The key lessons from Silicon Valley's tech companies

Lessons from Silicon Valley's tech companies

clock • 4 min read

Following a mixed earnings season for global technology companies, Walter Price, manager of the Allianz Technology trust, explores what investors should be focusing on in the sector in 2015.

The volatile earnings season this year polarised the good - which have done very well - and the bad, which are facing serious questions about their sustainability. The flag-bearer for the 'good' companies so far has been Apple, which had a blow-out quarter. It delivered vast earnings and generated tremendous cash. The management commentary also brought some positive surprises.  Our view had been the revenue strength was simply the existing users upgrading, but Apple explained new users had been just as important. If that is the case Apple has a lot further to run.  Amazon also had ...

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