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04-28

Yes. People still loving apple for security features.

2023-11-17

What is the vest stock to invest for 1 month with lower risk

2023-09-28

$Bank of America(BAC)$

2023-03-23

Looks better azure

Microsoft Vs. Amazon: Which Stock Is The Better Cloud Play?

2022-12-02

$NASDAQ(.IXIC)$

2022-11-30

$SINGAPORE AIRLINES LTD(C6L.SI)$

2022-11-07

[Cry]

Intel Stock Could Still Fall to $20 (or Less!)

2022-10-30

$SINGTEL(Z74.SI)$👍

2022-10-27

Is it good to buy Meta shares ?

Zuckerberg Asks for Patience as Meta’s Costs Spook Investors

2022-10-27

[Sad]

Tesla Faces US Criminal Probe Around Self-Driving Claims

Go to Tiger App to see more news

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People still loving apple for security features.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300010232565832","isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":242361899376704,"gmtCreate":1700207403990,"gmtModify":1700207408067,"author":{"id":"3584830934320587","authorId":"3584830934320587","name":"kaviarasu","avatar":"https://community-static.tradeup.com/news/d27731ec100d6ec45e9952a24469765c","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"What is the vest stock to invest for 1 month with lower risk","listText":"What is the vest stock to invest for 1 month with lower risk","text":"What is the vest stock to invest for 1 month with lower risk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/242361899376704","isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":224671810760816,"gmtCreate":1695860598609,"gmtModify":1695860601319,"author":{"id":"3584830934320587","authorId":"3584830934320587","name":"kaviarasu","avatar":"https://community-static.tradeup.com/news/d27731ec100d6ec45e9952a24469765c","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Bank of America(BAC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/224671810760816","isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943529831,"gmtCreate":1679572684423,"gmtModify":1679572690053,"author":{"id":"3584830934320587","authorId":"3584830934320587","name":"kaviarasu","avatar":"https://community-static.tradeup.com/news/d27731ec100d6ec45e9952a24469765c","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Looks better azure","listText":"Looks better azure","text":"Looks better azure","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943529831","repostId":"1123095685","repostType":2,"repost":{"id":"1123095685","pubTimestamp":1679564433,"share":"https://www.laohu8.com/m/news/1123095685?lang=&edition=full","pubTime":"2023-03-23 17:40","market":"us","language":"en","title":"Microsoft Vs. Amazon: Which Stock Is The Better Cloud Play?","url":"https://stock-news.laohu8.com/highlight/detail?id=1123095685","media":"Seeking Alpha","summary":"SummaryDespite rising macroeconomic risks, cloud computing remains one of the most promising segment","content":"<html><head></head><body><h2>Summary</h2><ul><li>Despite rising macroeconomic risks, cloud computing remains one of the most promising segments of the tech sector.</li><li>Azure’s integration with popular Microsoft products and the company’s AI innovation lead are two key differentiators that lend the company a competitive edge.</li><li>Yet, Amazon&#39;s AWS is arguably the largest and most evolved ecosystem, giving it a breadth of applications and solutions that extend its appeal.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cae697818416626416c44f2e2c6f383e\" tg-width=\"1080\" tg-height=\"675\" width=\"100%\" height=\"auto\"/><span>Jian Fan</span></p><p>Cloud titans <b>Microsoft</b> (NASDAQ:MSFT) and <b>Amazon</b> (NASDAQ:AMZN) have had a healthy start to 2023. Despite rising macroeconomic risks, cloud computing remains one of the fastest growing segments of the tech sector. Both companies are projected todeliver solid revenue growth over the next few years, as the cloud continues to transform the way businesses manage their IT workloads.</p><p>Although the market is highly competitive, the two largest players dominate the global cloud infrastructure services market. According to data from Synergy Research Group, Amazon Web Services (AWS) is the market leader by a significant margin, representing about a third of all spending in the public cloud. Meanwhile, second-place Microsoft Azure has been steadily closing the gap on Amazon&#39;s lead, with a current market share of 23%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c489e3933b9a71f28f6df67f25786faa\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><h2>Secular Drivers</h2><p>The growth outlook for cloud infrastructure is underpinnedby long-term secular drivers, including digital transformation, remote working, productivity and cost efficiency.</p><p>Cloud providers allow companies to easily scale their computing resources up or down as needed, without businesses having to directly invest in additional capacity themselves. This flexibility is essential for businesses that experience cyclical or sudden spikes in demand, or for those that are rapidly expanding or contracting.</p><p>In the past, computing resources were limited by the amount of physical hardware that was available. As such, businesses and government agencies alike were forced to invest in expensive computer equipment, often spending huge sums on systems that quickly became outdated. Infrastructure as a service (IaaS) upended this conundrum, by providing access to however much resources are required at any time, on a pay-per-use basis.</p><p>Through a diversified client base, cloud platforms can more readily adapt to shifts in demand and better manage underutilization than individual networks. Additionally, cloud providers benefit from economies of scale, which allow them to offer competitive pricing and still maintain healthy profit margins.</p><h2>Pandemic Tailwinds</h2><p>During the pandemic, cloud growth accelerated as work went virtual and businesses focused on the delivery of digital services. Amid social distancing requirements, cloud computing provided a common platform for sharing information and applications, which made it easier for people to collaborate together, regardless of their physical location.</p><p>But after a period of unbridled cloud spending and as macroeconomic risks have mounted, the pace of cloud growth has moderated.</p><p>Amazon said revenue at AWS increased by 20% in Q4 2022 - slower than many analysts had expected. It was also lower than the 27% growth rate reported in Q3 2022, as well as the 40% growth in AWS from Q4 2021. Despite slowing growth, though, AWS revenues continue to outpace the group&#39;s other operations. By comparison, net sales at the group grew by 9% year-on-year in Q4 2022, or 12% on a constant currency basis.</p><p>Microsoft is seeing growth at Azure slow too in recent quarters, but to a lesser extent. Azure and other cloud services revenue growth slowed to 31% in the quarter to December 31, 2022 - down from 35% in the previous quarter and 46% from a year ago.</p><h2>Azure&#39;s Enterprise Appeal</h2><p>Microsoft&#39;s market share gains in the cloud infrastructure services space reflects Azure&#39;s growing appeal among the larger enterprise crowd. The company has invested heavily in new product and services development, which has helped to create unique features and capabilities that differentiate Azure from its rivals.</p><p>Integration with popular Microsoft products, including Office 365, Windows Server and SQL Server, is another key differentiator, while strong existing enterprise relationships give it an edge in understanding its client needs. This network effect helps it to provide better solutions, improve customer satisfaction and loyalty, and gain a competitive edge in the market.</p><p>Looking ahead, Microsoft&#39;s innovation lead in artificial intelligence and machine learning could help Azure to further narrow the gap with AWS, as data and advanced analytics will become increasingly vital capabilities. The company is an early adopter of AI tools and has made big investments in the area.</p><p>Most recently, Microsoftannounceda new multiyear, multi-billion dollar investment with ChatGPT-maker OpenAI to accelerate AI development. It&#39;s Microsoft&#39;s third partnership agreement with the artificial intelligence lab, following an earlier $1 billion investment in July 2019.</p><blockquote><i>&#34;With Azure OpenAI Service, over 1,000 customers are applying the most advanced AI models - including Dall-E 2, GPT-3.5, Codex, and other large language models backed by the unique supercomputing and enterprise capabilities of Azure - to innovate in new ways… We&#39;re already seeing the impact AI can have on people and companies, helping improve productivity, amplify creativity, and augment everyday tasks.&#34;</i></blockquote><blockquote>Eric Boyd, Corporate Vice President of Microsoft&#39;s AI Platform</blockquote><h2>AWS&#39;s Appeal Remains Strong</h2><p>This doesn&#39;t mean that Amazon is resting on its laurels. Amazon also continues to invest heavily in research and development to bring new features and services to its platform. And thanks to its market leadership, the company has arguably the largest and most evolved ecosystem of partners and developers. This contributes to the AWS platform by providing a breadth of applications and solutions that extend its appeal, making it particularly attractive to customers who want a one-stop shop for their cloud computing needs.</p><p>As a market leader, AWS has the advantages of scale. In addition to the usual cost savings, operating the biggest network of data centers makes it easier to provide a fast and reliable service to customers across multiple regions. This helps to reduce latency and increase performance for customers who are using its services.</p><p>Amazon is also at the forefront of innovation, particularly when it comes to migration services and tools for clients to manage the transition to the cloud. The company has a robust track record on execution for complex migration projects, especially when it comes to moving &#39;mission-critical&#39; workloads to the cloud.</p><p>This can be seen in the financial services industry, where AWS has been tasked to operate high-performing, resilient systems which have been built to meet the requirements of the most secure and performance-demanding applications. AWS&#39;s partnership with Nasdaq to migrate its North American trading systems to the cloud, demonstrates that Amazon is at the cutting edge of ultra-low-latency capabilities in cloud infrastructure.</p><h2>Amazon&#39;s E-commerce Losses</h2><p>Of course, we cannot look at each company&#39;s cloud businesses in isolation, as both Amazon and Microsoft generate an overwhelming majority of their revenues from other sources. E-commerce is obviously Amazon&#39;s main contributor to the group&#39;s revenues - of the $514 billion revenue in 2022, e-commerce accounted for $434 billion, or 84% of the total.</p><p>The company further breaks down its North America e-commerce business, which contributed $316 billion in net sales, or 61% of the group&#39;s total. Meanwhile, the International segment generated $118 billion - 23% of the group&#39;s revenue.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea5e479809d42016715c9e211453c037\" tg-width=\"640\" tg-height=\"455\" width=\"100%\" height=\"auto\"/><span>Data Source: Amazon Investor Relations</span></p><p>Amazon, however, struggles to make consistent profits from e-commerce; AWS has been its biggest operating income contributor in each year since the cloud unit became its own reportable segment since 2015.