The major technological companies continue to lead the economic and commercial transformations worldwide, from Apple that dominate the smart phone market to NVIDIA, which is one of the most prominent companies in the field of artificial intelligence, as these companies provide a performance that vary between the fixed growth and challenges imposed by changes in global markets, and with the move towards the digital future, these companies have become the focus of investor and analysts alike.
In this report, we will show a detailed analysis of the performance of five prominent technological companies that include Apple, NVIDIA, Amazon, Microsoft, and Talla, with a focus on the results of the second quarter of the fiscal year 2025 and future market expectations.
Analysis of the performance of the shares of major technology companies
Apple
It witnessed a good performance in the second quarter of the fiscal year 2025, as it achieved revenues of 95.4 billion dollars, an increase of 5.1% on an annual basis, and iPhone sales increased by 2%, which exceeded the expectations of about 200 basis points, but despite these good results, Apple did not achieve the big jump in which investors hoped for iPhone sales driven by artificial intelligence.
Apple is seeking to reduce its dependence on China in its supply chain, where the iPhone collection has been transferred to India, while most of the manufacture of iPad, Mac, Catch and Airbods were transferred to Vietnam.
Analysts expect Apple to achieve a limited to moderate to moderate revenue growth in the third quarter of the fiscal year.
Nvidia
It also faces challenges due to its high assessments, and despite the great demand for its Blackwail chips, which has run out for this year, Sibport Research has reduced the stock classification to “selling”, noting that the current evaluation is exaggerated.
One of the biggest challenges facing NVIDIA is internal competition, as many major companies that depend on NVIDIA chips began to design their own chips, and the risk of decline is increasing with the complexity of the deployment of NVIDIA systems, which require significant investments in cooling and regulation.
Amazon
Amazon continues to enhance its leading position in e -commerce and cloud computing, and in the last quarter, Amazon recorded revenues of $ 127 billion, an increase of 9% compared to the same period last year, and the services of Amazon Web Services (AWS) continued its strong performance, which helped to enhance the company’s total growth.
As for the next quarter, Amazon expects stability in the growth of revenues in the range of 8%, with a great focus on improving the capabilities of artificial intelligence in its cloud services, and the company is also on its way to expand its scope in new markets, especially in East Asian markets.
Microsoft
Microsoft continues to expand in the field of artificial intelligence, especially after its great investment in Openai, and in the last quarter, Microsoft achieved revenues of $ 56 billion, an increase of 12% on an annual basis.
AZURE’s cloud services constituted the largest part of these revenues, as they recorded a remarkable growth of 20%, and for the next quarter, Microsoft continues its plans to focus on integrating artificial intelligence into its products, including the Office package and Azure services, and with the increasing demand for artificial intelligence technologies, analysts expect that Microsoft will continue to perform strong in the range Mediterranean.
Tesla
Tesla continues to pay the innovation wheel in the electric car industry, as it achieved revenues of $ 23 billion in the last quarter, an increase of 18% on an annual basis.
Despite the challenges related to the fluctuations in the prices of raw materials, Tesla continued to provide good results, while increasing the production of electric cars and opening new markets in Asia and Europe, and despite the increasing competition in the electric car market, analysts expect Tesla to continue to achieve strong sales growth thanks to its innovations in technology and self -driving technologies, and that expansion in global markets will have a positive impact on public performance.
