Research & Development World

  • R&D World Home
  • Topics
    • Aerospace
    • Automotive
    • Biotech
    • Careers
    • Chemistry
    • Environment
    • Energy
    • Life Science
    • Material Science
    • R&D Management
    • Physics
  • Technology
    • 3D Printing
    • A.I./Robotics
    • Software
    • Battery Technology
    • Controlled Environments
      • Cleanrooms
      • Graphene
      • Lasers
      • Regulations/Standards
      • Sensors
    • Imaging
    • Nanotechnology
    • Scientific Computing
      • Big Data
      • HPC/Supercomputing
      • Informatics
      • Security
    • Semiconductors
  • R&D Market Pulse
  • R&D 100
    • Call for Nominations: The 2025 R&D 100 Awards
    • R&D 100 Awards Event
    • R&D 100 Submissions
    • Winner Archive
    • Explore the 2024 R&D 100 award winners and finalists
  • Resources
    • Research Reports
    • Digital Issues
    • R&D Index
    • Subscribe
    • Video
    • Webinars
  • Global Funding Forecast
  • Top Labs
  • Advertise
  • SUBSCRIBE

R&D Market Pulse: Amazon Dominates Cloud Market, But Competition on the Horizon

By Tim Studt, Contributing Author | December 10, 2018

The R&D Index for the week ending December 7, 2018 closed at 4,191.80 for the 25 companies in the R&D Index. The Index was down -4.57% (or 200.60 basis points) from the week ending November 30, 2018. The stock of all 25 R&D Index members lost value from       -0.71% (Bristol-Myers Squibb) to -10.91% (GlaxoSmithKline).

R&D Index leader Amazon continues to dominate the European (and U.S.) cloud market with a global market share of 51.8% according to research firm Gartner. According to a study last week in the Wall Street Journal, Chinese firm Alibaba (with 4.6% global market share) is attempting to break into the European cloud market. Alibaba opened its second and third European cloud-computing centers, both in London, last month. Amazon opened a new data center in Italy last month and has stated it will add jobs at its UK division.

Investor concerns about the global economic outlook and the U.S.-China trade dispute were the primary factors behind last week’s stock selloff. A slightly weaker jobs report from the Dept. of Labor for November than in past months (155,000 new hires versus a three-month average of 170,000 and an expected rate of 198,000 for November by economists) also added to the stock selloff. While the jobs data was the weakest in a year, it still was the 98th consecutive month of job gains. The unemployment rate held at 3.7%. On Friday, the University of Michigan released its preliminary index of consumer sentiment as 97.5, higher than the expected 97.0. As long as job and income growth remain strong, consumers will ignore rising prices and interest rates, according to the UM report.

The reality of a global economic slowdown should not surprise anyone. Strong growth in 2018 and a slowdown in 2019 have been forecast for several years. Current economic forecasts actually predict the U.S. GDP to fall to 2.5% in 2019 (from 2.9% in 2018) and fall further to 2.0% in 2020. The average for all advanced economies is forecast by the IMF to drop to 2.1% in 2019.

An announcement by London-based financial analyst Dealogic last week revealed that more inbound mergers and acquisitions (M&A) were made in India in 2018 ($38 billion) than were made in China ($32 billion). This is the first time that India has beat out China in this area. India’s economic growth is expected to exceed 7% in the coming years, while China’s growth is slowing and expected to fall to 6.2% in 2019 from 6.6% in 2018. India’s growth is forecast by the IMF to grow by 7.4% in 2019 from 7.3% in 2018.

      R&D Index Week Ending December 7, 2018      
               
  Ticker Exchange 2018 R&D millions U.S. $ 11/30/18 12/07/18 12/7/18 to 11/30/18 12/7/18 to 12/29/17
Amazon AMZN NASDAQ 26,750 1,690.17 1,629.13 -3.61% 39.30%
Alphabet/Google GOOGL NASDAQ 18,796 1,109.65 1,036.58 -6.58% -1.60%
Apple AAPL NASDAQ 14,037 178.58 168.49 -5.65% -0.44%
Intel INTC NASDAQ 13,702 49.31 46.24 -6.23% 0.17%
Microsoft MSFT NASDAQ 13,558 110.89 104.82 -5.47% 22.54%
Roche Pharm RHHBY OTC 12,284 32.43 31.50 -2.87% -0.25%
Johnson & Johnson JNJ NYSE 11,493 146.90 145.43 -1.00% 4.09%
Merck & Co. MRK NYSE 11,323 79.34 76.72 -3.30% 36.34%
Volkswagen AG VWAGY OTC 10,915 16.58 15.85 -4.40% -60.81%
Toyota TM NYSE 10,848 121.48 119.97 -1.24% -5.66%
Novartis NVS NYSE 8,934 91.53 87.08 -4.86% 3.72%
Honda HMC NYSE 8,180 28.17 26.89 -4.54% -21.10%
Pfizer PFE NYSE 7,942 46.23 43.92 -5.00% 21.26%
Daimler DDAIY OTC 7,615 56.46 53.00 -6.13% -37.32%
General Motors GM NYSE 7,278 37.95 34.69 -8.59% -15.37%
Oracle ORCL NYSE 7,001 48.76 46.00 -5.66% -2.71%
Bristol-Myers Squibb BMY NYSE 6,981 53.46 53.08 -0.71% -13.38%
Eli Lilly Co LLY NYSE 6,769 118.64 113.58 -4.26% 34.48%
GlaxoSmithKline GSK NYSE 6,394 41.87 37.30 -10.91% 5.16%
Cisco CSCO NASDAQ 6,009 47.87 46.44 -2.99% 21.25%
IBM IBM NYSE 5,842 124.27 119.34 -3.97% -22.21%
Bayer AG BAYN OTC 5,743 18.43 18.10 -1.79% -41.78%
Astra Zeneca PLC AZN NYSE 5,483 39.82 38.18 -4.12% 10.03%
Qualcomm QCOM NASDAQ 5,183 58.26 55.99 -3.90% -12.54%
Sanofi SA SNY NYSE 4,694 45.35 43.48 -4.12% 1.12%
Total     243,754 4,392.40 4,191.80 -4.57% 10.55%
               
