Click here to view a
time series of model
consensus numbers.Analysts expected
cloud computing
to generate 9.34 billion
yuan ($1.31 billion) in
revenue for the
e-commerce company
in the second quarter
of fiscal 2020.Fig. 1 To see consensus numbers for Alibaba’s cloud computing revenue from analysts’ models,
go to {BABA US Equity MODL <GO>}.button in the red toolbar to download a spreadsheet version.
Next, run {V US Equity MODL SOURCE <GO>} to find a
similar series of numbers for Visa. You can use these numbers to
compare regional growth for the two companies.
When we plotted out the change in consensus total purchase
volume for the companies through the end of 2022, we found that
Mastercard was expected to grow faster in 8 of the next 10 quarters.
The regional growth numbers add some nuance: Analysts
expect growth in the U.S. to be substantially similar for both com-
panies. The difference is that they expect Mastercard to increase
purchase volume faster internationally. They expect Europe to be
its fastest-growing region.Tung is on the global data team at Bloomberg in Princeton, N.J.two e-commerce companies, it turns out, are leading the way among
the big tech companies that break out cloud computing revenue,
(which Google parent Alphabet Inc. doesn’t do). Alibaba is expected
to grow the fastest, followed by Amazon.
Geographic
MODL data can also help you compare geographic data. Let’s take
a look at the purchase volume of Mastercard Inc. and Visa Inc.,
two U.S.-based card companies with business all over the world.
Run {MA US Equity MODL
Click on the Source View tab again and scroll down to the Purchase
Volume section. Here you can find consensus expectations for
purchase volume in the U.S.; the Asia-Pacific, Middle East, and Africa
region; Canada; Europe; and Latin America (FIG. 2). Click the Export
Analysts expect
Europe to be
Mastercard’s
fastest-growing
region.Click here to download
data to Excel.Fig. 2 What regions will drive Mastercard’s growth? Run {MA US Equity MODL <GO>}
to dig into analysts’ projections.<GO> INSIDE THE TERMINAL 39