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.
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  • commented 10/16/15
  • tags: CTRP PCLN GOOG TRIP EXPE
  • This is not a 'NEW' threat but rather one that has been growing for over the past 2 years. Maybe the street is just now realizing the shift but we've been deeply involved in the transition (Google, TripAdvisor and market innovation) which is applying additional pressure to our OTA brethren. Disrupt yourself or be disrupted. [ less... ]
    This is not a 'NEW' threat but rather one that has been growing for over the past 2 years. Maybe the street is just now realizing the shift but we've been deeply involved in the transition (Google, TripAdvisor and market innovation) which is applying additional pressure to our OTA brethren. Disrupt yourself or be disrupted.
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