Mobile phone internet has take

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YMlB
2023-01-31

Mobile phone internet has taken a big part business of the cake I'm afraid.

Intel's fourth-quarter revenue is the lowest since 2016, and its guidance is a "disaster". It fell more than 9% after hours.

美国科技巨头英特尔在过去十个季度中第九次业绩逊于市场预期。该公司给出的今年一季度业绩指引更是被视作“灾难级”，如果营收仅达到指引范围低端，一季度将成为该公司2010年来收入最少的一个季度。1月26日周

Intel's fourth-quarter revenue is the lowest since 2016, and its guidance is a "disaster". It fell more than 9% after hours.

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It fell more than 9% after hours.","url":"https://stock-news.laohu8.com/highlight/detail?id=1177795399","media":"华尔街见闻","summary":"美国科技巨头英特尔在过去十个季度中第九次业绩逊于市场预期。该公司给出的今年一季度业绩指引更是被视作“灾难级”，如果营收仅达到指引范围低端，一季度将成为该公司2010年来收入最少的一个季度。1月26日周","content":"<html><head></head><body>U.S. tech giant Intel missed market expectations for the ninth time in the past ten quarters. The company's performance guidance for the first quarter of this year is regarded as \"disaster level\". If the revenue only reaches the low end of the guidance range, the first quarter will be the company's lowest revenue quarter since 2010. After the U.S. stock market closed on Thursday, January 26, Intel announced its fourth quarter and full-year results for 2022.Intel's fourth-quarter results failed to meet market expectations due to a larger-than-expected decline in personal computer chip sales and fierce competition in the lucrative server hardware market. This is also the ninth time in the past ten quarters that the company's performance has fallen short of market expectations.The financial report shows that,Intel's fourth-quarter revenue was US $14 billion, lower than market expectations of US $14.58 billion, the lowest quarterly revenue since 2016, a sharp drop of 32% year-on-year, and a decline of 28% under non-GAAP； Full-year revenue was US $63.1 billion, a year-on-year decrease of 20%, and a decrease of 16% under non-GAAP.The loss per share in the fourth quarter was US $0.16, and the loss per share under non-GAAP was US $0.1, which was significantly lower than market expectations for earnings per share of US $0.16; Full-year earnings per share were $1.94, and earnings per share under non-GAAP were $1.84.Intel's guidance for the first quarter of this year is regarded as \"disaster level\" by the market. Intel expects revenue in the first quarter of 2023 to be between US $1.05 and US $11.5 billion, significantly lower than market expectations of US $14 billion. If the performance in the first quarter falls at the low end of the guidance range, the revenue in the first quarter of this year will be the company's lowest since 2010; It is expected that the loss per share in the first quarter will be US $0.8, and the loss per share under non-GAAP will be US $0.15, which is significantly lower than the market expectation of US $0.25 per share.After the financial report was released, Intel's after-hours stock price fell by more than%.<img src=\"https://static.tigerbbs.com/a2077c0a3c62cb61bea06fdad9610e42\" tg-width=\"856\" tg-height=\"836\" width=\"100%\" height=\"auto\"/>In the fourth quarter, Intel's gross profit margin dropped sharply from 53.6% in the fourth quarter of 2021 to 39.2%, and its net loss reached US $700 million; Gross profit margin under non-GAAP dropped from 55.8% to 43.8%, and net profit dropped sharply by 92% to US $400 million.Intel Chief Financial Officer David Zinsner said:Despite the unfavorable macroeconomic and market environment for the Company, Intel continued to make good progress in its strategic transformation in the fourth quarter, including advancing our product roadmap and improving our operating structure and processes to improve efficiencies, while achieving results within our guidance. In 2023, we will continue to address short-term challenges while working towards our long-term commitments, including delivering leading products based on open and secure platforms, powered by large-scale manufacturing, and supported by our amazing team. In the fourth quarter of last year, we took