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2021-10-31

Opinion: Big Tech is still headed for its biggest year ever, but Apple and Amazon could cut into fourth quarter profits

Supply-chain and staffing issues will bring down the growth rates a bit for Apple and Amazon, but Go

Opinion: Big Tech is still headed for its biggest year ever, but Apple and Amazon could cut into fourth quarter profits

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Google’s ad business was mostly undeterred by the changes in Apple’s privacy settings for the iPhone that afflicted other internet companies.</p>\n<p>“With many investors looking outside of U.S. internet given the plethora of potential headwinds (IDFA, supply chain) and negative media headlines, Google kept the course and did what they needed to do,” said Bernstein Research analyst Mark Shmulik in a note to clients. “The 3Q print isn’t the massive blowout many of you have perhaps grown accustomed to these past few quarters, but it also wasn’t a miss.”</p>\n<p><b>More from Therese:Apple’s ad-megeddon is affecting Snap, <a href=\"https://laohu8.com/S/FB\">Facebook</a> and Google differently</b></p>\n<p>This compares to projected revenue growth rates for the fourth quarter in the teens for Amazon (10%), Facebook Inc.FB,+2.10%(19%) and Microsoft Corp.MSFT,+2.24%(17.5%). All of these growth rates, with the exception of Amazon, are still better than the S&amp;P 500SPX,+0.19%projected revenue growth of 11.65% for the fourth quarter. Combined, the calendar fourth quarter revenue for these five companies is forecast at $412.2 billion, up 16.2% from $354.5 billion a year ago.</p>\n<p>Net income, though, will be down to single-digit growth, thanks to Amazon’s hefty spending on product fulfillment, including big employee hires. The combined net income of the Big Five for the fourth quarter is projected at $79.9 billion, a bump up of only 2.7% from $77.8 billion in the year ago quarter. The S&amp;P 500 will see better far earnings growth of 21.15%</p>\n<p>And if there is a miss overall, we could see a decline on the year. Net income is expected to only be up very slightly right now, just over 1% to $228.3 billion from $224.8 billion for calendar 2020.That’s also much lower than the projections at mid-year,of net income coming in right around $300 billion, and could even come in flat to down, based on Amazon’s potential-downside forecast and any other surprise issues that come up for others in the Big 5.</p>\n<p>For the full year 2021, including recent changes to estimates after Thursday’s shortfalls, combined revenue for Alphabet, Amazon, Apple, Facebook and Microsoft is now expected to reach approximately $1.398 trillion, based on Factset estimates. That will still put 2021 on track to be Big Tech’s biggest year ever, with growth of 26.9% from $1.102 trillion in calendar 2020.</p>\n<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> may have seen the best times in tech already this year and until the global supply chain issues are resolved, the consumer-focused companies are probably going to be too volatile to really depend on. Tech is a varied sector, though, and the color in last week’s earnings calls suggested companies are still spending andshould sustain enterprise tech names through the choppy fourth-quarter waters.</p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Opinion: Big Tech is still headed for its biggest year ever, but Apple and Amazon could cut into fourth quarter profits</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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Alphabet Inc.GOOG,+1.47%GOOGL,+1.51%is now expected to see the biggest growth in sales — Wall Street is forecasting total revenue for Alphabet to grow about 26% to around $71.8 billion, before deducting traffic acquisition costs (TAC), in the December quarter. Google’s ad business was mostly undeterred by the changes in Apple’s privacy settings for the iPhone that afflicted other internet companies.\n“With many investors looking outside of U.S. internet given the plethora of potential headwinds (IDFA, supply chain) and negative media headlines, Google kept the course and did what they needed to do,” said Bernstein Research analyst Mark Shmulik in a note to clients. “The 3Q print isn’t the massive blowout many of you have perhaps grown accustomed to these past few quarters, but it also wasn’t a miss.”\nMore from Therese:Apple’s ad-megeddon is affecting Snap, Facebook and Google differently\nThis compares to projected revenue growth rates for the fourth quarter in the teens for Amazon (10%), Facebook Inc.FB,+2.10%(19%) and Microsoft Corp.MSFT,+2.24%(17.5%). All of these growth rates, with the exception of Amazon, are still better than the S&P 500SPX,+0.19%projected revenue growth of 11.65% for the fourth quarter. Combined, the calendar fourth quarter revenue for these five companies is forecast at $412.2 billion, up 16.2% from $354.5 billion a year ago.\nNet income, though, will be down to single-digit growth, thanks to Amazon’s hefty spending on product fulfillment, including big employee hires. The combined net income of the Big Five for the fourth quarter is projected at $79.9 billion, a bump up of only 2.7% from $77.8 billion in the year ago quarter. The S&P 500 will see better far earnings growth of 21.15%\nAnd if there is a miss overall, we could see a decline on the year. Net income is expected to only be up very slightly right now, just over 1% to $228.3 billion from $224.8 billion for calendar 2020.That’s also much lower than the projections at mid-year,of net income coming in right around $300 billion, and could even come in flat to down, based on Amazon’s potential-downside forecast and any other surprise issues that come up for others in the Big 5.\nFor the full year 2021, including recent changes to estimates after Thursday’s shortfalls, combined revenue for Alphabet, Amazon, Apple, Facebook and Microsoft is now expected to reach approximately $1.398 trillion, based on Factset estimates. That will still put 2021 on track to be Big Tech’s biggest year ever, with growth of 26.9% from $1.102 trillion in calendar 2020.\nInvestors may have seen the best times in tech already this year and until the global supply chain issues are resolved, the consumer-focused companies are probably going to be too volatile to really depend on. Tech is a varied sector, though, and the color in last week’s earnings calls suggested companies are still spending andshould sustain enterprise tech names through the choppy fourth-quarter waters.","news_type":1},"isVote":1,"tweetType":1,"viewCount":985,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}