$NFLX (+1,07%)

Netflix has gained more new subscribers than in any other quarter in its history.

Netflix subscribers over time.

$DIS (+0,34%) , $AMZN (+0,61%) , $WBD (+0,13%) , $PARA (-0,15%) , $FUBO

Despite a 20% fall in the share price, Apple remains $AAPL (-0,63%) remains ambitiously valued with a forward P/E of 30.

The iPhone remains a revenue driver and the Services division is growing solidly 📈. Apple wants to expand into new markets with Vision Pro and AR/VR. But does this justify the valuation?

Question for you: Are you taking advantage of the correction to get in, or is the share still too expensive? 🤔

For me, it is still too expensive for future growth, or I see greater opportunities. Amazon $AMZN (+0,61%) and Google $GOOGL (-1,12%) would be my clear preference for big tech.

#Apple
#Aktien
#TechStocks

$NFLX (+1,07%)

• Sales: USD 10.25 billion (estimated USD 10.11 billion); increase of +16 % compared to the previous year
• Earnings per share: USD 4.27 (estimated USD 4.18); increase of +102 % compared to the previous year
• Paid streaming net admissions: +18.91 million (estimated +9.18 million) ; increase of +44% compared to the previous year
• Total number of paid streaming memberships: 301.63 million (estimated 290.93 million); increase of 16% compared to the previous year
• Operating income: USD 2.27 billion (estimated USD 2B); increase of 52% compared to the previous year
• Operating margin: 22.2 % (estimated 21.9 %)
• Free cash flow: USD 1.38 billion (estimated USD 1.06 billion); decrease of -13% compared to the previous year

Segment performance:

United States and Canada (UCAN):

• Sales: USD 4.52 billion; increase of 15 % compared to the previous year
• Paid net additions: +4.82 million (estimated +1.75 million); increase of +72% compared to the previous year
• Average revenue per membership (ARM): $17.26; increase of 4% compared to the previous year

Europe, Middle East and Africa (EMEA):

• Revenue: USD 3.29 billion; increase of 18 % compared to the previous year
• Paid net additions: +5 million (estimated +3.09 million); decrease of -1% compared to the previous year
• ARM: $11.11; increase of 3% compared to the previous year

Latin America (LATAM):

• Sales: $1.23 billion; decrease of 7% compared to the previous year
• Paid net additions: +4.15 million (estimated +1.5 million); increase of +77% compared to the previous year
• ARM: $8.00; decrease of -7% compared to the previous year

Asia-Pacific (APAC):

• Sales: USD 1.21 billion; increase of 26% compared to the previous year
• Paid net additions: +4.94 million (estimated +2.70 million); increase of +70% compared to the previous year
• ARM: $7.34; unchanged compared to the previous year

Content performance:

• "Squid Game" Season 2 and "Carry-On" have reached significant milestones and "Squid Game" is well on its way to becoming one of the most-watched original series.
• With the fight between Jake Paul and Mike Tyson, Netflix delivered the most-streamed sporting event of all time.
• Record-breaking NFL viewing figures on Christmas Day.

Forecast for the first quarter of 2025:

• Revenue: USD 10.42 billion (estimate: USD 10.48 billion)
• Earnings per share: USD 5.58 (estimate: USD 6.01)
• Operating income: USD 2.94 billion (estimate: USD 3.13 billion)
• Operating margin: 28.2% (estimate: 29.8%)

Forecast for the full year 2025:

• Sales: USD 43.5-44.5 bn (estimate: USD 43.59 bn); increase of 12-14% compared to the previous year
• Operating profit margin: 29% (previously: 28%)
• Free cash flow: approx. USD 8 billion (estimated: USD 8.51 billion)

CEO's comment:

• "2024 marked a renewed acceleration in growth with a 16% increase in sales compared to the previous year. We are entering 2025 with strong momentum and are preparing for the return of hit series such as 'Squid Game', 'Wednesday' and 'Stranger Things'. Our live programs and ad-financed plans are the main drivers of this growth."

Strategic updates:

• Focus on ad-supported plans. 55% of new sign-ups in ad-supported regions opt for ads.
• Investment in live event programming, including exclusive rights to the FIFA Women's World Cup (2027 and 2031).
• Enhanced ad tech platform to be launched in Canada and rolled out in the US in April 2025.

$DIS (+0,34%)
$AMZN (+0,61%)
$WBD (+0,13%)
$PARA (-0,15%)

Netflix is the first of the major technology companies to report its quarterly results on Tuesday.

