Technology Insights

Growth, Profitability and Revenue Across 60 Technology Companies

Growth and Profitability Matrix

X: revenue growth (YoY %) · Y: net profit margin (%) · Bubble size: annual revenue (not market value)

How to read this chart

• Each bubble is a company. The further right, the faster revenue grew compared with the previous year; the higher up, the higher the net profit margin (the net profit left from every $100 of sales). Bigger bubbles mean higher annual revenue; color shows the sector.

↖ Top left
Shrinking but profitable

↗ Top right
Growing and profitable

↙ Bottom left
Shrinking and loss-making

↘ Bottom right
Growing but not profitable (or barely)

• This is a snapshot of a single year. Change the fiscal year to see how companies move over time.
• A very high growth rate may come from a small base, so also look at the bubble size. Margins can be affected by one-off items.
• Hover over a bubble for details. Click a sector name in the chart legend to hide or show that sector. The “Hide extreme values” box temporarily removes companies far out at the edges that would squeeze the rest of the chart.

Data: SEC EDGAR XBRL. The fiscal year is each company’s own label (e.g. years ending in January carry that year’s label). Revenue is converted to USD at the Fed annual average exchange rate; growth and margin are calculated in local currency.

Sector Distribution and Revenue Size

Area = the company’s annual revenue (USD). This view shows revenue size; it is not market value or a full measure of company size.

How to read this chart

• Each large block is a sector; the smaller blocks inside it are the companies in that sector. The bigger the block, the higher its annual revenue. Colors match the first chart.
• A single giant block in a sector means its revenue depends largely on one company. If the blocks are close in size, the distribution is more balanced.
• Percentages are shares within the 60 companies on this page only, not the sector’s real market share. Revenue is also not the same as market value or overall company size.
• Change the fiscal year to see how the weight of sectors shifts. Hover over a block to see revenue and shares.

Market value data is not yet included in this dataset. Revenue is converted to USD at the Fed annual average exchange rate; the fiscal year is each company’s own label.

Historical Revenue Analysis

Select companies (up to 8) and compare the indexed or absolute view. Hover over the ticker at the end of a line, or its end point, to see the sector.

How to read this chart

• Use the Select companies button to tick up to 8 companies; you can type a company name, ticker or sector into the search box. The ticker at the end of each line shows which line belongs to which company; hover over it to see the sector.
• Indexed view: All companies start at 100 at the same starting point. The steeper a line, the faster the company has grown. This compares growth speed rather than company size (in each company’s own currency, with no exchange-rate effect).
• Absolute view: Actual revenue in US dollars. The vertical axis is logarithmic: each step on the axis means the same ratio, not the same amount (e.g. $10 million → $100 million → $1 billion). Parallel lines grow at a similar rate; the gap between lines tells you “how many times larger”, not “how many dollars more”.
• Table: Average annual growth over 5 and 10 years (CAGR). If the 5-year rate is higher than the 10-year rate, the company has sped up recently; if lower, it has slowed down. A “—” means there is not enough history. Past growth does not guarantee future results.

The indexed view and CAGR are calculated in local currency (no exchange-rate effect); the absolute view is in USD at the Fed annual average exchange rate. The fiscal year is each company’s own label. The label at the end of each line shows the company’s last data point in the selected range.

Methodology, Data Sources and Disclaimer