</p><p>In 2022, both its North American and International e-commerce segments were loss-making, with an operating loss of $2.85 billion and $7.75 billion, respectively. North America had historically been profitable though, with positive operating income in each year since 2015, except for the most recent year. Last year&#39;s operating loss was attributed primarily to increased fulfillment and shipping costs. Meanwhile, the increase in investments in technology and fulfillment did not match the pace of revenue growth, which slowed to 13% in 2022.</p><p>International, on the other hand, has made operating losses in all but one of the past eight years, with 2020 being the sole exception. Still, it was disappointing to see international revenues in 2022 decrease by 8% in 2022, owing to a sharper slowdown in unit sales, combined with the adverse impact of a stronger dollar.</p><p>It&#39;s clear that Amazon is playing the long game here - prioritizing its e-commerce market leadership over short-term profitability. Sales of physical goods via the digital channel is the fastest growing segment of the retail sector, and the proportion of internet sales is expected to increase further.</p><p>Nevertheless, making the trade-off to prioritize growth will get more difficult, given the more challenging macro backdrop ahead. Weaker consumer confidence means the market is growing at a slower pace; while at the same time, the e-commerce landscape is getting more competitive.</p><h2>Microsoft&#39;s Other Revenue Sources</h2><p>Microsoft doesn&#39;t report its cloud financial metrics in the same way as Amazon. The company reports regular growth figures for Azure, together with some other cloud services, including enterprise tools, security and other software - but does not break down revenues or operating profits in dollars.</p><p>It&#39;s not even clear if Azure is currently profitable. A leaked document from rival Google (GOOG) (GOOGL) showed it believed Azure made an operating loss of around $3 billion in the year to June 30, 2022, owing to the huge sales and marketing costs needed to win over new clients. Not everyone agrees though - Derrick Wood, an analyst at Cowen, reckons Azure could have an operating margin of above 30%.</p><p>Instead of reporting revenue directly, Azure&#39;s financial performance is incorporated under Microsoft&#39;s Intelligent Cloud segment. It is one of only three reported segments - along with Productivity and Business Processes and More Personal Computing.</p><p>The Intelligent Cloud segment also comprises Microsoft&#39;s server products, such as Windows Server, SQL Server, and its enterprise services. It&#39;s the company&#39;s fastest growing segment, and already the group&#39;s biggest contributor to both revenues and operating profits. In the three months leading up to December 31, 2022, Intelligent Cloud revenues grew by 18% year-on-year to $21.5 billion.</p><p>This compared to 7% growth in revenues from the Productivity segment, which benefited from continued resilience in demand from commercial users and LinkedIn growth in the quarter. Against this, More Personal Computing revenues declined by 19%, owing to continued softness in new PC purchases and tough comparables in 2021 for gaming.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48fb6a24bac9f7f8d77c166689c0c86c\" tg-width=\"640\" tg-height=\"452\" width=\"100%\" height=\"auto\"/><span>Data Source: Microsoft Investor Relations</span></p><p>Despite this, Microsoft generates profits across the board, from a diversified range of revenue sources - including Surface devices, Xbox, Windows OEM, Office 365 and numerous other products. These consistent profits generate healthy free cash flows, which underpin big investments in innovation, as well as a growing dividend and share repurchases.</p><h2>Final Verdict</h2><p>For me, Microsoft appears to be the better play here. Although Azure is smaller - and likely less profitable - compared to Amazon&#39;s AWS, revenues are growing at a significantly faster rate.</p><p>The company may not be immune to macro headwinds - it is exposed to the same FX pressures, and a slowdown in PC and gaming sales is already apparent. However, wide margins and resilient enterprise demand put Microsoft in a strong defensible position to weather the economic trouble ahead.</p><p>Valuations are more appealing too, with Microsoft trading at 29.0 times its expected earnings this year, compared to Amazon&#39;s 69.2x multiple.</p><p><i>This article is written by Junius for reference only. Please note the risks.</i></p></body></html>","source":"seekingalpha","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>Microsoft Vs. Amazon: Which Stock Is The Better Cloud Play?</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Vs. Amazon: Which Stock Is The Better Cloud Play?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-23 17:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4589302-microsoft-vs-amazon-which-stock-is-the-better-cloud-play><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryDespite rising macroeconomic risks, cloud computing remains one of the most promising segments of the tech sector.Azure’s integration with popular Microsoft products and the company’s AI ...</p>\n\n<a href=\"https://seekingalpha.com/article/4589302-microsoft-vs-amazon-which-stock-is-the-better-cloud-play\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4589302-microsoft-vs-amazon-which-stock-is-the-better-cloud-play","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1123095685","content_text":"SummaryDespite rising macroeconomic risks, cloud computing remains one of the most promising segments of the tech sector.Azure’s integration with popular Microsoft products and the company’s AI innovation lead are two key differentiators that lend the company a competitive edge.Yet, Amazon's AWS is arguably the largest and most evolved ecosystem, giving it a breadth of applications and solutions that extend its appeal.Jian FanCloud titans Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) have had a healthy start to 2023. Despite rising macroeconomic risks, cloud computing remains one of the fastest growing segments of the tech sector. Both companies are projected todeliver solid revenue growth over the next few years, as the cloud continues to transform the way businesses manage their IT workloads.Although the market is highly competitive, the two largest players dominate the global cloud infrastructure services market. According to data from Synergy Research Group, Amazon Web Services (AWS) is the market leader by a significant margin, representing about a third of all spending in the public cloud. Meanwhile, second-place Microsoft Azure has been steadily closing the gap on Amazon's lead, with a current market share of 23%.Data by YChartsSecular DriversThe growth outlook for cloud infrastructure is underpinnedby long-term secular drivers, including digital transformation, remote working, productivity and cost efficiency.Cloud providers allow companies to easily scale their computing resources up or down as needed, without businesses having to directly invest in additional capacity themselves. This flexibility is essential for businesses that experience cyclical or sudden spikes in demand, or for those that are rapidly expanding or contracting.In the past, computing resources were limited by the amount of physical hardware that was available. As such, businesses and government agencies alike were forced to invest in expensive computer equipment, often spending huge sums on systems that quickly became outdated. Infrastructure as a service (IaaS) upended this conundrum, by providing access to however much resources are required at any time, on a pay-per-use basis.Through a diversified client base, cloud platforms can more readily adapt to shifts in demand and better manage underutilization than individual networks. Additionally, cloud providers benefit from economies of scale, which allow them to offer competitive pricing and still maintain healthy profit margins.Pandemic TailwindsDuring the pandemic, cloud growth accelerated as work went virtual and businesses focused on the delivery of digital services. Amid social distancing requirements, cloud computing provided a common platform for sharing information and applications, which made it easier for people to collaborate together, regardless of their physical location.But after a period of unbridled cloud spending and as macroeconomic risks have mounted, the pace of cloud growth has moderated.Amazon said revenue at AWS increased by 20% in Q4 2022 - slower than many analysts had expected. It was also lower than the 27% growth rate reported in Q3 2022, as well as the 40% growth in AWS from Q4 2021. Despite slowing growth, though, AWS revenues continue to outpace the group's other operations. By comparison, net sales at the group grew by 9% year-on-year in Q4 2022, or 12% on a constant currency basis.Microsoft is seeing growth at Azure slow too in recent quarters, but to a lesser extent. Azure and other cloud services revenue growth slowed to 31% in the quarter to December 31, 2022 - down from 35% in the previous quarter and 46% from a year ago.Azure's Enterprise AppealMicrosoft's market share gains in the cloud infrastructure services space reflects Azure's growing appeal among the larger enterprise crowd. The company has invested heavily in new product and services development, which has helped to create unique features and capabilities that differentiate Azure from its rivals.Integration with popular Microsoft products, including Office 365, Windows Server and SQL Server, is another key differentiator, while strong existing enterprise relationships give it an edge in understanding its client needs. This network effect helps it to provide better solutions, improve customer satisfaction and loyalty, and gain a competitive edge in the market.Looking ahead, Microsoft's innovation lead in artificial intelligence and machine learning could help Azure to further narrow the gap with AWS, as data and advanced analytics will become increasingly vital capabilities. The company is an early adopter of AI tools and has made big investments in the area.Most recently, Microsoftannounceda new multiyear, multi-billion dollar investment with ChatGPT-maker OpenAI to accelerate AI development. It's Microsoft's third partnership agreement with the artificial intelligence lab, following an earlier $1 billion investment in July 2019.\"With Azure OpenAI Service, over 1,000 customers are applying the most advanced AI models - including Dall-E 2, GPT-3.5, Codex, and other large language models backed by the unique supercomputing and enterprise capabilities of Azure - to innovate in new ways… We're already seeing the impact AI can have on people and companies, helping improve productivity, amplify creativity, and augment everyday tasks.