November 2nd, 2020 | 09:41 CET
wallstreet:online, Apple, Facebook: The kings of the data world
That was a rain of numbers last week. Almost all technology companies reported their figures for the third quarter - the absolute negative outlier was SAP. After a small sales warning for its cloud business, the share price slumped by 27% over the week and, at EUR 90, almost reached the level of the March correction. Overall, it was not a good week for technology stocks worldwide. A whole 5% sent down the most watched NDX with the popular FAANG shares. Apple and Facebook, the absolute investor favourites, have built dangerous chart technical summit formations, while the German wallstreet:online AG shines with good figures and a delightful stock split.
time to read: 4 minutes
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Author:
André Will-Laudien
ISIN:
DE000A2GS609 , US30303M1027 , US0378331005
Table of contents:
Author
André Will-Laudien
Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.
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wallstreet:online - the portal for traders is growing and growing
wallstreet:online AG is a multi-channel media Company with various Internet platforms, its own discount broker and a majority shareholding in wallstreet:online capital AG. The platforms of Germany's largest financial community have been supporting the self-decision-makers for 20 years with powerful depots, maximum discounts and the best possible service. To understand the depth of service offered by this media group, one only has to search frequently for relevant news on listed companies.
You will find it on the websites BörsenNEWS.de, ARIVA.DE or FinanzNachrichten.de. An overview of editorial contributions as well as ad hoc news can be found here in neat chronological order and provide a high density of information. A true paradise for the "news seeker" with great functions and statistics. In recent months the investor magazine, SMART INVESTOR, was added, a benchmark in critical reporting on capital markets and global trends in politics and related financial systems. This diversity is reflected in the Group's figures.
While many companies are complaining about the Corona restrictions, wallstreet:online is raising its guidance for the current year: With consolidated sales of EUR 24.5 to 29.9 million, EBITDA of at least EUR 4.1 to 5.0 million will be achieved, not including income from investments. The Berliners see themselves entirely in the growth trend, and recently, the share was split in the ratio 1: 8. Currently, the share is quoted at around EUR 10.50 or a value of around EUR 150 million, the annual high was EUR 12.40. If you see the stock exchange as a large community, you have made the right investment with the fast-growing wallstreet:online AG.
APPLE - Record figures, but nothing significantly new
Data, data, data - this is the new universe of Apple. Apple has long since stopped earning the lion's share of its revenue from the sale of its devices. No, today it is the data that puts the money in the till. Whether in the AppStore, when buying online, with Apple-Pay or in the iCloud - everywhere services are offered that have a big goal: User data. For all services provided, Apple has the rights to the data collection and analysis transferred to it, utilizing general terms and conditions or approval hooks, earning around USD 25 billion per year.
In this context, cooperation with Google appears to be the most profitable. According to information from the New York Times, Google's payments to the iPhone operator are to have grown to between USD 8 and 12 billion per year. This is an incredible sum that will probably blow the minds of everyone on the planet. It is believed that this is the largest single payment that Google makes to anyone in the world. Google alone would be responsible for 15 to 20% of Apple's annual profits, depending on the bill and year. Nevertheless, the figures on Thursday were hugely disappointing.
Apple reported a profit of 73 cents per share for the fourth quarter of fiscal 2020, which exceeded consensus estimates by 5.8% but still fell by 3.9% year-on-year. Net sales increased by 1% year-on-year to USD 64.7 billion, with the most substantial growth in the service area at 16.3%, while product sales fell by 2.7%. Overall, non-telephone revenues grew by an outstanding 30% - thanks to Google. If you think Apple is still a phone manufacturer, you have not got the future in sight. The phone is only a means to an end, the perfect electronic companion for our entire daily routine. Apple is now USD 1,85 trillion and has already lost USD 450 billion from its peak. The share price seems to have cracked a little after a 20% drop from the top, but the long-term upward trend of the share is only in danger at prices below USD 90.00.
FACEBOOK - The data octopus advertises for a flu vaccination
Recently, Facebook has been making headlines with the removal of publicly unwanted expressions of opinion on various topics - some of them understandable and necessary, of course - but this also gives free rein to arbitrary censorship. According to CEO Mark Zuckerberg, these measures are necessary, but for free-thinking people, they are also proof that the world has changed forever. According to Facebook management, the use of asynchronous forms of communication, and thus of the Group's various platforms, has increased during the pandemic. For example, the number of monthly active users in the third quarter rose by 12% year-on-year to 2.74 billion, a new record.
Facebook has been supporting global efforts to increase vaccination coverage since Friday. The social network launched a flu vaccination campaign in Germany, Austria, Switzerland and 27 other countries. With notices in the news feed and the Covid-19 information centre, people are reminded of a vaccination. This is a precise positioning, even though there is no proven remedy for the coronavirus in particular.
In the most recent quarter, Facebook posted record sales of USD 21.5 billion, exceeding the result of the same quarter of the previous year by 22% and beating analysts' estimates. Net income also improved, leading to a price-to-earnings ratio of around 27 at USD 7.85 billion or USD 2.7 per share, which is still within reason, given the astonishing growth of 30%. Although the group's top management announced higher advertising revenues for the current 4th quarter, Facebook shares were not able to benefit from the news. The share price plunged 6.5% on Friday, hand in hand with a weak NASDAQ. Since the beginning of the year, however, the share price remains among tech favourites with an increase of around 21%.
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