The corporate earnings season in full swing, and web giants experiencing mixed fortunes, among those were on the rise, as alphabet and those who still seem to look for a business model, like Twitter.
Here is an overview of major global groups, including several Chinese giants, not always known outside Asia.
Those who found their way
Now world’s biggest market capitalization, the parent Google spends a lot in its long-term paris (autonomous cars without drivers, connected health, internet access balloon), but this is largely offset by advertising revenues from mobile and Online, highly profitable and virtually unavoidable. Seven-indeed exceed the billion users: Google Search Search engine, Gmail, Google Maps application mapping, the online video site YouTube, the mobile operating system Android, the online store Google Play and the Chrome browser.
Turnover (2015): $ 75 billion. Market capitalization: 537 billion.
The engine of mobile advertising in full swing for the first global social network created by Marck Zuckerberg. The action is at its highest levels and the network itself has never won so much money with its 1.59 billion users. He opened the valves at its subsidiary publicity photos Instagram and is doubling in the video. It also benefits from its two messaging services: Messenger and WhatsApp, while also positioning the long term with his Oculus VR subsidiary.
Turnover (2015): 18 billion. Capitalization: 326 billion.
The online distribution giant created by Jeff Bezos is constantly expanding its ecosystem with forays into cameras, online video and more recently public transport, but it has proven in recent quarters that it could pay. Its subsidiary AWS business services has become the world leader in the “cloud” services of renting of space in its data centers to other companies wishing to run their own applications.
Turnover (2015): $ 107 billion. Capitalization: 442 billion.
Some had almost buried ratage after the turn of the mobile and the flop of Windows 8, but the new boss seems Satya Nadella winning his bet on the cloud. The latter supported the results in recent quarters and allowed the share price to rebound to levels close to its peak in late 1999. Microsoft is now the second largest player behind Amazon in the cloud.
Turnover (2014-2015 – shifted financial year end June): 94 billion. Capitalization: 419 billion.
The giant Internet sales in China founded by Jack Ma attracts more and more consumers in the country (407 million users identified late 2015) but the group is facing a slowdown in transactions. Listed on Wall Street but very little presence abroad, Alibaba seeks to further expand its user base, the majority now do their shopping on smartphones, continuing to diversify its activities (home appliance stores, entertainment, sport ).
Turnover (2015 – October to December) 5.33 billion. Market capitalization: $ 161 billion.
TENCENT, operator WeChat
This other Chinese Internet behemoth, Hong Kong-listed Alibaba and rival, is the operator of the popular WeChat telephone messaging application (Weixin), which it continues to expand the functionality to consolidate its base users, estimated at 650 million end of September (+ 40% yoy). WeChat offers access to investment products and incorporates a mode –compatible electronic payment with a growing number of other sites and applications, but also to pay in shops in dur– in direct competition with “Alipay” Alibaba. While WeChat already generates strong inroads abroad, particularly in South Asia, Tencent continues its diversification efforts: banking, games, messaging.
Turnover (2015 – finished end of September): 4.2 billion US dollars. Capitalization: USD 169 billion.
Also listed on Wall Street, China’s leading online research sees growth in revenues crumble, despite the sharp growth in its mobile business: end of September there were 643 million active users on its service mobile search (+ 26% in one year). It intends to use its ultra-dominant position in the country to grow in the segment of O2O services (“online-to-offline”), via various applications based on geolocation, but try also to strengthen its offer of entertainment, while by leveraging the autonomous car and the bank.
Turnover (2015 – finished end of September): 18.4 billion yuan (then $ 2.9 billion). Market capitalization: $ 53.5 billion.
Those seeking a new
The former flagship of the Internet on Tuesday announced cuts in its workforce and a large household in its activities. It’s kind of operation the last chance for her boss Marissa Mayer, who has been trying since the summer of 2012 to boost growth, without much success. The market value of Yahoo! reflected today almost exclusively that of its stake in Alibaba. The hypothesis of a sale is no longer excluded.
Turnover (2015): 5 billion. Capitalization: 27,000,000,000.
The return to order last year co-founder Jack Dorsey has not calmed concerns about the growth prospects of the social network, which has never generated a profit and dollar whose audience tops (320 million ‘subscriber end September). After cuts in staffing, mass desertions to management and product simplification promises that could jeopardize its very nature, the group is in turmoil and its action to its lowest.
Turnover (2015): waited a little over $ 2 billion (results on 10 February). Capitalization: 11,000,000,000.
She has the Apple brand white bread eaten his unveiling a quarter of the festivals of all records with a historical net profit of 18.4 billion and 74.8 million iPhones sold to? Apple must prove he can find a source of growth after its famous smartphone, which generated far two thirds of its revenues but whose sales will decline this quarter, the most since the launch of the camera in 2007. It attempts to respond with new products like Apple Watch and a shift towards services (Pay Apple, Apple Music …), but that did not stop the action to lose about 30% since its peak in 2015.
Turnover (2014-2015 – shifted fiscal year ending September): $ 234 billion. Capitalization: 524 billion.
The century-old mastodon, which remains one of the world’s largest IT companies, set out to reinvent itself over the years leaving its computers and its chip factories to refocus on higher added-value services. He is one of major players in the cloud, where it invests heavily, and his artificial intelligence system Watson attracting more and more areas. But the transformation is very slow and the return to growth is still pending.
Turnover (2015): $ 82 billion. Capitalization: 119 billion.
The platform Weibo microblogs, Chinese cousin of Twitter and introduced with fanfare on Wall Street two years ago, had 222 million active users in late September (+ 33% yoy), almost all located in mainland China. Weibo continues to enjoy strong growth in advertising revenue, but sees its attractiveness crumble, especially with the emergence of WeChat messaging application. Like Twitter, Weibo recently unveiled plans to cut limiting the number of characters per message.
Turnover (2015 – finished end of September): $ 125 million. Capitalization: $ 3.04 billion