Is The Maintenance And Professional Services Segment 50%, 60%, Or 70% Of VMware’s Top Line?
January 6th, 2020 by Trefis Team
As per Trefis estimations VMware’s (NYSE: VMW) Maintenance and Professional services business is expected to contribute $5.8 billion to VMware’s 2020 revenues, making up 57.5% of VMware’s $10.1 billion in expected revenues for...
What Are The Factors Behind Unilever’s Expected Lack Of Revenue Growth Between 2018 and 2020?
January 6th, 2020 by Trefis Team
Unilever’s (NYSE: UL) total revenue has grown from $58.35 billion in 2016 to $60.41 billion in 2018, on the back of strong growth in personal care revenue, which grew from $22.33 billion to $24.44 billion over the same period. However, ad...
How Will Tesla’s Soaring Q4 Deliveries Reflect On Its Bottom Line?
January 6th, 2020 by Trefis Team
Tesla (NASDAQ: TSLA) posted record deliveries of 112k vehicles in Q4’19, marking a sequential increase of about 15k units, beating Wall Street estimates. The Model 3 saw sales rise by about 13k sequentially to 92.5k units while premium veh...
Why NetApp’s Profits Are Likely To Shrink In 2020 Despite Steadily Declining Expenses
January 6th, 2020 by Trefis Team
NetApp (NASDAQ: NTAP) is a technology company that makes money selling data management hardware, software and solutions. The company has achieved steady growth over FY 2016-2019 (ending April), with the company’s net income witnessing a 5.1x inc...
Why Has Vertex Pharmaceuticals’ Stock Gained 30% In The Last Quarter?
January 6th, 2020 by Trefis Team
Vertex Pharmaceuticals (NYSE:VRTX) is a bio-pharmaceutical company based in Boston, U.S. The company is one of the first bio-pharma companies that uses rational drug design, whereby its drug molecule is complementary in shape and charge to the bi...
Anheuser-Busch InBev Sees Sharpest Volume Decline In China. What Does This Mean For The Beer Giant?
January 3rd, 2020 by Trefis Team
Anheuser-Busch InBev (NYSE: BUD) sells different beers, belonging to the (a) premium/high end brands, (b) core brands, and (c) value, discount, or sub-premium brands, in China. For example, the global brand Stella Artois targets the premium categ...
Is T-Mobile’s Stock Fairly Valued?
January 3rd, 2020 by Trefis Team
Based on its current stock price and future growth prospects, T-Mobile US (NASDAQ: TMUS) looks undervalued. Trefis has a price estimate of $88 per share for T-Mobile’s stock, which is higher than its current market price of $77.53 as of January 3...
How Important Is Cost Of Sales To Micron’s Expenses And Overall Profitability?
January 3rd, 2020 by Trefis Team
Micron’s (NASDAQ: MU) total expenses have risen gradually from around $15.24 billion in 2017 to about $17.05 billion in 2019. As a percentage of revenues, expenses have remained roughly the same, going from 75% in 2017 to 73% in 2019. Cos...
What Led To A 30% Jump In Roche’s Stock In 2019?
January 3rd, 2020 by Trefis Team
Roche’s (NASDAQ:RHHBY) stock price grew over 30% from around $30 levels by the end of December 2018 to $40 in 2019, primarily driven by expansion of the P/E multiple, along with revenue growth, a modest growth in margins, and lower share c...
After Growing Almost 70% Over The Last 2 Years, Why Is Nvidia’s Revenue Expected To Grow Only 4% By 2021?
January 3rd, 2020 by Trefis Team
Nvidia’s (NASDAQ: NVDA) total revenue has grown from $6.91 billion in 2017 to $11.72 billion in 2019, primarily driven by a growth of $4.09 billion in GPU revenue. However, we expect revenue to drop to $10.88 billion in 2020, amidst dropp...
What Are The Factors Behind A 50% Growth In AMD’s Revenue Over The Past 2 Years?
January 3rd, 2020 by Trefis Team
Advanced Micro Device’s (NASDAQ: AMD) total revenue has grown from $4.32 billion in 2016 to $6.47 billion in 2018, led primarily by the success of AMD’s Ryzen processors and Radeon graphics cards. These products have helped AMD make...
Is Facebook Undervalued?
January 3rd, 2020 by Trefis Team
No, as per Trefis Price estimate Facebook ‘s (NASDAQ:FB) stock has a fair value of $208, which is in line with the current market price. The company builds products that enable people to connect and share with friends and family through mo...
What’s Driving Johnson & Johnson’s Stock Price Growth?
January 3rd, 2020 by Trefis Team
Johnson & Johnson’s (NYSE:JNJ) stock price grew 33% from around $105 levels by the end of 2016 to around $140 in 2019, primarily driven by revenue growth, expansion of the P/E multiple, and margins. Johnson & Johnson’s stock ...
What Are The Key Sources of Revenue For Alibaba?
January 3rd, 2020 by Trefis Team
Alibaba’s (NYSE:BABA) China Commerce business, where revenues are derived from retail e-commerce and associated marketing services in China, is expected to contribute $49 billion to Alibaba’s fiscal 2020 (year ending March 2020) revenues, m...
How Does Samsung Spend Its Money
January 3rd, 2020 by Trefis Team
Samsung Electronics’ (OTC:SSNLF) Total Expenses have trended higher from $161 billion in 2015 to about $181 billion in 2018. As a percentage of revenues, expenses have declined from about 91% in 2015 to about 81% in 2018. Samsung’s Total E...
