Reports from Apple, Tesla, Microsoft and IBM - what this week is remembered for (01.24–01.28)




 This week, quarterly reports were published by companies such as Apple, Tesla, Microsoft and IBM. What heights the corporations reached in the last quarter of the last calendar year and how the shares reacted to the release of financial statistics - we share with you the most interesting.


IBM Report: Quarterly Profit Up 72%

IBM

International Business Machine Corporation

137.02

USD

1.00

0.74

1D

1M

3M

1Y

IBM shares reacted with growth to the release of quarterly and annual reports

On Monday, January 24, the IBM report for the fourth quarter and all of 2021 was released. October-December results exceeded analysts' expectations. The cloud computing business posted the largest revenue growth in 10 years.


Software division revenue increased 8.2% to $7.27 billion compared to the same period in 2020. And the revenue of the consulting department grew by 13.1%, to $4.75 billion.


Important data from the IBM report

Quarter Year

Revenue $16.7 billion (+6.5%) $57.35 billion (+3.9%)

Earnings per share $2.57 (+70.2%) $6.35 (+1.9%)

Net profit $2.3 billion (+72%) $5.74 billion (+2.7%)

IBM stock reaction

January 25, the day after the publication of quarterly reports, the value of securities of International Business Machines Corporation (NYSE:IBM) against the backdrop of strong statistics increased by 5.65% to $136.1 per share. For 2021, quotes added 6.7%, and for this month - only 0.5%.


Microsoft report: Azure revenue grew by 46%

MSFT

Microsoft Corporation

304.86

USD

3.14

1.04

1D

1M

3M

1Y

Shares of Microsoft added in price against the backdrop of a quarterly report

On Tuesday, January 25, Microsoft shared the results of the second quarter of fiscal year 2022. The attention of analysts and investors to a greater extent was drawn to the revenue of the cloud division of the IT giant.


In October-December, the income of this structure increased by 25.5%, to $18.33 billion, compared with the statistics for the same months of 2020. The size of revenue of a cloud service of Azure which is included into this division increased by 46%.


The Productivity and Business Processes division brought in $15.9 billion to the company, which is 19% more than the result of the same period last fiscal year. Such growth was provided by income from commercial products of Office, LinkedIn and Dynamics.


Important data from the Microsoft report

Revenue — $51.7 billion, +20%, forecast — $50.88 billion.

Earnings per share - $ 2.48, + 22%, forecast - $ 2.31.

Net profit — $18.8 billion, +21%.

Microsoft stock reaction

The financial statistics of the technology corporation did not cause a strong reaction from investors. Shares of Microsoft Corporation (NASDAQ:MSFT) rose 2.85% on January 26 to $296.71. Positive dynamics continued on the next trading day. For the 2021 calendar year, quotes added 51.2%, but lost 9.3% in January.


Tesla Report: There's Good and Bad News

TSLA

Tesla Inc.

921.99

USD

10.47

1.15

1D

1M

3M

1Y

Tesla shares have shown a strong fall

On Wednesday, January 26, at the end of the trading session, Tesla published a report for the fourth quarter and all of 2021. One of the positive news: the company reached a record sales volume of 936,222 vehicles for the year. In comparison with the statistics of 2020, there is an increase of 87%.


The indicator for October-December is 308,650 vehicles, which is 71% higher than last year's data. During this trimester, 305,840 electric cars were produced (+70%), and for the year - 930,422 electric cars (+83%).


In bad news, Elon Musk has announced that there will be no new models this year. The launch of the Cybertruck electric pickup, Roadster supercar and Semi truck is delayed due to problems with the supply of chips and components.


Important data from the Tesla report

Quarter Year

Revenue $17.72 billion (+65%) $53.82 billion (+71%)

Earnings per share $2.05 (+754%) $4.9 (+666%)

Net profit $2.32 billion (+760%) $5.52 billion (+665%)

Tesla stock reaction

Positive emotions from the growth of production volumes, sales, revenues and profits of the corporation could not compensate for the dissatisfaction of investors caused by the postponement of the release of new models. On January 27, the value of Tesla Inc. (NASDAQ:TSLA) fell 11.55% to $829.1 per share.


For this month, the quotes of the automaker lost 21.6%. As for the results of 2021, the securities have risen in price by 49.8%.


Apple Report: Record Quarterly Revenue

AAPL

Apple Inc.

174.78

USD

2.95

1.72

1D

1M

3M

1Y

Apple shares fall eight sessions in a row

On Thursday, January 27, Apple's report for the first quarter of fiscal 2022 was released. The results of the corporation for October-December exceeded the expectations of experts, and the proceeds generally set a record.


iPhone sales were $71.63 billion, up 9.2% from the same period in fiscal 2021. Mac sales brought the company $10.85 billion (+25.1%), sales of wearable and home electronics, as well as accessories - $14.7 billion (+13.3%), services - $19.5 billion (+23.8%). %).


The decrease in sales occurred only in such a category of goods as the iPad. For the quarter, revenue amounted to $7.25 billion,

which is 14.1% less than the results of the first trimester of the last fiscal year.


Important data from the Apple report

Revenue — $123.9 billion, +11%, forecast — $118.49 billion.

Earnings per share - $ 2.1, + 25%, forecast - $ 1.89.

Net profit — $34.6 billion, +20%.

Apple stock reaction

On January 27, Apple Inc. shares. (NASDAQ:AAPL) ended trading down 0.29% to $159.22 per unit. This is the eighth trading session during which quotes are steadily moving down. During this period, the paper fell by 8%.


During January, the shares of the technology giant lost 10.3% in price, but according to the results of the last calendar year, they added 33.8%.


Summing up

IBM reported a 72% quarterly profit growth and the largest revenue in the past 10 years for the cloud computing division. Shares reacted up nearly 6%.


Microsoft also shared strong financial quarterly statistics, but this did not cause a rapid rise in the price of its shares - the paper added less than 3%.


Tesla's triple-digit net profit growth for the quarter and all of last year did not inspire the market. The news about the postponement of the release of new models brought down the shares of the automaker by more than 11%.


Apple reported record quarterly revenue and growth in all key financial indicators, but the company's quotes continued their eight-day decline.