What to know before making your holiday tech-stock wishlist_老虎社区_美港股上老虎

What to know before making your holiday tech-stock wishlist

MarketWatch2021-11-13

Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space MARKETWATCH PHOTO...

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ACCY
·2021-11-13
Interesting! 👍
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2
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38341f8e
·2021-11-13
Ok
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2
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wywy
·2021-11-13
Continue to DCA
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5
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Kellywan73
·2021-11-13
Good
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2
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- Johnjohnn:
  Nice!
  2021-11-14
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- 1521yes:
  ok
  2021-11-13
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PMeng
·2021-11-13
👍🏻
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4
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- Ly99:
  Ok
  2021-11-13
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- chqngchang:
  [Smile]
  2021-11-13
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Gackky
·2021-11-13
my xmas wishlist will be for my portfolio to become green
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5
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- Gackky回复Venus_M:
  missed that.. haha
  2021-11-14
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- Venus_M:
  or color blind [笑哭]
  2021-11-14
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- Gackky:
  thats almost everyone wishes.. except for the shortists or those who change their colour code
  2021-11-14
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查看更多 2 条评论
WjsdSGTi
·2021-11-13
666
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3
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- WjsdSGTi:
  Great
  2021-11-13
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Barbarazhao
·2021-11-13
Good to know
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3
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Raz
·2021-11-13
Ok
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2
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Linnleo
·2021-11-13
Oh
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4
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- Linnleo:
  gd to know
  2021-11-13
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- Raz:
  Ok
  2021-11-13
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- Bodoh:
  Yup
  2021-11-13
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nelson21
·2021-11-13
Pls like
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4
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- Derekie:
  Okay
  2021-11-13
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乌雨花香
·2021-11-13
👍
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9
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- WZiYa:
  Good to know.
  2021-11-15
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- WZiYa:
  Good to know.
  2021-11-13
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- EDWINHLC:
  OK
  2021-11-13
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It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.\nDisappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc. and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.\nDon’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.\n\nCommunications chip designer Qualcomm Inc. told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.\n“We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.\nSome smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.\nPeloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.\n“Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”\nRoku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.\n“There’s a lot of uncertainties around the holiday season,” Roku Chief Financial Officer Steve Louden said.","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":873071461,"gmtCreate":1636814047365,"gmtModify":1636814047532,"author":{"id":"3579758808989513","authorId":"3579758808989513","name":"ACCY","avatar":"https://static.tigerbbs.com/a44626552831eb06aa01cf85dcaf7422","vip":1,"crmLevel":11,"crmLevelSwitch":0,"idStr":"3579758808989513","authorIdStr":"3579758808989513"},"htmlText":"Interesting! 👍","listText":"Interesting! 👍","text":"Interesting! 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873071461","repostId":1160569356,"repostType":4,"repost":{"id":"1160569356","kind":"news","pubTimestamp":1636761102,"share":"https://www.laohu8.com/m/news/1160569356?lang=zh_CN&edition=full","pubTime":"2021-11-13 07:51","market":"us","language":"en","title":"What to know before making your holiday tech-stock wishlist<blockquote>在制定假日科技股愿望清单之前需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160569356","media":"MarketWatch","summary":"Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the sup","content":"Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space<blockquote>假期预测表明，消费科技是一场赌博，但押注于较大的参与者以获得他们所需的供应，并寻找也在企业领域开展业务的科技公司</blockquote> <img src=\"https://static.tigerbbs.com/c3a0931516529f6865a52b6890a7a26c\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\">MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO<blockquote>MARKETWATCH照片插图/ISTOCKPHOTO</blockquote> The typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.<blockquote>对于许多以消费者为中心的科技公司来说，今年通常强劲的假期将会很艰难，但投资者在加入圣诞老人愿望清单之前需要了解以下内容。</blockquote> Typically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.<blockquote>对于许多公司来说，12月季度通常是一年中最大的季度，增长将放缓，许多消费科技公司可能会感到失望。它还将展示哪些公司有实力解决重大供应链问题，以及为什么向企业而不仅仅是消费者出售技术总是有帮助的。</blockquote> Disappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc.&nbsp;and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.<blockquote>迄今为止，Peloton Interactive Inc.、亚马逊公司、苹果公司和其他公司在财报季做出的令人失望的预测表明，对于许多以消费者为中心的公司来说，疫情的繁荣可能即将结束。即使需求仍然强劲，持续的供应链限制可能会影响那些有正常季节性需求的人。</blockquote> Don’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.<blockquote>不过，不要太害怕一些大公司，因为他们有足够的规模来解决供应链问题。就苹果而言，在零部件短缺导致9月份季度收入缺口60亿美元后，这家巨头仍然不愿意给出收入预测，但确实表示零部件短缺将是12月份季度的一个更大因素。但对苹果产品的需求，尤其是新款iPhone 13，并没有消失，尤其是随着5G网络变得更加普及，因此任何没有在假期季度出现的收入都可能会推迟到明年，这可能有助于维持公司度过2022年初清淡的季度。</blockquote> Communications chip designer Qualcomm Inc.&nbsp;told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.<blockquote>通信芯片设计公司高通公司告诉分析师，尽管面临全面的供应限制，但该公司仍能够在9月份季度解决供应问题。</blockquote> “We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.<blockquote>高通首席财务官阿卡什·帕尔希瓦拉(Akash Palkhiwala)对分析师表示：“我们很早就看到了这一点，过去几个季度我们一直在讨论这个问题，并且我们已经制定了某些零件双重采购的计划。”</blockquote> Some smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.<blockquote>一些规模较小或较年轻的科技公司对长期需求不太有信心，比高通规模较小的射频芯片制造商（包括Qorvo Inc.）就证明了这一点，这表明对假日季度的信心较低。对于那些受到疫情推动的居家繁荣影响的公司来说，信心也应该很弱。随着越来越多的消费者接种疫苗并开始在户外或健身房、电影院和其他以前关闭的地方度过时光，Peloton和流媒体服务等公司的增长急剧放缓。</blockquote> Peloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.<blockquote>对于许多公司来说，Peloton可能是煤矿里的金丝雀，它预示着大流行繁荣的结束，这些公司的盈利和股票以两位数的强劲增长率飙升。Peloton将年收入预期修正为44亿美元至48亿美元，较华尔街此前预期下调6亿美元至10亿美元。自那次爆炸性事件发生以来，Peloton的股价已暴跌约40%。</blockquote> “Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”<blockquote>Peleton联合创始人兼首席执行官John Foley在公司财报看涨期权上对分析师表示：“新冠疫情过后，短期内预测消费者行为和供应链投入非常具有挑战性，我们的新前景清楚地证明了这一点。”上周。