Friday, July 29, 2016

Amazon grow, Facebook and Alphabet, Twitter falls here the accounts of all the big – Wired.it

Publish quarterly of all major hi-tech companies and We have made comparisons to figure out who is good and who is in crisis

 (Photo: Corbis)

(Photo: Corbis)

July, quarterly forecasts for all companies. We have analyzed the accounts of some big technology and we noticed like cloud and services are earning voices that give oxygen to the financial results. No new frontiers, on the contrary have land already explored. Profit opportunities will help the spread of the cloud and strong competition will create new products and to price policies more and more competitive. The situation is different, however, when it comes to social media, a sector in which the Mobile becomes increasingly central .

Here are the quarterly of the big sisters of technology and social media.

Microsoft
The first to show its accounts was Microsoft. For the Redmond company, which closed the financial year to June 30, it is the fourth quarter of 2016. The results were above expectations, driven by cloud, while the hardware sector is weighed down by the steep fall of smartphones. Revenues arising from the Windows 10 licenses contain a message not too veiled expected to increase by 27% home and only 2% of those pro , in the absence of more meticulous data is reasonable to think that companies still take at arm’s length the operating system which in these days is one year old. The turnover of Azure grew by 100% , universe that with each passing month adds new possibilities. Microsoft Azure platform and cloud infrastructure for the development and management of applications and services, plays an increasingly central role in business activities in Redmond that, somehow, while remaining true to its purpose prince , changes a little ‘skin.

revenue increased by 1.8% over the same period of 2015, to make a difference is the’ profit of 5.5 billion in the quarter, result in sharp contrast compared with a loss of 2.1 billion reported at 30 June last year, however, marred by the cancellation of Nokia activities.

Alphabet
Second quarter characterized by growth for Alphabet, the holding company that controls Google. Revenue of $ 21.5 billion and earnings per 5.9 billion confirm both the excellence of business models both the economic weight of the Mountain View team. The market for video makes locomotive and is an area in which Alphabet will not spare efforts, because if Google controls the market for advertising on the web and the search engine, YouTube still has some way to go in ‘acquisition of advertisers.

the division Other Bets , which includes Google Fiber, Nest and Verily, has been profitable $ 185 million , in strong growth compared to 74 million in the second quarter of 2015. costs are also increased accordingly, reaching US $ 859 million (against 660 million a year ago). Alphabet does not look at the results of divisions devoted to research, but does not intend to underestimate future developments.

Apple
Apple exceeds expectations despite the sales slump, the which saves only the tablet. During this quarter, the third of the fiscal year, revenue was $ 42.4 billion and the ‘ profit of 7.8 billion (against 49.6 billion in revenue and 10.7 billion in profits reported during the same period of 2015). The gross margin fell to 38% compared with 39.7% in the third quarter of 2015 but, even so, Apple exceeded forecasts of analysts. A quarter-painted gray that goes though inserted in the difficult global economic times and, during the months following the exit of new products by Apple, will be clearer the actual weight of competition.

Yahoo!
loss of $ 439 million for Yahoo! which, during the last months, has removed any exercise of management, putting in the window no longer change clothes . The only exception is the loss of Tumblr, purchased in 2013 for $ 1 billion and now recorded in the accounts at the value of 625 million, difference that weighed on this accounting quarter; the last before the historic company leave in the hands of Verizon Mavens their activities (mobile, video, and native advertising company).

The revenue for the quarter of $ 1.31 billion (an increase 5.2%), since it must not be confused, however. Yahoo! said have used a novel metric in respect of turnover and that without these manipulations, it would be of 1.06 billion, an then decline by 15% over the same quarter of 2015. This figure more in line with the $ 1.08 billion expected by analysts. The costs increased by 9% despite all efforts to contain them. Today the group account 8,800 employees, according to CEO Mayer, a practical number to start again.

Amazon
It never ceases to amaze Amazon, which has digits up for both the ecommerce for both the cloud. Quarterly revenue was 30.4 billion dollars, in growth of 30% compared to 2015. Good news also Amazon Web Services, the Bezos cloud services that have achieved sales of 2.89 billion, 60% more of the same period last year. Both these figures exceeded analysts ‘expectations, but the biggest surprise is the’ net profit of 857 million , grew almost tenfold compared to $ 92 million achieved a year ago. The reason is due to the lower investment made by the group, something unusual for Jeff Bezos’s philosophy which is usually pour in investments consistent parts of the profits. Meanwhile Amazon opens the door to Kickstarter to make room for the most promising products.



Facebook
Revenues of $ 6.24 billion and net income of 2060000000, well above forecasts of analysts who had estimated revenues of 6.02 billion. The users 1.71 billion, also in this case most of the 1.69 billion users expected from the analysis.

Compared to 12 months ago, the situation is greatly improved . In 2015, Facebook had revenues of 4.04 billion and earnings per 719 million. The operating margin rose to 43% against 31% in the second quarter of 2015. The costs have risen sharply extent, rising from 2.7 billion to 3.6 billion in 2015.

the advertising revenue converge on the mobile , thanks to the contribution of Instagram. Zuckerberg said the data with an emphasis on Facebook Live that will play an increasingly important role in the expansion plans of the social media, with positive consequences on the annual results, and given the objective of exceed 25 billion in sales during this 2016.

Twitter
the quarterly Twitter deserves further analysis, not only because below expectations but also because it is the worst since 2013 . Second quarter revenue was $ 602 million dollars, an increase of 20% compared to the same period of 2015, given that it does not mislead because it is a screeching halt . By way of comparison it is useful to know that between the second quarters of 2014 and 2015 increased by 60%. Advertising sales rose by 18% and losses of this quarter were $ 107 million (against 137 million in 2015) and the only positive figure, the number of monthly active users, reached 313 million, in increase of 3% . A given fragile but which corresponds to an injection of confidence, however timid, and suggests that the efforts may be paying in the long term. However, patience is not one of the most popular qualities of shareholders and, in all probability, Dorsey will pay for all . Since he took over the helm Twitter has never breathed the air of novelty that a CEO, by definition, has to bring. too high advertising costs and confusion on the average potential are two difficult obstacles.



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