Champions of quarantine. Like Zoom, Netflix and Amazon grew during the pandemic

The World Lokdown is nearing completion. You can already summarize its results for the main beneficiaries of the self-isolation regime: the most sought-after video conferences service, online cinema with the largest audience and the largest online retailer.

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Zoom

During the Locksuan, the American service of Zoom has become one of the most popular working tools. In December 2019, he talked about 10 million video conferences per day, in April 2020-about 300 million. It is clear that the same people can participate in several conferences during the day. The service does not call the number of unique users. But growth is still impressive.The Google Meet (old name is Hangouts) started from the same 10 million, but only to 100 million Microsoft Teams reached May 75 million active users per day. There were about 30 million to Lokdown.

The popularity of Zoom is explained by ease of use (even registration is not required to connect to the conference) and affordable tariffs. At first, Zoom had no direct analogues. The Internet giants realized late. The Meet service until the end of April was available only to corporate users. Then Facebook launched the Messenger Rooms service. Then Telegram presented his version of Video Chat.

The audience was not frightened by the absence of through encryption , nor vulnerability , nor transfer of Facebook data .

As a result, Zoom Video shares, compared with January 2020, had already risen in price by 163%, and the capitalization of the startup by the end of May exceeded $ 50 billion. At the beginning of 2020, the Zoom developer cost $ 20 billion. According to the financial statements of Zoom Video, published on June 2, the revenue of the company in the first quarter of 2020 grew by 169% compared with Similar period of 2019. For a whole year, Zoom Video is going to help out $ 1.8 billion - twice as much as he planned initially.

Netflix

In the first quarter of 2020, Netflix increased the number of paying users in the world by 8.7%, the increase amounted to a record 15.77 million subscriptions. The audience of the largest online cinema reached 183 million people, with the closest competitor, Amazon Prime Video, 150 million subscribers. Prior to the start of Lockdown, Netflix hoped to attract only 7 million new users per quarter.

According to Nielsen, in mid-March, the share of Netflix in online viewing in the United States was 29%. In second place YouTube (20%), behind it - Hulu (10%) and Prime Video (9%). Netflix during quarantine showed several high -profile premieres: “King of the Tigers”, “Ozark”, “Last Dance”. The documentary series "King of the Tigers" was the most successful

Since the beginning of the Lockdown in the United States, Netflix shares have grown. At the peak, from mid -April to mid -May, they valued more than a third to the level of the beginning of the year. The company's capitalization reached $ 92 billion (at the beginning of the year Netflix cost $ 66.4 billion). After weakening the restrictions, the promotions began to become cheaper, but the service did not lose all growth. Now Netflix is ​​estimated at about $ 85 billion.

Netflix leads further prospects soberly. In the second quarter, the service wants to attract 7.5 million paying subscribers - two times less than in the first.

Amazon

At the end of March, Amazon announced the hiring of 100 thousand couriers and warehouse workers. At the peak, when the self -calling Americans were purchased by first -necessity goods, its turnover reached $ 11 thousand per second.

In the first quarter of 2020, Amazon revenue amounted to a record for the company $ 75.4 billion. Sales in North America were added to 29%. To cope with increased turnover, Amazon even had to start showing users less recommendations. Promotions, coupons and promotional codes were temporarily canceled.

Another Amazon business - AWS cloud products - also grew: by 33%. But the costs also increased by 34%. A significant expansion of the state affected. As a result, the quarterly operating profit year decreased by 10% by a year - to $ 3.9 billion.

In addition, growth was accompanied by scandals. Employees massively refused to go to work due to the risk of infection with a coronaviral infection, complained that in the warehouses they had to work too close to each other.

But the price of shares neither a decrease in profit or scandals affected. Record sales led to an increase in capitalization by almost a quarter. At the beginning of the year, Amazon was estimated at about $ 1 trillion, now - $ 1.24 trillion. The largest online retailer claims to the title of one of the main beneficiaries of the Pandemia.