Example question: Bloomberg reported that supply constraints are leading to iPhone shortages. Do Trefis analysts see a meaningful impact on AAPL?
Example comment: Competition will squeeze AMZN's operating margins from 4% to 2% meaning a 10% hit to the stock according to Trefis.
Name (Required)
Email (Required, but never displayed)
* Companies:
Salesforce.com Logo
  • commented 7/30/15
  • tags: SAP ORCL CRM
  • "Further, the company no longer expects to maintain a revenue growth rate of over 30%, indicating that its expansion in the CRM market may have plateaued. " - Seems to me like there is a big difference between a growth rate dropping below 30% and "plateauing". A plateau typically would be correlated with a growth rate much closer to zero, don't you think? [ less... ]
    "Further, the company no longer expects to maintain a revenue growth rate of over 30%, indicating that its expansion in the CRM market may have plateaued. " - Seems to me like there is a big difference between a growth rate dropping below 30% and "plateauing". A plateau typically would be correlated with a growth rate much closer to zero, don't you think?
    Name (Required)
    Email (Required, but never displayed)