tech psr

FB data by YCharts

GOOGL data by YCharts

BIDU data by YCharts

AMZN data by YCharts

AMZN data by YCharts

EBAY data by YCharts

AAPL data by YCharts

MSFT data by YCharts

PCLN data by YCharts

TSLA data by YCharts

DDD data by YCharts

SSYS data by YCharts

QCOM data by YCharts

SNDK data by YCharts

MU data by YCharts

mobile ads revenue: prediction vs reality

http://www.statista.com/chart/794/mobile-advertising-forecast/

2012년 12월의 전망

http://www.statista.com/chart/2048/mobile-ad-revenue-2014/

2014년 3월의 결과.

구글은 전망치의 2배.
페이스북은 전망치의 3-5배.
트위터는 전망치 수준.

현재의 시총과 2014년 모바일 광고 전망치는 근사적으로 비례.

	google	facebook	twitter
market cap (b$)	369.4	150.5	26.8
mobile ad rev (b$)	14.7	6.8	0.8
cap/rev (~psr)	25.1	22.1	33.5

internet market cap 20140324

FB Market Cap data by YCharts

FB Market Cap data by YCharts

FB PS Ratio (TTM) data by YCharts

FB PS Ratio (TTM) data by YCharts

FB Revenue (Quarterly YoY Growth) data by YCharts

FB 1 Year Total Returns data by YCharts

FB Revenue (Quarterly YoY Growth) data by YCharts

FB 1 Year Total Returns data by YCharts

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추가

http://www.bespokeinvest.com/thinkbig/2014/3/24/nasdaq-getting-nuked.html


http://www.bespokeinvest.com/thinkbig/2014/3/24/internet-bloodbath.html

tech revenue yoy

market cap = rev * psr
                   
psr ~ rev yoy

price yoy  ~ rev yoy * psr  = rev yoy * (rev yoy * k) = (rev yoy) ^ 2 * k


!!: emc, vmw, bidu
!: msft, open, tsm
? qcom
?? csco, orcl, sap, ibm, ge, vz, t, intc


ddd, ssys: rev tripled per 2 yr




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GOOG Revenue (Quarterly) data by YCharts

FB Revenue (Quarterly) data by YCharts

EBAY Revenue (Quarterly) data by YCharts

AMZN Revenue (Quarterly) data by YCharts

PCLN Revenue (Quarterly) data by YCharts

PCLN Revenue (Quarterly) data by YCharts

MSFT Revenue (Quarterly) data by YCharts

AAPL Revenue (Quarterly) data by YCharts

BIDU Revenue (Quarterly) data by YCharts

YNDX Revenue (Quarterly) data by YCharts

NFLX Revenue (Quarterly) data by YCharts

CRM Revenue (Quarterly) data by YCharts

OPEN Revenue (Quarterly) data by YCharts

EMC Revenue (Quarterly) data by YCharts

VMW Revenue (Quarterly) data by YCharts

QCOM Revenue (Quarterly) data by YCharts

TXN Revenue (Quarterly) data by YCharts

TSM Revenue (Quarterly) data by YCharts

ASML Revenue (Quarterly) data by YCharts

MU Revenue (Quarterly) data by YCharts

SNDK Revenue (Quarterly) data by YCharts

MRVL Revenue (Quarterly) data by YCharts

SSYS Revenue (Quarterly) data by YCharts

DDD Revenue (Quarterly) data by YCharts