Amazon
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Puhaa, kan I andre naa at laese alle de regnskaber, som I gerne vil? Jeg kan ikke. Det var en haard uge. Maal-stregen naermer sig. Jeg ville bare lige dele et par figurer og overskrifter fra Amazon. Figurerne taler for sig selv. Senere i traaden foelger udvalgte figurer (omsaetning) fra udvalgte konkurrenter (cloud og retail).
Amazon.com Announces Fourth Quarter Sales up 21% to $87.4 Billion
https://ir.aboutamazon.com/news-releases/news-release-details/amazoncom-announces-fourth-quarter-sales-21-874-billionAmazon holiday sales jump as one-day shipping pays dividends, stock up 13%
https://www.reuters.com/article/us-amazon-com-results/amazon-holiday-sales-jump-as-one-day-shipping-pays-dividends-stock-up-13-idUSKBN1ZT2XUAmazon Is 'Well-Positioned' for the Long Term, Analyst Says
https://www.bloomberg.com/news/videos/2020-01-31/amazon-is-well-positioned-for-the-long-term-analyst-says-videoAmazon Earnings Show 'Remarkable Execution,' CFRA Analyst Amobi Says
https://www.bloomberg.com/news/videos/2020-01-30/amazon-earnings-show-remarkable-execution-cfra-analyst-amobi-says-videoAmazon holiday quarter delivers, threatens profit squeeze for UPS and FedEx
https://www.reuters.com/article/us-amazon-com-research/amazon-holiday-quarter-delivers-threatens-profit-squeeze-for-ups-and-fedex-idUSKBN1ZU23TApple, Amazon, Microsoft and Alphabet have traveled similar paths on the road to $1 trillion
https://www.cnbc.com/2020/01/31/apple-amazon-microsoft-and-alphabet-and-the-road-to-1-trillion.html
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Microsoft Intelligent Cloud
Intelligent Cloud
Our Intelligent Cloud segment consists of our public, private, and hybrid server products and cloud services that can power modern business. This segment primarily comprises:
• Server products and cloud services, including SQL Server, Windows Server, Visual Studio, System Center, and related CALs, GitHub, and Azure.
• Enterprise Services, including Premier Support Services and Microsoft Consulting Services.
Server Products and Cloud Services
Our server products are designed to make IT professionals, developers, and their systems more productive and efficient. Server software is integrated server infrastructure and middleware designed to support software applications built on the Windows Server operating system. This includes the server platform, database, business intelligence, storage, management and operations, virtualization, service-oriented architecture platform, security, and identity software. We also license standalone and software development lifecycle tools for software architects, developers, testers, and project managers. GitHub provides a collaboration platform and code hosting service for developers. Server products revenue is mainly affected by purchases through volume licensing programs, licenses sold to original equipment manufacturers ("OEM"), and retail packaged products. CALs provide access rights to certain server products, including SQL Server and Windows Server, and revenue is reported along with the associated server product.
Azure is a comprehensive set of cloud services that offer developers, IT professionals, and enterprises freedom to build, deploy, and manage applications on any platform or device. Customers can use Azure through our global network of datacenters for computing, networking, storage, mobile and web application services, AI, IoT, cognitive services, and machine learning. Azure enables customers to devote more resources to development and use of applications that benefit their organizations, rather than managing on-premises hardware and software. Azure revenue is mainly affected by infrastructure-as-a-service and platform-as-a-service consumption-based services, and per user-based services such as Enterprise Mobility + Security.
Enterprise Services
Enterprise Services, including Premier Support Services and Microsoft Consulting Services, assist customers in developing, deploying, and managing Microsoft server and desktop solutions and provide training and certification to developers and IT professionals on various Microsoft products.
Competition
Our server products face competition from a wide variety of server operating systems and applications offered by companies with a range of market approaches. Vertically integrated computer manufacturers such as Hewlett-Packard, IBM, and Oracle offer their own versions of the Unix operating system preinstalled on server hardware. Nearly all computer manufacturers offer server hardware for the Linux operating system and many contribute to Linux operating system development. The competitive position of Linux has also benefited from the large number of compatible applications now produced by many commercial and non-commercial software developers. A number of companies, such as Red Hat, supply versions of Linux.
We compete to provide enterprise-wide computing solutions and point solutions with numerous commercial software vendors that offer solutions and middleware technology platforms, software applications for connectivity (both Internet and intranet), security, hosting, database, and e-business servers. IBM and Oracle lead a group of companies focused on the Java Platform Enterprise Edition that competes with our enterprise-wide computing solutions. Commercial competitors for our server applications for PC-based distributed client-server environments include CA Technologies, IBM, and Oracle. Our web application platform software competes with open source software such as Apache, Linux, MySQL, and PHP. In middleware, we compete against Java vendors.
Our database, business intelligence, and data warehousing solutions offerings compete with products from IBM, Oracle, SAP, and other companies. Our system management solutions compete with server management and server virtualization platform providers, such as BMC, CA Technologies, Hewlett-Packard, IBM, and VMware. Our products for software developers compete against offerings from Adobe, IBM, Oracle, and other companies, and also against open-source projects, including Eclipse (sponsored by CA Technologies, IBM, Oracle, and SAP), PHP, and Ruby on Rails.
We believe our server products provide customers with advantages in performance, total costs of ownership, and productivity by delivering superior applications, development tools, compatibility with a broad base of hardware and software applications, security, and manageability.
Azure faces diverse competition from companies such as Amazon, Google, IBM, Oracle, Salesforce.com, VMware, and open source offerings. Our Enterprise Mobility + Security offerings also compete with products from a range of competitors including identity vendors, security solution vendors, and numerous other security point solution vendors. Azure's competitive advantage includes enabling a hybrid cloud, allowing deployment of existing datacenters with our public cloud into a single, cohesive infrastructure, and the ability to run at a scale that meets the needs of businesses of all sizes and complexities. We believe our cloud's global scale, coupled with our broad portfolio of identity and security solutions, allows us to effectively solve complex cybersecurity challenges for our customers and differentiates us from the competition.
Our Enterprise Services business competes with a wide range of companies that provide strategy and business planning, application development, and infrastructure services, including multinational consulting firms and small niche businesses focused on specific technologies.
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VMWare . . . . . . . . . . . .
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IBM ... ... ... ...
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Walmart .. .. .. .. .. ..
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Vedhaeftet normaliseret udvikling i omsaetning per aktie over en periode paa 10 aar og 10 kvartaler (TTM).
Tidsserie for P/S-multipel (retail fungerer naturligvis som et anker for Amazon i modsaetning til Microsoft og Salesforce.com
https://www.midgardfinance.com/out/plot/price/_/AMZN/ps/AMZN_ps_2010-01-01_2020-2.htmJeg glemte vist tallene for Oracle Cloud. Det maa blive en anden gang.
https://en.wikipedia.org/wiki/Oracle_Cloud
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Jeg vil forresten ikke varmt anbefale koeb af aktien over 2000 dollar. Jeg ejer selv aktien, men der er forskel paa at koebe og beholde for at undgaa at betale skat. Markedsvaerdien er 1000 milliarder dollar og de operative pengrestroemme er trods alt kun 38-39 millarder dollar. Men OK, hvis de kan blive ved med at vokse med 20% i blot en kortere aar-raekke, saa...
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