其首席财务官吉尔·伍德沃斯(Jill Woodworth)更加直言不讳，表示“低估了重新开放对我们公司和整个行业的影响”。</blockquote> Roku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.<blockquote>与2020年第三季度“疫情的需求异常激增”相比，Roku公司的新账户数量放缓，其视频流媒体设备的销量也同比下降。Roku还强调了零部件成本上涨、库存限制、运输延误和成本上涨带来的持续挑战，预计所有这些都将持续到第四季度。该公司仍预计第四季度收入增长37%，但低于去年同期58%的收入增长。</blockquote> “There’s&nbsp;a&nbsp;lot of uncertainties around the&nbsp;holiday&nbsp;season,” Roku Chief Financial Officer Steve Louden said.<blockquote>Roku首席财务官Steve Louden表示：“假期期间存在很多不确定性。”</blockquote>","source":"lsy1603348471595","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>What to know before making your holiday tech-stock wishlist<blockquote>在制定假日科技股愿望清单之前需要了解什么</blockquote></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\">\nWhat to know before making your holiday tech-stock wishlist<blockquote>在制定假日科技股愿望清单之前需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2021-11-13 07:51\n\n</h4>\n</header>\n<article>\nHoliday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space<blockquote>假期预测表明，消费科技是一场赌博，但押注于较大的参与者以获得他们所需的供应，并寻找也在企业领域开展业务的科技公司</blockquote> <img src=\"https://static.tigerbbs.com/c3a0931516529f6865a52b6890a7a26c\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\">MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO<blockquote>MARKETWATCH照片插图/ISTOCKPHOTO</blockquote> The typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.<blockquote>对于许多以消费者为中心的科技公司来说，今年通常强劲的假期将会很艰难，但投资者在加入圣诞老人愿望清单之前需要了解以下内容。</blockquote> Typically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.<blockquote>对于许多公司来说，12月季度通常是一年中最大的季度，增长将放缓，许多消费科技公司可能会感到失望。它还将展示哪些公司有实力解决重大供应链问题，以及为什么向企业而不仅仅是消费者出售技术总是有帮助的。</blockquote> Disappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc.&nbsp;and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.<blockquote>迄今为止，Peloton Interactive Inc.、亚马逊公司、苹果公司和其他公司在财报季做出的令人失望的预测表明，对于许多以消费者为中心的公司来说，疫情的繁荣可能即将结束。即使需求仍然强劲，持续的供应链限制可能会影响那些有正常季节性需求的人。</blockquote> Don’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.<blockquote>不过，不要太害怕一些大公司，因为他们有足够的规模来解决供应链问题。就苹果而言，在零部件短缺导致9月份季度收入缺口60亿美元后，这家巨头仍然不愿意给出收入预测，但确实表示零部件短缺将是12月份季度的一个更大因素。但对苹果产品的需求，尤其是新款iPhone 13，并没有消失，尤其是随着5G网络变得更加普及，因此任何没有在假期季度出现的收入都可能会推迟到明年，这可能有助于维持公司度过2022年初清淡的季度。</blockquote> Communications chip designer Qualcomm Inc.&nbsp;told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.<blockquote>通信芯片设计公司高通公司告诉分析师，尽管面临全面的供应限制，但该公司仍能够在9月份季度解决供应问题。</blockquote> “We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.<blockquote>高通首席财务官阿卡什·帕尔希瓦拉(Akash Palkhiwala)对分析师表示：“我们很早就看到了这一点，过去几个季度我们一直在讨论这个问题，并且我们已经制定了某些零件双重采购的计划。”</blockquote> Some smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.<blockquote>一些规模较小或较年轻的科技公司对长期需求不太有信心，比高通规模较小的射频芯片制造商（包括Qorvo Inc.）就证明了这一点，这表明对假日季度的信心较低。对于那些受到疫情推动的居家繁荣影响的公司来说，信心也应该很弱。随着越来越多的消费者接种疫苗并开始在户外或健身房、电影院和其他以前关闭的地方度过时光，Peloton和流媒体服务等公司的增长急剧放缓。</blockquote> Peloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.<blockquote>对于许多公司来说，Peloton可能是煤矿里的金丝雀，它预示着大流行繁荣的结束，这些公司的盈利和股票以两位数的强劲增长率飙升。Peloton将年收入预期修正为44亿美元至48亿美元，较华尔街此前预期下调6亿美元至10亿美元。自那次爆炸性事件发生以来，Peloton的股价已暴跌约40%。</blockquote> “Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”<blockquote>Peleton联合创始人兼首席执行官John Foley在公司财报看涨期权上对分析师表示：“新冠疫情过后，短期内预测消费者行为和供应链投入非常具有挑战性，我们的新前景清楚地证明了这一点。”上周。其首席财务官吉尔·伍德沃斯(Jill Woodworth)更加直言不讳，表示“低估了重新开放对我们公司和整个行业的影响”。</blockquote> Roku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.<blockquote>与2020年第三季度“疫情的需求异常激增”相比，Roku公司的新账户数量放缓，其视频流媒体设备的销量也同比下降。Roku还强调了零部件成本上涨、库存限制、运输延误和成本上涨带来的持续挑战，预计所有这些都将持续到第四季度。该公司仍预计第四季度收入增长37%，但低于去年同期58%的收入增长。</blockquote> “There’s&nbsp;a&nbsp;lot of uncertainties around the&nbsp;holiday&nbsp;season,” Roku Chief Financial Officer Steve Louden said.<blockquote>Roku首席财务官Steve Louden表示：“假期期间存在很多不确定性。”</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/what-to-know-before-making-your-holiday-tech-stock-wishlist-11636750865?mod=home-page\">MarketWatch</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","PTON":"Peloton Interactive, Inc.","QCOM":"高通","QRVO":"Qorvo, Inc.","AMZN":"亚马逊"},"source_url":"https://www.marketwatch.com/story/what-to-know-before-making-your-holiday-tech-stock-wishlist-11636750865?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160569356","content_text":"Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space\nMARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO\nThe typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.\n\nTypically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.\nDisappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc. and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.\nDon’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.\n\nCommunications chip designer Qualcomm Inc. told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.\n“We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.\nSome smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.\nPeloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.\n“Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”\nRoku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.\n“There’s a lot of uncertainties around the holiday season,” Roku Chief Financial Officer Steve Louden said.","news_type":1,"symbols_score_info":{"PTON":0.9,"QCOM":0.9,"AMZN":0.9,"ROKU":0.9,"QRVO":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":873055891,"gmtCreate":1636809850688,"gmtModify":1636809850891,"author":{"id":"3581588474178431","authorId":"3581588474178431","name":"38341f8e","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581588474178431","authorIdStr":"3581588474178431"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873055891","repostId":1160569356,"repostType":4,"repost":{"id":"1160569356","kind":"news","pubTimestamp":1636761102,"share":"https://www.laohu8.com/m/news/1160569356?lang=zh_CN&edition=full","pubTime":"2021-11-13 07:51","market":"us","language":"en","title":"What to know before making your holiday tech-stock wishlist<blockquote>在制定假日科技股愿望清单之前需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160569356","media":"MarketWatch","summary":"Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the sup","content":"Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space<blockquote>假期预测表明，消费科技是一场赌博，但押注于较大的参与者以获得他们所需的供应，并寻找也在企业领域开展业务的科技公司</blockquote> <img src=\"https://static.tigerbbs.com/c3a0931516529f6865a52b6890a7a26c\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\">MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO<blockquote>MARKETWATCH照片插图/ISTOCKPHOTO</blockquote> The typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.<blockquote>对于许多以消费者为中心的科技公司来说，今年通常强劲的假期将会很艰难，但投资者在加入圣诞老人愿望清单之前需要了解以下内容。</blockquote> Typically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.<blockquote>对于许多公司来说，12月季度通常是一年中最大的季度，增长将放缓，许多消费科技公司可能会感到失望。它还将展示哪些公司有实力解决重大供应链问题，以及为什么向企业而不仅仅是消费者出售技术总是有帮助的。</blockquote> Disappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc.&nbsp;and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.<blockquote>迄今为止，Peloton Interactive Inc.、亚马逊公司、苹果公司和其他公司在财报季做出的令人失望的预测表明，对于许多以消费者为中心的公司来说，疫情的繁荣可能即将结束。即使需求仍然强劲，持续的供应链限制可能会影响那些有正常季节性需求的人。</blockquote> Don’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.<blockquote>不过，不要太害怕一些大公司，因为他们有足够的规模来解决供应链问题。就苹果而言，在零部件短缺导致9月份季度收入缺口60亿美元后，这家巨头仍然不愿意给出收入预测，但确实表示零部件短缺将是12月份季度的一个更大因素。但对苹果产品的需求，尤其是新款iPhone 13，并没有消失，尤其是随着5G网络变得更加普及，因此任何没有在假期季度出现的收入都可能会推迟到明年，这可能有助于维持公司度过2022年初清淡的季度。</blockquote> Communications chip designer Qualcomm Inc.