\"Eric Boyd, Corporate Vice President of Microsoft's AI PlatformAWS's Appeal Remains StrongThis doesn't mean that Amazon is resting on its laurels. Amazon also continues to invest heavily in research and development to bring new features and services to its platform. And thanks to its market leadership, the company has arguably the largest and most evolved ecosystem of partners and developers. This contributes to the AWS platform by providing a breadth of applications and solutions that extend its appeal, making it particularly attractive to customers who want a one-stop shop for their cloud computing needs.As a market leader, AWS has the advantages of scale. In addition to the usual cost savings, operating the biggest network of data centers makes it easier to provide a fast and reliable service to customers across multiple regions. This helps to reduce latency and increase performance for customers who are using its services.Amazon is also at the forefront of innovation, particularly when it comes to migration services and tools for clients to manage the transition to the cloud. The company has a robust track record on execution for complex migration projects, especially when it comes to moving 'mission-critical' workloads to the cloud.This can be seen in the financial services industry, where AWS has been tasked to operate high-performing, resilient systems which have been built to meet the requirements of the most secure and performance-demanding applications. AWS's partnership with Nasdaq to migrate its North American trading systems to the cloud, demonstrates that Amazon is at the cutting edge of ultra-low-latency capabilities in cloud infrastructure.Amazon's E-commerce LossesOf course, we cannot look at each company's cloud businesses in isolation, as both Amazon and Microsoft generate an overwhelming majority of their revenues from other sources. E-commerce is obviously Amazon's main contributor to the group's revenues - of the $514 billion revenue in 2022, e-commerce accounted for $434 billion, or 84% of the total.The company further breaks down its North America e-commerce business, which contributed $316 billion in net sales, or 61% of the group's total. Meanwhile, the International segment generated $118 billion - 23% of the group's revenue.Data Source: Amazon Investor RelationsAmazon, however, struggles to make consistent profits from e-commerce; AWS has been its biggest operating income contributor in each year since the cloud unit became its own reportable segment since 2015.In 2022, both its North American and International e-commerce segments were loss-making, with an operating loss of $2.85 billion and $7.75 billion, respectively. North America had historically been profitable though, with positive operating income in each year since 2015, except for the most recent year. Last year's operating loss was attributed primarily to increased fulfillment and shipping costs. Meanwhile, the increase in investments in technology and fulfillment did not match the pace of revenue growth, which slowed to 13% in 2022.International, on the other hand, has made operating losses in all but one of the past eight years, with 2020 being the sole exception. Still, it was disappointing to see international revenues in 2022 decrease by 8% in 2022, owing to a sharper slowdown in unit sales, combined with the adverse impact of a stronger dollar.It's clear that Amazon is playing the long game here - prioritizing its e-commerce market leadership over short-term profitability. Sales of physical goods via the digital channel is the fastest growing segment of the retail sector, and the proportion of internet sales is expected to increase further.Nevertheless, making the trade-off to prioritize growth will get more difficult, given the more challenging macro backdrop ahead. Weaker consumer confidence means the market is growing at a slower pace; while at the same time, the e-commerce landscape is getting more competitive.Microsoft's Other Revenue SourcesMicrosoft doesn't report its cloud financial metrics in the same way as Amazon. The company reports regular growth figures for Azure, together with some other cloud services, including enterprise tools, security and other software - but does not break down revenues or operating profits in dollars.It's not even clear if Azure is currently profitable. A leaked document from rival Google (GOOG) (GOOGL) showed it believed Azure made an operating loss of around $3 billion in the year to June 30, 2022, owing to the huge sales and marketing costs needed to win over new clients. Not everyone agrees though - Derrick Wood, an analyst at Cowen, reckons Azure could have an operating margin of above 30%.Instead of reporting revenue directly, Azure's financial performance is incorporated under Microsoft's Intelligent Cloud segment. It is one of only three reported segments - along with Productivity and Business Processes and More Personal Computing.The Intelligent Cloud segment also comprises Microsoft's server products, such as Windows Server, SQL Server, and its enterprise services. It's the company's fastest growing segment, and already the group's biggest contributor to both revenues and operating profits. In the three months leading up to December 31, 2022, Intelligent Cloud revenues grew by 18% year-on-year to $21.5 billion.This compared to 7% growth in revenues from the Productivity segment, which benefited from continued resilience in demand from commercial users and LinkedIn growth in the quarter. Against this, More Personal Computing revenues declined by 19%, owing to continued softness in new PC purchases and tough comparables in 2021 for gaming.Data Source: Microsoft Investor RelationsDespite this, Microsoft generates profits across the board, from a diversified range of revenue sources - including Surface devices, Xbox, Windows OEM, Office 365 and numerous other products. These consistent profits generate healthy free cash flows, which underpin big investments in innovation, as well as a growing dividend and share repurchases.Final VerdictFor me, Microsoft appears to be the better play here. Although Azure is smaller - and likely less profitable - compared to Amazon's AWS, revenues are growing at a significantly faster rate.The company may not be immune to macro headwinds - it is exposed to the same FX pressures, and a slowdown in PC and gaming sales is already apparent. However, wide margins and resilient enterprise demand put Microsoft in a strong defensible position to weather the economic trouble ahead.Valuations are more appealing too, with Microsoft trading at 29.0 times its expected earnings this year, compared to Amazon's 69.2x multiple.This article is written by Junius for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965677520,"gmtCreate":1669951551260,"gmtModify":1676538277135,"author":{"id":"3584830934320587","authorId":"3584830934320587","name":"kaviarasu","avatar":"https://community-static.tradeup.com/news/d27731ec100d6ec45e9952a24469765c","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$NASDAQ(.IXIC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965677520","isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962543878,"gmtCreate":1669814606395,"gmtModify":1676538248730,"author":{"id":"3584830934320587","authorId":"3584830934320587","name":"kaviarasu","avatar":"https://community-static.tradeup.com/news/d27731ec100d6ec45e9952a24469765c","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962543878","isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987314573,"gmtCreate":1667822414592,"gmtModify":1676537969203,"author":{"id":"3584830934320587","authorId":"3584830934320587","name":"kaviarasu","avatar":"https://community-static.tradeup.com/news/d27731ec100d6ec45e9952a24469765c","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"[Cry]&nbsp;","listText":"[Cry]&nbsp;","text":"[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987314573","repostId":"1140360843","repostType":2,"repost":{"id":"1140360843","pubTimestamp":1667821085,"share":"https://www.laohu8.com/m/news/1140360843?lang=&edition=full","pubTime":"2022-11-07 19:38","market":"us","language":"en","title":"Intel Stock Could Still Fall to $20 (or Less!)","url":"https://stock-news.laohu8.com/highlight/detail?id=1140360843","media":"InvestorPlace","summary":"Intel (INTC) stock rose post-earnings even though the company slashed its revenue forecast.A bearish","content":"<html><head></head><body><ul><li><b>Intel</b> (<b><u>INTC</u></b>) stock rose post-earnings even though the company slashed its revenue forecast.</li><li>A bearish analyst stuck to his guns and issued a $20 price target on Intel shares.</li><li>Investors shouldn’t feel the need to follow the crowd and potentially get trapped with INTC stock.</li></ul><p>Suffice it to say, microprocessor manufacturer <b>Intel</b> (NASDAQ:<b><u>INTC</u></b>) stock has disappointed its investors for the majority of 2022.</p><p>However, financial traders went into a feeding frenzy with INTC stock after the company reported its quarterly earnings. They apparently ignored a number of issues that Intel is still facing. Furthermore, one analyst reaffirmed a $20 price target on Intel shares even after the post-earnings rally.</p><p>Ask yourself: Was Intel a materially different company on Oct. 27, compared to Oct. 26? Of course, the answer is no. Yet, all of a sudden, traders reacted to Intel’sthird-quarter 2022 financial results as if a miracle had taken place.</p><p>There actually was no miracle, and it’s the same company with the same problems as before. Indeed, there are notable points in the data indicating an imminent downtrend resumption for Intel’s unfortunate stakeholders.</p><p><b>The Extreme Move in INTC Stock</b></p><p>You can call it a knee-jerk reaction, or maybe just a brief relief rally because the sky hadn’t fallen that day. However you describe the post-earnings most in INTC stock, there’s no denying that it was extreme.</p><p>Stunningly, Intel shares surged 10% midday on Oct. 28, the day after Intel released its quarterly earnings data. Were the results really all that great, though?</p><p>According to the press release, Intel’s third-quarter GAAP revenue of $15.3 billion was down 20% year-over-year. Also, the company’s non-GAAP revenue of $15.3 billion indicated a 15% YOY decline.</p><p>So far, not so good. Intel CEO Pat Gelsinger claimed that his company delivered “solid results,” but the numbers suggest otherwise. Here are some GAAP-measured YOY percentage changes to keep the bulls at bay:</p><ul><li>Gross margin: down 13.4%</li><li>Operating margin: down 28.4%, and flipped from positive to negative</li><li>Net income: down 85%</li><li>Earnings per share (or EPS): down 85%</li></ul><p><b>A Bearish Analyst Sticks to His Guns</b></p><p>After Intel released its quarterly earnings data, Rosenblatt Securities analyst Hans Mosesmannreiteratedhis “sell” rating on INTC stock. Additionally, the analyst reduced his price target on the shares from $30 to $20.</p><p>In one power-packed sentence, Mosesmann cogently summed up the bearish case against Intel.</p><p>“Weak outlook across the board and a macro malaise expected to continue well into 2023 creates an immensely delicate balance in committed CapEx expansion, FCF neutrality targets, share losses in data center, non-trivial employee reduction efforts, and a foundry services business that will take years to play out,” Mosesmann said.</p><p>There’s a lot to unpack in that statement. It is notable that Intel’s Foundry Services unit’s revenue was down 2% YOY in Q3 2022. Plus, Intel’s projected GAAP-measured full-year net capital spending is a hefty $25 billion.</p><p>Additionally, Mosesmann’s point about the weak outlook certainly applies to the PC market, while the overall “macro malaise” could cause problems for Intel over the coming quarters.</p><p>Finally, it’s worth mentioning that Intelloweredits full-year 2022 outlook for both revenue and earnings. It’s troubling to consider that this is the second time this year that Intel has reduced its revenue forecast for 2022.