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1. Affected by the downturn in consumer electronics, Apple's performance fell short of expectations for the first time.
In 22Q4, Apple's revenue was US$117.154 billion, a year-on-year decrease of 5.48, which was lower than expected for the first time. It was the first decline in performance since 2019 and the largest single-quarter decline since 2016. The decline in Apple's revenue this time is mainly due to the weak downstream demand of ...
In 22Q4, Apple's revenue was US$117.154 billion, a year-on-year decrease of 5.48, which was lower than expected for the first time. It was the first decline in performance since 2019 and the largest single-quarter decline since 2016. The decline in Apple's revenue this time is mainly due to the weak downstream demand of ...
As we enter into a period of earnings releases, none will be more emphasized than Big Tech. After going through $Amazon(AMZN.US$'s latest financials, I distill down my views and opinions into the good, bad, and ugly portions.
The Good
Net sales for Q4'22 were the strongest among all the quarters in FY 2022. Better still, it even managed to chalk up a growth of 9% YoY, 12% if adjusted for FX impact. Due to a relatively stronger USD in the...
The Good
Net sales for Q4'22 were the strongest among all the quarters in FY 2022. Better still, it even managed to chalk up a growth of 9% YoY, 12% if adjusted for FX impact. Due to a relatively stronger USD in the...
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ON Semiconductor is set to release its Q4 2022 earnings on Monday（2023-2-6 ）. According to bloomberg , 22Q4 revenue is 2.081 billion and GAAP EPS is 1.145 .
The company is a leading provider of advanced semiconductor solutions for a range of industries and applications, including automotive, industrial, consumer, and communications.
In recent years, ON Semiconductor has benefited from the growing demand for semiconductor...
The company is a leading provider of advanced semiconductor solutions for a range of industries and applications, including automotive, industrial, consumer, and communications.
In recent years, ON Semiconductor has benefited from the growing demand for semiconductor...
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Amazon $Amazon(AMZN.US$ dropped 8.4% post its Q4 earnings partially due to the weakness of the market and partially due to its disappointing numbers: topline slightly exceeded estimate and bottomline missed. Like other mega cap tech names, Amazon see no different but deteriorating margin.
North America net sales grew 13% YoY but operating loss widened YoY from $-206MM to $-240MM. If we looked back its previous quarters of North Americ...
North America net sales grew 13% YoY but operating loss widened YoY from $-206MM to $-240MM. If we looked back its previous quarters of North Americ...
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The company reported Q4 revenue of $76.05b, up 1% YoY, below Analysts estimated $76.53b. EPS $1.05, less than estimated $1.18. YouTube revenue $7.96b, less than estimated $8.25b. Cloud Service revenue $7.32b, estimation was $7.43b. Operating Margin continue to slide, from 29% a year ago down to 24% this quarter. Only Customer Acquisition Cost beats estimation, $12.93b, estimation was $13.32b, about 17% of revenue.
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The year is barely a month old, but 2023 is already turning out to be one where artificial intelligence is going to dominate the strategies of businesses and the attention of investors.
And this week showed that the biggest of the big names in tech are pushing more of their resources into the nascent area of AI in what is almost a fear-of-missing-out situation, even with the market still find...
The year is barely a month old, but 2023 is already turning out to be one where artificial intelligence is going to dominate the strategies of businesses and the attention of investors.
And this week showed that the biggest of the big names in tech are pushing more of their resources into the nascent area of AI in what is almost a fear-of-missing-out situation, even with the market still find...
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Amazon $Amazon(AMZN.US$ reported Q4 revenue of $149.2b, up 9% YoY, beat estimated $145.42b. EPS $0.03, less than estimated $0.18. AWS revenue $21.4b, up 20% YoY, but less than estimated $21.87b. Operating profit $5.2b, down by $0.1b YoY, Online Retail revenue $64.53b, down 2% YoY, less than estimated $65.2b. Advertising revenue $11.56b, up 19% YoY, beat estimated $11.38b.
2022 fiscal revenue $514b, up 9% YoY. Operat...
2022 fiscal revenue $514b, up 9% YoY. Operat...