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π μ£Όμ ν΄λΌμ°λ μλΉμ€ 곡κΈμ¬μ μ€μ λ°ν βͺοΈν μ€ μμ½: μ½λ‘λ μ¬νλ‘ μ격근무μ μ λ¬΄μ© νμ ν΄μ μμκ° λμ΄λλ©° κΈλ±ν ν΄λΌμ°λ λ§€μΆμ΄ νΈμ€μ κ²¬μΈ λλ μ λ°© βͺοΈν΄λΌμ°λ μλΉμ€ κΈλ‘λ² μμ₯μ μ μ¨ μμ: Amazon Web Service(30%λ) > Microsoft Azure(10% μ€νλ°λ) > Google Cloud(<10%) > Alibaba Cloud(<10%) μλλ μλ§μ‘΄, λ§μ΄ν¬λ‘μννΈ, κ΅¬κΈ κ°μ¬μ: π μ μ¬ λΆκΈ° μ€μ , yoy βοΈ ν΄λΌμ°λ λΆλ¬Έ μ€μ , yoy %βοΈ ν΄λΌμ°λ λΆλ¬Έ λΉμ€, yoy β μ¦κΆμ¬ μ λ리μ€νΈ μ견 π IR λ§ν¬(보λμλ£, λ°νμλ£, μΉμΊμ€νΈ λ§ν¬, μ€ν¬λ¦½νΈ, νλ‘λνΈ λ¦¬μ€νΈ λ±) βͺοΈμλ§μ‘΄(NASDAQ: AMZN)βͺοΈ π AMAZON $755μ΅ +26% yoy, μμ μ΄μ΅ $40μ΅ -9% yoy, λΉκΈ°μμ΄μ΅ $25μ΅ -31% yoy βοΈ AWS λ§€μΆ $102μ΅ +33% yoy, μμ μ΄μ΅ $31μ΅ +38% yoy %βοΈ ν΄λΌμ°λ μ¬μ λ§€μΆ λΉμ€ 14%(+0.6%p yoy), μμ μ΄μ΅ λΉμ€ 78%(+26.8%p yoy) β 51κ° μ¦κΆμ¬ μ견 μ€ λ§€μ 96%, μ€λ¦½ 4%, λ§€λ 0 π μΉμΊμ€νΈ https://event.webcasts.com/starthere.jsp?ei=1295401&tp_key=a8d95a5192 π 보λμλ£ https://s2.q4cdn.com/299287126/files/doc_financials/2020/Q1/Amazon-Q1-2020-Earnings-Release.pdf π λ°νμλ£ https://s2.q4cdn.com/299287126/files/doc_financials/2020/Q1/Webslides_Q120_4.28.20_Final.pdf βͺοΈλ§μ΄ν¬λ‘μννΈ(NASDAQ: MSFT)βͺοΈ π λ§€μΆ $350μ΅ +15% yoy, μμ μ΄μ΅ $130μ΅ +25% yoy, λΉκΈ°μμ΄μ΅ $108μ΅ +22% yoy βοΈ Intelligent Cloud(β) λ§€μΆ $123μ΅ +27% yoy(Azure λ§€μΆμ λΉκ³΅κ°, μ±μ₯λ₯ μ +59% yoy), μμ μ΄μ΅ $46μ΅ +42% yoy β Intelligent Cloudλ μλ² νλ‘λνΈ, μν°νλΌμ΄μ¦ μλΉμ€ λ° ν΄λΌμ°λ μλΉμ€ ν¬ν¨ ~βοΈ ν΄λΌμ°λ μ¬μ λΉμ€- λ§€μΆ 35%(+3.5%p yoy), μμ μ΄μ΅ 35%(+4.1%p yoy) β 35κ° μ¦κΆμ¬ μ견 μ€ λ§€μ 91%, μ€λ¦½ 9%, λ§€λ 0 π 보λμλ£ https://www.microsoft.com/en-us/Investor/earnings/FY-2020-Q3/press-release-webcast π μ€ν¬λ¦½νΈ 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 π νλ‘λνΈ λ¦¬μ€νΈ 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 βͺοΈμνλ²³(NASDAQ: GOOG)βͺοΈ π Alphabet(Google) $412μ΅ +13% yoy, μμ μ΄μ΅ $80μ΅ +21% yoy, λΉκΈ°μμ΄μ΅ $68μ΅ +3% yoy βοΈ ν΄λΌμ°λ Google Cloud λ§€μΆ $28μ΅ +48% yoy %βοΈ ν΄λΌμ°λ μ¬μ λΉμ€ λ§€μΆ 7% (+1.7%p yoy) β 16κ° μ¦κΆμ¬ μ견 μ€ λ§€μ 87%, μ€λ¦½ 13%, λ§€λ 0 π μΉμΊμ€νΈ https://www.youtube.com/watch?v=YkrYz_vD_0E π 보λμλ£ https://abc.xyz/investor/static/pdf/2020Q1_alphabet_earnings_release.pdf?cache=4690b9f π μ€ν¬λ¦½νΈ(μ λ리μ€νΈ Q&A μΈμ ν¬ν¨) https://abc.xyz/investor/static/pdf/2020_Q1_Earnings_Transcript.pdf?cache=712d537
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