The depressive sentiment pushed by chip scarcity and provide chain constraints hasn’t actually held again Apple, Microsoft, Samsung, Intel and Tesla from clocking document numbers for the quarter. These firms ended the yr on a excessive – the highlights being Apple recording its finest ever quarter and Tesla virtually delivering the promised 1 million autos for the yr.
Apple reported that Q1 2022 (that is for the December 2021 quarter) was the most important quarter for the corporate when it comes to income. That’s $123.9 billion in income and $34.6 billion revenue. By the way, this was the primary full quarter for the Apple iPhone 13 sequence on the cabinets, and the iPhone enterprise raked in $71.63 billion, that’s up 9 % over the identical quarter in 2020.
The iPad line-up was hit greater than others by provide chain points even because the Macs (up 25% year-over-year or YOY), companies (up 24%) and wearables (up 13%) greater than made up.
Samsung reported KRW 76.57 trillion (round $63.6 billion) in income and KRW 13.87 trillion (round $11.5 billion) revenue for the three-month interval, a income document for the Korean tech big, in any quarter. The truth is, the KRW 279.6 trillion (round $232.4 billion) income for the yr was additionally a document.
Samsung’s 24% YOY income uptick has come on the again of sturdy gross sales for premium smartphones, TVs and home equipment. These numbers come forward of the anticipated launch of the Samsung Galaxy S22 flagship cellphone sequence this month.
Microsoft’s Q2 2022 outcomes point out Home windows, Floor computing units, Xbox gaming consoles, Workplace and cloud companies have all recorded income spikes. Home windows income from OEMs (the Home windows 11 licenses for brand new PCs) was up 25% – Gartner signifies that 340 million PCs have been shipped in 2021, whereas IDC signifies 348.8 million items have been shipped.
Although Microsoft was tempering expectations for the Floor line-up, the income elevated 8% over the identical quarter the yr earlier than. Xbox consoles, worst hit by the chip scarcity, nonetheless recorded 4% greater income.
Intel has reported its highest quarterly and annual income, regardless of being hit considerably by the chip scarcity for giant components of 2021. The quarterly income is $19.5 billion whereas Intel ends the yr with $74.7 billion in income. That stated, income have been down – 21% ($4.6 billion) and 5% ($19.9 billion) quarterly and yearly.
Intel has launched the twelfth era Intel Core processors for PCs and introduced an funding of greater than $20 billion in two new chip factories within the US. The elevated demand for Intel’s Web of Issues Group (IOTG) and Mobileye (automotive tech) companies ought to present a platform as soon as the availability chain pressure eases.
Tesla’s This fall earnings imply that it’s the second successive yr of the auto firm remaining within the black. Tesla ended the quarter with a $2.3 billion revenue, which is considerably greater than $270 million from the identical quarter in 2020. The annual revenue of $5.5 billion (that is up from $721 million in 2020) comes from the $17.7 billion clocked in income.
Tesla says they manufactured 305,840 autos within the quarter, which is 70% greater than the identical interval the yr earlier than. Tesla promised 1 million automobile deliveries in 2021 – fell simply quick with 936,172 autos delivered to patrons.
Netflix stays the outlier on this. The streaming big added 8.28 million paid subscribers globally in This fall, however that’s simply not quick sufficient. This quantity is shy of the 8.5 million subscribers Netflix added in the identical interval a yr earlier than. The outlook isn’t very brilliant both.
They’re forecasting 2.5 million new subscribers within the first three months of 2022, which will probably be far lesser than the three.98 million Netflix added as paid subscribers within the first three months of 2021. Competitors from Apple TV+, Disney+, Hulu, HBO Max and newer companies like Peacock, are hurting.
