Trefis Weekly Notes: Semis, Media & Telecom

September 9th, 2011 by Trefis Team
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Below we present some of the key events and news from the past week concerning telecom, media and semiconductor industry. More specifically, these updates pertain to Nvidia (NASDAQ:NVDA), AMD (NYSE:AMD), Pandora Media (NYSE:P), DirecTV (NASDAQ:DTV), Time Warner Cable (NYSE:TWC), Sirius XM (NASDAQ:SIRI), Netflix (NASDAQ:NFLX), CBS (NYSE:CBS) and Comcast (NASDAQ:CMCSA).

New Developments

Relevant Articles
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Nvidia

At an investor conference, Nvidia announced its fiscal 2013 expectations. The company expects to earn revenue between $4.7 billion and $5 billion. Moreover, it expects that the growth will not be localized to certain segments, instead it will come from its entire GPU and mobile processor business. [1] Nevertheless the mobile business is likely to grow much faster according to the company. [2]

AMD

AMD has started shipping its long awaited Opteron processors based on Bulldozer architecture for servers. It will be interesting to see how this will impact AMD’s market share in the coming quarters. [3]

Pandora Media

Pandora Media is going to face more competition. Clear Channel Radio is upgrading its website iHeartRadio.com to allow the listeners to build personalized radio stations, an aspect in which Pandora specializes.  [4]

DirecTV

DirecTV, along with some other alliance members, will be showcasing some of the latest RVU based solutions at the IBC Show in Amsterdam from Sept 9 to Sept 13, 2011. With RVU technology, DirecTV customers can receive content on every TV in their house, with similar functionality and experience on each without the need for a separate set-top box [5]

Time Warner Cable

Time Warner Cable has announced a new long-term debt offering. The raised debt will be used for general corporate purposes. [6]

Gear Up For Upcoming Conferences

Sirius XM

Sirius XM’s CEO is expected to present at Bank of America Merrill Lynch Media, Communications and Entertainment Conference on Sept 14, 2011. [7]

Netflix

Netflix’s CFO will be presenting at Annual Goldman Sachs Communacopia Conference on Sept 21, 2011. [8]

CBS

CBS’ CEO will be presenting at Annual Goldman Sachs Communacopia Conference on Sept 21, 2011. [9]

DirecTV

DIRECTV will be presenting at the Bank of America Merrill Lynch Media, Communications & Entertainment Conference on Sept 15, 2011. [10]

Time Warner Cable

Time Warner Cable’s CEO will be presenting at Bank of America Merrill Lynch Media, Communications and Entertainment Conference on Sept 14, 2011. [11]

Comcast

Comcast’s CFO will be presenting at Annual Goldman Sachs Communacopia Conference on Sept 20, 2011. [12]
See other updates here

Notes:
  1. NVIDIA Provides Financial Outlook for Fiscal 2013, Nvidia Press Release, Sept 6 2011 [↩]
  2. Nvidia CEO expects mobile chip biz to boom, will hold off on acquisitions, FierceWireless, Sept 7 2011 [↩]
  3. AMD Ships First “Bulldozer” Processors, AMD Press Release, Sept 7 2011 [↩]
  4. Clear Channel Offers Pandora-Style ‘Stations’, The Wall Street Journal, Sept 9 2011 [↩]
  5. RVU Alliance Demonstrates First RVU Certified Products, DirecTV Press Release, Sept 7 2011 [↩]
  6. Time Warner Cable Inc. Announces Debt Offering, Time Warner Cable Press Release, Sept 7 2011 [↩]
  7. Mel Karmazin to Present at the Bank of America Merrill Lynch Media, Communications and Entertainment Conference, Sirius XM Press Release, Sept 7 2011 [↩]
  8. Netflix CFO to Present at the 20th Annual Goldman Sachs Communacopia Conference, Netflix Press Release, Spet 7 2011 [↩]
  9. CBS CORPORATION PRESIDENT AND CHIEF EXECUTIVE OFFICER LESLIE MOONVES TO PARTICIPATE IN THE GOLDMAN SACHS 20TH ANNUAL COMMUNACOPIA CONFERENCE, CBS Press Release, Sept 6 2011 [↩]
  10. DIRECTV to Present at Bank of America Merrill Lynch Media, Communications & Entertainment Conference, DirecTV Press Release, Sept 7 2011 [↩]
  11. Time Warner Cable’s CEO Glenn Britt to Participate in the Bank of America Merrill Lynch Media, Communications & Entertainment Conference, Time Warner Cable Press Release, Sept 7 2011 [↩]
  12. Comcast Corporation to Participate in Goldman Sachs Communacopia Conference, Comcast Press Release, Spet 6 2011 [↩]