.cn and began rerouting searches to its Hong Kong site last year …
Currently available only in the U.S. and in the ‘experiment’ phase, the application enables users to easily draw circles around the neighborhoods they are interested in booking rooms rather than searching individual addresses …
- Why Yahoo is Interested in Hulu September 6
While Yahoo is being overshadowed by Google in search ads and Facebook on the display side, the company is quickly realizing that its strong Asian presence is its best bet, especially in Japan where Yahoo is dominant …
Dell has now turned its focus to China, one of the fastest growing markets for tablets and is home to more than 900 million mobile phone subscribers …
We believe Starz is the most important source of newer movies for Netflix and so this split leaves a gap in Netflix’s offering that the company will look to quickly replace …
Apple has argued that Samsung infringed on its patents and that the Galaxy line of smartphones and tablets “slavishly” copied the iPhone and iPad’s design, look and fee …
However the extent of the impact on Netflix will be determined by the quality and quantity of content that Blockbuster can offer through Dish, which is unknown at this point …
AT&T may have to sell up to 25% of T-Mobile’s business, including spectrum and customers to address these concerns, which we believe still might not be enough to assuage the DOJ’s concerns …
Windows Phone 7 has seen relatively low user adoption despite being hailed by most reviewers as having one of the best user interfaces in recent times …
(Trefis Pro Exclusive) Consumer, Retail, & Automotive
During March-June 2011, Toyota’s vehicle sales declined across all geographical markets with North America sales declining 48% yoy and Japan sales declining 42% …
As cost pressures continue to persist despite several cost-cutting measures, Kimberly-Clark will likely need to resort to higher pricing to protect its EBITDA over the coming years …
Project Shakti is Unilever’s direct-to-consumer business model to target the low income households in the rural regions of various emerging economies …
With modernization and more advanced technology becoming part of our lives, e-commerce is poised for enormous growth and Target wants to tap this trend …
This is surely a step in the right direction but Best Buy clearly has some wood to chip before it starts taking share from e-commerce big boys like Amazon and eBay …
- Aeropostale in Troubled Waters as Margins Dive September 8
In its Q2 sales outlook ARO called for declines in net sales and double digit declines in same store sales which spurred the most recent slide in shares …
This agreement will help GM expand the number and types of electric vehicles it makes and sells using LG technology and provide significant upside for the stock …
Vudu offers high quality streaming at reasonable prices, and many of movies are new releases and available the same day as the DVD is available …
PlayBook has received a tepid response ever since its launch in April this year and could only ship 500,000 PlayBooks in the last quarter compared to 9.3 million iPads that Apple shipped …
Heinz is aggressively focusing on expanding its international footprint and aims to generate 25% of its revenues from emerging markets by 2016 …
(Trefis Pro Exclusive) Financial Services
Barclays got a break again as U.S. Bankruptcy Judge James Peck announced hits decision in favor of Barclays in the ongoing legal tussle with Lehman Brothers Holdings …
- Why the Stimulus Announcement Won’t Matter September 8
Considering the efficacy, or lack thereof, of the previous near $800B fiscal stimulus, we hardly think that the country’s current economic troubles will be addressed by this new program …
The bank’s top management seems to believe that the stock is significantly undervalued as evidenced by the series of stock purchases by company bigwigs including Hassell, over the last 2 weeks …
Deutsche Bank received another jolt on the legal front this week when it was sued by the Stichting Pensioenfonds ABP, the second largest pension fund in Europe …
Deutsche Bank received another jolt on the legal front this week when it was sued by the Stichting Pensioenfonds ABP, the second largest pension fund in Europe
The bank has yet to establish a grip on the U.S. equities and derivatives market, which represents almost 50% of the global commissions revenue in equities …
NYSE recently acquired Metabit, a provider of market access products throughout Japan and Asia, that will complement the market access portfolio of NYSE …
‘Project New BAC’ is aimed at turning around the bank’s ailing fortunes by realigning the business with the banks’ customer groups and simplifying the reporting structure …
- ILFC May Delay IPO Due to Weak Market Conditions September 6
Given the current state of equity markets, with lingering uncertainty over the European debt crisis and sagging consumer confidence in the U.S., AIG could delay its plans for ILFC’s IPO …
With the threat that legal proceedings could result in forfeiture of all its U.S. assets and in a worst case scenario the loss of its operating license in the U.S., the bank will surely strike some form of a settlement …
- Legal Woes Continue for Bank of America September 6
Bank of America received its first major jolt in the last two months with AIG’s $10 billion lawsuit holding the bank responsible for the insurance giant’s loss from purchased mortgage-backed securities …
(Trefis Pro Exclusive) Energy & Natural Resources
The $2.2 billion deal allows Exxon to participate in the exploration in the East-Prinovozemelsky licensed block which is estimated to hold some 36 billion barrels of oil …
The state of Alaska is looking to auction more than 14 million acres in the Beaufort Sea, on the North Slope and in the North Slope foothills towards the end of 2011 for exploration and production …
The company has been under pressure to revive its production levels that saw a 9% drop in the 2nd Quarter of 2011, largely due to a drop in production in the Gulf of Mexico …
In a bid to shore up the production of Crude Oil and Natural Gas Liquids, Anadarko has looked to explore deep water prospects in the Gulf of Mexico and Western Africa …
(Trefis Pro Exclusive) Basic Materials
Barrick Gold which is riding high on account of high gold prices, recently announced an increase in its dividend payout and a possible share buyback …
Freeport copper production may take a hit as the Grasberg mine in Indonesia faces a probable month long strike starting September 15th as labor-contract negotiations are in a deadlock …
ArcelorMittal officials said that during the seasonal slowdown in the demand for steel, it has cut production at certain locations in order to optimize the production flows and to align the production capacities to demand …
(Trefis Pro Exclusive) Industrials & Transportation
The agreement enables network-wide codesharing for both Delta and Aeromexico flights between the U.S. and Mexico as well as flights within the carriers’ domestic networks and to other key international destinations …