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The year for the shares of large technology companies can be divided into a capital gain until mid-September and a decline from October. This decision has led companies such as Facebook to record a 25% loss in 2018 – the first decline since the IPO in 2012.
Despite the US Treasury's retreat from fines and Congressional testimony , 2018 has been a year of revenue recordings for members of Faang, acronym for Facebook, Amazon, Apple, Netflix and Google (controlled by Alphabet), or Famg (which excludes Netflix and includes Microsoft).
Highlights Apple and Amazon have achieved an unprecedented mark. They pioneered the market value of $ 1 trillion in August and September, respectively.
The company co-founded by Steve Jobs took advantage of the leadership of expensive smartphones to ride the optimism of the US market.
Amazon gives signs, year after year, of an irrevocable revolution in retail trade and its expansion.
For Eduardo Glitz, a StartSe partner, the Apple brand was more a consequence of the US stock market than of innovation, unlike Amazon.
"Apple has not released any product that has changed the history of the company. It has repositioned the price of the iPhone, but has not entered a market completely. new in which he became relevant.Amazon was also positively impacted by the stock market, but still has the figure of Jeff Bezos, the richest man in the world, wants to innovate and can take several markets that he has not yet taken. "
Among its annual news, Apple launches an Apple Watch with electrocardiogram, which measures the heart rate of users.
However, there were a few issues that worried investors during the last quarter.
The forecast of a maximum growth of 5% of the annual turnover the holiday season, the announcement of discounts from iPhone publishers, the decision not to publish the figures related to the sale of handsets (such as smartphones and iPads) and the consequences of the US-China trade war are among the fears that will remain in 2019.
"Trade tensions in the technology sector are very cautious , even because many Apple consumers are in China.If there are more obstacles to reach the Asian country, the prospects of companies dependent on these consumers will also be affected, "says Arthur Siqueira , partner of GEO Capital.
In addition, the company has reached a stage of maturity where the prospect
Analysts say that, to continue to grow, the Californian society must create a layer of services and get people to migrate from different products on the same platform, spending resources on Apple Pay and Apple Music. and App Store.
"Although the iOS system has a lower market front than Android, its value is much higher than that of Android users.The company had about $ 200 billion [R$ 774 bilhões] in cash earlier this year. year, enough to buy Disney.For investors, what Apple will do with money is a question that remains unanswered, "says Maximiliano Carlomagno, founder of Innosciense, a management consulting firm of the company. innovation.
Amazon for its part transcended the concept of commerce. He purchased the Whole Foods Market supermarket chain with 470 stores to reduce food delivery logistics and opened Amazon Go stores where the process is automated and dispensed.
Amazon Web Services still represents its largest wealth in the cloud, which represents 2.1 billion USD of 3.7 billion USD (14.3 billion USD). (19659006) According to experts, even with acquisitions and strong deals, the shares of both brands tend to suffer more because of the strong optimism that drives them. A good thing is that Microsoft (which has reached the and Apple), and Netflix, have moved away from the notorious controversy that has brought Facebook and Google to Congress.
Mark Zuckerberg's company, while maintaining a satisfactory commercial trajectory, was marked by scandals of use.
Let's start with the case of policy consultancy firm Cambridge Analytica and conclude with US newspaper surveys that show that this benefits other companies whose data does not have been approved by its users.
Google is targeted. fines from the European Union, in the order of 4 billion euros (19 billion euros), and unprotected personal data of 52 million people , its Google+ social network, which will be closed in April.
"Despite the scandals, Facebook in operational terms, its profit will be record and its growth rate, one of the highest in technology.Google will probably have a calm horizon, with the exception of new fines imposed in Europe, "said Tiago Reis, president of Suno Research.
Beyond the maintenance of regulatory pressure on US companies next year, the market is considering the opening of the market. capital brands such as Uber and Lyft and possibly Airbnb and Pinterest.
China will be another hot spot of technology in 2019 with the ascendancy of brands such as Tencent, ByteDance and Alibaba
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