steps to resize the organization and rationalize our investments, prioritizing areas where we can provide the highest value in the long term. These actions solidify our 2023 cost reduction goal of $3 billion and lay the foundation for achieving cost cuts of $8 billion to $10 billion by the end of 2025.Cash Cow Business Significantly Falls Worse Than ExpectedIn terms of splitting businesses, in the fourth quarter of last year, Intel's client computing business unit, which is regarded as Intel's cash cow and includes personal computer chips, contributed US $6.63 billion in revenue, a year-on-year decrease of 36%, lower than market consensus expectations. US $7.68 billion. Some analysts pointed out that the performance of this sector this quarter was the largest contraction quarter since the 1990s.Intel's data center and artificial intelligence unit recorded revenue of $4.3 billion in the fourth quarter, down 33% year-on-year, but still slightly above the consensus estimate of $4.17 billion.Intel's networking and innovation division, which includes networking products, reported revenue of $2.06 billion in the fourth quarter, down 1% year-on-year and below the consensus estimate of $2.26 billion.Intel faces difficulties as market position wavers and competitor challenges intensifyAccording to media analysts, Intel's financial report reflects the numerous challenges faced by Intel, and these challenges have already devastated the company before its main source of revenue, that is, the personal computer chip market, fell into a downturn. In the chip space, this earnings report is further evidence that the company is further behind its main rivals TSMC and South Korea's Samsung.To get back on track, Intel needs its downstream companies, namely computer manufacturers, to quickly process chip inventories and resume ordering components. This will help Intel's financial situation, but Intel's ambitious reform plan has stretched the company's financial situation.The computer industry is undergoing a huge correction. The decline in Intel's revenue partly reflects the sharp decline in the personal computer market in recent months. Research firm Gartner said PC shipments fell 28.5% in the fourth quarter of last year, the worst decline since it began tracking the market in the 1990s. Consumer spending took a hit as developed market central banks kept raising interest rates in response to soaring inflation and growing fears of a possible recession.PC shipments fell 16% year-over-year in 2022 and will fall again this year to 260 million units, according to estimates from Northland Securities analyst Gus Richard. Intel predicts that global PC shipments this year will be at the low end of its forecast range of 270 million to 295 million units.Intel still dominates the server processor market, with a global market share of more than 70%. But its position in this lucrative market has slipped, and the company has been slow to launch new products in recent years, while competitors such as AMD and ARM have repeatedly gained. Some customers are also developing self-developed chips to replace Intel processors. This all brought a painful setback to Intel, which once controlled 99% of the processor market.</body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel's fourth-quarter revenue is the lowest since 2016, and its guidance is a \"disaster\". It fell more than 9% after hours.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel's fourth-quarter revenue is the lowest since 2016, and its guidance is a \"disaster\". It fell more than 9% after hours.