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And revenue! i.e. 2022: Apple: ~$395bn Microsoft: ~$200bn Amazon: ~$500bn Meta: $116bn
by daniel_iversen 3y ago
And revenue! i.e. 2022:
Apple: ~$395bn
Microsoft: ~$200bn
Amazon: ~$500bn
Meta: $116bn
- adventured 3y agoRevenue is a very poor reference for the context. Amazon extracts a poor margin out of their $514 billion in sales. Over the past four quarters their operating income margin is a pathetic ~2.4%. Apple's operating income margin is ~29.4% by comparison. They have a vastly superior business. Eventually Amazon investors will tire of the terrible stock market returns that present Amazon is generating and the garbage that is retail and they'll demand the company split itself up. That will involve spinning off AWS so investors can realize max value for that (before it's too late and growth slows to a crawl in that space).
- hammock 3y agoI look at FCF. Amazon -11B last year vs Apple +111B. Gives you an approximate run rate for their cash on hand