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How Does Vale’s Iron Ore And Pellet Business Compare With Its Major Peers?

by Trefis Team
Vale (NYSE:VALE) has maintained its leadership position as the world’s largest iron ore miner over the last couple of years, led by rising volume and high grade ore production. The growth of its iron ore and pellet business is crucial for the com...
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Why Apple Should Design Its Own Baseband Chips

by Trefis Team
There have been reports that Apple  (NASDAQ:AAPL)  could acquire key parts of Intel’s German smartphone modem operations, as it looks to build its own 5G chips for the iPhone. Below, Trefis estimates the potential financial upside for Apple...
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Why Is Apollo Global Management Acquiring Shutterfly?

by Trefis Team
Private equity firm Apollo Global Management LLC recently entered into an agreement to acquire U.S. digital imaging company Shutterfly, Inc for $2.7 billion, including the company’s $900 million debt. Shutterfly disclosed its intent to be a...
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What To Make of Unilever’s Purchase Of A Japanese-Inspired Skin Care Brand?

by Trefis Team
Unilever  (NYSE:UL) has signed an agreement to acquire a Japanese-inspired skincare company, Tatcha, for an undisclosed sum. This move furthers Unilever’s bid to strengthen its presence in the premium personal care segment, as it moves away from ...
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Here’s Why Norfolk Southern’s Coal Freight Revenues Could Decline In The Near Term

by Trefis Team
Norfolk Southern’s (NYSE:NSC) coal freight business accounts for roughly 15% of the company’s value, according to Trefis  estimates. The segment generated revenues of $1.82 billion in 2018, accounting for 16% of the company’s total revenues...
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What Could Be Salesforce.com’s Revenue Growth Over The Next 3 Years Post Tableau’s Acquisition?

by Trefis Team
Trefis estimates that the acquisition of Tableau will potentially increase Salesforce.com’s (NYSE:CRM) revenue to more than $24 billion by FY 2022 (ended January 2022). As the acquisition will be completed at the end of Q3 2020 (ended October 201...
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Increasing Demand For Digital Transformation Solutions Should Have Boosted Adobe’s Fiscal Q2 Results

by Trefis Team
Adobe (NASDAQ:ADBE) reports its fiscal Q2 2019 earnings on Tuesday, June 18. The company had reported Q1 results ahead of consensus estimates, while revising its guidance to align better with its newly adopted accounting standard. The strength in...
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FICC Trading Portfolio For Largest U.S. Investment Banks Have Grown 50% In 3 Years, And There’s More To Come

by Trefis Team
Once the single biggest revenue driver for the largest investment banks in the world, FICC (Fixed Income, Currency & Commodity) trading has lost a lot of its sheen in the wake of the economic downturn. Although it is no longer as profitable a...
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Did Cloud Revenues Arrest The Decline In Oracle’s Top Line Over Fiscal Q4?

by Trefis Team
Oracle (NYSE:ORCL) will report its fiscal Q4 and full year 2019 results on Wednesday, Jun 19. The company has delivered results that have exceeded market’s expectations the last couple of quarters. However, the growth in cloud revenues is yet to ...
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After An Impressive Start To The Fiscal Year, How Is Lululemon Athletica Expected To End FY-2019?

by Trefis Team
Lululemon Athletica (NASDAQ: LULU) released its Q1 2019 financial results on June 12, 2019, followed by a conference call with analysts. The company beat consensus estimates for both revenue as well as earnings. LULU reported revenue of $782.3 mi...
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How Does China Mobile’s Wireline Broadband Business Compare With Its Peers?

by Trefis Team
China Mobile  (NYSE:CHL) has quickly grown to become one of the largest broadband providers in China, in terms of number of subscribers, with its total user base standing at about 168 million as of April 2019. The growth of this business is cruci...
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Can Amazon’s Advertising Revenues Reach $60 Billion in 5 years?

by Trefis Team
Amazon’s  (NASDAQ:AMZN) advertising revenue growth over recent years, while logical, has come as a surprise to most. After all,  Amazon is one of the world’s largest retailers, and its retail business has been dominated by its e-comme...
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What Is Driving Our $64 Price Estimate For Las Vegas Sands?

by Trefis Team
Las Vegas Sands (NYSE:LVS) reported $6.8 billion in gaming revenues from Macau in 2018, making it the largest concessionaire in Macau with a market share of 19%. The company’s stock gained 20% during the rally in 2018 and eventually also fell by ...
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How Much Is Freeport-McMoRan Expected To Add To Its Copper Revenue In The Next 5 Years?

by Trefis Team
In spite of short-term operational concerns at its Grasberg mine in Indonesia, and global copper price volatility due to re-escalation of the US-China trade war, Freeport-McMoRan (NYSE: FCX) is betting big on the expected boom in electric vehicle...
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What To Expect From Intel’s Data Center Business In The Near Term?

by Trefis Team
Intel’s  (NASDAQ:INTC) Data Center Group segment accounts for 40% of the company’s value, according to Trefis estimates. The segment generated revenues of $23.0 billion in 2018, accounting for 32% of the company’s total revenues, and a grow...
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