</p><p><b>What You Can Do Now</b></p><p>It might be tempting to jump into a trade because a stock posted a quick gain. However, sensible investors must also look at the bigger picture and the relevant data points.</p><p>In the case of Intel, the bigger picture shows a long-term downtrend in INTC stock. As for the data points, Intel’s slowdown across multiple fiscal metrics means that investors should be wary because the next few months could be scary.</p></body></html>","source":"investorplace","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>Intel Stock Could Still Fall to $20 (or Less!)</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel Stock Could Still Fall to $20 (or Less!)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-07 19:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2022/11/intc-stock-could-still-hit-20-or-less/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel (INTC) stock rose post-earnings even though the company slashed its revenue forecast.A bearish analyst stuck to his guns and issued a $20 price target on Intel shares.Investors shouldn’t feel ...</p>\n\n<a href=\"https://investorplace.com/market360/2022/11/intc-stock-could-still-hit-20-or-less/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://investorplace.com/market360/2022/11/intc-stock-could-still-hit-20-or-less/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140360843","content_text":"Intel (INTC) stock rose post-earnings even though the company slashed its revenue forecast.A bearish analyst stuck to his guns and issued a $20 price target on Intel shares.Investors shouldn’t feel the need to follow the crowd and potentially get trapped with INTC stock.Suffice it to say, microprocessor manufacturer Intel (NASDAQ:INTC) stock has disappointed its investors for the majority of 2022.However, financial traders went into a feeding frenzy with INTC stock after the company reported its quarterly earnings. They apparently ignored a number of issues that Intel is still facing. Furthermore, one analyst reaffirmed a $20 price target on Intel shares even after the post-earnings rally.Ask yourself: Was Intel a materially different company on Oct. 27, compared to Oct. 26? Of course, the answer is no. Yet, all of a sudden, traders reacted to Intel’sthird-quarter 2022 financial results as if a miracle had taken place.There actually was no miracle, and it’s the same company with the same problems as before. Indeed, there are notable points in the data indicating an imminent downtrend resumption for Intel’s unfortunate stakeholders.The Extreme Move in INTC StockYou can call it a knee-jerk reaction, or maybe just a brief relief rally because the sky hadn’t fallen that day. However you describe the post-earnings most in INTC stock, there’s no denying that it was extreme.Stunningly, Intel shares surged 10% midday on Oct. 28, the day after Intel released its quarterly earnings data. Were the results really all that great, though?According to the press release, Intel’s third-quarter GAAP revenue of $15.3 billion was down 20% year-over-year. Also, the company’s non-GAAP revenue of $15.3 billion indicated a 15% YOY decline.So far, not so good. Intel CEO Pat Gelsinger claimed that his company delivered “solid results,” but the numbers suggest otherwise. Here are some GAAP-measured YOY percentage changes to keep the bulls at bay:Gross margin: down 13.4%Operating margin: down 28.4%, and flipped from positive to negativeNet income: down 85%Earnings per share (or EPS): down 85%A Bearish Analyst Sticks to His GunsAfter Intel released its quarterly earnings data, Rosenblatt Securities analyst Hans Mosesmannreiteratedhis “sell” rating on INTC stock. Additionally, the analyst reduced his price target on the shares from $30 to $20.In one power-packed sentence, Mosesmann cogently summed up the bearish case against Intel.“Weak outlook across the board and a macro malaise expected to continue well into 2023 creates an immensely delicate balance in committed CapEx expansion, FCF neutrality targets, share losses in data center, non-trivial employee reduction efforts, and a foundry services business that will take years to play out,” Mosesmann said.There’s a lot to unpack in that statement. It is notable that Intel’s Foundry Services unit’s revenue was down 2% YOY in Q3 2022. Plus, Intel’s projected GAAP-measured full-year net capital spending is a hefty $25 billion.Additionally, Mosesmann’s point about the weak outlook certainly applies to the PC market, while the overall “macro malaise” could cause problems for Intel over the coming quarters.Finally, it’s worth mentioning that Intelloweredits full-year 2022 outlook for both revenue and earnings. It’s troubling to consider that this is the second time this year that Intel has reduced its revenue forecast for 2022.What You Can Do NowIt might be tempting to jump into a trade because a stock posted a quick gain. However, sensible investors must also look at the bigger picture and the relevant data points.In the case of Intel, the bigger picture shows a long-term downtrend in INTC stock. As for the data points, Intel’s slowdown across multiple fiscal metrics means that investors should be wary because the next few months could be scary.","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982891484,"gmtCreate":1667139305848,"gmtModify":1676537865964,"author":{"id":"3584830934320587","authorId":"3584830934320587","name":"kaviarasu","avatar":"https://community-static.tradeup.com/news/d27731ec100d6ec45e9952a24469765c","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/Z74.SI\">$SINGTEL(Z74.SI)$</a>👍","listText":"<a href=\"https://ttm.financial/S/Z74.SI\">$SINGTEL(Z74.SI)$</a>👍","text":"$SINGTEL(Z74.SI)$👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982891484","isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986001616,"gmtCreate":1666841994635,"gmtModify":1676537815367,"author":{"id":"3584830934320587","authorId":"3584830934320587","name":"kaviarasu","avatar":"https://community-static.tradeup.com/news/d27731ec100d6ec45e9952a24469765c","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Is it good to buy Meta shares ?","listText":"Is it good to buy Meta shares ?","text":"Is it good to buy Meta shares ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9986001616","repostId":"1152048009","repostType":2,"repost":{"id":"1152048009","pubTimestamp":1666838977,"share":"https://www.laohu8.com/m/news/1152048009?lang=&edition=full","pubTime":"2022-10-27 10:49","market":"us","language":"en","title":"Zuckerberg Asks for Patience as Meta’s Costs Spook Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=1152048009","media":"Bloomberg","summary":"Meta Platforms Inc.Chief Executive Officer Mark Zuckerberg asked investors for patience with the soc","content":"<html><head></head><body><p>Meta Platforms Inc.Chief Executive Officer Mark Zuckerberg asked investors for patience with the social-media giant’s swelling investments in unproven bets at an already-challenging time for digital-advertising companies.</p><p>The company’s shares slumped more than 20% in late trading after it gave a disappointing quarterly revenue outlook. On a call Wednesday, Zuckerberg sought to justify Meta’s ballooning costs to fund its version of virtual reality, the metaverse, as well as the artificial intelligence fueling major changes to its social networks.</p><p>Investors, who have already sent the stock down 61% this year, so far aren’t buying it. Zuckerberg said he is confident that Meta’s largest bets in areas such as short-form video, business messaging and the metaverse were headed in the right direction -- he just couldn’t say for sure how big the payoff would be.</p><p>“I think we’re going to resolve each of these things over different periods of time,” Zuckerberg said. “And I appreciate the patience and I think that those who are patient and invest with us will end up being rewarded.”</p><p>It’s proving to be a hard sell when the company expects its already-falling revenue to be less than analysts expected, and costs to be more. On Wednesday, Meta said third-quarter revenue declined 4.5% from a year prior, only the second time the company’s sales have ever declined -- the first being last quarter. In the final three months of the year, Meta expects that trend to continue. The company’s fourth quarter forecasts came in at the low end of analysts’ estimates.</p><p>Meta now expects total expenses for this year to be $85 billion to $87 billion. For 2023, that number will grow to an expected $96 billion to $101 billion, the company said on Wednesday.</p><p>Meta has already been grappling with both a contraction in marketer spending due to economic uncertainty, and a change in Apple Inc.’s privacy policy that made all social media ads less effective. The company has cut costs by slowing hiring and narrowing priorities to focus on keeping its social media platforms relevant and expanding virtual reality offerings.</p><p>The company, which changed its name from Facebook to Meta a year ago, is also betting big on the metaverse, virtual-reality-fueled gathering places that Zuckerberg thinks will host the future of work and communication. The effort is losing Meta billions, and the company expects to lose more money on the metaverse business next year.</p><p>Meta’s not the only internet company suffering from a weak advertising market; both Alphabet Inc. and Snap Inc. got hammered on similarly lackluster results. It is the only company that’s overhauling how its social media platforms work while spending about one in every 10 dollars it generates in sales on a virtual future that’s still years off.</p><p>In the past year, Meta has changed Facebook and Instagram’s experiences to show more algorithmically chosen content and fewer posts from the people users follow. It’s also prioritizing short-form videos, called Reels, in response to ByteDance Ltd.’s popular TikTok app, which has won users’ time and accustomed them to a feed of vertical videos based on specific interests.</p><p>Meta’s legacy social media products need to remain popular enough to generate the advertising revenue that will fund Zuckerberg’s metaverse vision. In the third quarter, 4% more people spent time on Meta’s platforms every day, compared with the same period last year, with 2.93 billion daily active users. Monthly, the tech giant saw 3.71 billion active users for its family of apps, which also includes Messenger and WhatsApp.</p><p>On Wednesday, the company touted that Instagram surpassed 2 billion monthly active users, and said those people are spending more time watching Reels -- and marketers are spending to advertise there, at an implied rate of $3 billion a year in revenue. But Reels is dragging on revenue, to the tune of $500 million in the recent quarter, as the newer product cannibalizes other ad spaces that monetize at faster rates. It could be as much as 18 months before that changes, Zuckerberg said.</p><p>“How investors are feeling right now is that there are just too many experimental bets versus proven bets in the core,” Brent Thill, an analyst at Jefferies LLC, said on the earnings call with Meta executives.</p><p>Zuckerberg has asked for patience before. In 2015, investor questions focused on when WhatsApp, Instagram and Messenger would make money. The difference then was those applications already had hundreds of millions of users each.</p><p>“Meta needs to turn its business around,” said Debra Aho Williamson, an analyst at Insider Intelligence. “As Facebook Inc., it was a revolutionary company that changed the way people communicate and the way marketers interact with consumers. Today it’s no longer that innovative groundbreaker.”