The fears of many investors regarding the fact that large firms after a sharp burst are confused by the IMULS, which they scored during the pandemic period, were not justified: some of the largest players surpassed all expectations.
In the past three months, investors mostly avoided shares of technological monsters, investing in the "cyclic" shares and shares of companies with low capitalization, hoping that these they would more benefit from the restoration of the economy and will cope with the damage caused by lockers.
But suddenly Haytete again became popular last week after announcement arrived in three companies with mega capitalization. Having studied the results of these three technological giants for the last quarter, it can be concluded that their shares still have potential for growth.
1. Microsoft.
In its last quarterly report, Microsoft (NASDAQ: MSFT) demonstrated sales growth by 17%, which exceeded analyst assessments. This growth was caused by an increase in demand for cloud technologies and software software from working out of the house.
Income for the period ending on December 31, rose to $ 43.1 billion, this is the fourteenth consecutive quarter when Microsoft's income growth is characterized by two-digit numbers. An increase in sales in many ways contributed to the Azure division, which engaged in cloud technologies, the profit of which jumped by 50%.
The Washington Giant Developer of By During the Pandemic did not stop receiving income, since many employees had to stay at home and maintain communication with the help of devices and services provided by the Company.
At the same time, Microsoft's corporate clients at an accelerated pace moved to cloud technologies, thanks to which they can store data and launch applications via the Internet, and teleconferences became commonplace. While new units flourish, previously developed company products from them are not lagging behind. In the last quarter, sales of personal computers increased, respectively, the sales of the Windows operating system increased, and the revenues from games for the first time exceeded $ 5 billion in one quarter.
The forecasts of this three divisions on the first quarter of this year also exceed the assumptions of analysts. The technological giant whose shares last year increased by 41%, expects 2021 to be no less successful.
2. Netflix.
The greatest surprise was presented by Netflix streaming pioneer (NASDAQ: NFLX), which, despite tough competition, ditch skeptics. The service has more than 200 million subscribers, and the company stated that no longer needs borrowed funds. She now earns enough money to pay the production of television shows and films without loans.
NetFlix's audience increased, despite the fact that streaming services began to provide many companies, including Disney + Walt Disney (NYSE: DIS), Apple TV + from Apple (NASDAQ: AAPL) and HBO MAX from AT & T (NYSE: T). These companies are trying to grab the market share in Netflix, which has the advantage of the pioneer.
Many analysts believe that it is difficult to fight Netflix, and that the company captured the market due to mainly mediocre offers. The most dangerous competitors of the company, like Walt Disney and AT & T, accounted for hard, since their financial position has been shaken as a result of a pandemic.
While COVID-19 continues to sow chaos in the field of film and television, Netflix, according to the company, now more than 500 items in the final installation stage or ready to issue a platform. According to Wall Street Journal, last week the company revealed a list of films that will go on the platform every week of 2021. This year, NetFlix shares rose by 4%, and last year - by 66%.
3. AMD.
Advanced Micro Devices (NASDAQ: AMD) again proved that it is ready to capture a large market share while its competitor, Intel Corporation (NASDAQ: IntC) fights the difficulties of production.
AMD reported on net profit for the fourth quarter of $ 1.78 billion, or $ 1.45 per share, compared with $ 170 million, or $ 0.15 per share, for the same period last year. Revenue increased by 53%, to $ 3.2 billion. Having received confident income for the last quarter, the Californian microcircuit manufacturer predicts growth in the future.
Revenue for the first quarter will be $ 3.2 billion, plus / minus $ 100 million. Analysts also evaluate the future revenue of $ 2.73 billion. For 2021, the company plans to increase sales by 37%, which is much superior to Wall Street expectations.
AMD has fought for survival in the market captured by Intel, the world's largest producer of microcircuits. AMD has become a famous brand due to the fact that they attracted third-party manufacturers and displayed new and more powerful products earlier than Intel. This fastened the rapid increase in market share and the growth of AMD shares in recent years. Over the past year, AMD shares took off by almost 90%, while Intel shares were 20% over the same period.
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