기술회사들의 매출 구성
Big 5 - 애플, 아마존, 알파벳, 페이스북, 마이크로소프트
How The Big Five Tech Companies Make Their Money, Visualized
2019년 4월 1일자로 digg에 실린 글로 다섯 테크 회사의 매출 구성을 시각화해서 보여준다.
원문 링크 : http://digg.com/2019/tech-companies-main-revenue-stream-data-visualization
매출 구성과 함께 지역별 매출 비중도 보여주고 있어서, 다섯 테크 회사의 현황을 한 눈에 볼 수 있는 좋은 시각 자료다. 한마디로 하자면, 애플은 아이폰 제조사, 아마존은 온라인매장, 알파벳은 광고회사, 페이스북도 광고회사, 마이크로소프트는 오피스 서비스 회사이다.
애플: 매출 265.6B, 순익 59.5B (순이익율 22.4%)
iPhone 62.8% > Services 14.0% > Mac 9.6% > iPad 7.1% > Other Products 6.6%
Service는 애플케어, 애플페이, 애플뮤직, 애플티비 등
지역은 Americas 42% > Eurpoe 24% > China 20% > Japan 8% > Rest of Asia Pacific 7%
아마존 : 매출 232.9B, 순이익 10.1B (순이익율 4.3%)
Online Stores 52.8% > Third Party Seller Services 18.4% > AWS 11.0% > Physical Stores 7.4% > Amazon Prime 6.1% > Other 4.3%
Thrid Party Seller Service는 커미션, 배송비, 기타 서비스 비용, Other는 primarity 광고
지역은 US 69% > Germany 9% > Rest of the world 11% > U.K. 6% = Japan 6%
알파벳 : 매출 136.8B, 순이익 30.7B (순이익율 22.4%)
Advertising Google Properties 70.4% > Advertising Google Network Members 14.6% > Google Other 14.5% > Other Bets 0.4%
Google Properties는 유투브, 구글플레이, 지메일, 구글맵스
Google Network Members는 Google Ads
Google Other는 구글홈, 구글뮤직
Other Bets는 인터넷 벌룬(Loon), 자율주행차(Waymo), 스마트 홈 제품(Nest), 드론 배달((Wing) 등 투자한 회사들
지역은 US 46% > EMEA 33% > APAC 15% > Other Americas 6%
미국의 2/3가 유럽, 유럽의 절반이 아시아의 크기
페이스북 : 매출 55.8B, 순이익 22.1B (순이익율 39.6%)
Facebook Ads 98.5% > Payments and Other Fees 1.5%
지역은 US 43% > Eurpoe 24$ > Asia Pacific 21% > Rest of World 9% > Canada 3%
마이크로소프트 : 매출 110.4B, 순이익 16.6B (순이익율 15.0%)
Office 25.7% > Microsoft Azure 23.7% > Windows 17.7% > Gaming 9.4% > Search Ads 6.4% > Enterprise Services 5.3% > Linkedin 4.8% > Devices 4.7% > Other 2.5%
Gaming은 엑스박스, 검색광고는 Bing(이 아직 돈을 벌고 있다!!)
지역은 US 51% > Rest of the world 49% (아니.. 분류가 이건 아니지..)
추가적으로 digg의 기사는 2019년 3월 29일자 Visual Capitalist의 "How the Tech Giants Makes Their Billions"를 기사화 한 것이다.
링크 : https://www.visualcapitalist.com/how-tech-giants-make-billions/
이 링크에는 어떻게 돈을 버는지에 대한 코맨트가 좀 더 있는데 다음과 같다.
How Big Tech Makes Money
Let’s dig deeper, and see the differences in how these companies generate their revenue.
You are the Customer
In the broadest sense, three of the tech giants make money in the same way: you pay them money, and they give you a product or service.
Apple (Revenue in 2018: $265.6 billion)
Apple generates a staggering 62.8% of its revenue from the iPhone
The iPad and Mac are good for 7.1% and 9.6% of revenues, respectively
All other products and services – including Apple TV, Apple Watch, Beats products, Apple Pay, AppleCare, etc. – combine to just 20.6% of revenues
Amazon (Revenue in 2018: $232.9 billion)
Amazon gets the most from its online stores (52.8%) as well as third-party seller services (18.4%)
Amazon’s fastest-growing segment is offline sales in physical stores
Offline sales generate $17.2 billion in current revenue, growing 197% year-over-year
Amazon Web Services (AWS) is well-known for being Amazon’s most profitable segment, and it counts for 11.0% of revenue
Amazon’s “Other” segment is also rising fast – it mainly includes ad sales
Microsoft (Revenue in 2018: $110.4 billion)
Microsoft has the most diversified revenue of any of the tech giants
This is part of the reason it currently has the largest market capitalization ($901 billion) of the Big Five
Microsoft has eight different segments that generate ~5% or more of revenue
The biggest three are “Office products and cloud services” (25.7%), “Server products and cloud services” (23.7%), and Windows (17.7%)
The remaining tech giants charge you nothing as a consumer, so how are they worth so much?
You are the Product
Both Alphabet and Facebook also generate billions of dollars of revenue, but they make this money from advertising. Their platforms allow advertisers to target you at scale with incredible precision, which is why they dominate the online ad industry.
Here’s how their revenues break down:
Alphabet (Revenue in 2018: $136.8 billion)
Despite having a wider umbrella name, ad revenue (via Google, YouTube, Google Maps, Google Ads, etc.) still drives 85% of revenue for the company
Other Google products and services, like Google Play or the Google Pixel phone, help to generate 14.5% of total revenue
Other Bets count to 0.4% of revenue – these are Alphabet’s moonshot attempts to find the “next Google” for its shareholders
Facebook (Revenue in 2018: $55.8 billion)
Facebook generates almost all revenue (98.5%) from ads
Meanwhile, 1.5% comes from payments and other fees
Despite Facebook being a free service for users, the company generated more revenue per user than Netflix, which charges for its service
In 2018 Q4, for example, Facebook made $35 per user. Netflix made $30.
So while the tech giants may have many similarities, how they generate their billions can vary considerably.
Some are marketing products to you, while others are marketing you as the product.
