Data Visualizations

If we look at the financial reports of Rivian and Lucid on the first quarter of 2023, Lucid has a net loss of 780 millions. Rivian is even worse, encountering a net loss of 1.349 billions, while Tesla having a net income of 2.5 billions. Why are EV makers Rivian and Lucid still losing money? The major 6 reasons are High Initial Investment, Production and Scaling Challenges, Limited Market Penetration, Increasing Competition, Pricing and Cost Challenges, and Infrastructure Development.

The world is changing. Back in history we ride horses, and then we drive internal combustion engine vehicles, and now, we’re shifting to electric vehicles. In this video, we compare the net income of EV makers over time from the first quarter of 2009 to the first quarter of 2023. The numbers in the animation are all in millions USD. In the first quarter of 2023, EV makers with the highest to lowest net income are as follows: Volkswagen, Toyota, Tesla, General Motors, Ford Motor, Volvo, Honda, BYD, Fisker, Xpeng, Lucid, and Rivian. Notice that not all the EV makers are making money.

In this article, we compare the quarterly sales for the major players in the semiconductors industry. Those big companies, ordered from the largest quarterly sales in the fourth quarter of 2022 to the smallest, are Taiwan Semiconductor Manufacturing Company, Intel, Qualcomm, Broadcom, ASML, Texas Instrument, STMicroelectronics, Micron, and XNP Semiconductor. The key insight in this video is that since the second quarter of 2022, TSMC beats Intel in terms of quarterly sales. TSMC has the advantage of more advanced chip making technology and higher yield rates.

Interactive Brokers is a well-known online discount brokerage firm that offers a wide range of trading services for stocks, options, futures, forex, bonds, and more. The video shows the quarterly sales comparison for Interactive Brokers ad its brokerage peers, including Morgan Stanley, Fidelity, Charles Schwab, Robinhood, and AMTD IDEA Group. And we discuss Interactive Brokers’ operational overviews.

The animation shows the net income comparisons over time for Berkshire and its top 5 holdings of publicly traded companies in terms of market value, namely, Apple, Bank of America, Chevron, Coca Cola, and American Express. We can see that over time, Apple generates huge sums of profits for Berkshire. One thing to note is that the reason why Berkshire’s net income fluctuates so much is due to the nature of GAAP accounting principles to include short-term profits or loss of its marketable securities holdings.

In the animation, we can see the net income comparisons over time between Amazon, Alphabet, and Microsoft from 2000 Q1 to 2022 Q4. Microsoft turns out to have the highest net income of 16.4 billions on the fourth quarter of 2022. Interestingly, Microsoft also has the highest ROE of 9.2%, the highest gross margins of 66%, and the highest net margins of 31%.

In the animation, we can see the monthly revenue over time for major PCB companies in Taiwan, namely, Unimicron, Nanya, and Kinsus. The data is from August 2001 to January 2023. From the perspective of monthly revenue, Unimicron and Nanya competed for the first place in the process, but in the end, Unimicron surpassed Nanya to become the PCB company with the largest monthly revenue. Unimicron is also an important ABF supplier for Apple, and it also exclusively supplies Apples’ headset device.ce