</p></body></html>","source":"lsy1584095487587","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>Zuckerberg Asks for Patience as Meta’s Costs Spook Investors</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZuckerberg Asks for Patience as Meta’s Costs Spook Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-27 10:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-10-26/meta-s-zuckerberg-asks-for-patience-as-costs-spook-investors?leadSource=uverify%20wall><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meta Platforms Inc.Chief Executive Officer Mark Zuckerberg asked investors for patience with the social-media giant’s swelling investments in unproven bets at an already-challenging time for digital-...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-26/meta-s-zuckerberg-asks-for-patience-as-costs-spook-investors?leadSource=uverify%20wall\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms"},"source_url":"https://www.bloomberg.com/news/articles/2022-10-26/meta-s-zuckerberg-asks-for-patience-as-costs-spook-investors?leadSource=uverify%20wall","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152048009","content_text":"Meta Platforms Inc.Chief Executive Officer Mark Zuckerberg asked investors for patience with the social-media giant’s swelling investments in unproven bets at an already-challenging time for digital-advertising companies.The company’s shares slumped more than 20% in late trading after it gave a disappointing quarterly revenue outlook. On a call Wednesday, Zuckerberg sought to justify Meta’s ballooning costs to fund its version of virtual reality, the metaverse, as well as the artificial intelligence fueling major changes to its social networks.Investors, who have already sent the stock down 61% this year, so far aren’t buying it. Zuckerberg said he is confident that Meta’s largest bets in areas such as short-form video, business messaging and the metaverse were headed in the right direction -- he just couldn’t say for sure how big the payoff would be.“I think we’re going to resolve each of these things over different periods of time,” Zuckerberg said. “And I appreciate the patience and I think that those who are patient and invest with us will end up being rewarded.”It’s proving to be a hard sell when the company expects its already-falling revenue to be less than analysts expected, and costs to be more. On Wednesday, Meta said third-quarter revenue declined 4.5% from a year prior, only the second time the company’s sales have ever declined -- the first being last quarter. In the final three months of the year, Meta expects that trend to continue. The company’s fourth quarter forecasts came in at the low end of analysts’ estimates.Meta now expects total expenses for this year to be $85 billion to $87 billion. For 2023, that number will grow to an expected $96 billion to $101 billion, the company said on Wednesday.Meta has already been grappling with both a contraction in marketer spending due to economic uncertainty, and a change in Apple Inc.’s privacy policy that made all social media ads less effective. The company has cut costs by slowing hiring and narrowing priorities to focus on keeping its social media platforms relevant and expanding virtual reality offerings.The company, which changed its name from Facebook to Meta a year ago, is also betting big on the metaverse, virtual-reality-fueled gathering places that Zuckerberg thinks will host the future of work and communication. The effort is losing Meta billions, and the company expects to lose more money on the metaverse business next year.Meta’s not the only internet company suffering from a weak advertising market; both Alphabet Inc. and Snap Inc. got hammered on similarly lackluster results. It is the only company that’s overhauling how its social media platforms work while spending about one in every 10 dollars it generates in sales on a virtual future that’s still years off.In the past year, Meta has changed Facebook and Instagram’s experiences to show more algorithmically chosen content and fewer posts from the people users follow. It’s also prioritizing short-form videos, called Reels, in response to ByteDance Ltd.’s popular TikTok app, which has won users’ time and accustomed them to a feed of vertical videos based on specific interests.Meta’s legacy social media products need to remain popular enough to generate the advertising revenue that will fund Zuckerberg’s metaverse vision. In the third quarter, 4% more people spent time on Meta’s platforms every day, compared with the same period last year, with 2.93 billion daily active users. Monthly, the tech giant saw 3.71 billion active users for its family of apps, which also includes Messenger and WhatsApp.On Wednesday, the company touted that Instagram surpassed 2 billion monthly active users, and said those people are spending more time watching Reels -- and marketers are spending to advertise there, at an implied rate of $3 billion a year in revenue. But Reels is dragging on revenue, to the tune of $500 million in the recent quarter, as the newer product cannibalizes other ad spaces that monetize at faster rates. It could be as much as 18 months before that changes, Zuckerberg said.“How investors are feeling right now is that there are just too many experimental bets versus proven bets in the core,” Brent Thill, an analyst at Jefferies LLC, said on the earnings call with Meta executives.Zuckerberg has asked for patience before. In 2015, investor questions focused on when WhatsApp, Instagram and Messenger would make money. The difference then was those applications already had hundreds of millions of users each.“Meta needs to turn its business around,” said Debra Aho Williamson, an analyst at Insider Intelligence. “As Facebook Inc., it was a revolutionary company that changed the way people communicate and the way marketers interact with consumers. Today it’s no longer that innovative groundbreaker.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988471637,"gmtCreate":1666827802329,"gmtModify":1676537811429,"author":{"id":"3584830934320587","authorId":"3584830934320587","name":"kaviarasu","avatar":"https://community-static.tradeup.com/news/d27731ec100d6ec45e9952a24469765c","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"[Sad]&nbsp;","listText":"[Sad]&nbsp;","text":"[Sad]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9988471637","repostId":"2278084109","repostType":4,"repost":{"id":"2278084109","pubTimestamp":1666827120,"share":"https://www.laohu8.com/m/news/2278084109?lang=&edition=full","pubTime":"2022-10-27 07:32","market":"us","language":"en","title":"Tesla Faces US Criminal Probe Around Self-Driving Claims","url":"https://stock-news.laohu8.com/highlight/detail?id=2278084109","media":"Bloomberg","summary":"US prosecutors are investigating whether Tesla Inc. made misleading claims about the capabilities of","content":"<html><head></head><body><p>US prosecutors are investigating whether Tesla Inc. made misleading claims about the capabilities of its Autopilot driver assistance system, according to a person familiar with the matter.</p><p>The Justice Department’s Washington and San Francisco offices are probing statements by the electric car company and its executives about Tesla automobiles’ ability to drive themselves, said the person who asked not to be named discussing the investigation. The Justice Department declined to comment and Tesla representatives didn’t immediately respond to requests to comment on the probe, which was first reported by Reuters.</p><p>Tesla has faced increasing scrutiny from US regulators over the safety of its automated driving systems and is poised for its first jury trial in February over a driver fatality blamed on Autopilot. The US National Highway Traffic Safety Administration has been investigating the feature and has demanded answers from the company on how it’s monitoring and enforcing driver engagement and attentiveness, including its use of in-car cameras.</p><p>The Justice Department’s criminal probe remains ongoing and may not lead to charges being brought. The investigation began last year, according to the person.</p><p>Meanwhile, the feature has been an important part of the company’s marketing materials and a boon to campaigns to attract customers.</p><p>In June, Tesla Chief Executive Officer Elon Musk told a Tesla owners club that solving full self-driving technology is “really the difference between Tesla being worth a lot of money and being worth basically zero.”</p></body></html>","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>Tesla Faces US Criminal Probe Around Self-Driving Claims</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Faces US Criminal Probe Around Self-Driving Claims\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-27 07:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/tesla-faces-us-criminal-probe-221815992.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>US prosecutors are investigating whether Tesla Inc. made misleading claims about the capabilities of its Autopilot driver assistance system, according to a person familiar with the matter.The Justice ...</p>\n\n<a href=\"https://finance.yahoo.com/news/tesla-faces-us-criminal-probe-221815992.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.yahoo.com/news/tesla-faces-us-criminal-probe-221815992.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2278084109","content_text":"US prosecutors are investigating whether Tesla Inc. made misleading claims about the capabilities of its Autopilot driver assistance system, according to a person familiar with the matter.The Justice Department’s Washington and San Francisco offices are probing statements by the electric car company and its executives about Tesla automobiles’ ability to drive themselves, said the person who asked not to be named discussing the investigation. The Justice Department declined to comment and Tesla representatives didn’t immediately respond to requests to comment on the probe, which was first reported by Reuters.Tesla has faced increasing scrutiny from US regulators over the safety of its automated driving systems and is poised for its first jury trial in February over a driver fatality blamed on Autopilot. The US National Highway Traffic Safety Administration has been investigating the feature and has demanded answers from the company on how it’s monitoring and enforcing driver engagement and attentiveness, including its use of in-car cameras.The Justice Department’s criminal probe remains ongoing and may not lead to charges being brought. The investigation began last year, according to the person.Meanwhile, the feature has been an important part of the company’s marketing materials and a boon to campaigns to attract customers.In June, Tesla Chief Executive Officer Elon Musk told a Tesla owners club that solving full self-driving technology is “really the difference between Tesla being worth a lot of money and being worth basically zero.