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n华尔街见闻 \n2023-01-27 06:10\n</div>\n</a>\n</h4>\n</header>\n<article>\n<html><head></head><body>U.S. tech giant Intel missed market expectations for the ninth time in the past ten quarters. The company's performance guidance for the first quarter of this year is regarded as \"disaster level\". If the revenue only reaches the low end of the guidance range, the first quarter will be the company's lowest revenue quarter since 2010. After the U.S. stock market closed on Thursday, January 26, Intel announced its fourth quarter and full-year results for 2022.Intel's fourth-quarter results failed to meet market expectations due to a larger-than-expected decline in personal computer chip sales and fierce competition in the lucrative server hardware market. This is also the ninth time in the past ten quarters that the company's performance has fallen short of market expectations.The financial report shows that,Intel's fourth-quarter revenue was US $14 billion, lower than market expectations of US $14.58 billion, the lowest quarterly revenue since 2016, a sharp drop of 32% year-on-year, and a decline of 28% under non-GAAP； Full-year revenue was US $63.1 billion, a year-on-year decrease of 20%, and a decrease of 16% under non-GAAP.The loss per share in the fourth quarter was US $0.16, and the loss per share under non-GAAP was US $0.1, which was significantly lower than market expectations for earnings per share of US $0.16; Full-year earnings per share were $1.94, and earnings per share under non-GAAP were $1.84.Intel's guidance for the first quarter of this year is regarded as \"disaster level\" by the market. Intel expects revenue in the first quarter of 2023 to be between US $1.05 and US $11.5 billion, significantly lower than market expectations of US $14 billion. If the performance in the first quarter falls at the low end of the guidance range, the revenue in the first quarter of this year will be the company's lowest since 2010; It is expected that the loss per share in the first quarter will be US $0.8, and the loss per share under non-GAAP will be US $0.15, which is significantly lower than the market expectation of US $0.25 per share.After the financial report was released, Intel's after-hours stock price fell by more than%.<img src=\"https://static.tigerbbs.com/a2077c0a3c62cb61bea06fdad9610e42\" tg-width=\"856\" tg-height=\"836\" width=\"100%\" height=\"auto\"/>In the fourth quarter, Intel's gross profit margin dropped sharply from 53.6% in the fourth quarter of 2021 to 39.2%, and its net loss reached US $700 million; Gross profit margin under non-GAAP dropped from 55.8% to 43.8%, and net profit dropped sharply by 92% to US $400 million.Intel Chief Financial Officer David Zinsner said:Despite the unfavorable macroeconomic and market environment for the Company, Intel continued to make good progress in its strategic transformation in the fourth quarter, including advancing our product roadmap and improving our operating structure and processes to improve efficiencies, while achieving results within our guidance. In 2023, we will continue to address short-term challenges while working towards our long-term commitments, including delivering leading products based on open and secure platforms, powered by large-scale manufacturing, and supported by our amazing team. In the fourth quarter of last year, we took steps to resize the organization and rationalize our investments, prioritizing areas where we can provide the highest value in the long term. These actions solidify our 2023 cost reduction goal of $3 billion and lay the foundation for achieving cost cuts of $8 billion to $10 billion by the end of 2025.Cash Cow Business Significantly Falls Worse Than ExpectedIn terms of splitting businesses, in the fourth quarter of last year, Intel's client computing business unit, which is regarded as Intel's cash cow and includes personal computer chips, contributed US $6.63 billion in revenue, a year-on-year decrease of 36%, lower than market consensus expectations. US $7.68 billion. Some analysts pointed out that the performance of this sector this quarter was the largest contraction quarter since the 1990s.Intel's data center and artificial intelligence unit recorded revenue of $4.3 billion in the fourth quarter, down 33% year-on-year, but still slightly above the consensus estimate of $4.17 billion.Intel's networking and innovation division, which includes networking products, reported revenue of $2.06 billion in the fourth quarter, down 1% year-on-year and below the consensus estimate of $2.26 billion.Intel faces difficulties as market