2021.6-7、America's Biggest Companies-評価4.5¶
作成日：2022.2.8（火）、変更日：2022.2.8（火）
基本情報¶
以下の本（英語版）を読みました。
Fortune、June/July 2021、America's Biggest Companies, Reimagine and Rebuild, The Fortune 500
ポイント¶
- P2-3 Table of Contents
P48 Force of Nature, CEO Marc Benioff has driven Salesforce to dizzying growth. Will his latest acquisition slow him down? By Michal Lev-ram
P58 Inside the Ad world of youtube, Welcome to Alphabet's small-screen powerhouse, and the fourth-largest seller of digital ads worldwide. By Aaron Pressman
- P4-5 The drivers of success, by Clifton Leaf, Editor-in-Chief, Fortune
The first substantive feature on Amazon.com that Fortune published was in December 1996. The title of that piece - "The next big thing: a bookstore?" - seems almost quaint（趣のある、离奇有趣的） in retrospect（振り返って）.
Six year later, in 2002, Amazon made it onto the Fortuen 500, sneaking（こっそり入る） in at No. 492, with just $3 billion in revenue. Today, it is No. 2 on the Fortune 500 (behind only Walmart), with $386 billion in annual sales.
- P13 The battle for talent
8.1M: US job openings as of March 2021
P18 Vaccine Queen, Karen Lynch took the top job at CVS Health just as the company confronted its biggest and most critical challenge: vaccinating America. She sets a Fortune 500 record: at No.4, CVS Health is the highest-ranked company ever to be led by female CEO.
- P24 Your father's stock market is never coming back, younger generations are reshaping the rules and conventions of investing. By Joshua Brown
Market Cap of Walmart, as of 5/19/2021: $400 billion; Market cap of Bitcoin: $780 billion
Share of US stocks traded daily: 2019 - $7 billion; first three months of 2021: $15.2 billion
Increase in the price of Berkshire Hathaway: 2.4%; Increase in Tesla's share price over the same period: 743%
How and on what the young people invest: Brockage account in Robinhood; Invest on Bitcoin, Tesla, Gamestop, Ethereum, Polkadot, AMC, Riot Blockchain; Not buying any "Spider ETFs"; Buying NFTs, Crypto art, fractions of Ferraris, NBA video clips.
- P35 Fortune 500, 67th edition of the ranking of America's largest companies. Together, the 500 corporations on this year's list generated $13.8 trillion in revenue, or some two-thirds of the US economy.
- A massive crisis, a great reimagining. During the COVID-19 pandemic, new technologies broke through and achieved scale as never before - in a revolution that reverberated（反響する）through our signature ranking.
Tech-driving resilience（适应力，弹性）. Over the past decade, the market value of the tech sector as a percentage of the Fortune 500 overall has risen steeply. This year the 47 technology companies on the list had a combined market value of $9.6 trillion out of a total $32.7 trillion. The impact of the pandemic caused total profits to drop 29.8% to $859 billion.
A total of 108 companies on this year's 500 list lost a combined $224 billion - the biggest loss since the Great Recession in 2008. Energy, hotels, airlines, and restaurants were all hit hard.
But the strength of tech - sector revenue grew by $94 billion - served as a buoy（救生衣）.
Overall, the Fortune 500's sales fell by 3.1% to $13.8 trillion.
- P48 Force of Nature, CEO Marc Benioff has driven Salesforce to dizzying growth. Will his latest acquisition slow him down? By Michal Lev-ram
the $28 billion purchase of Slack
500 Rank: 137; Launched in 1999; Benioff worked for Oracle before founding Salesforce
Salesforce revenues: $21.3 billion; Profits: $4.1 billion; Employeees: 56,606; Total return to shareholders (2010-2020 annual rate): 21%;
Benioff was among the first to see the potential for selling subscription-based software on the web. Salesforce has been building its capabilities in the cloud with one acquisition after another. Revenue has rocketed upward, but some now want the profits to follow.
