Microsoft, Netflix, AMD: Giants adalandirabe bwino

Anonim

Mantha ambiri ogulitsa zokhudzana ndi makampani akuluakulu atasokonezeka ndi mpweya wambiri atasokonezedwa ndi nthawi ya mliri, yomwe adaikiratu nthawi ya mliri, sanamveke: ena mwa osewera akulu kwambiri adapitilira ziyembekezo zonse.

M'miyezi itatu yapitayo, ogulitsa omwe nthawi zambiri ankapewa magawo am'mimba, amafufuza mu "Cycli" magawo ndi magawo omwe ali ndi ndalama zotsika mtengo, akuyembekeza kuti izi zitheke on.

Koma mwadzidzidzi halu anatchuka sabata yatha pambuyo polengeza zinafika m'magulu atatu ndi mega capitalization. Ataphunzira zotsatira za zimphona zitatu zaukadaulo izi kwa kotala komaliza, zitha kupezeka kuti magawo awo alibebe kukula.

1. Microsoft.

Mu lipoti lake lomaliza la kotala, Microsoft (Nasdaq: Msft) Kukula kwa Sabata ndi 17%, yomwe idapitilira kuyesa kwa kafukufuku. Kukula kumeneku kunachitika chifukwa chowonjezeka pakufunikira matekinoloje a matekinoloni a mita ndi mapulogalamu a pulogalamuyo kuchokera mnyumbamo.

Chuma Chomaliza Kutha pa Disembala 31, RASE mpaka $ 43.1 Biliyoni, iyi ndi kotala khumi ndi zinayi pomwe phindu la ndalama za Microsoft limadziwika ndi manambala awiri. Kuwonjezeka kwa Kugulitsa m'njira zambiri kunapangitsa kuti azize, omwe ali ndi matekinoloje amitambo, phindu lomwe limadumphira ndi 50%.

Wopanga wamkulu wa Washington ndi wa Washington wa pa mliri sanasiye kulandira ndalama, popeza antchito ambiri amayenera kukhala kunyumba ndikupitiliza kulumikizana mothandizidwa ndi kampani.

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Msft - Tsiku la Tsiku

Nthawi yomweyo, makasitomala a Corports a Microsoft omwe adathamangitsidwa mwachangu adasamukira ku matekinoloje, chifukwa chomwe amatha kusungira deta ndikukhazikitsanso mapulogalamu kudzera pa intaneti, ndipo ma teleki adalipo. Ngakhale zatsopano zimachulukitsa, zomwe zidapangidwa pakampani zomwe zidapangidwa ndi kampani kuchokera kwa iwo sizikugwira ntchito kumbuyo. Mu kotala komaliza, kugulitsa makompyuta anu kunachulukirachulukira, motero, kugulitsa kwa mawindo ogwiritsira ntchito mawindo kudakula, ndipo ndalama zoyambira pamasewera nthawi yoyamba zidapitilira $ 5 biliyoni imodzi.

Zoneneratu za magawo atatu awa pa kotala loyamba la chaka chino imaposa zomwe akuganiza kuti akuganiza. Ng'ombe yaukadaulo yomwe gawo lake chaka chatha chikukwera ndi 41%, limayembekezeranso 2021 kuti musachite bwino.

2. Netflix.

Kudabwitsa kwambiri kuwonetsedwa ndi mpainiya wakunja kwa Netflix (Nasdaq: Nflx), ngakhale mpikisano wovuta, ditch otsutsa. Ntchitoyi ili ndi olembetsa olembetsa oposa 200 miliyoni, ndipo kampaniyo inanena kuti sakufunikanso ndalama zobwereketsa. Tsopano ali ndi ndalama zokwanira kulipira kupanga mafilimu ndi mafilimu opanda ngongole.

Omvera a Netflix adawonjezeka, ngakhale kuti ntchito yolimbikitsa idayamba kupereka makampani ambiri, kuphatikizapo disney + TV (NYSSE) ndi H). Makampani awa akuyesera kuthira gawo pamsika ku Netflix, yomwe imatha kuchita upainiya.

Microsoft, Netflix, AMD: Giants adalandirabe bwino 1131_2
Nflx - Ndondomeko Yaukadaulo

Openda ambiri amakhulupirira kuti ndizovuta kumenya nkhondo netflix, ndikuti kampaniyo idagwira msika chifukwa cha zopereka za Mediocre. Opikisana owopsa kwambiri a kampani, monga Walt Disney ndi At & T, adawerengera zolimba, popeza kuti ali ndi vuto lawo, popeza chuma chawo chagwedezeka chifukwa cha mliri.

Pomwe Covid-19 ikupitilirabe kubzala mu gawo la kanema ndi TV, netflix, malinga ndi kampaniyo, tsopano zinthu zopitilira 500 mu gawo lomaliza kapena okonzeka kutulutsa pulatifomu. Malinga ndi Wall Street Journal, sabata yatha kampaniyo idavumbulutsa mndandanda wamafilimu omwe apita papulatifomu sabata iliyonse ya 2021. Chaka chino, netflix amagawana duwa ndi 4%, ndipo chaka chatha - pofika 66%.

3. AMD.

Zida zapamwamba kwambiri (Nasdaq: AMD) adatsimikiziranso kuti angalandire gawo lalikulu pamsika pomwe wopikisana nawo, Intel Corporation (Nasdaq) amalimbana ndi zovuta zopanga.

AMD adanenanso phindu la net gawo la 4 1.78 biliyoni, kapena $ 1.45 pagawo lililonse, poyerekeza ndi $ 170 miliyoni, kwa chaka chomwecho chaka chatha. Ndalama zochulukitsidwa ndi 53%, mpaka $ 3.2 biliyoni. Popeza anali ndi ndalama zolimba mtima kwa kotala lotsiriza, wopanga ma californian wozungulira amaneneratu zamtsogolo.

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AMD - Ndondomeko Yamasana

Revenue forter yoyamba idzakhala $ 3.2 biliyoni, kuphatikiza / minus $ 100 miliyoni. Openda amayesanso kubweza kwa tsogolo la $ 2.73 biliyoni. Kwa 2021, kampaniyo ikukonzekera kugulitsa ndi 37%, yomwe imakhala yapamwamba kwambiri mpaka panjira yall Street.

AMD yamenyera nkhondo pamsika wogwidwa ndi Intel, wopanga wamkulu kwambiri padziko lonse lapansi wa migroction. AMD yasanduka mtundu wotchuka chifukwa chakuti adakopa opanga maphwando atatu ndikuwonetsa zinthu zatsopano komanso zochulukirapo kale kuposa Intel. Izi zidawalimbikitsa kuwonjezeka mwachangu pamsika komanso kukula kwa zigawo za AMD m'zaka zaposachedwa. Kwa chaka chatha, mabatani a AMD adatenga pafupifupi 90%, pomwe magawo a maluso anali 20% nthawi yomweyo.

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