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Strong ad sales, stable enterprise spending wind beneath Big Tech earnings

Economic Times

Economic Times · 1y ago

Strong ad sales, stable enterprise spending wind beneath Big Tech earnings

US technology giants like Microsoft, Alphabet, Facebook, and Amazon are expected to post strong quarterly revenue growth driven by recovery in their enterprise software and digital ads businesses. However, the boost from artificial intelligence (AI) investments may not be significant in the short term. Microsoft is likely to report a rise in revenue from its investment in OpenAI, while other companies may face short-term bottom line impacts from AI investments. Cloud computing growth is expected to show little improvement as clients seek to optimize infrastructure costs.

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All eyes on AI to drive Big Tech earnings

Economic Times

Economic Times · 1y ago

All eyes on AI to drive Big Tech earnings

The upcoming quarterly results of Big Tech giants will shed light on the impact and sustainability of artificial intelligence (AI) investments. Analysts predict strong growth and earnings for Microsoft and Google, driven by their AI initiatives. Apple, although a late entrant in the AI space, is expected to show improvement in China sales. However, analysts have concerns about Meta's growth due to increased spending on AI infrastructure. Microsoft is well-positioned to capitalize on generative AI and its cloud business, while Amazon's AWS is poised to capture AI-driven demand. Google's AI Overviews feature has faced skepticism and concerns about its impact on advertising revenue. Nevertheless, Google remains the top destination for search and search ad spending.

Digital ad sellers jump as Google, Reddit and Snap earnings indicate sturdy demand

Economic Times

Economic Times · 9m ago

Digital ad sellers jump as Google, Reddit and Snap earnings indicate sturdy demand

Shares of online ad sellers, including Google-parent Alphabet, Reddit, and Snap, saw a significant boost as their strong earnings indicated robust spending from brands in preparation for the upcoming holiday season. The three companies collectively added over $70 billion to their market capitalizations. This positive performance bodes well for other ad-dependent firms like Meta Platforms (parent company of Facebook), Amazon, and Pinterest. The digital ad market is expected to remain strong into the fourth quarter, with anticipated increases in political advertising spend and the utilization of AI-driven ad features.

FMCG ad dollars seen rising in Q4

Livemint

Livemint · 1y ago

FMCG ad dollars seen rising in Q4

Large packaged goods companies in India are increasing their advertising and promotion (A&P) spending in response to cooling raw material prices and competition from local players. With the moderation in input costs, companies are experiencing expanded gross margins and reinvesting a significant portion in ad spends to revive volumes. FMCG companies are expected to increase their ad spends-to-sales ratio in FY25, especially with stable raw material prices and recovering rural demand. This trend is seen across companies like Hindustan Unilever, Dabur India, and Colgate-Palmolive.

US stock futures hit record peaks as Meta, Microsoft results get AI boost - The Economic Times

Economic Times

Economic Times · 26d ago

US stock futures hit record peaks as Meta, Microsoft results get AI boost - The Economic Times

U.S. stock futures surged after strong earnings from Meta and Microsoft highlighted the positive impact of AI investments. Meta's forecasted revenue saw significant gains due to AI-enhanced advertising, while Microsoft reported impressive cloud computing sales and set a $30 billion capital spending outlook. Alongside, other tech giants like Amazon and Nvidia experienced stock increases. These results boosted investor confidence, despite ongoing trade tensions and Federal Reserve policy announcements influencing market dynamics.

Donald Trump's Tariff on cheap Chinese imports will cost Big Tech billions

Economic Times

Economic Times · 3m ago

Donald Trump's Tariff on cheap Chinese imports will cost Big Tech billions

President Trump's elimination of the tariff exemption for low-value Chinese imports impacts big tech and e-commerce companies like Temu and Shein, which relied heavily on digital advertising. The new tariffs make goods significantly more expensive, prompting these companies to scale back their aggressive advertising on platforms like Meta and Google. This shift has led to decreased ad spending and affected their app download rankings, impacting revenue for tech giants that previously benefitted from these advertising practices.

Salesforce lifts annual revenue, operating margin forecast amid strong demand

Economic Times

Economic Times · 1y ago

Salesforce lifts annual revenue, operating margin forecast amid strong demand

Earnings of major cloud players Amazon.com and Google hint at the tech spending slowdown nearing its end, boosting optimism for a second-half 2023 recovery in technology spending.

Buoyed by iPhone wins, Apple set for big India PC market play

Economic Times

Economic Times · 1y ago

Buoyed by iPhone wins, Apple set for big India PC market play

Apple is expected to see a surge in revenue from its Mac PCs in India this year, with sales projected to grow over 14% in 2024. Despite the high price point, Mac PCs are gaining acceptance in enterprise and education sectors. Analysts predict that this increase in sales could result in revenue of $1.1-1.2 billion from Mac PCs in India, up from $600-700 million last year. The recent glitches with Windows-powered computers may also prompt more businesses to consider Apple PCs for IT diversification. Apple is targeting big enterprises and aims to become a strong player in the enterprise segment.

Small sellers to up e-commerce ad spend by 75% to cash in on festival season

Money Control

Money Control · 1y ago

Small sellers to up e-commerce ad spend by 75% to cash in on festival season

According to a report by consulting firm Redseer, small sellers on e-commerce platforms in India, such as Flipkart and Amazon, are expected to increase their online advertising spending by 75% during the upcoming festival season. The report anticipates a 15% increase in overall ad spending compared to last year's festival season. This increase in spending reflects the optimism of sellers, especially smaller ones, in driving sales and capitalizing on the festive period when consumer spending is high.

Daily Voice: India’s bull run intact, driven by structural growth; FII ownership at decade lows: Anil Rego

Money Control

Money Control · 10m ago

Daily Voice: India’s bull run intact, driven by structural growth; FII ownership at decade lows: Anil Rego

- Anil Rego is the founder and fund manager at Right Horizons. - Rego remains confident in India's ongoing bull rally, attributing it to strong structural growth drivers. - He holds a neutral stance on the auto sector due to sluggish sales and weak market sentiment. - Right Horizons capitalizes on market corrections by investing further in high-quality names in their portfolio. - India's economic landscape remains stable, despite the volatile global environment. - A repo rate cut in India is possible in the near future, depending on inflation levels and food prices. - The risk-reward balance in the IT sector could become favorable, but only once client spending behavior and budgets for CY25 are finalized. - Earnings growth in the September quarter is likely to be driven by sectors such as IT, chemicals, and banking. - The auto and auto ancillary sector may appear overvalued due to recent difficulties and weak market sentiment.

Startup news and updates: Daily roundup (May 2, 2025)

YourStory

YourStory · 3m ago

Startup news and updates: Daily roundup (May 2, 2025)

YourStory's May 2, 2025, roundup highlights key industry news: TVS tops April electric two-wheeler sales; Google launches an AI Mode in Search; Apple reports strong Q2 earnings with iPhone sales; Entvin AI and Kaleidofin secure funding; and Thyrocare opens a new lab in Bhagalpur. Collaborative projects include a Transmedia Entertainment City in Andhra Pradesh and Sojitz's biomethane initiative in India. Additionally, strategic appointments and partnerships are announced in the tech and renewable energy sectors.

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