Growth in revenue 2010-2020: Salesforce - 1,182%; Adobe - about 210%; Microsoft - about 130%; SAP - about 110%; Oracle - about 60%.
- 2021 Salesforce cloud revenue breakdown:
Sales cloud $5.2 billion, Customer relationship management software
Service cloud $5.4 billion, Applications for customer service and support team
Platform cloud and other $6.3 billion, Software tools that allow other companies to build their own APPs using Salesforce APIs (AI, Data Analytics, etc.)
Marketing and Commerce cloud $3.1 billion, Software tools for retailers and other companies that enable digital advertising and e-commerce
Professional services $1.3 billion, Consulting and add-on people service
Salesforce's cumulative return since close of first trading day on June 23, 2004: 5.076%, earning an annualized return of 26.3%.
- Benioff's biggest bets. The Salesforce CEO has made 30-plus acquisitions in just five years. Here are his priciest purchases to date:
Slack, Price: $27.7 billion, December 2021. Benioff says Slack will become the "central hub" for all of salesforce's applications.
Tableau, Price: $15.7 billion, June 2019. Popular analytics platform. It's CEO, Adam Selipsky, is now heading back to his former employer, Amazon.
Mulesoft, Price: $6.5 billion, March 2018. Mulesoft helps customers integrate data from a variery of applications.
Demandware, Price: $2.8 billion, June 2016. Filled a gap in Salesforce's suite of products, jump-starting its "commerce cloud", which offers customers e-commerce tools.
- P58 Inside the Ad world of youtube, Welcome to Alphabet's small-screen powerhouse, and the fourth-largest seller of digital ads worldwide. By Aaron Pressman
Alphabet 500 Ranking: 9; Revenues: $182.5 billion; Profits: 40.3 billion; Employees: 135,301; Total return to shareholders (2010-2020 annual rate): 19.4%
Alphabet's online video service has grown from tween pastime（時間潰し）to one of the world's largest sellers of digital advertising. Now it's poised to take the TV ad market.
Youtube was bought for just $1.65 billion in 2005, reported by revenue of $20 billion last year.
Top 10 US advertisers: Disney, Apple, Hulu, P&G, Riot Games, Liberty Mutual, Amazon.com, Expedia, HBO, Verizon.
- P66 Fortune 500: The list of Largest US Corporation by revenue
Walmat, Revenue: $559,151 million, change from 2019: 6.7%
Amazon.com, Revenue: $386,064 million, change from 2019: 37.6%
Apple, Revenue: $274,515 million, change from 2019: 5.5%
CVS Health, Revenue: $268,706 million, change from 2019: 4.6%
Unitedhealth Group, Revenue: $257,141 million, change from 2019: 6.2%
Berkshire Hathaway, Revenue: $245,510 million, change from 2019: (3.6)%
Mckesson, Revenue: $231,051 million, change from 2019: 7.8%
Amerisourcebergen, Revenue: $ 189,893.9 million, change from 2019: 5.7%
Alphabet, Revenue: $182,527 million, change from 2019: 12.8%
Exxon Mobile, Revenue: $181,502 million, change from 2019: (31.5)%
Microsoft, Revenue: $ 143,015 million, change from 2019: 13.6%
Facebook, Revenue: $85,965 million, change from 2019: 21.6%
- P66 Fortune 500: Companies making money most, ranking by Profits
Apple
Microsoft
Berkshire Hathaway
Alphabet
Facebook
- P66 Fortune 500: columns / information
Revenues (rank, change from 2019)
Profits (rank, change from 2019)
Assets (rank)
Stockholders' equity (rank)
Market Value as of 3/31/2021 (rank)
Profits as % of (Revenue, Assets, Stockholders' equity with rank)
Earnings per share (2020, change from 2019, 2010-2020 annual growth rate with rank)
Total return to investors (2020, 2010-2020 annual rate with rank)