DB Logo

Deutsche Bank’s Business Model Has Changed Considerably Over The Last Decade, And More Changes Are Underway

by Trefis Team
Deutsche Bank  (NYSE:DB) has revamped its business model several times after the economic downturn. Despite several attempts, the bank has been largely unsuccessful in reviving its profits. While the bank’s European and American counterpart...
Read More >   |   Share
ACN Logo

Accenture Likely To Report Strong Fiscal Q3 Numbers Despite Trade Tensions

by Trefis Team
Accenture  (NYSE:ACN) reports its Q3 results on Thursday, June 27. The company Q2 results beat consensus expectations for revenue and EPS, with the management revising its full-year revenue growth expectation upwards from 6-8% to 6.5-8.5%. We wil...
Read More >   |   Share
BAC Logo

JPMorgan Is Expected To Rope In $100 Billion In Total Securities Trading Revenues Over The Next Five Years

by Trefis Team
Upbeat economic conditions coupled with healthy volatility-levels in global capital markets have had a positive impact on the securities trading industry over recent years, even as the largest investment banks revamped their trading desks in the ...
Read More >   |   Share
GOOG Logo

Can Google’s Advertising Business Cross $200 Billion In 3 Years?

by Trefis Team
Per Trefis estimates, Alphabet’s  (NASDAQ:GOOG) advertising revenues are  likely to reach $211 billion by 2022  despite regulatory challenges and increased competition. The growth is likely to be driven by Google’s massive reach, utility va...
Read More >   |   Share
UNP Logo

How Does Union Pacific’s Coal Freight Business Compare With Its Competitors?

by Trefis Team
Union Pacific Corporation’s (NYSE: UNP) coal freight revenue could decline from $2.76 billion in 2018 to $2.56 billion in 2021, according to Trefis estimates. This decline will likely be led by expected lower exports, which fueled the coal ...
Read More >   |   Share
CRM Logo

How Will Salesforce.com’s Gross Profits Be Impacted Due to Tableau Acquisition?

by Trefis Team
On June 10, 2019, Salesforce.com (NYSE: CRM) entered into a definitive agreement with Tableau to acquire the company in an all stock transaction representing an enterprise value of $15.7 billion (net of cash). This converts to approximately $170 ...
Read More >   |   Share
T Logo

Why Has AT&T’s Pay TV Business Been Underperforming Its Rivals?

by Trefis Team
AT&T  (NYSE:T) became the largest U.S. pay-TV operator in 2015, following its acquisition of DirecTV. However, the company’s pay TV operations have been struggling since then, losing over 2 million subscribers over the last two years. I...
Read More >   |   Share

What To Expect From BlackBerry’s Q1 FY’20 Results?

by Trefis Team
BlackBerry (NYSE:BB) is expected to publish its Q1 FY’20 results on June 26, reporting on a quarter that is likely to see the company’s enterprise software and technology solutions businesses expand further. In this note, we take a lo...
Read More >   |   Share
MGM Logo

What Is Driving Our Price Estimate Of $34 For MGM Resorts?

by Trefis Team
MGM Resorts (NYSE: MGM)  witnessed a sharp decline in its Macau VIP gaming revenues during the first quarter – a trend that hurt the top line of all major casino companies over the period. However, MGM’s U.S. operations are responsible for ...
Read More >   |   Share
PAYX Logo

Will Oasis Continue To Drive Paychex’s Growth In Fiscal Q4?

by Trefis Team
Paychex  (NASDAQ: PAYX) is scheduled to report its fiscal Q4 results on Wednesday, June 26. Paychex has seen decent growth in sales and profits over recent years thanks to growth across all major human capital management (HCM) product lines as we...
Read More >   |   Share
ORCL Logo

Oracle’s Cloud Business Momentum Makes Us Revise Our Fair Value Estimate Upward

by Trefis Team
Oracle (NYSE:ORCL) reported its fiscal Q4 and full year 2019 results on Wednesday, June 19. The company beat consensus estimates on revenue and earnings. The Oracle management confidently disclosed that the growth in the company’s cloud bus...
Read More >   |   Share
ATVI Logo

How Does Activision Blizzard’s Console Platform Games Revenue Compare With Its Competitors?

by Trefis Team
Activision Blizzard’s  (NASDAQ:ATVI) console platform games revenue could grow at a CAGR of 5.3% from $2.54 billion in 2018 to $2.96 billion in 2021, according to Trefis estimates. This growth will likely be driven by newer generation conso...
Read More >   |   Share
EA Logo

How Much Can Electronic Arts’ Console Revenue Grow Over The Next Three Years?

by Trefis Team
Electronic Arts’  (NASDAQ:EA) console gaming revenue could grow at a CAGR of 6.4% from $3.33 billion in fiscal 2019 to $4.0 billion in fiscal 2022, according to Trefis estimates. This growth will likely be driven by newer generation console...
Read More >   |   Share
AA Logo

How Much Could Alcoa Add To Its Aluminum Revenue Over The Next 5 Years?

by Trefis Team
After its split to form two separate entities – Alcoa and Arconic – in 2016, in spite of volatility in global aluminum prices, Alcoa (NYSE: AA) successfully added about $0.7 billion to its aluminum business over the last three years, increasing t...
Read More >   |   Share
ADBE Logo

Adobe’s Focus On A Data-Driven Business Model Is Likely To Sustain Growth Momentum

by Trefis Team
Adobe (NASDAQ:ADBE) reported its fiscal Q2 2019 earnings on Tuesday, June 18. The company beat consensus expectations on revenue and earnings, and noted that its data-driven operating model philosophy has been driving growth across segments. In a...
Read More >   |   Share