&nbsp;told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.<blockquote>通信芯片设计公司高通公司告诉分析师，尽管面临全面的供应限制，但该公司仍能够在9月份季度解决供应问题。</blockquote> “We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.<blockquote>高通首席财务官阿卡什·帕尔希瓦拉(Akash Palkhiwala)对分析师表示：“我们很早就看到了这一点，过去几个季度我们一直在讨论这个问题，并且我们已经制定了某些零件双重采购的计划。”</blockquote> Some smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.<blockquote>一些规模较小或较年轻的科技公司对长期需求不太有信心，比高通规模较小的射频芯片制造商（包括Qorvo Inc.）就证明了这一点，这表明对假日季度的信心较低。对于那些受到疫情推动的居家繁荣影响的公司来说，信心也应该很弱。随着越来越多的消费者接种疫苗并开始在户外或健身房、电影院和其他以前关闭的地方度过时光，Peloton和流媒体服务等公司的增长急剧放缓。</blockquote> Peloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.<blockquote>对于许多公司来说，Peloton可能是煤矿里的金丝雀，它预示着大流行繁荣的结束，这些公司的盈利和股票以两位数的强劲增长率飙升。Peloton将年收入预期修正为44亿美元至48亿美元，较华尔街此前预期下调6亿美元至10亿美元。自那次爆炸性事件发生以来，Peloton的股价已暴跌约40%。</blockquote> “Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”<blockquote>Peleton联合创始人兼首席执行官John Foley在公司财报看涨期权上对分析师表示：“新冠疫情过后，短期内预测消费者行为和供应链投入非常具有挑战性，我们的新前景清楚地证明了这一点。”上周。其首席财务官吉尔·伍德沃斯(Jill Woodworth)更加直言不讳，表示“低估了重新开放对我们公司和整个行业的影响”。</blockquote> Roku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.<blockquote>与2020年第三季度“疫情的需求异常激增”相比，Roku公司的新账户数量放缓，其视频流媒体设备的销量也同比下降。Roku还强调了零部件成本上涨、库存限制、运输延误和成本上涨带来的持续挑战，预计所有这些都将持续到第四季度。该公司仍预计第四季度收入增长37%，但低于去年同期58%的收入增长。</blockquote> “There’s&nbsp;a&nbsp;lot of uncertainties around the&nbsp;holiday&nbsp;season,” Roku Chief Financial Officer Steve Louden said.<blockquote>Roku首席财务官Steve Louden表示：“假期期间存在很多不确定性。”</blockquote>","source":"lsy1603348471595","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>What to know before making your holiday tech-stock wishlist<blockquote>在制定假日科技股愿望清单之前需要了解什么</blockquote></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\">\nWhat to know before making your holiday tech-stock wishlist<blockquote>在制定假日科技股愿望清单之前需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2021-11-13 07:51\n\n</h4>\n</header>\n<article>\nHoliday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space<blockquote>假期预测表明，消费科技是一场赌博，但押注于较大的参与者以获得他们所需的供应，并寻找也在企业领域开展业务的科技公司</blockquote> <img src=\"https://static.tigerbbs.com/c3a0931516529f6865a52b6890a7a26c\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\">MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO<blockquote>MARKETWATCH照片插图/ISTOCKPHOTO</blockquote> The typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.<blockquote>对于许多以消费者为中心的科技公司来说，今年通常强劲的假期将会很艰难，但投资者在加入圣诞老人愿望清单之前需要了解以下内容。</blockquote> Typically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.<blockquote>对于许多公司来说，12月季度通常是一年中最大的季度，增长将放缓，许多消费科技公司可能会感到失望。它还将展示哪些公司有实力解决重大供应链问题，以及为什么向企业而不仅仅是消费者出售技术总是有帮助的。</blockquote> Disappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc.&nbsp;and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.<blockquote>迄今为止，Peloton Interactive Inc.、亚马逊公司、苹果公司和其他公司在财报季做出的令人失望的预测表明，对于许多以消费者为中心的公司来说，疫情的繁荣可能即将结束。即使需求仍然强劲，持续的供应链限制可能会影响那些有正常季节性需求的人。</blockquote> Don’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.<blockquote>不过，不要太害怕一些大公司，因为他们有足够的规模来解决供应链问题。就苹果而言，在零部件短缺导致9月份季度收入缺口60亿美元后，这家巨头仍然不愿意给出收入预测，但确实表示零部件短缺将是12月份季度的一个更大因素。但对苹果产品的需求，尤其是新款iPhone 13，并没有消失，尤其是随着5G网络变得更加普及，因此任何没有在假期季度出现的收入都可能会推迟到明年，这可能有助于维持公司度过2022年初清淡的季度。</blockquote> Communications chip designer Qualcomm Inc.&nbsp;told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.<blockquote>通信芯片设计公司高通公司告诉分析师，尽管面临全面的供应限制，但该公司仍能够在9月份季度解决供应问题。</blockquote> “We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.<blockquote>高通首席财务官阿卡什·帕尔希瓦拉(Akash Palkhiwala)对分析师表示：“我们很早就看到了这一点，过去几个季度我们一直在讨论这个问题，并且我们已经制定了某些零件双重采购的计划。”</blockquote> Some smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.<blockquote>一些规模较小或较年轻的科技公司对长期需求不太有信心，比高通规模较小的射频芯片制造商（包括Qorvo Inc.）就证明了这一点，这表明对假日季度的信心较低。对于那些受到疫情推动的居家繁荣影响的公司来说，信心也应该很弱。随着越来越多的消费者接种疫苗并开始在户外或健身房、电影院和其他以前关闭的地方度过时光，Peloton和流媒体服务等公司的增长急剧放缓。</blockquote> Peloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.<blockquote>对于许多公司来说，Peloton可能是煤矿里的金丝雀，它预示着大流行繁荣的结束，这些公司的盈利和股票以两位数的强劲增长率飙升。Peloton将年收入预期修正为44亿美元至48亿美元，较华尔街此前预期下调6亿美元至10亿美元。自那次爆炸性事件发生以来，Peloton的股价已暴跌约40%。</blockquote> “Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”<blockquote>Peleton联合创始人兼首席执行官John Foley在公司财报看涨期权上对分析师表示：“新冠疫情过后，短期内预测消费者行为和供应链投入非常具有挑战性，我们的新前景清楚地证明了这一点。”上周。其首席财务官吉尔·伍德沃斯(Jill Woodworth)更加直言不讳，表示“低估了重新开放对我们公司和整个行业的影响”。</blockquote> Roku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.<blockquote>与2020年第三季度“疫情的需求异常激增”相比，Roku公司的新账户数量放缓，其视频流媒体设备的销量也同比下降。Roku还强调了零部件成本上涨、库存限制、运输延误和成本上涨带来的持续挑战，预计所有这些都将持续到第四季度。该公司仍预计第四季度收入增长37%，但低于去年同期58%的收入增长。</blockquote> “There’s&nbsp;a&nbsp;lot of uncertainties around the&nbsp;holiday&nbsp;season,” Roku Chief Financial Officer Steve Louden said.<blockquote>Roku首席财务官Steve Louden表示：“假期期间存在很多不确定性。”</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/what-to-know-before-making-your-holiday-tech-stock-wishlist-11636750865?mod=home-page\">MarketWatch</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","PTON":"Peloton Interactive, Inc.","QCOM":"高通","QRVO":"Qorvo, Inc.","AMZN":"亚马逊"},"source_url":"https://www.marketwatch.com/story/what-to-know-before-making-your-holiday-tech-stock-wishlist-11636750865?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160569356","content_text":"Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space\nMARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO\nThe typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.\n\nTypically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.\nDisappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc. and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.\nDon’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.\n\nCommunications chip designer Qualcomm Inc. told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.\n“We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.\nSome smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.\nPeloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.\n“Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”\nRoku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.\n“There’s a lot of uncertainties around the holiday season,” Roku Chief Financial Officer Steve Louden said.","news_type":1,"symbols_score_info":{"PTON":0.9,"QCOM":0.9,"AMZN":0.9,"ROKU":0.9,"QRVO":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":873052610,"gmtCreate":1636809724643,"gmtModify":1636809725289,"author":{"id":"3566982670449095","authorId":"3566982670449095","name":"wywy","avatar":"https://static.tigerbbs.com/76ed86374fc7b16c12094c45ea30787c","vip":2,"crmLevel":12,"crmLevelSwitch":0,"idStr":"3566982670449095","authorIdStr":"3566982670449095"},"htmlText":"Continue to DCA","listText":"Continue to DCA","text":"Continue to DCA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873052610","repostId":1160569356,"repostType":4,"repost":{"id":"1160569356","kind":"news","pubTimestamp":1636761102,"share":"https://www.laohu8.com/m/news/1160569356?lang=zh_CN&edition=full","pubTime":"2021-11-13 07:51","market":"us","language":"en","title":"What to know before making your holiday tech-stock wishlist<blockquote>在制定假日科技股愿望清单之前需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160569356","media":"MarketWatch","summary":"Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the sup","content":"Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space<blockquote>假期预测表明，消费科技是一场赌博，但押注于较大的参与者以获得他们所需的供应，并寻找也在企业领域开展业务的科技公司</blockquote> <img src=\"https://static.tigerbbs.com/c3a0931516529f6865a52b6890a7a26c\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\">MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO<blockquote>MARKETWATCH照片插图/ISTOCKPHOTO</blockquote> The typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.