Microsoft, Netflix, AMD: Ibihangange biracyafite agaciro neza

Anonim

Ubwoba bw'abashoramari benshi ku bijyanye n'uko ibigo binini nyuma yo guturika no kunyerera ku bami, batsinze mu gihe icyorezo, ntibari bafite ishingiro: Bamwe mu bakinnyi benshi barenze ibyo bategereje byose.

Mu mezi atatu ashize, abashoramari bakwirindaga imigabane y'ibisimba by'ikoranabuhanga, bashora imigabane n'imigabane ya cyclic bafite ibibazo byo hasi, bizeye ko ibyo bakungutse kugarura ubukungu kandi bazahangana n'ibyangiritse Abifunga.

Ariko mu buryo butunguranye, haytete yongeye kuba ikunzwe mu cyumweru gishize nyuma yo gutangazwa ko byageze mu masosiyete atatu hamwe na Mega Hanze ya Mega. Umaze kwiga ibisubizo by'ibi bihangange bitatu by'ikoranabuhanga mu gihembwe cya nyuma, birashobora kwemeza ko imigabane yabo igifite ubushobozi bwo gukura.

1. Microsoft.

Muri raporo yayo yanyuma ya buri gihembwe, Microsoft (NASDAQ: MSFT) YEMEJWE KUGURIZA KUGARAGAZA 17%, bimaze gusuzuma isuzuma. Iri terambere ryatewe no kwiyongera gusaba tekinoloji yibicu hamwe na software ya software kuva munzu.

Amafaranga yinjiza mu gihe kirangiye ku ya 31 Ukuboza, yazamutse kuri miliyari 43.1 yahagurutse miliyari 43.1, iyi ni igihembwe cya cumi na kane gikurikiranye igihe iterambere ry'imitwe ya Microsoft rirangwa n'imibare ibiri. Ubwiyongere bwo kugurisha muburyo bwinshi bwagize uruhare mu igabana rya Azure, rikora tekinoroji y'ibicu, inyungu yasimbutse 50%.

Umushinga munini wa WashingNateur wa mbere mu gihe icyorezo cyahagaritse kubona amafaranga, kubera ko abakozi benshi bagombaga kuguma mu rugo kandi bagakomeza gushyikirana babifashijwemo n'ibikoresho na serivisi zitangwa na sosiyete.

Microsoft, Netflix, AMD: Ibihangange biracyafite agaciro neza 1131_1
MSFT - Gahunda yumunsi

Muri icyo gihe, abakiriya b'ibigo bya Microsoft ku muvuduko wihuse bimukiye mu mahanga, bashimira bashobore kubika amakuru no gutangiza bakoresheje interineti, kandi habaye ibisanzwe. Mugihe ibice bishya bitera imbere, byateje imbere ibicuruzwa bya sosiyete byateje imbere ntabwo bisigaye inyuma. Mu gihembwe cyanyuma, kugurisha mudasobwa bwite byiyongereye, muburyo, kugurisha sisitemu y'imikorere ya Windows byiyongereye, kandi amafaranga yinjira mumikino yarenze miliyari 5 z'amadolari.

Abateganya aya macakubiri atatu ku gihembwe cya mbere cyuyu mwaka nabyo barenze ibitekerezo byabasesenguzi. Igihangange tekinoroji yumwaka ushize wiyongereyeho 41%, yiteze ko 2021 atagenda neza.

2. Netflix.

Igitambo gikomeye cyatanzwe na Netflix Streaming Page Christaming (NASDAQ: NFLX), nubwo, nubwo, ubwo budashidikanywaho. Serivisi ifite abafatabuguzi barenga miliyoni 200, kandi sosiyete yavuze ko bitagikeneye amafaranga yatijwe. Ubu yinjiza amafaranga ahagije yo kwishyura umusaruro wa tereviziyo na firime nta nguzanyo.

Abateranye ba Netflix, nubwo serivisi zishimishije zatangiye gutanga ibigo byinshi, harimo na Disney + walt Disney (NYSE: APEVE + kuva kuri AT & T (NYSE: T). Ibi bigo biragerageza gufata umugabane ku isoko muri Netflix, ifite inyungu zumupayiniya.

Microsoft, Netflix, AMD: Ibihangange biracyafite agaciro neza 1131_2
NFLX - Gahunda yumunsi

Abasesenguzi benshi bemeza ko bigoye kurwanya Netflix, kandi ko isosiyete yafashe isoko kubera ubunini bwa Mediocre. Abanywanyi bateje akaga cyane muri sosiyete, nka Walt Disney na AT & T, bagize uruhare rukomeye, kuko umwanya wabo wimari wahungabanye nkibisubizo byigipanda.

Mugihe Covid-19 ikomeje kubiba akajagari mu murima na televiziyo, Netflix, hakurikijwe ibintu birenga 500 mu cyiciro cya nyuma cyangwa cyiteguye gutanga urubuga. Dukurikije ikinyamakuru cya Wall Street, icyumweru gishize isosiyete yahishuye urutonde rwa firime zizajya kuri platifomu buri cyumweru cya 2021. Uyu mwaka, imigabane ya Netflix yazamutseho 4%, kandi umwaka ushize - kuri 66%.

3. AMD.

Ibikoresho byambere bya Micro (Nasdaq: AMD) byongeye kwerekana ko byiteguye gufata isoko rinini mugihe cyumunywanyi, Intel Corporation (NASDAQ: NTC) irwanya ingorane zumusaruro.

AMD yatangaje ku nyungu z'igihembwe cya kane cya miliyari 1.78 z'amadolari, cyangwa $ 1.45 kuri miliyoni 170, cyangwa $ 0.15 kuri buri mugabane, mugihe kimwe cyumwaka ushize. Amafaranga yiyongereyeho 53%, kuri miliyari 3.2 z'amadolari. Umaze kubona amafaranga yizeye mugihembwe cyanyuma, uwabikoze muri Californian wangirika guhaza iterambere mugihe kizaza.

Microsoft, Netflix, AMD: Ibihangange biracyafite agaciro neza 1131_3
AMD - Gahunda yumunsi

Amafaranga yinjira muri kariya gihembwe azaba miliyari 3.2 z'amadolari, wongeyeho / gukuramo miliyoni 100 z'amadolari. Abasesenguzi basuzuma kandi amafaranga azagozwa na miliyari 2.73. Kumyaka 2021, isosiyete irateganya kongera ibicuruzwa na 37%, biruta cyane ibyifuzo byumuhanda.

AMD yarwaniye kubaho ku isoko yafashwe na Intel, umusaruro munini w'isi ya microcircuits. AMD yahindutse ikirango kizwi kubera ko yakwegereye abakora-abanditsi kandi yerekana ibicuruzwa bishya kandi bikomeye mbere kuruta Intel. Ibi byafashe ubwiyongere bwihuse mu mugabane wisoko no gukura kw'imigabane ya amd mu myaka yashize. Mu mwaka ushize, imigabane ya AMD yatwaye hafi 90%, mugihe imigabane ya Intel yari 20% mugihe kimwe.

Soma ingingo zumwimerere kuri: gushora.com

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