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9988471637,"gmtCreate":1666827802329,"gmtModify":1676537811429,"author":{"id":"3584830934320587","authorId":"3584830934320587","name":"kaviarasu","avatar":"https://community-static.tradeup.com/news/d27731ec100d6ec45e9952a24469765c","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"[Sad]&nbsp;","listText":"[Sad]&nbsp;","text":"[Sad]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9988471637","repostId":"2278084109","repostType":4,"repost":{"id":"2278084109","pubTimestamp":1666827120,"share":"https://www.laohu8.com/m/news/2278084109?lang=&edition=full","pubTime":"2022-10-27 07:32","market":"us","language":"en","title":"Tesla Faces US Criminal Probe Around Self-Driving Claims","url":"https://stock-news.laohu8.com/highlight/detail?id=2278084109","media":"Bloomberg","summary":"US prosecutors are investigating whether Tesla Inc. made misleading claims about the capabilities of","content":"<html><head></head><body><p>US prosecutors are investigating whether Tesla Inc. made misleading claims about the capabilities of its Autopilot driver assistance system, according to a person familiar with the matter.</p><p>The Justice Department’s Washington and San Francisco offices are probing statements by the electric car company and its executives about Tesla automobiles’ ability to drive themselves, said the person who asked not to be named discussing the investigation. The Justice Department declined to comment and Tesla representatives didn’t immediately respond to requests to comment on the probe, which was first reported by Reuters.</p><p>Tesla has faced increasing scrutiny from US regulators over the safety of its automated driving systems and is poised for its first jury trial in February over a driver fatality blamed on Autopilot. The US National Highway Traffic Safety Administration has been investigating the feature and has demanded answers from the company on how it’s monitoring and enforcing driver engagement and attentiveness, including its use of in-car cameras.</p><p>The Justice Department’s criminal probe remains ongoing and may not lead to charges being brought. The investigation began last year, according to the person.</p><p>Meanwhile, the feature has been an important part of the company’s marketing materials and a boon to campaigns to attract customers.</p><p>In June, Tesla Chief Executive Officer Elon Musk told a Tesla owners club that solving full self-driving technology is “really the difference between Tesla being worth a lot of money and being worth basically zero.”</p></body></html>","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>Tesla Faces US Criminal Probe Around Self-Driving Claims</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Faces US Criminal Probe Around Self-Driving Claims\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-27 07:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/tesla-faces-us-criminal-probe-221815992.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>US prosecutors are investigating whether Tesla Inc. made misleading claims about the capabilities of its Autopilot driver assistance system, according to a person familiar with the matter.The Justice ...</p>\n\n<a href=\"https://finance.yahoo.com/news/tesla-faces-us-criminal-probe-221815992.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.yahoo.com/news/tesla-faces-us-criminal-probe-221815992.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2278084109","content_text":"US prosecutors are investigating whether Tesla Inc. made misleading claims about the capabilities of its Autopilot driver assistance system, according to a person familiar with the matter.The Justice Department’s Washington and San Francisco offices are probing statements by the electric car company and its executives about Tesla automobiles’ ability to drive themselves, said the person who asked not to be named discussing the investigation. The Justice Department declined to comment and Tesla representatives didn’t immediately respond to requests to comment on the probe, which was first reported by Reuters.Tesla has faced increasing scrutiny from US regulators over the safety of its automated driving systems and is poised for its first jury trial in February over a driver fatality blamed on Autopilot. The US National Highway Traffic Safety Administration has been investigating the feature and has demanded answers from the company on how it’s monitoring and enforcing driver engagement and attentiveness, including its use of in-car cameras.The Justice Department’s criminal probe remains ongoing and may not lead to charges being brought. The investigation began last year, according to the person.Meanwhile, the feature has been an important part of the company’s marketing materials and a boon to campaigns to attract customers.In June, Tesla Chief Executive Officer Elon Musk told a Tesla owners club that solving full self-driving technology is “really the difference between Tesla being worth a lot of money and being worth basically zero.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986001616,"gmtCreate":1666841994635,"gmtModify":1676537815367,"author":{"id":"3584830934320587","authorId":"3584830934320587","name":"kaviarasu","avatar":"https://community-static.tradeup.com/news/d27731ec100d6ec45e9952a24469765c","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Is it good to buy Meta shares ?","listText":"Is it good to buy Meta shares ?","text":"Is it good to buy Meta shares ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9986001616","repostId":"1152048009","repostType":2,"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":224671810760816,"gmtCreate":1695860598609,"gmtModify":1695860601319,"author":{"id":"3584830934320587","authorId":"3584830934320587","name":"kaviarasu","avatar":"https://community-static.tradeup.com/news/d27731ec100d6ec45e9952a24469765c","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Bank of America(BAC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/224671810760816","isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987314573,"gmtCreate":1667822414592,"gmtModify":1676537969203,"author":{"id":"3584830934320587","authorId":"3584830934320587","name":"kaviarasu","avatar":"https://community-static.tradeup.com/news/d27731ec100d6ec45e9952a24469765c","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"[Cry]&nbsp;","listText":"[Cry]&nbsp;","text":"[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987314573","repostId":"1140360843","repostType":2,"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300010232565832,"gmtCreate":1714264200296,"gmtModify":1714264204317,"author":{"id":"3584830934320587","authorId":"3584830934320587","name":"kaviarasu","avatar":"https://community-static.tradeup.com/news/d27731ec100d6ec45e9952a24469765c","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Yes. People still loving apple for security features.&nbsp;","listText":"Yes. People still loving apple for security features.&nbsp;","text":"Yes. People still loving apple for security features.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300010232565832","isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":242361899376704,"gmtCreate":1700207403990,"gmtModify":1700207408067,"author":{"id":"3584830934320587","authorId":"3584830934320587","name":"kaviarasu","avatar":"https://community-static.tradeup.com/news/d27731ec100d6ec45e9952a24469765c","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"What is the vest stock to invest for 1 month with lower risk","listText":"What is the vest stock to invest for 1 month with lower risk","text":"What is the vest stock to invest for 1 month with lower risk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/242361899376704","isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943529831,"gmtCreate":1679572684423,"gmtModify":1679572690053,"author":{"id":"3584830934320587","authorId":"3584830934320587","name":"kaviarasu","avatar":"https://community-static.tradeup.com/news/d27731ec100d6ec45e9952a24469765c","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Looks better azure","listText":"Looks better azure","text":"Looks better azure","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943529831","repostId":"1123095685","repostType":2,"repost":{"id":"1123095685","pubTimestamp":1679564433,"share":"https://www.laohu8.com/m/news/1123095685?lang=&edition=full","pubTime":"2023-03-23 17:40","market":"us","language":"en","title":"Microsoft Vs. Amazon: Which Stock Is The Better Cloud Play?","url":"https://stock-news.laohu8.com/highlight/detail?id=1123095685","media":"Seeking Alpha","summary":"SummaryDespite rising macroeconomic risks, cloud computing remains one of the most promising segment","content":"<html><head></head><body><h2>Summary</h2><ul><li>Despite rising macroeconomic risks, cloud computing remains one of the most promising segments of the tech sector.</li><li>Azure’s integration with popular Microsoft products and the company’s AI innovation lead are two key differentiators that lend the company a competitive edge.</li><li>Yet, Amazon&#39;s AWS is arguably the largest and most evolved ecosystem, giving it a breadth of applications and solutions that extend its appeal.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cae697818416626416c44f2e2c6f383e\" tg-width=\"1080\" tg-height=\"675\" width=\"100%\" height=\"auto\"/><span>Jian Fan</span></p><p>Cloud titans <b>Microsoft</b> (NASDAQ:MSFT) and <b>Amazon</b> (NASDAQ:AMZN) have had a healthy start to 2023. Despite rising macroeconomic risks, cloud computing remains one of the fastest growing segments of the tech sector. Both companies are projected todeliver solid revenue growth over the next few years, as the cloud continues to transform the way businesses manage their IT workloads.</p><p>Although the market is highly competitive, the two largest players dominate the global cloud infrastructure services market. According to data from Synergy Research Group, Amazon Web Services (AWS) is the market leader by a significant margin, representing about a third of all spending in the public cloud. Meanwhile, second-place Microsoft Azure has been steadily closing the gap on Amazon&#39;s lead, with a current market share of 23%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c489e3933b9a71f28f6df67f25786faa\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><h2>Secular Drivers</h2><p>The growth outlook for cloud infrastructure is underpinnedby long-term secular drivers, including digital transformation, remote working, productivity and cost efficiency.</p><p>Cloud providers allow companies to easily scale their computing resources up or down as needed, without businesses having to directly invest in additional capacity themselves. This flexibility is essential for businesses that experience cyclical or sudden spikes in demand, or for those that are rapidly expanding or contracting.</p><p>In the past, computing resources were limited by the amount of physical hardware that was available. As such, businesses and government agencies alike were forced to invest in expensive computer equipment, often spending huge sums on systems that quickly became outdated. Infrastructure as a service (IaaS) upended this conundrum, by providing access to however much resources are required at any time, on a pay-per-use basis.</p><p>Through a diversified client base, cloud platforms can more readily adapt to shifts in demand and better manage underutilization than individual networks. Additionally, cloud providers benefit from economies of scale, which allow them to offer competitive pricing and still maintain healthy profit margins.</p><h2>Pandemic Tailwinds</h2><p>During the pandemic, cloud growth accelerated as work went virtual and businesses focused on the delivery of digital services. Amid social distancing requirements, cloud computing provided a common platform for sharing information and applications, which made it easier for people to collaborate together, regardless of their physical location.