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Are the days of impressive earnings and soaring stock prices for tech giants coming to an end? Netflix and Alphabet have recently reported their latest earnings, and the results were underwhelming for many investors. But what's really going on behind the scenes?
Expectations have been building over the past six to 12 months, and companies that fail to meet or exceed these high benchmarks are feeling the pressure. Netflix and Alphabet, despite beating the quarter, failed to meet the sky-high expectations for their next quarter or fiscal year outlooks. This has left the investment community pondering what's next.
The anxiety around advertising is palpable. We haven't seen the growth in advertising that once drove the digital media industry. This is particularly evident in YouTube's numbers and Netflix's entry into the advertising space, which has been slower than anticipated. However, an interesting trend has emerged: consumers are not spending more time on digital media, but they are increasing the number of digital services they use. This shift suggests a more crowded and competitive landscape.
Companies are vying for those precious minutes of screen time to support their ad revenue. The digital space is becoming increasingly competitive, and the implications are significant. As we look to the future, the focus will be on how companies like Meta and Apple navigate this new terrain.
Despite the recent disappointments, there's a glimmer of hope for Meta and Apple. Apple's upcoming earnings report will be particularly interesting, especially with the potential impact of Apple intelligence on the refresh cycle of their iPhone units. The market is cautiously optimistic that Apple intelligence could drive broad adoption of artificial intelligence, something we've yet to see in a significant way.
Microsoft, another tech giant, has also faced challenges. While they had a decent quarter, they missed critical data points, leading to some softness in their stock. The Azure business, for example, was expected to grow by 31% but delivered only 29%, a significant disappointment.
The digital landscape is evolving, and tech giants must adapt to stay ahead. The AI race is heating up, and companies that can successfully integrate and leverage artificial intelligence may find themselves at the forefront of a new era. Will Apple's Apple intelligence be the catalyst for broad AI adoption, or will another player take the lead? Stay tuned.
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