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How Does Europe Revenues Affect Ford’s Valuation?

by Trefis Team
Ford Motors (NYSE: F) reported its full year results for Fiscal Year 2018 in January. The company generated $160 billion in revenue and $0.92 in Non-GAAP EPS. Ford’s higher-than-expected earnings has boosted investor confidence. The company...
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Gap’s Old Navy Spin-Off News Overshadowed Mixed 2018 Performance

by Trefis Team
Gap Inc (NYSE: GPS) recently announced its plan to separate Gap Inc. into two independent publicly traded companies – an independent Old Navy, and a yet-to-be christened new company (“NewCo”) that would include Gap brand, Athlet...
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What To Watch For In Paychex’s Q3

by Trefis Team
Paychex  (NASDAQ: PAYX) is scheduled to report its Q3 earnings on Wednesday, March 27. We expect the company to post EPS of approximately $0.74 and revenues of approximately $920 million, reflecting an increase of 6.3% from the year-ago quarter. ...
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How Important Is Merchandise Freight For Norfolk Southern?

by Trefis Team
Norfolk Southern (NYSE:NSC) generates its revenues from its coal, merchandise, and intermodal freight. Merchandise is the largest segment for Norfolk Southern, and it accounts for roughly 60% of the total revenues. The segment includes freight fr...
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Could Decreasing Silver Revenue Play Spoilsport In Wheaton Precious Metals’ Q4 2018 Results?

by Trefis Team
Wheaton Precious Metals (NYSE: WPM), one of the world’s largest precious metals streaming companies, is set to announce its fourth quarter results on March 20, 2019, followed by a conference call the next day. The market expects the company to re...
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What To Expect From Nike’s Q3 Earnings

by Trefis Team
Nike (NYSE: NKE) is scheduled to report its Q3 earnings on March 21. We expect the company to post EPS in the ~$0.62 range and revenues of about $9.6 billion, reflecting an increase of nearly 7% from the year-ago quarter. In the trailing four qua...
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Key Takeaways From China Telecom’s 2018 Results

by Trefis Team
China Telecom  (NYSE:CHA), the smallest of the three Chinese wireless carriers, published its Q4 and full year 2018 results on Tuesday. The company’s net income for the year grew by about 14% to about RMB 21.21 billion ($3.16 billion) driven by g...
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How Important Is Oncology For Pfizer?

by Trefis Team
Pfizer’s  (NYSE:PFE) oncology business contributes more than 10% to its overall top line. This can be attributed to its breast cancer drug ~ Ibrance ~ which has been doing well of late, and it has a large addressable market. The contributio...
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What To Expect From Seagate In Fiscal 2019?

by Trefis Team
Seagate Technology  (NASDAQ: STX) saw low single-digit top line growth while its adjusted earnings were up in the high twenties percent for the first half of fiscal 2019. This can be attributed to higher demand for the high capacity HDD product p...
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A Closer Look At The Model Y’s Potential For Tesla

by Trefis Team
Last week, Tesla  (NYSE:TSLA) unveiled its new compact SUV, the Model Y, as it looks to reach a larger number of mainstream car buyers while catering to the fast-growing SUV market. The company will launch premium versions of the vehicle – includ...
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Why IntercontinentalExchange Is Worth $80

by Trefis Team
IntercontinentalExchange (NYSE:ICE) sustained its solid performance in Q4, ending 2018 on a positive note largely due to strong top- and bottom-line growth. The exchange operator managed to grow its revenue by over 7% y-o-y to just under $5 billi...
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How Much Can Chinese Stimulus Impact Baidu’s Valuation?

by Trefis Team
With expectations of the U.S-China trade dispute trending towards a resolution, Chinese stocks have rallied this year. Post Baidu ‘s (NASDAQ:BIDU) Q4 results on February 21, we noted that management’s focus on driving AI across its portfoli...
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Oracle Q3: Cloud Continues To Surprise

by Trefis Team
Oracle (NYSE:ORCL) reported its fiscal Q3 results on Thursday, March 14. The company beat expectations on revenue and EPS, driven by traction in cloud. We note that excluding FX, the net growth for Oracle continues to hover around 3-4%. While the...
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Adobe Q1: Leadership In Digital Transformation Continues To Drive Growth

by Trefis Team
Adobe (NASDAQ:ADBE) reported its fiscal Q1 earnings on Thursday, March 14, beating consensus revenue and EPS estimates. Adobe views its leadership position and the ability to help businesses transform on the content side as the key to its sustain...
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A Closer Look At Mastercard’s Key Value Drivers

by Trefis Team
Mastercard (NYSE:MA) has consistently beat street estimates despite an overall slowdown in global economic conditions in 2018. Gross dollar volume achieved 13% growth, with a 20% growth in purchase transactions and 10% growth in cash transactions...
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