Overview:
Q2 2024 was marked by a sharp divergence in US equities, with the ‘Magnificent Seven’ group of stocks (NVIDIA, Microsoft, Apple, Amazon, Meta, Alphabet, and Tesla) gaining nearly 18% during the quarter, while the other 493 names in the benchmark S&P 500 Index were down a collective 1% on the quarter.
This report analyzes key tech companies’ quarterly financial reports, financial and operational performance benchmarks, and trends within various segments of Big Tech. Sectors covered include Handsets, Semiconductor Fabless, Supply Chain Diversified and Big Tech. Other key discussion points during the earnings season, such as AI, consumer and enterprise sentiment, the next-gen of smart devices, supply chain situation and component pricing are also discussed.
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Category
Industry
Macro & Geopolitics , Semiconductors
Report Type
Report
Time period
Quarterly
Contact us
Author
Yang Wang
Yang is a Senior Research Analyst at Counterpoint Research, based out of London. Yang has 10 years of work experience with particular interest in mobile devices, ecosystems, Emerging Markets, supply chain and macro topics that affect the global technology industry. As a tech analyst he has been quoted extensively by leading financial and media outlets. Yang started his career as a management trainee at Jardine Matheson, worked in business development at a SaaS startup, and most recently held marketing and research roles at KaiOS Technologies. Yang holds a Master of Science in Management from London Business School, and a Master of Science in Psychology from the University College of London.
