Tech-Sektor Gewinnmitnahmen | SAP enttäuscht

Name: Tech-Sektor Gewinnmitnahmen | SAP enttäuscht
Uploaded: 2023-07-21 08:17:18
Description: The tech sector, including companies like SAP, Tesla, and Netflix, has been facing disappointing results and margin pressure, leading to stock declines, while other sectors like healthcare and telecommunications saw gains.

This article is a summary of a YouTube video "Gewinnmitnahmen im Tech-Sektor | Auch SAP enttäuscht." by Markus Koch Wall Street

TLDR The tech sector, including companies like SAP, Tesla, and Netflix, has been facing disappointing results and margin pressure, leading to stock declines, while other sectors like healthcare and telecommunications saw gains.

Key insights

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Despite profit-taking in the afternoon, the construction company's numbers were robust and positive, with shares up over 45% since the start of the year.
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SAP's disappointing financial performance, including higher credit provisions and incorrectly classified accounts, has led to a significant drop in their stock price.
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Despite disappointing revenue and average revenue per user, the underlying trend at Netflix is still positive, with impressive subscriber growth and higher-than-expected cash flow.
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SAP's downward revision of prospects for the cloud sector had a negative impact on other tech giants like Oracle, ServiceNow, Amazon, and Microsoft.
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Despite collapsed sales, some companies like Johnson & Johnson and Philip Morris still managed to perform well, highlighting the resilience of their core businesses.
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Despite the recent losses, it's important to remember the significant gains these tech stocks have experienced this year, with Tesla up over 130% and Netflix up over 60% since the beginning of the year.
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"Johnson & Johnson's core areas performed better than expected, signaling a positive trend in the healthcare sector."
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The revised outlook for SAP's cloud division has contributed to the overall decline in the market sentiment, affecting not only SAP but also other companies like Netflix and Tesla.

Timestamped Summary

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00:00
The market faced negative factors like disappointing quarterly figures and rising bond yields, indicating a possible interest rate hike, while the tech sector also saw disappointing results in margins and sales.
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01:03
Tesla, Netflix, and SAP stocks have declined due to disappointing results, concerns about margins and sales, and the exclusion of climate credits.
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02:21
The Dow Jones has had its longest winning streak since 2017, with healthcare outperforming expectations and mixed results in the financial sector.
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03:29
Financial markets down 16% due to weak performance and suspension of share buybacks, while disappointing results from tech companies like SAP, Netflix, and Tesla, and weak reports in the commodities area.
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05:13
Tech sector stocks, including SAP, are facing losses due to lower margins and revised prospects for the cloud sector, impacting various industries such as chip machine manufacturers and semiconductor values.
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07:03
Tech sector disappoints with underwhelming results, leading to profit-taking in stocks like SAP, Tesla, and Netflix, despite their strong performance this year, while other sectors like healthcare and telecommunications saw gains and the bond market did not respond positively to the likelihood of an interest rate hike.
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10:48
Netflix's financial numbers were positive overall, but disappointing revenue and average revenue per user; Tesla and Netflix were top losers in tech sector, while American Airlines and T-Mobile US were winners; Taiwan's comments affected chip machine manufacturers and semiconductor values; SAP's downward revision of cloud outlook negatively impacted tech sector stocks.
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12:50
Margin pressure is affecting the tech sector, with companies like Volvo, Ford, United Air, Tesla, and SAP experiencing price and potential margin pressure, while the banking sector is also facing challenges, resulting in mixed earnings performance.