The results of large-scale technology stocks eagerly awaited by investors finally officially kicked off under the leadership of Netflix Inc. However, Netflix Inc's rollover came a little off guard, making Wall Street shout "silly".

Despite expectations of a slowdown in Netflix Inc's user growth, the company lost 200000 users in the first quarter, which caught investors by surprise.

Dragged down by the poor performance of Q1, Nai Frisbee plummeted more than 25%. Streaming stocks such as Roku, Spotify and Walt Disney Company also fell sharply after the session, while technology stocks such as Amazon.Com Inc, Microsoft Corp and Yuanyu Meta also fell.

Market participants pointed out that

Under the background of the poor performance of science and technology stocks in the first quarter, investors need more beautiful performance and guidance to strengthen their confidence in holding shares. Especially at a time when future growth and the path of interest rates are so uncertain, the daily work of investors will become more data-dependent than usual.

Netflix Inc is the first large-scale technology stock to announce financial results. Its earnings "avalanche" may prompt analysts to rethink their forecasts for the industry as a whole.

Technology stocks have a bad start to their earnings report.Which ones don't?Is the benefit factor "causing trouble"?

Some strategists say that given the many risks faced by companies,(cost pressure, consumer demand, Russia-Ukraine conflict, epidemic)The downward revision should be repeated in the current earnings season.

Affected by the above risksThe agency cut its first-quarter earnings forecast.Earnings of s & p 500 companies are expected to grow 4.7% year-on-year, the slowest increase since the fourth quarter of 2020, according to FactSet.

Goldman Sachs Group pointed out that weak profit growth will be mainly concentrated in industries such as non-essential consumer goods and essential consumer goods. Earnings expectations for both sectors fell in the first quarter of this year as inflation intensified.

In addition, due to the impact of the conflict between Russia and Ukraine, compared with companies mainly focused on sales in the United StatesCompanies with significant revenue exposure in Europe will be at risk this quarter.

According to the previously disclosed public statements and securities filing documentsWestern companies have accumulated tens of billions of dollars in losses in their Russian operations as they deal with asset sales, closures and sanctions.According to researchers at Yale University, more than 600 western companies have said they will withdraw or cut back on their operations in Russia.

As Netflix Inc revealed in the financial report, the company has "paid for" to withdraw from its Russian business. It has lost 700000 users as a result of its withdrawal from the Russian market, and the number of subscribers will grow by 500000 in the first quarter if the business continues in Russia.

And, almost certainly,Western companies' writedowns related to Russia will continue beyond this earnings season, and the extent of future losses will depend in part on whether the Russian economy can recover later this year.

Tesla, Inc. 's financial report is just around the corner. Can you hold on?

Tesla, Inc. will announce his Q1 earnings report for 2022 after US stock market trading on April 20, local time.

As the auto industry has previously released first-quarter delivery data, there will not be much doubt about the current performance. However, considering that Tesla, Inc. 's stock price itself contains the expectation of rapid growth, the market will pay close attention to whether it can continue to maintain high growth.

At present, analysts unanimously expect thatTesla, Inc. was able to achieve revenue of $17.8 billion (year-on-year + 71.2%) and profit of $2.27 (+ 144%) per share in the first quarter of this year.

In addition, in the context of global inflationTesla, Inc. 's operating profit marginWill receive extra attention from investors. With strong pricing power, the company was able to pass on supply chain costs to consumers. This is better than many carmakers, and their performance in the first quarter will also be watched.

Analysts point out that Tesla, Inc. 's average selling price has been rising over the past two quarters to offset rising costs and supply chain problems. No problems with Tesla, Inc. 's demand for electric cars are expected on Wednesday.

Tesla, Inc. has dealt with the chip shortage better than its competitors in recent years, and delivery vehicles are expected to increase by about 50 per cent a year, said Matt Weller, global research director at Jiasheng Group.

Recently, Tesla, Inc. 's share price shows signs of stabilizing around 1000 US dollars. If the first-quarter results are better than expected, the bulls may take advantage of the current support to rally to a high of $1100 in early April. And if the results are disappointing, the share price could break through the $900 first-line uptrack support, clearing the way to expand the downside.

Which companies are still available for financial reporting?

Generally speaking, profit growth is one of the most important factors driving up share prices.Therefore, in looking for opportunities in the earnings season, finding companies with higher-than-expected profits has become the starting point for the market to grasp the market.

On a sector-by-sector basis, analysts expect earnings in the energy sector to rise sharply in the first quarter from a year earlier due to higher oil prices, while profits in the raw materials industry are also expected to benefit from soaring prices.

Looking back on the first quarter, energy stocks were the big winners in the US stock market, benefiting from the dividend of rising global oil prices.Bank of America Corporation said that although energy has outperformed the market substantially this year, its valuation remains attractive against a backdrop of high inflation and rising cash yields.

At the same time, analysts expect that even if costs rise this yearThe profits of big American companies will continue to grow.At a time when investors are anxious about the Fed's plan to raise interest rates to fight inflation, companies have been showing that they can achieve earnings growth, supporting a bull market in the stock market.

Next week, other FAANMG members Apple Inc, Microsoft Corp, Meta, Alphabet Inc-CL C and Amazon.Com Inc will all disclose their achievements. As a reference, if investors can see them deliver good results, this will be a very positive driver for the stock market.