Get ready for a crazy next 3 weeks, including these heavyweights:

Intuitive Surgical: $ISRG (+0,94%)

LVMH: $MC (+0,64%)

Meta: $META (+0,49%)

Tesla: $TSLA (+1,02%)

Microsoft: $MSFT (+1,24%)

Fair Isaac: $FICO (+0,19%)

Amazon: $AMZN (+0,61%)

Palantir: $PLTR (+2,4%)

Spotify: $SPOT (+0,21%)

AMD: $AMD (+1,04%)

Novo Nordisk: $NOVO B (+1,23%)

Who do you have your eye on in particular?

January 20-24, 2025, Davos, Switzerland

The World Economic Forum (WEF) is an international organization founded by Klaus Schwab in Switzerland in 1971. It promotes cooperation between business, politics, science & civil society. The Annual Meeting takes place in Davos. The motto for this year:

"Cooperation in the age of intelligence"

The World Economic Forum 2025 is dedicated to a wide range of topics, including geopolitical tensions, economic growth and the transition to clean energy. At the same time, tech, AI, quantum computing & biotech also play an important role.

As always, there will be posts on all relevant topics from @HennRes & @Michael-official will be published. Under the #wef2025 you will be able to view all posts in chronological order.

Main topics:

• Rethinking growth: How can we tap into new sources of economic growth?

• How can companies respond to tech and geopolitical upheaval?

• What measures promote education, health & human capital?

• How can innovative partnerships & techs drive climate protection?

• How can cooperation be strengthened to overcome social divisions?

Participants from politics & business.

Over 350 government representatives, including 60 heads of state & government, 1600 people from the private sector, including 900 CEOs and over 170 people from NGOs, trade unions, academia and indigenous peoples are also present.

The key figures from politics are:

• 🇺🇸 Donald J. Trump(soon to be) President of the USA (via video link)
• 🇪🇺 Ursula von der Leyen, President of the European Commission
• 🇨🇳 Ding XuexiangVice Prime Minister of the People's Republic of China
• 🇦🇷 Javier MileiPresident of Argentina
• 🇩🇪 Olaf Scholz, Chancellor of Germany
• 🇿🇦 Cyril Ramaphosa, President of South Africa
• 🇪🇸 Pedro Sánchez, Prime Minister of Spain
• 🇨🇭 Karin Keller-Sutter, President of the Swiss Confederation 2025
• 🇺🇦 Volodymyr Zelenskyy, President of Ukraine

Executives from the private sector (who are expected/ not offical)

Technology sector

• 🇺🇸 $MSFT (+1,24%) (Microsoft) - Satya Nadella, CEO
• 🇺🇸 $AMZN (+0,61%) (Amazon) - Andy Jassy, CEO
• 🇺🇸 $IBM (+0,56%) (IBM) - Arvind Krishna, CEO
• 🇺🇸 $MSFT (+1,24%) (Microsoft) - Bill Gates, co-founder and head of the Bill and Melinda Gates Foundation
• 🌎 Cohere - Aidan Gomez, CEO
• 🌎 $META (+0,49%) (Meta) - Yann LeCun, AI scientist
• 🌎 OpenAI - Sam Altman, CEO
• 🇺🇸 $TSLA (+1,02%) (Tesla) - Elon Musk, CEO

Financial sector

• 🇪🇺 ECB - Christine Lagarde, President of the European Central Bank
• 🇫🇷 ECB - Francois Villeroy de Galhau, President of the French Central Bank
• 🇩🇪 German Bundesbank- Joachim Nagel, President
• 🇺🇸 $BLK (BlackRock) - Martin Lück, Chief Investment Strategist
• 🇳🇱 $ING (-0,93%) (ING) - Carsten Brzeski, Chief Economist at ING Germany