    Biopharmaceutical 714.00 688.37 -3.59% 7.94%
    Automotive 260.64 250.40 -3.93% -23.48%
    ICT   1,727.59 1,623.90 -6.00% -2.02%

About the R&D Index

R&D Magazine’s R&D Index is a weekly stock market summary of the top international companies involved in research and development. The top 25 industrial spenders of R&D in 2017 were selected based on the latest listings from Schonfeld & Associates’ June 2018 R&D Ratios & Budgets. These 25 companies include pharmaceutical (11 companies), automotive (5), ICT (8) and conglomerate (1) organizations who invested a cumulative total of more than $209 billion in R&D in 2017, or approximately 10% of all the R&D spent in the world by government, industries and academia combined, according to R&D Magazine’s 2018 Global R&D Funding Forecast. The stock prices used in the R&D Index are tabulated from NASDAQ, NYSE, XETRA and OTC common stock prices (in U.S. dollars) for the companies selected at the close of stock trading business on the Friday preceding the publication of the R&D Index in R&D Magazine’s R&D Daily eNewsletter.

The companies used in the R&D Index include Amazon, Alphabet/Google, Microsoft, Intel, Apple, Volkswagen AG, Roche Pharma, Toyota, Johnson & Johnson, Novartis, General Motors, Pfizer, Bristol-Myers Squibb, Cisco, Qualcomm, Oracle, Honda Motor Company, Astra Zeneca plc, Merck & Company, Daimler, Bayer AG, Sanofi SA, IBM, GlaxoSmithKline and Eli Lilly Co. Stock prices are based on those stocks traded on the U.S. exchanges. R&D Index trends (in the stock prices) are just one indicator of the amount of capital available to these high-technology companies to invest in R&D and should not be implied to indicate the absolute value of R&D investments made by these organizations. The companies chosen for the R&D Index have very large sophisticated internal and global R&D organizations with each company investing between $4.5 and $17 billion annually on their R&D efforts.

Related Articles Read More >

Eli Lilly facility
9 R&D developments this week: Lilly builds major R&D center, Stratolaunch tests hypersonic craft, IBM chief urges AI R&D funding
7 major R&D developments this week: Tariff uncertainty persists, Pfizer sells campus, Scania acquires Northvolt unit
economic crisis stock chart falling down business global money bankruptcy concept
7 major R&D developments this week: Tariffs roil markets, MIT wins $12B contract, Siemens plans $5B acquisition
EL SEGUNDO, CA/USA - OCTOBER 13, 2014: Boeing manufactuing facility. Boeing manufactures and sells aircraft, rotorcraft, rockets and satellites. It is the second-largest defense contractor in the world.
8 major R&D moves this week: HHS cuts 10,000 jobs while Anthropic & DataBricks form $100M pact
rd newsletter
EXPAND YOUR KNOWLEDGE AND STAY CONNECTED
Get the latest info on technologies, trends, and strategies in Research & Development.
RD 25 Power Index

R&D World Digital Issues

Fall 2024 issue

Browse the most current issue of R&D World and back issues in an easy to use high quality format. Clip, share and download with the leading R&D magazine today.

Research & Development World
  • Subscribe to R&D World Magazine
  • Enews Sign Up
  • Contact Us
  • About Us
  • Drug Discovery & Development
  • Pharmaceutical Processing
  • Global Funding Forecast

Copyright © 2025 WTWH Media LLC. All Rights Reserved. The material on this site may not be reproduced, distributed, transmitted, cached or otherwise used, except with the prior written permission of WTWH Media
Privacy Policy | Advertising | About Us

Search R&D World

  • R&D World Home
  • Topics
    • Aerospace
    • Automotive
    • Biotech
    • Careers
    • Chemistry
    • Environment
    • Energy
    • Life Science
    • Material Science
    • R&D Management
    • Physics
  • Technology
    • 3D Printing
    • A.I./Robotics
    • Software
    • Battery Technology
    • Controlled Environments
      • Cleanrooms
      • Graphene
      • Lasers
      • Regulations/Standards
      • Sensors
    • Imaging
    • Nanotechnology
    • Scientific Computing
      • Big Data
      • HPC/Supercomputing
      • Informatics
      • Security
    • Semiconductors
  • R&D Market Pulse
  • R&D 100
    • Call for Nominations: The 2025 R&D 100 Awards
    • R&D 100 Awards Event
    • R&D 100 Submissions
    • Winner Archive
    • Explore the 2024 R&D 100 award winners and finalists
  • Resources
    • Research Reports
    • Digital Issues
    • R&D Index
    • Subscribe
    • Video
    • Webinars
  • Global Funding Forecast
  • Top Labs
  • Advertise
  • SUBSCRIBE