Netflix lost subscribers and decided to make money on advertising: what can come of it

Netflix lost subscribers and decided to make money on advertising: what can come of it

NetflixNFLX214.50 $Buy

Microsoft CorporationMSFT252.94 $BuyService in partnership with Tinkoff Investments. Quotes are updated every 15 minutes

Why Netflix needs a version with ads

In the spring, Netflix for the first time in the 7 years faced with the outflow of subscribers. Компания потеряла 2 млн подписчиков по сравнению с кварталом ранее. Continue reading “Netflix потерял подписчиков и решил заработать на рекламе: что из этого может получиться”

Why Google, Twitter and Robinhood are firing people

Other big tech companies are cutting hiring plans too. Meta Platforms* (NASDAQ: META) announced at the end of June, which reduces plans to hire systems engineers by 30%, with 10 up to 6-7 thousand.

Microsoft is about to be fired 1% от своего штата в 181 a thousand people. 18% fired at Coinbase (NASDAQ: COIN) Continue reading “Почему Google, Twitter и Robinhood увольняют людей”

Investidea: Progins, because you can't not give birth now.

Progyny IncPGNY29,61 $КупитьСервис в партнерстве с Тинькофф Инвестициями. Quotes are updated every 15 minutes

Progins (NASDAQ: PGNY) — компания по управлению репродуктивным здоровьем, ориентированная на работодателей, пациентов и врачей. Continue reading “Инвестидея: Progins, потому что не рожать теперь нельзя”

Bundle of investment news: how is the energy, the future of the media, netflix friends

News Corp (A)NWSA15,24 $Купить

New York TimesNYT29,21 $Купить

ComcastCMCSA38,87 $Купить

Alphabet Class AGOOGL2264,99 $Купить

NetflixNFLX183,79 $КупитьСервис в партнерстве с Тинькофф Инвестициями. Quotes are updated every 15 minutes

Разбор отчета по энергетике, ближайшие прогнозы кино и развлечений, Netflix makes new friends. Continue reading “Пачка инвестновостей: how is the energy, the future of the media, друзья Netflix”

Bundle of investment news: James Bond and Cricket for Amazon, installments for Apple

Amazon.comAMZN105,20 $Купить

Walt DisneyDIS94.29 $Buy

Sony CorpSONY82,82 $Buy Now

Paramount GlobalPARA25,29 $Buy

Anaplan IncPLAN65,78 $Buy Now

AppleAAPL133.17 $BuyService in partnership with Tinkoff Investments. Continue reading “Пачка инвестновостей: James Bond and Cricket for Amazon, рассрочка для Apple”

Bundle of investment news: Switch, logistics REITs, automation and electronic cigarettes

Prologis REITPLD$121.53Buy

Duke Realty REITDRE $51.07 Buy

AmphenolAPH $67.59 Buy

Switch IncSWCH$33.30BuyService in partnership with Tinkoff Investments. Continue reading “Пачка инвестновостей: Switch, logistics REITs, автоматизация и электронные сигареты”

Investidea: New Relic, because there is still enthusiasm

New Relic IncNEWR$47.54BuyService in partnership with Tinkoff Investments. Quotes are updated every 15 minutes

Today we have a very speculative idea: take shares of New Relic application monitoring platform (NYSE: NEWR) after a recent fall, to cash in on the rebound. Continue reading “Инвестидея: New Relic, потому что есть еще задор”

Investidea: Dynatrace, because this cloud hovers high

Dynatrace IncDT$41.31BuyService in partnership with Tinkoff Investments. Quotes are updated every 15 minutes

Today we have a speculative idea: take shares of Dynatrace cloud business (NYSE: DT), to capitalize on their rebound after a fall. Continue reading “Инвестидея: Dynatrace, потому что это облако парит высоко”

Investidea: Alarm.com, because crime is not asleep

Alarm com Holdings IncALRM61.07 $BuyService in partnership with Tinkoff Investments. Quotes are updated every 15 minutes

Today we have a moderately speculative idea.: take the shares of the supplier of services and goods to protect the property of the Alarm.com (NASDAQ: ALRM), in order to make money on the deterioration of the criminal situation in the United States. Continue reading “Инвестидея: Alarm.com, потому что преступность не дремлет”

The parent company Google for the first time in two years reported worse than expected

Alphabet Class AGOOGL2301.00 $Buy

Alphabet Class CGOOG$2300.83BuyService in partnership with Tinkoff Investments. Quotes are updated every 15 minutes

Компания Alphabet отчиталась за первый квартал 2022 years worse than analysts' forecasts. 26 In April, its shares in the post-market fell by 3%, to 2308 $.

Financial results

Here's how the company's key figures changed year-on-year, and here's what analysts expected:

  • revenue - 68 billion dollars (+23%), expectations - 68,1 billion dollars;
  • earnings per share - 24,6 $ (−6%), expectations - 25,9 $.

Alphabet's net profit fell due to the revaluation of its own stock portfolio. Год назад инвестиции в акции других компаний принесли Alphabet почти 5 billion dollars, but now the loss was about a billion.

At the same time, operating profit, or profit from operating activities, increased by 22%, to 20,1 billion dollars. Operating margin remains the same — 30%.

Alphabet reported worse than expected for the first time in two years, that is, since the beginning of the pandemic. All this time she earned good money., as many advertisers have increased spending on promoting products on the network. Now revenue growth has begun to slow down..

Here's how sales increased in key operating segments.

Google Advertising - YouTube Advertising, Google Search и прочих сервисах — 54,7 billion dollars (+22%). About 13% in this segment is accounted for by ads on YouTube. И здесь продажи подросли всего на 14% и оказались заметно ниже ожиданий: 6,9 against 7,5 billion dollars.

The company attributed the poor performance to competition and the high base effect.: a year ago, in quarantine, people spent more time online, including on YouTube. And the departure from Russia also affected. Last year, the country accounted for about 1% of total annual revenue.

Google Other — commissions in Google Play, YouTube Premium subscriptions, гаджеты Pixel и прочее — 6,8 billion dollars (+5%).

Google Cloud — облачные услуги — 5,8 billion dollars (+44%). This is the most promising business, which still results in an operating loss.. For the year it has not changed much - about a billion dollars.

Other Bets — medical developments, беспилотные авто и прочее — 0,4 billion dollars (+122%). В этом экспериментальном сегменте убыток также почти не изменился — около 1,2 billion dollars.

What about stocks

Taking into account the post-market, Alphabet shares have already fallen in price by 20%. Company leaders think, that the papers have already fallen hard enough, и увеличили программу по выкупу акций до 70 billion dollars.

А еще в июле Alphabet проведет сплит акций в соотношении 20:1. After that, the share price will decrease by 20 once, and the number of shares held by holders will increase proportionally, from one to twenty. If crushing was done today, then the price would drop to about 115 $.

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