position wavers and competitor challenges intensifyAccording to media analysts, Intel's financial report reflects the numerous challenges faced by Intel, and these challenges have already devastated the company before its main source of revenue, that is, the personal computer chip market, fell into a downturn. In the chip space, this earnings report is further evidence that the company is further behind its main rivals TSMC and South Korea's Samsung.To get back on track, Intel needs its downstream companies, namely computer manufacturers, to quickly process chip inventories and resume ordering components. This will help Intel's financial situation, but Intel's ambitious reform plan has stretched the company's financial situation.The computer industry is undergoing a huge correction. The decline in Intel's revenue partly reflects the sharp decline in the personal computer market in recent months. Research firm Gartner said PC shipments fell 28.5% in the fourth quarter of last year, the worst decline since it began tracking the market in the 1990s. Consumer spending took a hit as developed market central banks kept raising interest rates in response to soaring inflation and growing fears of a possible recession.PC shipments fell 16% year-over-year in 2022 and will fall again this year to 260 million units, according to estimates from Northland Securities analyst Gus Richard. Intel predicts that global PC shipments this year will be at the low end of its forecast range of 270 million to 295 million units.Intel still dominates the server processor market, with a global market share of more than 70%. But its position in this lucrative market has slipped, and the company has been slow to launch new products in recent years, while competitors such as AMD and ARM have repeatedly gained. Some customers are also developing self-developed chips to replace Intel processors. This all brought a painful setback to Intel, which once controlled 99% of the processor market.</body></html>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177795399","content_text":"美国科技巨头英特尔在过去十个季度中第九次业绩逊于市场预期。该公司给出的今年一季度业绩指引更是被视作“灾难级”，如果营收仅达到指引范围低端，一季度将成为该公司2010年来收入最少的一个季度。1月26日周四美股盘后，英特尔公布2022年四季度及全年业绩。由于个人电脑芯片销售的下滑幅度超出预期以及利润丰厚的服务器硬件市场竞争激烈，英特尔四季度业绩未能达到市场预期，这也是该公司在过去十个季度中第九次业绩逊于市场预期。财报显示，英特尔四季度营收为140亿美元，低于市场预期的145.8亿美元，创下2016年来最低季度收入，同比大幅下降32%，non-GAAP下降幅达28%；全年营收为631亿美元，同比下降20%，non-GAAP下降幅为16%。四季度每股损失0.16美元，non-GAAP下每股损失0.1美元，大幅低于市场预期的每股收益0.16美元；全年每股收益1.94美元，non-GAAP下每股收益1.84美元。英特尔给出的今年一季度指引更是被市场视作“灾难级”。英特尔预期2023年一季度营收在105至115亿美元之间，大幅低于市场预期的140亿美元，如果一季度的业绩落在指引范围内的低端，今年一季度的收入将是该公司2010年以来最低的；预计一季度每股损失0.8美元，non-GAAP下每股损失将为0.15美元，大幅低于市场预期的每股收益0.25美元。财报发布后，英特尔盘后股价深跌逾%。四季度，英特尔的毛利率从2021年四季度的53.6%大幅下降至39.2%，净亏损则达到7亿美元；non-GAAP下毛利率则从55.8%下降至43.8%，净利润大幅下降92%至4亿美元。英特尔首席财务官David Zinsner称：尽管宏观经济和市场环境对公司不利，但英特尔在第四季度的战略转型方面继续取得良好进展，包括推进我们的产品路线图和改进我们的运营结构和流程以提高效率，同时实现了在我们业绩指引范围内的业绩。在2023年，我们将继续应对短期挑战，同时努力实现我们的长期承诺，包括提供基于开放和安全平台的领先产品，由大规模制造提供支持，并由我们出色的团队提供支持。在去年四季度，我们采取措施调整组织规模并合理化我们的投资，优先考虑我们可以长期提供最高价值的领域。这些行动巩固了我们2023年30亿美元的成本削减目标，并为到2025年底实现80亿至100亿美元的成本削减奠定了基础。现金奶牛业务大幅下降逊于预期拆分业务来看，去年四季度，被视作英特尔现金奶牛、包括个人电脑芯片在内的英特尔客户端计算业务部门贡献了66.3亿美元的收入，同比下降了36%，低于市场普遍预期的76.8亿美元。 有分析指出，这一季该部门的表现是这一部门自1990年代以来萎缩最大的一个季度。英特尔数据中心和人工智能部门在四季度录得43亿美元的收入，同比下降33%，但仍略高于市场普遍预期的41.7亿美元。包括网络产品在内的英特尔网络和创新部门四季度的收入为20.6亿美元，同比下降1%，低于市场普遍预期的22.6亿美元。市场地位动摇、竞争对手挑战加剧，英特尔面临困境有媒体分析称，英特尔的这份财报反映了英特尔面临的无数挑战，而这些挑战在其主要收入来源，即个人电脑芯片市场陷入低迷前就已经令公司一蹶不振。在芯片领域，这份财报进一步证明该公司进一步落后于主要竞争对手台积电和韩国三星。为了重回正轨，英特尔需要其下游公司，即计算机制造商快速处理芯片库存并恢复订购组件。这将帮助英特尔的财务状况，但英特尔雄心勃勃的改革计划已经令该公司财务状况捉襟见肘。计算机行业正在经历一次巨大的调整。英特尔营收下滑部分反映了个人电脑市场近几个月来的急剧下滑。研究公司Gartner表示，去年第四季度个人电脑出货量下降了28.5%，这是自1990年代开始追踪市场以来最严重的下滑。发达市场央行不断提高利率以应对通胀飙升和对可能出现衰退的担忧加剧，消费者支出受到打击。根据Northland Securities分析师Gus Richard的估计，2022年个人电脑出货量同比下降了16%，今年将再次下降至2.6亿台。英特尔则预测，今年全球个人电脑出货量将处于其预测范围2.7亿至2.95亿台的低端。英特尔仍然主导着服务器处理器市场，在全球的市场份额超过70%。 但它在这个利润丰厚的市场上的地位已经下滑，该公司近年来推出新产品的速度很慢，而AMD、ARM等竞争对手却屡屡有所收获。 一些客户还在开发自研芯片以取代英特尔处理器。这一切都给曾经控制着99%处理器市场份额的英特尔带来了痛苦的挫折。","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":2200,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":62,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}