25 min

How Big Tech Co’s Make Money - Magnificent 7 - MSFT, FB, NVDA, Apple, Google, Amzn, Tesla - AZ TRT S05 EP19 (234) 5-12-2024 AZ Tech Roundtable 2.0

    • Technology

 
How Big Tech Co’s Make Money - Magnificent 7 - MSFT, FB, NVDA, Apple, Google, Amzn, Tesla
AZ TRT S05 EP19 (234) 5-12-2024 
 
What We Learned This Week:
Tech Stocks - 7 Big Market Cap Stocks make up 29% of S&P Google, Microsoft & Amazon are biggest Co‘s in Cloud Service Tesla is the biggest EV Car Co,, & Apple biggest in Smart Phones Nvidia is the AI Superchip tech company Google & Meta / FB are the biggest advertising co‘s in the world  
 
Notes:
 
Breakdown of Revenue Sources, Market Cap / CEO / Start
 
Google / Alphabet  – ads / search, playstore, hardware, services, YouTube premium content + TV, cloud
Microsoft – gaming, services, software, devices, cloud
Apple – devices, services, apps
Nvidia – AI Chips, Graphic Cards, & components
Tesla – EV Cars
Amazon – E Commerce, cloud, services
Meta / Facebook – ads, devices
 
 
 
Big drops in two of the Magnificent Seven stocks haven't dented the group's influence on the S&P 500. In fact, the trendy stocks dominate now more than ever.
The seven megacap stocks — Microsoft (MSFT), Apple (AAPL), Nvidia (NVDA), Alphabet (GOOG), Amazon.com (AMZN), Meta (META) and Tesla (TSLA) — account for 29.7% of the S&P 500 as of April 17, says Datatrek Research. That's up from the group's 27.9% weight in the S&P 500 in 2023.
Seeing the group's hold over the world's most popular index grow this year might surprise you. Shares of Tesla are down 37.4%.
"Despite all the buzz around the death of the 'Magnificent 7,' U.S. big tech is actually a more dominant force in American stock markets than at the end of 2023," said Nicholas Colas of Datatrek in a report.
 
Source:4/2024 -  https://www.investors.com/etfs-and-funds/sectors/sp500-magnificent-7-stocks-dominate-even-more-now/
 
 
 
Google
CEO Sundar Pinchai
c 1998 Sergey Brin and Larry Page
Mkt Cap $2.1 Tr
 
Source: https://www.oberlo.com/statistics/how-does-google-make-money
Google / Alphabet  – ads / search 56% of rev at $175 bil in 2023, playstore, hardware, services, YouTube premium content + TV, cloud 11% of rev at $31 bil
 
Google revenue breakdown: top Google revenue sources in 2023
Ads ·         Ads (Google Search & other properties): $175.03 billion (56.9%)
·         YouTube ads: $31.51 billion (10.3%)
·         Google Network ads: $31.31 billion (10.2%)
Google subscriptions, platforms, and devices: $34.69 billion (11.3%) Google Cloud: $33.09 billion (10.8%) Other bets: $1.53 billion (0.5%) Hedging gains: $236 million (0.1%)  
Source: https://www.investopedia.com/articles/investing/020515/business-google.asp
 
KEY TAKEAWAYS Alphabet is a collection of different companies, including the popular search engine Google. The company leverages its search, web browsing, mobile operating systems, and cloud computing to make money through the sale of advertising and various service fees. Advertising generates the majority of revenue, but Google Cloud revenues are growing rapidly. The company has three reportable segments: Google Services, Google Cloud, and Other Bets. Google Services is the most profitable while Google Cloud and Other Bets often post operating losses.  
 