<blockquote>对于许多以消费者为中心的科技公司来说，今年通常强劲的假期将会很艰难，但投资者在加入圣诞老人愿望清单之前需要了解以下内容。</blockquote> Typically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.<blockquote>对于许多公司来说，12月季度通常是一年中最大的季度，增长将放缓，许多消费科技公司可能会感到失望。它还将展示哪些公司有实力解决重大供应链问题，以及为什么向企业而不仅仅是消费者出售技术总是有帮助的。</blockquote> Disappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc.&nbsp;and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.<blockquote>迄今为止，Peloton Interactive Inc.、亚马逊公司、苹果公司和其他公司在财报季做出的令人失望的预测表明，对于许多以消费者为中心的公司来说，疫情的繁荣可能即将结束。即使需求仍然强劲，持续的供应链限制可能会影响那些有正常季节性需求的人。</blockquote> Don’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.<blockquote>不过，不要太害怕一些大公司，因为他们有足够的规模来解决供应链问题。就苹果而言，在零部件短缺导致9月份季度收入缺口60亿美元后，这家巨头仍然不愿意给出收入预测，但确实表示零部件短缺将是12月份季度的一个更大因素。但对苹果产品的需求，尤其是新款iPhone 13，并没有消失，尤其是随着5G网络变得更加普及，因此任何没有在假期季度出现的收入都可能会推迟到明年，这可能有助于维持公司度过2022年初清淡的季度。</blockquote> Communications chip designer Qualcomm Inc.&nbsp;told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.<blockquote>通信芯片设计公司高通公司告诉分析师，尽管面临全面的供应限制，但该公司仍能够在9月份季度解决供应问题。</blockquote> “We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.<blockquote>高通首席财务官阿卡什·帕尔希瓦拉(Akash Palkhiwala)对分析师表示：“我们很早就看到了这一点，过去几个季度我们一直在讨论这个问题，并且我们已经制定了某些零件双重采购的计划。”</blockquote> Some smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.<blockquote>一些规模较小或较年轻的科技公司对长期需求不太有信心，比高通规模较小的射频芯片制造商（包括Qorvo Inc.）就证明了这一点，这表明对假日季度的信心较低。对于那些受到疫情推动的居家繁荣影响的公司来说，信心也应该很弱。随着越来越多的消费者接种疫苗并开始在户外或健身房、电影院和其他以前关闭的地方度过时光，Peloton和流媒体服务等公司的增长急剧放缓。</blockquote> Peloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.<blockquote>对于许多公司来说，Peloton可能是煤矿里的金丝雀，它预示着大流行繁荣的结束，这些公司的盈利和股票以两位数的强劲增长率飙升。Peloton将年收入预期修正为44亿美元至48亿美元，较华尔街此前预期下调6亿美元至10亿美元。自那次爆炸性事件发生以来，Peloton的股价已暴跌约40%。</blockquote> “Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”<blockquote>Peleton联合创始人兼首席执行官John Foley在公司财报看涨期权上对分析师表示：“新冠疫情过后，短期内预测消费者行为和供应链投入非常具有挑战性，我们的新前景清楚地证明了这一点。”上周。其首席财务官吉尔·伍德沃斯(Jill Woodworth)更加直言不讳，表示“低估了重新开放对我们公司和整个行业的影响”。</blockquote> Roku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.<blockquote>与2020年第三季度“疫情的需求异常激增”相比，Roku公司的新账户数量放缓，其视频流媒体设备的销量也同比下降。Roku还强调了零部件成本上涨、库存限制、运输延误和成本上涨带来的持续挑战，预计所有这些都将持续到第四季度。该公司仍预计第四季度收入增长37%，但低于去年同期58%的收入增长。</blockquote> “There’s&nbsp;a&nbsp;lot of uncertainties around the&nbsp;holiday&nbsp;season,” Roku Chief Financial Officer Steve Louden said.<blockquote>Roku首席财务官Steve Louden表示：“假期期间存在很多不确定性。”</blockquote>","source":"lsy1603348471595","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>What to know before making your holiday tech-stock wishlist<blockquote>在制定假日科技股愿望清单之前需要了解什么</blockquote></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\">\nWhat to know before making your holiday tech-stock wishlist<blockquote>在制定假日科技股愿望清单之前需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2021-11-13 07:51\n\n</h4>\n</header>\n<article>\nHoliday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space<blockquote>假期预测表明，消费科技是一场赌博，但押注于较大的参与者以获得他们所需的供应，并寻找也在企业领域开展业务的科技公司</blockquote> <img src=\"https://static.tigerbbs.com/c3a0931516529f6865a52b6890a7a26c\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\">MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO<blockquote>MARKETWATCH照片插图/ISTOCKPHOTO</blockquote> The typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.<blockquote>对于许多以消费者为中心的科技公司来说，今年通常强劲的假期将会很艰难，但投资者在加入圣诞老人愿望清单之前需要了解以下内容。</blockquote> Typically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.<blockquote>对于许多公司来说，12月季度通常是一年中最大的季度，增长将放缓，许多消费科技公司可能会感到失望。它还将展示哪些公司有实力解决重大供应链问题，以及为什么向企业而不仅仅是消费者出售技术总是有帮助的。</blockquote> Disappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc.&nbsp;and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.<blockquote>迄今为止，Peloton Interactive Inc.、亚马逊公司、苹果公司和其他公司在财报季做出的令人失望的预测表明，对于许多以消费者为中心的公司来说，疫情的繁荣可能即将结束。即使需求仍然强劲，持续的供应链限制可能会影响那些有正常季节性需求的人。</blockquote> Don’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.<blockquote>不过，不要太害怕一些大公司，因为他们有足够的规模来解决供应链问题。就苹果而言，在零部件短缺导致9月份季度收入缺口60亿美元后，这家巨头仍然不愿意给出收入预测，但确实表示零部件短缺将是12月份季度的一个更大因素。但对苹果产品的需求，尤其是新款iPhone 13，并没有消失，尤其是随着5G网络变得更加普及，因此任何没有在假期季度出现的收入都可能会推迟到明年，这可能有助于维持公司度过2022年初清淡的季度。</blockquote> Communications chip designer Qualcomm Inc.&nbsp;told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.<blockquote>通信芯片设计公司高通公司告诉分析师，尽管面临全面的供应限制，但该公司仍能够在9月份季度解决供应问题。</blockquote> “We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.<blockquote>高通首席财务官阿卡什·帕尔希瓦拉(Akash Palkhiwala)对分析师表示：“我们很早就看到了这一点，过去几个季度我们一直在讨论这个问题，并且我们已经制定了某些零件双重采购的计划。”</blockquote> Some smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.<blockquote>一些规模较小或较年轻的科技公司对长期需求不太有信心，比高通规模较小的射频芯片制造商（包括Qorvo Inc.）就证明了这一点，这表明对假日季度的信心较低。对于那些受到疫情推动的居家繁荣影响的公司来说，信心也应该很弱。随着越来越多的消费者接种疫苗并开始在户外或健身房、电影院和其他以前关闭的地方度过时光，Peloton和流媒体服务等公司的增长急剧放缓。</blockquote> Peloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.<blockquote>对于许多公司来说，Peloton可能是煤矿里的金丝雀，它预示着大流行繁荣的结束，这些公司的盈利和股票以两位数的强劲增长率飙升。Peloton将年收入预期修正为44亿美元至48亿美元，较华尔街此前预期下调6亿美元至10亿美元。自那次爆炸性事件发生以来，Peloton的股价已暴跌约40%。</blockquote> “Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”<blockquote>Peleton联合创始人兼首席执行官John Foley在公司财报看涨期权上对分析师表示：“新冠疫情过后，短期内预测消费者行为和供应链投入非常具有挑战性，我们的新前景清楚地证明了这一点。”上周。其首席财务官吉尔·伍德沃斯(Jill Woodworth)更加直言不讳，表示“低估了重新开放对我们公司和整个行业的影响”。</blockquote> Roku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.<blockquote>与2020年第三季度“疫情的需求异常激增”相比，Roku公司的新账户数量放缓，其视频流媒体设备的销量也同比下降。Roku还强调了零部件成本上涨、库存限制、运输延误和成本上涨带来的持续挑战，预计所有这些都将持续到第四季度。该公司仍预计第四季度收入增长37%，但低于去年同期58%的收入增长。</blockquote> “There’s&nbsp;a&nbsp;lot of uncertainties around the&nbsp;holiday&nbsp;season,” Roku Chief Financial Officer Steve Louden said.<blockquote>Roku首席财务官Steve Louden表示：“假期期间存在很多不确定性。”</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/what-to-know-before-making-your-holiday-tech-stock-wishlist-11636750865?mod=home-page\">MarketWatch</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","PTON":"Peloton Interactive, Inc.","QCOM":"高通","QRVO":"Qorvo, Inc.","AMZN":"亚马逊"},"source_url":"https://www.marketwatch.com/story/what-to-know-before-making-your-holiday-tech-stock-wishlist-11636750865?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160569356","content_text":"Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space\nMARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO\nThe typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.\n\nTypically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.\nDisappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc. and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.\nDon’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.\n\nCommunications chip designer Qualcomm Inc. told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.\n“We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.\nSome smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.\nPeloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.\n“Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”\nRoku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.