Banking sector

• 🇺🇸 $JPM (-0,08%) (JPMorgan Chase) - Jamie Dimon, CEO
• 🇨🇭 $UBSG (+0,3%) (UBS) - Sergio Ermotti, Group CEO
• 🇨🇭 $UBSG (+0,3%) (UBS) - Colm Kelleher, President
• 🇩🇪 $DBK (+0,34%) (Deutsche Bank) - Christian Sewing, CEO
• 🇺🇸 $GS (+0,07%) (Goldman Sachs) - David Solomon, Chairman and CEO
• 🇺🇸 $BAC (+0,31%) (Bank of America) - Brian Moynihan, CEO
• 🇺🇸 $C (-0,03%) (Citigroup) - Jane Fraser, CEO
• 🇬🇧 $HSBA (-0,38%) (HSBC) - Mark Tucker, Group Chairman
• 🇬🇧 $HSBA (-0,38%) (HSBC) - Michael Roberts, CEO of HSBC Bank
• 🇺🇸 $MS (-0,01%) (Morgan Stanley) - Ted Pick, CEO
• 🇬🇧 $BARC (-0,54%) (Barclays) - C.S. Venkatakrishnan, CEO
• 🇫🇷 $GLE (+0,57%) (Société Générale) - Slawomir Krupa, CEO
• 🇮🇹 $UCG (+0,15%) (UniCredit) - Andrea Orcel, CEO
• 🇦🇹 $BG (+0,94%) (BAWAG Group) - Anja E. M. W. Schreiber, CEO
• 🇦🇹 $EBS (+0,02%) (Erste Group) - Andreas Treichl, CEO

Industry sector

• 🇩🇪 $BAYN (-1,82%) (Bayer) - Bill Anderson, CEO
• 🇨🇭 $NESNE (Nestlé) - Mark Schneider, CEO
• 🇬🇧 $ULVR (+0,26%) (Unilever) - Hein Schumacher, CEO
• 🇨🇳 SHEIN - Donald Tang, Vice Chairman
• 🇮🇳 ADANIENT (Adani Enterprises) - Gautam Adani, Chairman

... and many more from the Tech, Banking, AI, Biotech, Pharma, Industrial, etc. sectors.

New Glenn, the new heavy-lift launch vehicle from the American space company Blue Origin, owned by founder $AMZN (+0,61%) founder Jeff Bezos has been successfully launched for the first time.

Competition for SpaceX and other space companies.

New Glenn has a payload capacity of 45 tons.

Also very good for $ASTS who want to launch many of their satellites into orbit with New Glenn.

https://www.handelsblatt.com/technik/forschung-innovation/blue-origin-rakete-new-glenn-von-jeff-bezos-hebt-erstmals-ab/100101084.html

All FAANG+ companies close in the red today. Signal or much ado about nothing?

$AAPL (-0,63%)

$NVDA (+4,07%)

$MSFT (+1,24%)

$GOOGL (-1,12%)

$AMZN (+0,61%)

$META (+0,49%)

$TSLA (+1,02%)

$AVGO (+2,15%)

$NFLX (+1,07%)

$AMD (+1,04%)

#faang
#bigtech
#techaktien

AWS
$AMZN (+0,61%) and the venture capital firm General Catalyst have announced a multi-year partnership to accelerate the development and adoption of AI tools for the healthcare industry (Source: CNBC).

-Collaboration: General Catalyst portfolio companies are leveraging AWS cloud and AI services to more quickly develop innovative solutions for health systems.

-First participants:

-Aidoc: Uses AI to analyze medical images.

-Commure: Automates healthcare workflows with AI.

This partnership aims to provide cutting-edge technologies to improve efficiency and patient care.

Graphic: Grok 2 by 𝕏

The German commercial vehicle manufacturer Daimler Truck has secured the largest order for electric trucks in the company's history.

Amazon has ordered 200 heavy-duty Mercedes-Benz eActros 600 electric trucks, the online retailer announced on Monday. "This is an important milestone for us," Andreas Marschner, Vice President of Amazon Worldwide Operations Sustainability, told the Reuters news agency. "Decarbonizing heavy-duty transport is the most difficult part of transportation." The vehicles are to be used in Germany and the UK and will be integrated into the online retailer's network this year. According to Amazon, this is the largest order of electric trucks for the company to date. The 40-ton trucks are to be used in the medium-distance network between fulfillment centers, sorting centers and delivery bases.

The eActros 600 has a range of 500 kilometers and is therefore well suited to Amazon's delivery network, according to Marschner. To support the use of the trucks, Amazon is building a network of 360-kilowatt fast-charging stations at its locations. These can charge a truck from 20 to 80 percent in less than an hour, "which is also compatible with the legally prescribed breaks for drivers," explains Marschner. The order is part of Amazon's voluntary commitment to achieve net-zero emissions at all sites by 2040.

$AMZN (+0,61%)
$DTG (+0,79%)
$MBG (+0,22%)

Amazon
$AMZN (+0,61%) is discontinuing its "Prime Try Before You Buy" service.

The offer, which was intended as a competitor to Stitch Fix, enabled Prime-members to try clothes, shoes and accessories before buying and only pay for items they kept, reports CNBC.

Graphic: Grok 2 by 𝕏