 
Microsoft CEO Satya Nadella.
C 1975 Bill Gates / Paul Allen
Mkt Cap 3.1 tr
 
KEY TAKEAWAYS Microsoft sells computing devices, cloud systems and services, software, and other products to consumers and businesses. The company's Intelligent Cloud segment is the largest source of profit, as well as the fastest-growing. Microsoft is focused on delivering AI solutions to customers in a broad swath of industries. Some of its many competitors include Apple, Amazon, Meta, Alphabet, Oracle, and IBM. Microsoft's current CEO is Satya Nadella.  
Source: https://www.investopedia.com/how-microsoft-makes-money-4798809
 
Source: https://techbehemoths.com/blog

 
How Big Tech Co’s Make Money - Magnificent 7 - MSFT, FB, NVDA, Apple, Google, Amzn, Tesla
AZ TRT S05 EP19 (234) 5-12-2024 
 
What We Learned This Week:
Tech Stocks - 7 Big Market Cap Stocks make up 29% of S&P Google, Microsoft & Amazon are biggest Co‘s in Cloud Service Tesla is the biggest EV Car Co,, & Apple biggest in Smart Phones Nvidia is the AI Superchip tech company Google & Meta / FB are the biggest advertising co‘s in the world  
 
Notes:
 
Breakdown of Revenue Sources, Market Cap / CEO / Start
 
Google / Alphabet  – ads / search, playstore, hardware, services, YouTube premium content + TV, cloud
Microsoft – gaming, services, software, devices, cloud
Apple – devices, services, apps
Nvidia – AI Chips, Graphic Cards, & components
Tesla – EV Cars
Amazon – E Commerce, cloud, services
Meta / Facebook – ads, devices
 
 
 
Big drops in two of the Magnificent Seven stocks haven't dented the group's influence on the S&P 500. In fact, the trendy stocks dominate now more than ever.
The seven megacap stocks — Microsoft (MSFT), Apple (AAPL), Nvidia (NVDA), Alphabet (GOOG), Amazon.com (AMZN), Meta (META) and Tesla (TSLA) — account for 29.7% of the S&P 500 as of April 17, says Datatrek Research. That's up from the group's 27.9% weight in the S&P 500 in 2023.
Seeing the group's hold over the world's most popular index grow this year might surprise you. Shares of Tesla are down 37.4%.
"Despite all the buzz around the death of the 'Magnificent 7,' U.S. big tech is actually a more dominant force in American stock markets than at the end of 2023," said Nicholas Colas of Datatrek in a report.
 
Source:4/2024 -  https://www.investors.com/etfs-and-funds/sectors/sp500-magnificent-7-stocks-dominate-even-more-now/
 
 
 
Google
CEO Sundar Pinchai
c 1998 Sergey Brin and Larry Page
Mkt Cap $2.1 Tr
 
Source: https://www.oberlo.com/statistics/how-does-google-make-money
Google / Alphabet  – ads / search 56% of rev at $175 bil in 2023, playstore, hardware, services, YouTube premium content + TV, cloud 11% of rev at $31 bil
 
Google revenue breakdown: top Google revenue sources in 2023
Ads ·         Ads (Google Search & other properties): $175.03 billion (56.9%)
·         YouTube ads: $31.51 billion (10.3%)
·         Google Network ads: $31.31 billion (10.2%)
Google subscriptions, platforms, and devices: $34.69 billion (11.3%) Google Cloud: $33.09 billion (10.8%) Other bets: $1.53 billion (0.5%) Hedging gains: $236 million (0.1%)  
Source: https://www.investopedia.com/articles/investing/020515/business-google.asp
 
KEY TAKEAWAYS Alphabet is a collection of different companies, including the popular search engine Google. The company leverages its search, web browsing, mobile operating systems, and cloud computing to make money through the sale of advertising and various service fees. Advertising generates the majority of revenue, but Google Cloud revenues are growing rapidly. The company has three reportable segments: Google Services, Google Cloud, and Other Bets. Google Services is the most profitable while Google Cloud and Other Bets often post operating losses.  
 
 
Microsoft CEO Satya Nadella.
C 1975 Bill Gates / Paul Allen
Mkt Cap 3.1 tr
 
KEY TAKEAWAYS Microsoft sells computing devices, cloud systems and services, software, and other products to consumers and businesses. The company's Intelligent Cloud segment is the largest source of profit, as well as the fastest-growing. Microsoft is focused on delivering AI solutions to customers in a broad swath of industries. Some of its many competitors include Apple, Amazon, Meta, Alphabet, Oracle, and IBM. Microsoft's current CEO is Satya Nadella.  
Source: https://www.investopedia.com/how-microsoft-makes-money-4798809
 
Source: https://techbehemoths.com/blog

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