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Big Tech: Fabernovel analyses fourth-quarter results

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Fabernovel publishes its new report, “GAFAnomics - Quarterly” which provides an overall analysis of the results of the disruptive Tech Giants* for the fourth quarter of 2020 (from November 5th, 2020 to February 5th, 2021).

At a time when the new economy has paved the way for new rules for value creation, this Fabernovel report - which combines the financial, strategic, and technological vision of its experts - analyses the drivers of major technology companies and their development strategies. 

Study plan

  1. The last 3 months through Fabernovel glasses
  2. The Tech Giants’ 2020 tsunami
  3. Rebalancing Big Tech models

Study excerpt

“Some trends that we have already addressed in our previous editions of GAFAnomics Quarterly have accelerated this quarter: Software and ESG are eating the world. In 2020, the tech models yet again passed a milestone in terms of both absolute and relative valuation. The CSR stakes have also been a significant performance factor: such as Tesla’s strong performance in the electric vehicle sector with their announced investments of Baidu and Tencent, but also the Facebook discount which is beginning to crystallize the fact that ethics is becoming a differentiating element. We have arrived at a pivotal moment for these tech models, as they continue to grow their positions almost exponentially by relying on considerable financial leeway and the key assets of their models, breaking the conditions for healthy competition. This reinforces the need to recreate a playground for new models.”

Axelle Ricour-Dumas

Directrice Corporate Strategy, Fabernovel

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