\n“There’s a lot of uncertainties around the holiday season,” Roku Chief Financial Officer Steve Louden said.","news_type":1,"symbols_score_info":{"PTON":0.9,"QCOM":0.9,"AMZN":0.9,"ROKU":0.9,"QRVO":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":873029126,"gmtCreate":1636805581780,"gmtModify":1636805581851,"author":{"id":"3583566764122967","authorId":"3583566764122967","name":"Kellywan73","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":11,"crmLevelSwitch":0,"idStr":"3583566764122967","authorIdStr":"3583566764122967"},"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/873029126","repostId":1160569356,"repostType":4,"repost":{"id":"1160569356","kind":"news","pubTimestamp":1636761102,"share":"https://www.laohu8.com/m/news/1160569356?lang=zh_CN&edition=full","pubTime":"2021-11-13 07:51","market":"us","language":"en","title":"What to know before making your holiday tech-stock wishlist<blockquote>在制定假日科技股愿望清单之前需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160569356","media":"MarketWatch","summary":"Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the sup","content":"Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space<blockquote>假期预测表明，消费科技是一场赌博，但押注于较大的参与者以获得他们所需的供应，并寻找也在企业领域开展业务的科技公司</blockquote> <img src=\"https://static.tigerbbs.com/c3a0931516529f6865a52b6890a7a26c\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\">MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO<blockquote>MARKETWATCH照片插图/ISTOCKPHOTO</blockquote> The typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.<blockquote>对于许多以消费者为中心的科技公司来说，今年通常强劲的假期将会很艰难，但投资者在加入圣诞老人愿望清单之前需要了解以下内容。</blockquote> Typically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.<blockquote>对于许多公司来说，12月季度通常是一年中最大的季度，增长将放缓，许多消费科技公司可能会感到失望。它还将展示哪些公司有实力解决重大供应链问题，以及为什么向企业而不仅仅是消费者出售技术总是有帮助的。</blockquote> Disappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc.&nbsp;and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.<blockquote>迄今为止，Peloton Interactive Inc.、亚马逊公司、苹果公司和其他公司在财报季做出的令人失望的预测表明，对于许多以消费者为中心的公司来说，疫情的繁荣可能即将结束。即使需求仍然强劲，持续的供应链限制可能会影响那些有正常季节性需求的人。</blockquote> Don’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.<blockquote>不过，不要太害怕一些大公司，因为他们有足够的规模来解决供应链问题。就苹果而言，在零部件短缺导致9月份季度收入缺口60亿美元后，这家巨头仍然不愿意给出收入预测，但确实表示零部件短缺将是12月份季度的一个更大因素。但对苹果产品的需求，尤其是新款iPhone 13，并没有消失，尤其是随着5G网络变得更加普及，因此任何没有在假期季度出现的收入都可能会推迟到明年，这可能有助于维持公司度过2022年初清淡的季度。</blockquote> Communications chip designer Qualcomm Inc.&nbsp;told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.<blockquote>通信芯片设计公司高通公司告诉分析师，尽管面临全面的供应限制，但该公司仍能够在9月份季度解决供应问题。</blockquote> “We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.<blockquote>高通首席财务官阿卡什·帕尔希瓦拉(Akash Palkhiwala)对分析师表示：“我们很早就看到了这一点，过去几个季度我们一直在讨论这个问题，并且我们已经制定了某些零件双重采购的计划。”</blockquote> Some smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.<blockquote>一些规模较小或较年轻的科技公司对长期需求不太有信心，比高通规模较小的射频芯片制造商（包括Qorvo Inc.）就证明了这一点，这表明对假日季度的信心较低。对于那些受到疫情推动的居家繁荣影响的公司来说，信心也应该很弱。随着越来越多的消费者接种疫苗并开始在户外或健身房、电影院和其他以前关闭的地方度过时光，Peloton和流媒体服务等公司的增长急剧放缓。</blockquote> Peloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.<blockquote>对于许多公司来说，Peloton可能是煤矿里的金丝雀，它预示着大流行繁荣的结束，这些公司的盈利和股票以两位数的强劲增长率飙升。Peloton将年收入预期修正为44亿美元至48亿美元，较华尔街此前预期下调6亿美元至10亿美元。自那次爆炸性事件发生以来，Peloton的股价已暴跌约40%。</blockquote> “Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”<blockquote>Peleton联合创始人兼首席执行官John Foley在公司财报看涨期权上对分析师表示：“新冠疫情过后，短期内预测消费者行为和供应链投入非常具有挑战性，我们的新前景清楚地证明了这一点。”上周。其首席财务官吉尔·伍德沃斯(Jill Woodworth)更加直言不讳，表示“低估了重新开放对我们公司和整个行业的影响”。</blockquote> Roku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.<blockquote>与2020年第三季度“疫情的需求异常激增”相比，Roku公司的新账户数量放缓，其视频流媒体设备的销量也同比下降。Roku还强调了零部件成本上涨、库存限制、运输延误和成本上涨带来的持续挑战，预计所有这些都将持续到第四季度。该公司仍预计第四季度收入增长37%，但低于去年同期58%的收入增长。</blockquote> “There’s&nbsp;a&nbsp;lot of uncertainties around the&nbsp;holiday&nbsp;season,” Roku Chief Financial Officer Steve Louden said.<blockquote>Roku首席财务官Steve Louden表示：“假期期间存在很多不确定性。”</blockquote>","source":"lsy1603348471595","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>What to know before making your holiday tech-stock wishlist<blockquote>在制定假日科技股愿望清单之前需要了解什么</blockquote></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\">\nWhat to know before making your holiday tech-stock wishlist<blockquote>在制定假日科技股愿望清单之前需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2021-11-13 07:51\n\n</h4>\n</header>\n<article>\nHoliday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space<blockquote>假期预测表明，消费科技是一场赌博，但押注于较大的参与者以获得他们所需的供应，并寻找也在企业领域开展业务的科技公司</blockquote> <img src=\"https://static.tigerbbs.com/c3a0931516529f6865a52b6890a7a26c\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\">MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO<blockquote>MARKETWATCH照片插图/ISTOCKPHOTO</blockquote> The typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.<blockquote>对于许多以消费者为中心的科技公司来说，今年通常强劲的假期将会很艰难，但投资者在加入圣诞老人愿望清单之前需要了解以下内容。</blockquote> Typically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.<blockquote>对于许多公司来说，12月季度通常是一年中最大的季度，增长将放缓，许多消费科技公司可能会感到失望。它还将展示哪些公司有实力解决重大供应链问题，以及为什么向企业而不仅仅是消费者出售技术总是有帮助的。</blockquote> Disappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc.&nbsp;and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.<blockquote>迄今为止，Peloton Interactive Inc.、亚马逊公司、苹果公司和其他公司在财报季做出的令人失望的预测表明，对于许多以消费者为中心的公司来说，疫情的繁荣可能即将结束。即使需求仍然强劲，持续的供应链限制可能会影响那些有正常季节性需求的人。</blockquote> Don’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.<blockquote>不过，不要太害怕一些大公司，因为他们有足够的规模来解决供应链问题。就苹果而言，在零部件短缺导致9月份季度收入缺口60亿美元后，这家巨头仍然不愿意给出收入预测，但确实表示零部件短缺将是12月份季度的一个更大因素。但对苹果产品的需求，尤其是新款iPhone 13，并没有消失，尤其是随着5G网络变得更加普及，因此任何没有在假期季度出现的收入都可能会推迟到明年，这可能有助于维持公司度过2022年初清淡的季度。</blockquote> Communications chip designer Qualcomm Inc.&nbsp;told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.<blockquote>通信芯片设计公司高通公司告诉分析师，尽管面临全面的供应限制，但该公司仍能够在9月份季度解决供应问题。</blockquote> “We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.<blockquote>高通首席财务官阿卡什·帕尔希瓦拉(Akash Palkhiwala)对分析师表示：“我们很早就看到了这一点，过去几个季度我们一直在讨论这个问题，并且我们已经制定了某些零件双重采购的计划。”</blockquote> Some smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.<blockquote>一些规模较小或较年轻的科技公司对长期需求不太有信心，比高通规模较小的射频芯片制造商（包括Qorvo Inc.）就证明了这一点，这表明对假日季度的信心较低。对于那些受到疫情推动的居家繁荣影响的公司来说，信心也应该很弱。随着越来越多的消费者接种疫苗并开始在户外或健身房、电影院和其他以前关闭的地方度过时光，Peloton和流媒体服务等公司的增长急剧放缓。</blockquote> Peloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.<blockquote>对于许多公司来说，Peloton可能是煤矿里的金丝雀，它预示着大流行繁荣的结束，这些公司的盈利和股票以两位数的强劲增长率飙升。Peloton将年收入预期修正为44亿美元至48亿美元，较华尔街此前预期下调6亿美元至10亿美元。自那次爆炸性事件发生以来，Peloton的股价已暴跌约40%。</blockquote> “Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”<blockquote>Peleton联合创始人兼首席执行官John Foley在公司财报看涨期权上对分析师表示：“新冠疫情过后，短期内预测消费者行为和供应链投入非常具有挑战性，我们的新前景清楚地证明了这一点。”上周。其首席财务官吉尔·伍德沃斯(Jill Woodworth)更加直言不讳，表示“低估了重新开放对我们公司和整个行业的影响”。</blockquote> Roku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.<blockquote>与2020年第三季度“疫情的需求异常激增”相比，Roku公司的新账户数量放缓，其视频流媒体设备的销量也同比下降。Roku还强调了零部件成本上涨、库存限制、运输延误和成本上涨带来的持续挑战，预计所有这些都将持续到第四季度。该公司仍预计第四季度收入增长37%，但低于去年同期58%的收入增长。</blockquote> “There’s&nbsp;a&nbsp;lot of uncertainties around the&nbsp;holiday&nbsp;season,” Roku Chief Financial Officer Steve Louden said.<blockquote>Roku首席财务官Steve Louden表示：“假期期间存在很多不确定性。”</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/what-to-know-before-making-your-holiday-tech-stock-wishlist-11636750865?mod=home-page\">MarketWatch</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","PTON":"Peloton Interactive, Inc.","QCOM":"高通","QRVO":"Qorvo, Inc.","AMZN":"亚马逊"},"source_url":"https://www.marketwatch.com/story/what-to-know-before-making-your-holiday-tech-stock-wishlist-11636750865?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160569356","content_text":"Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space\nMARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO\nThe typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.