๐Ÿ“Š Tesla, Line, Facebook, Microsoft ์ง€๋‚œ ์ฃผ Netflix, ์–ด์ œ Apple, eBay, Starbucks, AMD ๋“ฑ ๋ฏธ๊ตญ ์ฃผ์š” ์ƒ์žฅ์‚ฌ๋“ค์˜ ์‹ค์ ๋ฐœํ‘œ๊ฐ€ ์ด์–ด์ง€๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. ํ˜„์ง€์‹œ๊ฐ„ 29์ผ ์žฅ์ข…๋ฃŒ ํ›„ ๋ฐœํ‘œ๋œ ์ฃผ์š”ํšŒ์‚ฌ์˜ ๐Ÿ“ˆ ์‹ค์  ์š”์•ฝ โœ ํ•œ ์ค„ ์ฝ”๋ฉ˜ํŠธ ๋ฐ ๐Ÿ”— IR ๋งํฌ ๊ณต์œ ํ•ฉ๋‹ˆ๋‹ค. โ—ฝTesla (TSLA)โ—ฝ ๐Ÿ“ˆ ๋งค์ถœ $74์–ต(+2.2% yoy), ์˜์—…์ด์ต $36์–ต(-13.2% yoy) ๋ชจ๋‘ ์‹œ์žฅ๊ธฐ๋Œ€์น˜ ์ƒํšŒ โœ 2๊ฐœ ๋ถ„๊ธฐ ์—ฐ์† ์ˆœ์ด์ต ๊ธฐ๋ก, ์ƒํ•ด๊ณต์žฅ ๊ฐ€๋™ ๋ณธ๊ฒฉํ™”์™€ ๋น„์šฉ ํšจ์œจํ™”์— ๋Œ€ํ•œ ๊ธฐ๋Œ€๋กœ ํ˜„์ง€์‹œ๊ฐ„ 30์ผ ์žฅ ๊ฐœ์‹œ ์ „ ์ฃผ๊ฐ€ +10% ์ƒ์Šน ๐Ÿ”— https://ir.tesla.com/events-and-presentations โ—ฝLine (๋„์ฟ„: 3938, ๋‰ด์š•: LN)โ—ฝ ๐Ÿ“‰ ๋งค์ถœ 608์–ต ์—”(+8.6% yoy), ์˜์—…์†์‹ค 11.5์–ต ์—”(์ ์ž์ „ํ™˜) ์‹œ์žฅ๊ธฐ๋Œ€์น˜ ๋Œ€๋น„ ์˜์—…์†์‹ค์ด ๋‘๋ฐฐ ์ด์ƒ ์ปธ๋˜ ์ƒํ™ฉ โœ ๋งˆ์ผ€ํŒ… ๋น„์šฉ์ด ์ „๋ถ„๊ธฐ ๋Œ€๋น„ 50%, ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 25% ์ด์ƒ ์ฆ๊ฐ€ํ•˜๋ฉฐ ์ปจ์„ผ์„œ์Šค๋ฅผ ํ•˜ํšŒํ•˜์˜€์œผ๋‚˜, ๊ด‘๊ณ  ์„ฑ์žฅ์„ธ ํšŒ๋ณต ๋ฐ Zํ™€๋”ฉ์Šค์™€์˜ ๊ฒฝ์˜ํ†ตํ•ฉ ๊ธฐ๋Œ€๊ฐ์œผ๋กœ ์ฃผ๊ฐ€๋Š” ๋ณดํ•ฉ(๋„์ฟ„ ์ฆ์‹œ -0.53%, NYSE +0.01%) ๐Ÿ”— https://linecorp.com/en/ir/library/ โ—ฝFacebook (FB)โ—ฝ ๐Ÿ“‰ ๋งค์ถœ $211์–ต(+24.6% yoy), ์˜์—…์ด์ต $89์–ต(+13.3% yoy) ๋ชจ๋‘ ์‹œ์žฅ๊ธฐ๋Œ€์น˜ ์ƒํšŒ โœ ํŽ˜์ด์Šค๋ถ๋ฟ๋งŒ ์•„๋‹ˆ๋ผ ์™“์ธ ์•ฑ/๋ฉ”์‹ ์ €/์ธ์Šคํƒ€๊ทธ๋žจ์˜ ํ™œ์„ฑ์ด์šฉ์ž(์ผ๊ฐ„ & ์›”๊ฐ„) ๋ชจ๋‘ ์ฆ๊ฐ€ํ•˜์˜€์œผ๋‚˜, ๋งค์ถœ ์„ฑ์žฅ ๋‘”ํ™”์™€ ๋น„์šฉ ์ฆ๊ฐ€ ์šฐ๋ ค๋กœ ํ˜„์ง€์‹œ๊ฐ„ 30์ผ ์žฅ ๊ฐœ์‹œ ์ „ ์ฃผ๊ฐ€ -7% ํ•˜๋ฝ ๐Ÿ”— https://investor.fb.com/financials/?section=quarterlyearnings โ—ฝMicrosoft (MS)โ—ฝ ๐Ÿ“ˆ ๋งค์ถœ $369์–ต(+13.7% yoy), ์˜์—…์ด์ต $139์–ต(+35.4% yoy) ๋ชจ๋‘ ์‹œ์žฅ๊ธฐ๋Œ€์น˜ ์ƒํšŒ โœ Azure ๋งค์ถœ ์„ฑ์žฅ๋ฅ ์ด ์ „๋ถ„๊ธฐ(+59% yoy) ๋Œ€๋น„ ๋” ํฐ ํญ์œผ๋กœ ์ƒ์Šน(+62% yoy), ๊ฐ€์ด๋˜์Šค๋„ ์ปจ์„ผ์„œ์Šค๋ฅผ ์ƒํšŒํ•˜๋ฉฐ ํ˜„์ง€์‹œ๊ฐ„ 30์ผ ์žฅ ๊ฐœ์‹œ ์ „ ์ฃผ๊ฐ€ +3% ์ƒ์Šน ๐Ÿ”— https://www.microsoft.com/en-us/Investor/earnings/FY-2019-Q4/press-release-webcast (ํ•œ๊ตญ์‹œ๊ฐ„์œผ๋กœ ๋‚ด์ผ์€ Amazon์˜ ์‹ค์ ์ด ๊ณต๊ฐœ๋ฉ๋‹ˆ๋‹ค)

Microsoft, Facebook & Tesla All Better than Expected

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Microsoft, Facebook & Tesla All Better than Expected

๋‹ค์Œ ๋‚ด์šฉ์ด ๊ถ๊ธˆํ•˜๋‹ค๋ฉด?

๋˜๋Š”

์ด๋ฏธ ํšŒ์›์ด์‹ ๊ฐ€์š”?

2020๋…„ 1์›” 30์ผ ์˜คํ›„ 12:58

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