</p><p>But after a period of unbridled cloud spending and as macroeconomic risks have mounted, the pace of cloud growth has moderated.</p><p>Amazon said revenue at AWS increased by 20% in Q4 2022 - slower than many analysts had expected. It was also lower than the 27% growth rate reported in Q3 2022, as well as the 40% growth in AWS from Q4 2021. Despite slowing growth, though, AWS revenues continue to outpace the group&#39;s other operations. By comparison, net sales at the group grew by 9% year-on-year in Q4 2022, or 12% on a constant currency basis.</p><p>Microsoft is seeing growth at Azure slow too in recent quarters, but to a lesser extent. Azure and other cloud services revenue growth slowed to 31% in the quarter to December 31, 2022 - down from 35% in the previous quarter and 46% from a year ago.</p><h2>Azure&#39;s Enterprise Appeal</h2><p>Microsoft&#39;s market share gains in the cloud infrastructure services space reflects Azure&#39;s growing appeal among the larger enterprise crowd. The company has invested heavily in new product and services development, which has helped to create unique features and capabilities that differentiate Azure from its rivals.</p><p>Integration with popular Microsoft products, including Office 365, Windows Server and SQL Server, is another key differentiator, while strong existing enterprise relationships give it an edge in understanding its client needs. This network effect helps it to provide better solutions, improve customer satisfaction and loyalty, and gain a competitive edge in the market.</p><p>Looking ahead, Microsoft&#39;s innovation lead in artificial intelligence and machine learning could help Azure to further narrow the gap with AWS, as data and advanced analytics will become increasingly vital capabilities. The company is an early adopter of AI tools and has made big investments in the area.</p><p>Most recently, Microsoftannounceda new multiyear, multi-billion dollar investment with ChatGPT-maker OpenAI to accelerate AI development. It&#39;s Microsoft&#39;s third partnership agreement with the artificial intelligence lab, following an earlier $1 billion investment in July 2019.</p><blockquote><i>&#34;With Azure OpenAI Service, over 1,000 customers are applying the most advanced AI models - including Dall-E 2, GPT-3.5, Codex, and other large language models backed by the unique supercomputing and enterprise capabilities of Azure - to innovate in new ways… We&#39;re already seeing the impact AI can have on people and companies, helping improve productivity, amplify creativity, and augment everyday tasks.&#34;</i></blockquote><blockquote>Eric Boyd, Corporate Vice President of Microsoft&#39;s AI Platform</blockquote><h2>AWS&#39;s Appeal Remains Strong</h2><p>This doesn&#39;t mean that Amazon is resting on its laurels. Amazon also continues to invest heavily in research and development to bring new features and services to its platform. And thanks to its market leadership, the company has arguably the largest and most evolved ecosystem of partners and developers. This contributes to the AWS platform by providing a breadth of applications and solutions that extend its appeal, making it particularly attractive to customers who want a one-stop shop for their cloud computing needs.</p><p>As a market leader, AWS has the advantages of scale. In addition to the usual cost savings, operating the biggest network of data centers makes it easier to provide a fast and reliable service to customers across multiple regions. This helps to reduce latency and increase performance for customers who are using its services.</p><p>Amazon is also at the forefront of innovation, particularly when it comes to migration services and tools for clients to manage the transition to the cloud. The company has a robust track record on execution for complex migration projects, especially when it comes to moving &#39;mission-critical&#39; workloads to the cloud.</p><p>This can be seen in the financial services industry, where AWS has been tasked to operate high-performing, resilient systems which have been built to meet the requirements of the most secure and performance-demanding applications. AWS&#39;s partnership with Nasdaq to migrate its North American trading systems to the cloud, demonstrates that Amazon is at the cutting edge of ultra-low-latency capabilities in cloud infrastructure.</p><h2>Amazon&#39;s E-commerce Losses</h2><p>Of course, we cannot look at each company&#39;s cloud businesses in isolation, as both Amazon and Microsoft generate an overwhelming majority of their revenues from other sources. E-commerce is obviously Amazon&#39;s main contributor to the group&#39;s revenues - of the $514 billion revenue in 2022, e-commerce accounted for $434 billion, or 84% of the total.</p><p>The company further breaks down its North America e-commerce business, which contributed $316 billion in net sales, or 61% of the group&#39;s total. Meanwhile, the International segment generated $118 billion - 23% of the group&#39;s revenue.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea5e479809d42016715c9e211453c037\" tg-width=\"640\" tg-height=\"455\" width=\"100%\" height=\"auto\"/><span>Data Source: Amazon Investor Relations</span></p><p>Amazon, however, struggles to make consistent profits from e-commerce; AWS has been its biggest operating income contributor in each year since the cloud unit became its own reportable segment since 2015.</p><p>In 2022, both its North American and International e-commerce segments were loss-making, with an operating loss of $2.85 billion and $7.75 billion, respectively. North America had historically been profitable though, with positive operating income in each year since 2015, except for the most recent year. Last year&#39;s operating loss was attributed primarily to increased fulfillment and shipping costs. Meanwhile, the increase in investments in technology and fulfillment did not match the pace of revenue growth, which slowed to 13% in 2022.</p><p>International, on the other hand, has made operating losses in all but one of the past eight years, with 2020 being the sole exception. Still, it was disappointing to see international revenues in 2022 decrease by 8% in 2022, owing to a sharper slowdown in unit sales, combined with the adverse impact of a stronger dollar.</p><p>It&#39;s clear that Amazon is playing the long game here - prioritizing its e-commerce market leadership over short-term profitability. Sales of physical goods via the digital channel is the fastest growing segment of the retail sector, and the proportion of internet sales is expected to increase further.</p><p>Nevertheless, making the trade-off to prioritize growth will get more difficult, given the more challenging macro backdrop ahead. Weaker consumer confidence means the market is growing at a slower pace; while at the same time, the e-commerce landscape is getting more competitive.</p><h2>Microsoft&#39;s Other Revenue Sources</h2><p>Microsoft doesn&#39;t report its cloud financial metrics in the same way as Amazon. The company reports regular growth figures for Azure, together with some other cloud services, including enterprise tools, security and other software - but does not break down revenues or operating profits in dollars.</p><p>It&#39;s not even clear if Azure is currently profitable. A leaked document from rival Google (GOOG) (GOOGL) showed it believed Azure made an operating loss of around $3 billion in the year to June 30, 2022, owing to the huge sales and marketing costs needed to win over new clients. Not everyone agrees though - Derrick Wood, an analyst at Cowen, reckons Azure could have an operating margin of above 30%.</p><p>Instead of reporting revenue directly, Azure&#39;s financial performance is incorporated under Microsoft&#39;s Intelligent Cloud segment. It is one of only three reported segments - along with Productivity and Business Processes and More Personal Computing.</p><p>The Intelligent Cloud segment also comprises Microsoft&#39;s server products, such as Windows Server, SQL Server, and its enterprise services. It&#39;s the company&#39;s fastest growing segment, and already the group&#39;s biggest contributor to both revenues and operating profits. In the three months leading up to December 31, 2022, Intelligent Cloud revenues grew by 18% year-on-year to $21.5 billion.</p><p>This compared to 7% growth in revenues from the Productivity segment, which benefited from continued resilience in demand from commercial users and LinkedIn growth in the quarter. Against this, More Personal Computing revenues declined by 19%, owing to continued softness in new PC purchases and tough comparables in 2021 for gaming.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48fb6a24bac9f7f8d77c166689c0c86c\" tg-width=\"640\" tg-height=\"452\" width=\"100%\" height=\"auto\"/><span>Data Source: Microsoft Investor Relations</span></p><p>Despite this, Microsoft generates profits across the board, from a diversified range of revenue sources - including Surface devices, Xbox, Windows OEM, Office 365 and numerous other products. These consistent profits generate healthy free cash flows, which underpin big investments in innovation, as well as a growing dividend and share repurchases.</p><h2>Final Verdict</h2><p>For me, Microsoft appears to be the better play here. Although Azure is smaller - and likely less profitable - compared to Amazon&#39;s AWS, revenues are growing at a significantly faster rate.</p><p>The company may not be immune to macro headwinds - it is exposed to the same FX pressures, and a slowdown in PC and gaming sales is already apparent. However, wide margins and resilient enterprise demand put Microsoft in a strong defensible position to weather the economic trouble ahead.</p><p>Valuations are more appealing too, with Microsoft trading at 29.0 times its expected earnings this year, compared to Amazon&#39;s 69.2x multiple.</p><p><i>This article is written by Junius for reference only. Please note the risks.</i></p></body></html>","source":"seekingalpha","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>Microsoft Vs. Amazon: Which Stock Is The Better Cloud Play?</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Vs. Amazon: Which Stock Is The Better Cloud Play?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-23 17:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4589302-microsoft-vs-amazon-which-stock-is-the-better-cloud-play><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryDespite rising macroeconomic risks, cloud computing remains one of the most promising segments of the tech sector.Azure’s integration with popular Microsoft products and the company’s AI ...