\n\nTypically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.\nDisappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc. and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.\nDon’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.\n\nCommunications chip designer Qualcomm Inc. told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.\n“We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.\nSome smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.\nPeloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.\n“Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”\nRoku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.\n“There’s a lot of uncertainties around the holiday season,” Roku Chief Financial Officer Steve Louden said.","news_type":1,"symbols_score_info":{"PTON":0.9,"QCOM":0.9,"AMZN":0.9,"ROKU":0.9,"QRVO":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6570514,"gmtCreate":1636862597136,"gmtModify":1636862597235,"authorId":3576491127300046,"author":{"id":3576491127300046,"idStr":"3576491127300046","authorId":3576491127300046,"name":"Johnjohnn","avatar":"https://static.tigerbbs.com/4915eff6e74b30b32df99de166e08340","vip":1,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":873029126,"type":1,"supId":0,"prevId":0,"content":"Nice!","text":"Nice!","html":"Nice!"},{"id":6563634,"gmtCreate":1636807886030,"gmtModify":1636807886131,"authorId":3575273204402761,"author":{"id":3575273204402761,"idStr":"3575273204402761","authorId":3575273204402761,"name":"1521yes","avatar":"https://static.tigerbbs.com/5c7c5c91dad8a3479b64a59aca3d3845","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":873029126,"type":1,"supId":0,"prevId":0,"content":"ok","text":"ok","html":"ok"}],"langContent":"CN"},{"id":879777501,"gmtCreate":1636783292199,"gmtModify":1636783292199,"author":{"id":"3572121077252830","authorId":"3572121077252830","name":"PMeng","avatar":"https://static.tigerbbs.com/20cf4772c14722ddc96f686a73fb7fb0","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3572121077252830","authorIdStr":"3572121077252830"},"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/879777501","repostId":1160569356,"repostType":4,"repost":{"id":"1160569356","kind":"news","pubTimestamp":1636761102,"share":"https://www.laohu8.com/m/news/1160569356?lang=zh_CN&edition=full","pubTime":"2021-11-13 07:51","market":"us","language":"en","title":"What to know before making your holiday tech-stock wishlist<blockquote>在制定假日科技股愿望清单之前需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160569356","media":"MarketWatch","summary":"Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the sup","content":"Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space<blockquote>假期预测表明，消费科技是一场赌博，但押注于较大的参与者以获得他们所需的供应，并寻找也在企业领域开展业务的科技公司</blockquote> <img src=\"https://static.tigerbbs.com/c3a0931516529f6865a52b6890a7a26c\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\">MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO<blockquote>MARKETWATCH照片插图/ISTOCKPHOTO</blockquote> The typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.<blockquote>对于许多以消费者为中心的科技公司来说，今年通常强劲的假期将会很艰难，但投资者在加入圣诞老人愿望清单之前需要了解以下内容。</blockquote> Typically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.<blockquote>对于许多公司来说，12月季度通常是一年中最大的季度，增长将放缓，许多消费科技公司可能会感到失望。它还将展示哪些公司有实力解决重大供应链问题，以及为什么向企业而不仅仅是消费者出售技术总是有帮助的。</blockquote> Disappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc.&nbsp;and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.<blockquote>迄今为止，Peloton Interactive Inc.、亚马逊公司、苹果公司和其他公司在财报季做出的令人失望的预测表明，对于许多以消费者为中心的公司来说，疫情的繁荣可能即将结束。即使需求仍然强劲，持续的供应链限制可能会影响那些有正常季节性需求的人。</blockquote> Don’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.<blockquote>不过，不要太害怕一些大公司，因为他们有足够的规模来解决供应链问题。就苹果而言，在零部件短缺导致9月份季度收入缺口60亿美元后，这家巨头仍然不愿意给出收入预测，但确实表示零部件短缺将是12月份季度的一个更大因素。但对苹果产品的需求，尤其是新款iPhone 13，并没有消失，尤其是随着5G网络变得更加普及，因此任何没有在假期季度出现的收入都可能会推迟到明年，这可能有助于维持公司度过2022年初清淡的季度。</blockquote> Communications chip designer Qualcomm Inc.&nbsp;told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.<blockquote>通信芯片设计公司高通公司告诉分析师，尽管面临全面的供应限制，但该公司仍能够在9月份季度解决供应问题。</blockquote> “We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.<blockquote>高通首席财务官阿卡什·帕尔希瓦拉(Akash Palkhiwala)对分析师表示：“我们很早就看到了这一点，过去几个季度我们一直在讨论这个问题，并且我们已经制定了某些零件双重采购的计划。”</blockquote> Some smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.<blockquote>一些规模较小或较年轻的科技公司对长期需求不太有信心，比高通规模较小的射频芯片制造商（包括Qorvo Inc.）就证明了这一点，这表明对假日季度的信心较低。对于那些受到疫情推动的居家繁荣影响的公司来说，信心也应该很弱。随着越来越多的消费者接种疫苗并开始在户外或健身房、电影院和其他以前关闭的地方度过时光，Peloton和流媒体服务等公司的增长急剧放缓。</blockquote> Peloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.<blockquote>对于许多公司来说，Peloton可能是煤矿里的金丝雀，它预示着大流行繁荣的结束，这些公司的盈利和股票以两位数的强劲增长率飙升。Peloton将年收入预期修正为44亿美元至48亿美元，较华尔街此前预期下调6亿美元至10亿美元。自那次爆炸性事件发生以来，Peloton的股价已暴跌约40%。</blockquote> “Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”<blockquote>Peleton联合创始人兼首席执行官John Foley在公司财报看涨期权上对分析师表示：“新冠疫情过后，短期内预测消费者行为和供应链投入非常具有挑战性，我们的新前景清楚地证明了这一点。”上周。其首席财务官吉尔·伍德沃斯(Jill Woodworth)更加直言不讳，表示“低估了重新开放对我们公司和整个行业的影响”。</blockquote> Roku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.<blockquote>与2020年第三季度“疫情的需求异常激增”相比，Roku公司的新账户数量放缓，其视频流媒体设备的销量也同比下降。Roku还强调了零部件成本上涨、库存限制、运输延误和成本上涨带来的持续挑战，预计所有这些都将持续到第四季度。该公司仍预计第四季度收入增长37%，但低于去年同期58%的收入增长。</blockquote> “There’s&nbsp;a&nbsp;lot of uncertainties around the&nbsp;holiday&nbsp;season,” Roku Chief Financial Officer Steve Louden said.<blockquote>Roku首席财务官Steve Louden表示：“假期期间存在很多不确定性。”</blockquote>","source":"lsy1603348471595","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>What to know before making your holiday tech-stock wishlist<blockquote>在制定假日科技股愿望清单之前需要了解什么</blockquote></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\">\nWhat to know before making your holiday tech-stock wishlist<blockquote>在制定假日科技股愿望清单之前需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2021-11-13 07:51\n\n</h4>\n</header>\n<article>\nHoliday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space<blockquote>假期预测表明，消费科技是一场赌博，但押注于较大的参与者以获得他们所需的供应，并寻找也在企业领域开展业务的科技公司</blockquote> <img src=\"https://static.tigerbbs.com/c3a0931516529f6865a52b6890a7a26c\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\">MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO<blockquote>MARKETWATCH照片插图/ISTOCKPHOTO</blockquote> The typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.<blockquote>对于许多以消费者为中心的科技公司来说，今年通常强劲的假期将会很艰难，但投资者在加入圣诞老人愿望清单之前需要了解以下内容。</blockquote> Typically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.<blockquote>对于许多公司来说，12月季度通常是一年中最大的季度，增长将放缓，许多消费科技公司可能会感到失望。它还将展示哪些公司有实力解决重大供应链问题，以及为什么向企业而不仅仅是消费者出售技术总是有帮助的。</blockquote> Disappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc.&nbsp;and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.<blockquote>迄今为止，Peloton Interactive Inc.、亚马逊公司、苹果公司和其他公司在财报季做出的令人失望的预测表明，对于许多以消费者为中心的公司来说，疫情的繁荣可能即将结束。即使需求仍然强劲，持续的供应链限制可能会影响那些有正常季节性需求的人。</blockquote> Don’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.<blockquote>不过，不要太害怕一些大公司，因为他们有足够的规模来解决供应链问题。就苹果而言，在零部件短缺导致9月份季度收入缺口60亿美元后，这家巨头仍然不愿意给出收入预测，但确实表示零部件短缺将是12月份季度的一个更大因素。但对苹果产品的需求，尤其是新款iPhone 13，并没有消失，尤其是随着5G网络变得更加普及，因此任何没有在假期季度出现的收入都可能会推迟到明年，这可能有助于维持公司度过2022年初清淡的季度。</blockquote> Communications chip designer Qualcomm Inc.&nbsp;told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.<blockquote>通信芯片设计公司高通公司告诉分析师，尽管面临全面的供应限制，但该公司仍能够在9月份季度解决供应问题。</blockquote> “We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.