πŸ“Š μ£Όμš” ν΄λΌμš°λ“œ μ„œλΉ„μŠ€ κ³΅κΈ‰μ‚¬μ˜ 싀적 λ°œν‘œ | 컀리어리

πŸ“Š μ£Όμš” ν΄λΌμš°λ“œ μ„œλΉ„μŠ€ κ³΅κΈ‰μ‚¬μ˜ 싀적 λ°œν‘œ β–ͺοΈν•œ 쀄 μš”μ•½: μ½”λ‘œλ‚˜ μ‚¬νƒœλ‘œ 원격근무와 μ—…λ¬΄μš© ν˜‘μ—… 툴의 μˆ˜μš”κ°€ λŠ˜μ–΄λ‚˜λ©° κΈ‰λ“±ν•œ ν΄λΌμš°λ“œ 맀좜이 ν˜Έμ‹€μ  견인 λ˜λŠ” μ„ λ°© β–ͺοΈν΄λΌμš°λ“œ μ„œλΉ„μŠ€ κΈ€λ‘œλ²Œ μ‹œμž₯점유율 μˆœμœ„: Amazon Web Service(30%λŒ€) > Microsoft Azure(10% μ€‘ν›„λ°˜λŒ€) > Google Cloud(<10%) > Alibaba Cloud(<10%) μ•„λž˜λŠ” μ•„λ§ˆμ‘΄, λ§ˆμ΄ν¬λ‘œμ†Œν”„νŠΈ, ꡬ글 κ°μ‚¬μ˜: πŸ“ˆ 전사 λΆ„κΈ° 싀적, yoy ☁️ ν΄λΌμš°λ“œ λΆ€λ¬Έ 싀적, yoy %☁️ ν΄λΌμš°λ“œ λΆ€λ¬Έ 비쀑, yoy βœ’ μ¦κΆŒμ‚¬ μ• λ„λ¦¬μŠ€νŠΈ 의견 πŸ”— IR 링크(λ³΄λ„μžλ£Œ, λ°œν‘œμžλ£Œ, μ›ΉμΊμŠ€νŠΈ 링크, 슀크립트, ν”„λ‘œλ•νŠΈ 리슀트 λ“±) β–ͺοΈμ•„λ§ˆμ‘΄(NASDAQ: AMZN)β–ͺ️ πŸ“ˆ AMAZON $755μ–΅ +26% yoy, μ˜μ—…μ΄μ΅ $40μ–΅ -9% yoy, λ‹ΉκΈ°μˆœμ΄μ΅ $25μ–΅ -31% yoy ☁️ AWS 맀좜 $102μ–΅ +33% yoy, μ˜μ—…μ΄μ΅ $31μ–΅ +38% yoy %☁️ ν΄λΌμš°λ“œ 사업 맀좜 비쀑 14%(+0.6%p yoy), μ˜μ—…μ΄μ΅ 비쀑 78%(+26.8%p yoy) βœ’ 51개 μ¦κΆŒμ‚¬ 의견 쀑 맀수 96%, 쀑립 4%, 맀도 0 πŸ”— μ›ΉμΊμŠ€νŠΈ https://event.webcasts.com/starthere.jsp?ei=1295401&tp_key=a8d95a5192 πŸ”— λ³΄λ„μžλ£Œ https://s2.q4cdn.com/299287126/files/doc_financials/2020/Q1/Amazon-Q1-2020-Earnings-Release.pdf πŸ”— λ°œν‘œμžλ£Œ https://s2.q4cdn.com/299287126/files/doc_financials/2020/Q1/Webslides_Q120_4.28.20_Final.pdf β–ͺοΈλ§ˆμ΄ν¬λ‘œμ†Œν”„νŠΈ(NASDAQ: MSFT)β–ͺ️ πŸ“ˆ 맀좜 $350μ–΅ +15% yoy, μ˜μ—…μ΄μ΅ $130μ–΅ +25% yoy, λ‹ΉκΈ°μˆœμ΄μ΅ $108μ–΅ +22% yoy ☁️ Intelligent Cloud(❗) 맀좜 $123μ–΅ +27% yoy(Azure λ§€μΆœμ€ λΉ„κ³΅κ°œ, μ„±μž₯λ₯ μ€ +59% yoy), μ˜μ—…μ΄μ΅ $46μ–΅ +42% yoy ❗ Intelligent CloudλŠ” μ„œλ²„ ν”„λ‘œλ•νŠΈ, μ—”ν„°ν”„λΌμ΄μ¦ˆ μ„œλΉ„μŠ€ 및 ν΄λΌμš°λ“œ μ„œλΉ„μŠ€ 포함 ~☁️ ν΄λΌμš°λ“œ 사업 비쀑- 맀좜 35%(+3.5%p yoy), μ˜μ—…μ΄μ΅ 35%(+4.1%p yoy) βœ’ 35개 μ¦κΆŒμ‚¬ 의견 쀑 맀수 91%, 쀑립 9%, 맀도 0 πŸ”— λ³΄λ„μžλ£Œ https://www.microsoft.com/en-us/Investor/earnings/FY-2020-Q3/press-release-webcast πŸ”— 슀크립트 https://view.officeapps.live.com/op/view.aspx?src=https://c.s-microsoft.com/en-us/CMSFiles/TranscriptFY20Q3.docx?version=0be45331-752a-3999-88e3-68b3896151c8 πŸ”— ν”„λ‘œλ•νŠΈ 리슀트 https://view.officeapps.live.com/op/view.aspx?src=https://c.s-microsoft.com/en-us/CMSFiles/Q3FY20ProductList.docx?version=9f8c189c-223f-8d3c-2667-8aac7911a3cf β–ͺοΈμ•ŒνŒŒλ²³(NASDAQ: GOOG)β–ͺ️ πŸ“ˆ Alphabet(Google) $412μ–΅ +13% yoy, μ˜μ—…μ΄μ΅ $80μ–΅ +21% yoy, λ‹ΉκΈ°μˆœμ΄μ΅ $68μ–΅ +3% yoy ☁️ ν΄λΌμš°λ“œ Google Cloud 맀좜 $28μ–΅ +48% yoy %☁️ ν΄λΌμš°λ“œ 사업 비쀑 맀좜 7% (+1.7%p yoy) βœ’ 16개 μ¦κΆŒμ‚¬ 의견 쀑 맀수 87%, 쀑립 13%, 맀도 0 πŸ”— μ›ΉμΊμŠ€νŠΈ https://www.youtube.com/watch?v=YkrYz_vD_0E πŸ”— λ³΄λ„μžλ£Œ https://abc.xyz/investor/static/pdf/2020Q1_alphabet_earnings_release.pdf?cache=4690b9f πŸ”— 슀크립트(μ• λ„λ¦¬μŠ€νŠΈ Q&A μ„Έμ…˜ 포함) https://abc.xyz/investor/static/pdf/2020_Q1_Earnings_Transcript.pdf?cache=712d537

[μ’…ν•©]μ½”λ‘œλ‚˜19 μ‚¬νƒœμ—λ„ ν΄λΌμš°λ“œλŠ” μ›ƒμ—ˆλ‹€

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2020λ…„ 5μ›” 1일 μ˜€ν›„ 5:34

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μ§€λ‚œμ£Ό μ»€λ¦¬μ–΄λ¦¬μ—μ„œ 인기 있던 κ²Œμ‹œλ¬Όμ΄μ—μš”!

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ν˜„μ§μžλ“€μ˜ 'μ§„μ§œ μΈμ‚¬μ΄νŠΈ'κ°€ λ‹΄κΈ΄ 업계 μ£Όμš” μ†Œμ‹μ„ λ°›μ•„λ³΄μ„Έμš”.

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