</p>\n\n<a href=\"https://seekingalpha.com/article/4589302-microsoft-vs-amazon-which-stock-is-the-better-cloud-play\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4589302-microsoft-vs-amazon-which-stock-is-the-better-cloud-play","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1123095685","content_text":"SummaryDespite rising macroeconomic risks, cloud computing remains one of the most promising segments of the tech sector.Azure’s integration with popular Microsoft products and the company’s AI innovation lead are two key differentiators that lend the company a competitive edge.Yet, Amazon's AWS is arguably the largest and most evolved ecosystem, giving it a breadth of applications and solutions that extend its appeal.Jian FanCloud titans Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) have had a healthy start to 2023. Despite rising macroeconomic risks, cloud computing remains one of the fastest growing segments of the tech sector. Both companies are projected todeliver solid revenue growth over the next few years, as the cloud continues to transform the way businesses manage their IT workloads.Although the market is highly competitive, the two largest players dominate the global cloud infrastructure services market. According to data from Synergy Research Group, Amazon Web Services (AWS) is the market leader by a significant margin, representing about a third of all spending in the public cloud. Meanwhile, second-place Microsoft Azure has been steadily closing the gap on Amazon's lead, with a current market share of 23%.Data by YChartsSecular DriversThe growth outlook for cloud infrastructure is underpinnedby long-term secular drivers, including digital transformation, remote working, productivity and cost efficiency.Cloud providers allow companies to easily scale their computing resources up or down as needed, without businesses having to directly invest in additional capacity themselves. This flexibility is essential for businesses that experience cyclical or sudden spikes in demand, or for those that are rapidly expanding or contracting.In the past, computing resources were limited by the amount of physical hardware that was available. As such, businesses and government agencies alike were forced to invest in expensive computer equipment, often spending huge sums on systems that quickly became outdated. Infrastructure as a service (IaaS) upended this conundrum, by providing access to however much resources are required at any time, on a pay-per-use basis.Through a diversified client base, cloud platforms can more readily adapt to shifts in demand and better manage underutilization than individual networks. Additionally, cloud providers benefit from economies of scale, which allow them to offer competitive pricing and still maintain healthy profit margins.Pandemic TailwindsDuring the pandemic, cloud growth accelerated as work went virtual and businesses focused on the delivery of digital services. Amid social distancing requirements, cloud computing provided a common platform for sharing information and applications, which made it easier for people to collaborate together, regardless of their physical location.But after a period of unbridled cloud spending and as macroeconomic risks have mounted, the pace of cloud growth has moderated.Amazon said revenue at AWS increased by 20% in Q4 2022 - slower than many analysts had expected. It was also lower than the 27% growth rate reported in Q3 2022, as well as the 40% growth in AWS from Q4 2021. Despite slowing growth, though, AWS revenues continue to outpace the group's other operations. By comparison, net sales at the group grew by 9% year-on-year in Q4 2022, or 12% on a constant currency basis.Microsoft is seeing growth at Azure slow too in recent quarters, but to a lesser extent. Azure and other cloud services revenue growth slowed to 31% in the quarter to December 31, 2022 - down from 35% in the previous quarter and 46% from a year ago.Azure's Enterprise AppealMicrosoft's market share gains in the cloud infrastructure services space reflects Azure's growing appeal among the larger enterprise crowd. The company has invested heavily in new product and services development, which has helped to create unique features and capabilities that differentiate Azure from its rivals.Integration with popular Microsoft products, including Office 365, Windows Server and SQL Server, is another key differentiator, while strong existing enterprise relationships give it an edge in understanding its client needs. This network effect helps it to provide better solutions, improve customer satisfaction and loyalty, and gain a competitive edge in the market.Looking ahead, Microsoft's innovation lead in artificial intelligence and machine learning could help Azure to further narrow the gap with AWS, as data and advanced analytics will become increasingly vital capabilities. The company is an early adopter of AI tools and has made big investments in the area.Most recently, Microsoftannounceda new multiyear, multi-billion dollar investment with ChatGPT-maker OpenAI to accelerate AI development. It's Microsoft's third partnership agreement with the artificial intelligence lab, following an earlier $1 billion investment in July 2019.\"With Azure OpenAI Service, over 1,000 customers are applying the most advanced AI models - including Dall-E 2, GPT-3.5, Codex, and other large language models backed by the unique supercomputing and enterprise capabilities of Azure - to innovate in new ways… We're already seeing the impact AI can have on people and companies, helping improve productivity, amplify creativity, and augment everyday tasks.\"Eric Boyd, Corporate Vice President of Microsoft's AI PlatformAWS's Appeal Remains StrongThis doesn't mean that Amazon is resting on its laurels. Amazon also continues to invest heavily in research and development to bring new features and services to its platform. And thanks to its market leadership, the company has arguably the largest and most evolved ecosystem of partners and developers. This contributes to the AWS platform by providing a breadth of applications and solutions that extend its appeal, making it particularly attractive to customers who want a one-stop shop for their cloud computing needs.As a market leader, AWS has the advantages of scale. In addition to the usual cost savings, operating the biggest network of data centers makes it easier to provide a fast and reliable service to customers across multiple regions. This helps to reduce latency and increase performance for customers who are using its services.Amazon is also at the forefront of innovation, particularly when it comes to migration services and tools for clients to manage the transition to the cloud. The company has a robust track record on execution for complex migration projects, especially when it comes to moving 'mission-critical' workloads to the cloud.This can be seen in the financial services industry, where AWS has been tasked to operate high-performing, resilient systems which have been built to meet the requirements of the most secure and performance-demanding applications. AWS's partnership with Nasdaq to migrate its North American trading systems to the cloud, demonstrates that Amazon is at the cutting edge of ultra-low-latency capabilities in cloud infrastructure.Amazon's E-commerce LossesOf course, we cannot look at each company's cloud businesses in isolation, as both Amazon and Microsoft generate an overwhelming majority of their revenues from other sources. E-commerce is obviously Amazon's main contributor to the group's revenues - of the $514 billion revenue in 2022, e-commerce accounted for $434 billion, or 84% of the total.The company further breaks down its North America e-commerce business, which contributed $316 billion in net sales, or 61% of the group's total. Meanwhile, the International segment generated $118 billion - 23% of the group's revenue.Data Source: Amazon Investor RelationsAmazon, however, struggles to make consistent profits from e-commerce; AWS has been its biggest operating income contributor in each year since the cloud unit became its own reportable segment since 2015.In 2022, both its North American and International e-commerce segments were loss-making, with an operating loss of $2.85 billion and $7.75 billion, respectively. North America had historically been profitable though, with positive operating income in each year since 2015, except for the most recent year. Last year's operating loss was attributed primarily to increased fulfillment and shipping costs. Meanwhile, the increase in investments in technology and fulfillment did not match the pace of revenue growth, which slowed to 13% in 2022.International, on the other hand, has made operating losses in all but one of the past eight years, with 2020 being the sole exception. Still, it was disappointing to see international revenues in 2022 decrease by 8% in 2022, owing to a sharper slowdown in unit sales, combined with the adverse impact of a stronger dollar.It's clear that Amazon is playing the long game here - prioritizing its e-commerce market leadership over short-term profitability. Sales of physical goods via the digital channel is the fastest growing segment of the retail sector, and the proportion of internet sales is expected to increase further.Nevertheless, making the trade-off to prioritize growth will get more difficult, given the more challenging macro backdrop ahead. Weaker consumer confidence means the market is growing at a slower pace; while at the same time, the e-commerce landscape is getting more competitive.Microsoft's Other Revenue SourcesMicrosoft doesn't report its cloud financial metrics in the same way as Amazon. The company reports regular growth figures for Azure, together with some other cloud services, including enterprise tools, security and other software - but does not break down revenues or operating profits in dollars.It's not even clear if Azure is currently profitable. A leaked document from rival Google (GOOG) (GOOGL) showed it believed Azure made an operating loss of around $3 billion in the year to June 30, 2022, owing to the huge sales and marketing costs needed to win over new clients. Not everyone agrees though - Derrick Wood, an analyst at Cowen, reckons Azure could have an operating margin of above 30%.Instead of reporting revenue directly, Azure's financial performance is incorporated under Microsoft's Intelligent Cloud segment. It is one of only three reported segments - along with Productivity and Business Processes and More Personal Computing.The Intelligent Cloud segment also comprises Microsoft's server products, such as Windows Server, SQL Server, and its enterprise services. It's the company's fastest growing segment, and already the group's biggest contributor to both revenues and operating profits. In the three months leading up to December 31, 2022, Intelligent Cloud revenues grew by 18% year-on-year to $21.5 billion.This compared to 7% growth in revenues from the Productivity segment, which benefited from continued resilience in demand from commercial users and LinkedIn growth in the quarter. Against this, More Personal Computing revenues declined by 19%, owing to continued softness in new PC purchases and tough comparables in 2021 for gaming.Data Source: Microsoft Investor RelationsDespite this, Microsoft generates profits across the board, from a diversified range of revenue sources - including Surface devices, Xbox, Windows OEM, Office 365 and numerous other products. These consistent profits generate healthy free cash flows, which underpin big investments in innovation, as well as a growing dividend and share repurchases.Final VerdictFor me, Microsoft appears to be the better play here. Although Azure is smaller - and likely less profitable - compared to Amazon's AWS, revenues are growing at a significantly faster rate.The company may not be immune to macro headwinds - it is exposed to the same FX pressures, and a slowdown in PC and gaming sales is already apparent. However, wide margins and resilient enterprise demand put Microsoft in a strong defensible position to weather the economic trouble ahead.Valuations are more appealing too, with Microsoft trading at 29.0 times its expected earnings this year, compared to Amazon's 69.2x multiple.This article is written by Junius for reference only. 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