<blockquote>高通首席财务官阿卡什·帕尔希瓦拉(Akash Palkhiwala)对分析师表示：“我们很早就看到了这一点，过去几个季度我们一直在讨论这个问题，并且我们已经制定了某些零件双重采购的计划。”</blockquote> Some smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.<blockquote>一些规模较小或较年轻的科技公司对长期需求不太有信心，比高通规模较小的射频芯片制造商（包括Qorvo Inc.）就证明了这一点，这表明对假日季度的信心较低。对于那些受到疫情推动的居家繁荣影响的公司来说，信心也应该很弱。随着越来越多的消费者接种疫苗并开始在户外或健身房、电影院和其他以前关闭的地方度过时光，Peloton和流媒体服务等公司的增长急剧放缓。</blockquote> Peloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.<blockquote>对于许多公司来说，Peloton可能是煤矿里的金丝雀，它预示着大流行繁荣的结束，这些公司的盈利和股票以两位数的强劲增长率飙升。Peloton将年收入预期修正为44亿美元至48亿美元，较华尔街此前预期下调6亿美元至10亿美元。自那次爆炸性事件发生以来，Peloton的股价已暴跌约40%。</blockquote> “Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”<blockquote>Peleton联合创始人兼首席执行官John Foley在公司财报看涨期权上对分析师表示：“新冠疫情过后，短期内预测消费者行为和供应链投入非常具有挑战性，我们的新前景清楚地证明了这一点。”上周。其首席财务官吉尔·伍德沃斯(Jill Woodworth)更加直言不讳，表示“低估了重新开放对我们公司和整个行业的影响”。</blockquote> Roku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.<blockquote>与2020年第三季度“疫情的需求异常激增”相比，Roku公司的新账户数量放缓，其视频流媒体设备的销量也同比下降。Roku还强调了零部件成本上涨、库存限制、运输延误和成本上涨带来的持续挑战，预计所有这些都将持续到第四季度。该公司仍预计第四季度收入增长37%，但低于去年同期58%的收入增长。</blockquote> “There’s&nbsp;a&nbsp;lot of uncertainties around the&nbsp;holiday&nbsp;season,” Roku Chief Financial Officer Steve Louden said.<blockquote>Roku首席财务官Steve Louden表示：“假期期间存在很多不确定性。”</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/what-to-know-before-making-your-holiday-tech-stock-wishlist-11636750865?mod=home-page\">MarketWatch</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","PTON":"Peloton Interactive, Inc.","QCOM":"高通","QRVO":"Qorvo, Inc.","AMZN":"亚马逊"},"source_url":"https://www.marketwatch.com/story/what-to-know-before-making-your-holiday-tech-stock-wishlist-11636750865?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160569356","content_text":"Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space\nMARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO\nThe typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.\n\nTypically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.\nDisappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc. and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.\nDon’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.\n\nCommunications chip designer Qualcomm Inc. told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.\n“We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.\nSome smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.\nPeloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.\n“Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”\nRoku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.\n“There’s a lot of uncertainties around the holiday season,” Roku Chief Financial Officer Steve Louden said.","news_type":1,"symbols_score_info":{"PTON":0.9,"QCOM":0.9,"AMZN":0.9,"ROKU":0.9,"QRVO":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6562082,"gmtCreate":1636790087049,"gmtModify":1636790087080,"authorId":3582633189757328,"author":{"id":3582633189757328,"idStr":"3582633189757328","authorId":3582633189757328,"name":"Ly99","avatar":"https://static.tigerbbs.com/ad04aa6a4345f682b5fa75c514b9b871","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":879777501,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"},{"id":6561499,"gmtCreate":1636784966690,"gmtModify":1636784966806,"authorId":3582358454168309,"author":{"id":3582358454168309,"idStr":"3582358454168309","authorId":3582358454168309,"name":"chqngchang","avatar":"https://static.tigerbbs.com/b56233832049ceeac966ba711e0e1f75","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":879777501,"type":1,"supId":0,"prevId":0,"content":"[Smile]","text":"[Smile]","html":"[Smile]"}],"langContent":"CN"},{"id":879721087,"gmtCreate":1636775644379,"gmtModify":1636775645111,"author":{"id":"3574326723774097","authorId":"3574326723774097","name":"Gackky","avatar":"https://static.tigerbbs.com/5898b44bf5a31bf2b9d4e37227ed8177","vip":1,"crmLevel":11,"crmLevelSwitch":0,"idStr":"3574326723774097","authorIdStr":"3574326723774097"},"htmlText":"my xmas wishlist will be for my portfolio to become green","listText":"my xmas wishlist will be for my portfolio to become green","text":"my xmas wishlist will be for my portfolio to become green","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/879721087","repostId":1160569356,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6571750,"gmtCreate":1636869902624,"gmtModify":1636869902653,"authorId":3574326723774097,"author":{"id":3574326723774097,"idStr":"3574326723774097","authorId":3574326723774097,"name":"Gackky","avatar":"https://static.tigerbbs.com/5898b44bf5a31bf2b9d4e37227ed8177","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3566385558470298,"repliedAuthor":{"id":3566385558470298,"idStr":"3566385558470298","authorId":3566385558470298,"name":"Venus_M","avatar":"https://static.tigerbbs.com/525433622d774840840ddaacaf2281d2","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":879721087,"type":1,"supId":6571125,"prevId":6571694,"content":"missed that.. haha","text":"missed that.. haha","html":"missed that.. haha"},{"id":6571694,"gmtCreate":1636869689295,"gmtModify":1636869689295,"authorId":3566385558470298,"author":{"id":3566385558470298,"idStr":"3566385558470298","authorId":3566385558470298,"name":"Venus_M","avatar":"https://static.tigerbbs.com/525433622d774840840ddaacaf2281d2","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":879721087,"type":1,"supId":6571125,"prevId":0,"content":"or color blind [笑哭]","text":"or color blind [笑哭]","html":"or color blind [笑哭]"},{"id":6571125,"gmtCreate":1636865081731,"gmtModify":1636865081818,"authorId":3574326723774097,"author":{"id":3574326723774097,"idStr":"3574326723774097","authorId":3574326723774097,"name":"Gackky","avatar":"https://static.tigerbbs.com/5898b44bf5a31bf2b9d4e37227ed8177","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":879721087,"type":1,"supId":0,"prevId":0,"content":"thats almost everyone wishes.. except for the shortists or those who change their colour code","text":"thats almost everyone wishes.. except for the shortists or those who change their colour code","html":"thats almost everyone wishes.. except for the shortists or those who change their colour code"},{"id":6564285,"gmtCreate":1636814064822,"gmtModify":1636814064913,"authorId":3579758808989513,"author":{"id":3579758808989513,"idStr":"3579758808989513","authorId":3579758808989513,"name":"ACCY","avatar":"https://static.tigerbbs.com/a44626552831eb06aa01cf85dcaf7422","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":879721087,"type":1,"supId":0,"prevId":0,"content":"Me too!","text":"Me too!","html":"Me too!"},{"id":6560190,"gmtCreate":1636776531301,"gmtModify":1636776531301,"authorId":3566385558470298,"author":{"id":3566385558470298,"idStr":"3566385558470298","authorId":3566385558470298,"name":"Venus_M","avatar":"https://static.tigerbbs.com/525433622d774840840ddaacaf2281d2","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":879721087,"type":1,"supId":0,"prevId":0,"content":"we have the same wish!&nbsp; [惊讶]","text":"we have the same wish!&nbsp; [惊讶]","html":"we have the same wish!