Where apple and amazon start to feel a pinch

A fairy tale about two different technology companies is playing this season of profit as president Donald TrumpWorld Gandal shock makes planning almost impossible.

It seems that the businesses that depend on the advertising are held in the near future, as those who depend on consumer expenses have begun to crack the muddy macro, which is constantly changing the tariff policy.

Block Suggested the unsuccessful second quarter Profit from profit In its release on Thursday, it stated that at the end of the year it took into account “a more careful position”. Airbnb issued disappointing recommendations and stated that his business was experiencing “softness” in Travel from Canada to the US by the end of a quarter.

“In the US we have seen relatively soft results, which, in our opinion Letter to shareholders.

Giants on the technology of the fortress also prove the receptive to the Trump whims.

Apple CEO Tim Cook said on Thursday That the company believes that in this quarter it is $ 900 million, but stated that it is “very difficult” to predict for this period of uncertainty.

He also said Apple is looking for products sent to the US from India and Vietnam – where the tariffs are below.

“We expect that most iPhones sold in the US will have India as their country of origin,” he said. “Vietnam will become a country of origin for virtually all iPad products, Mac, Apple Watch and AirPods sold in the US”

AmazonThe e -commerce case, which rests on many sellers sent from China, also begins to feel pressure. The company is issued Easy guide In the current quarter, they said that “tariffs and trade policy” and “recession fears” were factors in his worldview.

Recently, Trump went on a hike for imports from China up to 145%. Amazon is also fighting the end of the De minimis gap, which previously allowed to import under $ 800 to enter the US Service for free.

Finance Head Brian Alsowski said the company offered a wide range of management with -was tariff unpredictability.

But Amazon’s advertising business was Silver lining in the reportHe jumps 19% since last year. Other weight companies have also reported great results in this macroeconomic setting, but warned of possible tougher waters.

Alphabet It was reported a year exceeding the year but warned that the change of de minimis is “calling” a minor wind ‘for his advertising business This year, especially in Asia. MetaAccording to advertising income, the finance chief Susan Lee said that some retailers on e -commerce in Asia Air expenses on advertising. “

“Some of these costs were redirected to other markets, but the overall expenses for these advertisers below the level by April,” she said.

Worse consumer moods are not just a technological problem. Airlines, restaurants and consumer retailers also feel A pinch.

Delta Airlines Reduce your growth plans by 2025 and cut their recommendations in the first quarter on the weakening of the demand Mexican grill Chipotle He was accused of “slowing consumer spending” of reducing sales in one store.

US consumers They also look less optimistic about the economy. Last month the expectations index from the conference council Survey of consumers’ trust Since October 2011, he fell to the lowest level.

Representatives of the board stated that the reading corresponds to the recession.