&nbsp; [惊讶]"}],"langContent":"CN"},{"id":879461650,"gmtCreate":1636764504248,"gmtModify":1636764504412,"author":{"id":"3576295596635298","authorId":"3576295596635298","name":"WjsdSGTi","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3576295596635298","authorIdStr":"3576295596635298"},"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879461650","repostId":1160569356,"repostType":4,"repost":{"id":"1160569356","kind":"news","pubTimestamp":1636761102,"share":"https://www.laohu8.com/m/news/1160569356?lang=zh_CN&edition=full","pubTime":"2021-11-13 07:51","market":"us","language":"en","title":"What to know before making your holiday tech-stock wishlist<blockquote>在制定假日科技股愿望清单之前需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160569356","media":"MarketWatch","summary":"Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the sup","content":"Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space<blockquote>假期预测表明，消费科技是一场赌博，但押注于较大的参与者以获得他们所需的供应，并寻找也在企业领域开展业务的科技公司</blockquote> <img src=\"https://static.tigerbbs.com/c3a0931516529f6865a52b6890a7a26c\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\">MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO<blockquote>MARKETWATCH照片插图/ISTOCKPHOTO</blockquote> The typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.<blockquote>对于许多以消费者为中心的科技公司来说，今年通常强劲的假期将会很艰难，但投资者在加入圣诞老人愿望清单之前需要了解以下内容。</blockquote> Typically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.<blockquote>对于许多公司来说，12月季度通常是一年中最大的季度，增长将放缓，许多消费科技公司可能会感到失望。它还将展示哪些公司有实力解决重大供应链问题，以及为什么向企业而不仅仅是消费者出售技术总是有帮助的。</blockquote> Disappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc.&nbsp;and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.<blockquote>迄今为止，Peloton Interactive Inc.、亚马逊公司、苹果公司和其他公司在财报季做出的令人失望的预测表明，对于许多以消费者为中心的公司来说，疫情的繁荣可能即将结束。即使需求仍然强劲，持续的供应链限制可能会影响那些有正常季节性需求的人。</blockquote> Don’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.<blockquote>不过，不要太害怕一些大公司，因为他们有足够的规模来解决供应链问题。就苹果而言，在零部件短缺导致9月份季度收入缺口60亿美元后，这家巨头仍然不愿意给出收入预测，但确实表示零部件短缺将是12月份季度的一个更大因素。但对苹果产品的需求，尤其是新款iPhone 13，并没有消失，尤其是随着5G网络变得更加普及，因此任何没有在假期季度出现的收入都可能会推迟到明年，这可能有助于维持公司度过2022年初清淡的季度。</blockquote> Communications chip designer Qualcomm Inc.&nbsp;told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.<blockquote>通信芯片设计公司高通公司告诉分析师，尽管面临全面的供应限制，但该公司仍能够在9月份季度解决供应问题。</blockquote> “We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.<blockquote>高通首席财务官阿卡什·帕尔希瓦拉(Akash Palkhiwala)对分析师表示：“我们很早就看到了这一点，过去几个季度我们一直在讨论这个问题，并且我们已经制定了某些零件双重采购的计划。”</blockquote> Some smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.<blockquote>一些规模较小或较年轻的科技公司对长期需求不太有信心，比高通规模较小的射频芯片制造商（包括Qorvo Inc.）就证明了这一点，这表明对假日季度的信心较低。对于那些受到疫情推动的居家繁荣影响的公司来说，信心也应该很弱。随着越来越多的消费者接种疫苗并开始在户外或健身房、电影院和其他以前关闭的地方度过时光，Peloton和流媒体服务等公司的增长急剧放缓。</blockquote> Peloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.<blockquote>对于许多公司来说，Peloton可能是煤矿里的金丝雀，它预示着大流行繁荣的结束，这些公司的盈利和股票以两位数的强劲增长率飙升。Peloton将年收入预期修正为44亿美元至48亿美元，较华尔街此前预期下调6亿美元至10亿美元。自那次爆炸性事件发生以来，Peloton的股价已暴跌约40%。</blockquote> “Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”<blockquote>Peleton联合创始人兼首席执行官John Foley在公司财报看涨期权上对分析师表示：“新冠疫情过后，短期内预测消费者行为和供应链投入非常具有挑战性，我们的新前景清楚地证明了这一点。”上周。其首席财务官吉尔·伍德沃斯(Jill Woodworth)更加直言不讳，表示“低估了重新开放对我们公司和整个行业的影响”。</blockquote> Roku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.<blockquote>与2020年第三季度“疫情的需求异常激增”相比，Roku公司的新账户数量放缓，其视频流媒体设备的销量也同比下降。Roku还强调了零部件成本上涨、库存限制、运输延误和成本上涨带来的持续挑战，预计所有这些都将持续到第四季度。该公司仍预计第四季度收入增长37%，但低于去年同期58%的收入增长。</blockquote> “There’s&nbsp;a&nbsp;lot of uncertainties around the&nbsp;holiday&nbsp;season,” Roku Chief Financial Officer Steve Louden said.<blockquote>Roku首席财务官Steve Louden表示：“假期期间存在很多不确定性。”</blockquote>","source":"lsy1603348471595","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>What to know before making your holiday tech-stock wishlist<blockquote>在制定假日科技股愿望清单之前需要了解什么</blockquote></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\">\nWhat to know before making your holiday tech-stock wishlist<blockquote>在制定假日科技股愿望清单之前需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2021-11-13 07:51\n\n</h4>\n</header>\n<article>\nHoliday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space<blockquote>假期预测表明，消费科技是一场赌博，但押注于较大的参与者以获得他们所需的供应，并寻找也在企业领域开展业务的科技公司</blockquote> <img src=\"https://static.tigerbbs.com/c3a0931516529f6865a52b6890a7a26c\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\">MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO<blockquote>MARKETWATCH照片插图/ISTOCKPHOTO</blockquote> The typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.<blockquote>对于许多以消费者为中心的科技公司来说，今年通常强劲的假期将会很艰难，但投资者在加入圣诞老人愿望清单之前需要了解以下内容。</blockquote> Typically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.<blockquote>对于许多公司来说，12月季度通常是一年中最大的季度，增长将放缓，许多消费科技公司可能会感到失望。它还将展示哪些公司有实力解决重大供应链问题，以及为什么向企业而不仅仅是消费者出售技术总是有帮助的。</blockquote> Disappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc.&nbsp;and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.<blockquote>迄今为止，Peloton Interactive Inc.、亚马逊公司、苹果公司和其他公司在财报季做出的令人失望的预测表明，对于许多以消费者为中心的公司来说，疫情的繁荣可能即将结束。即使需求仍然强劲，持续的供应链限制可能会影响那些有正常季节性需求的人。</blockquote> Don’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.<blockquote>不过，不要太害怕一些大公司，因为他们有足够的规模来解决供应链问题。就苹果而言，在零部件短缺导致9月份季度收入缺口60亿美元后，这家巨头仍然不愿意给出收入预测，但确实表示零部件短缺将是12月份季度的一个更大因素。但对苹果产品的需求，尤其是新款iPhone 13，并没有消失，尤其是随着5G网络变得更加普及，因此任何没有在假期季度出现的收入都可能会推迟到明年，这可能有助于维持公司度过2022年初清淡的季度。</blockquote> Communications chip designer Qualcomm Inc.&nbsp;told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.<blockquote>通信芯片设计公司高通公司告诉分析师，尽管面临全面的供应限制，但该公司仍能够在9月份季度解决供应问题。</blockquote> “We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.<blockquote>高通首席财务官阿卡什·帕尔希瓦拉(Akash Palkhiwala)对分析师表示：“我们很早就看到了这一点，过去几个季度我们一直在讨论这个问题，并且我们已经制定了某些零件双重采购的计划。”</blockquote> Some smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.<blockquote>一些规模较小或较年轻的科技公司对长期需求不太有信心，比高通规模较小的射频芯片制造商（包括Qorvo Inc.）就证明了这一点，这表明对假日季度的信心较低。对于那些受到疫情推动的居家繁荣影响的公司来说，信心也应该很弱。随着越来越多的消费者接种疫苗并开始在户外或健身房、电影院和其他以前关闭的地方度过时光，Peloton和流媒体服务等公司的增长急剧放缓。</blockquote> Peloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.<blockquote>对于许多公司来说，Peloton可能是煤矿里的金丝雀，它预示着大流行繁荣的结束，这些公司的盈利和股票以两位数的强劲增长率飙升。Peloton将年收入预期修正为44亿美元至48亿美元，较华尔街此前预期下调6亿美元至10亿美元。自那次爆炸性事件发生以来，Peloton的股价已暴跌约40%。</blockquote> “Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”<blockquote>Peleton联合创始人兼首席执行官John Foley在公司财报看涨期权上对分析师表示：“新冠疫情过后，短期内预测消费者行为和供应链投入非常具有挑战性，我们的新前景清楚地证明了这一点。”上周。其首席财务官吉尔·伍德沃斯(Jill Woodworth)更加直言不讳，表示“低估了重新开放对我们公司和整个行业的影响”。</blockquote> Roku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.<blockquote>与2020年第三季度“疫情的需求异常激增”相比，Roku公司的新账户数量放缓，其视频流媒体设备的销量也同比下降。Roku还强调了零部件成本上涨、库存限制、运输延误和成本上涨带来的持续挑战，预计所有这些都将持续到第四季度。该公司仍预计第四季度收入增长37%，但低于去年同期58%的收入增长。</blockquote> “There’s&nbsp;a&nbsp;lot of uncertainties around the&nbsp;holiday&nbsp;season,” Roku Chief Financial Officer Steve Louden said.<blockquote>Roku首席财务官Steve Louden表示：“假期期间存在很多不确定性。”</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/what-to-know-before-making-your-holiday-tech-stock-wishlist-11636750865?mod=home-page\">MarketWatch</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","PTON":"Peloton Interactive, Inc.","QCOM":"高通","QRVO":"Qorvo, Inc.","AMZN":"亚马逊"},"source_url":"https://www.marketwatch.com/story/what-to-know-before-making-your-holiday-tech-stock-wishlist-11636750865?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160569356","content_text":"Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space\nMARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO\nThe typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.\n\nTypically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.\nDisappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc. and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.\nDon’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.\n\nCommunications chip designer Qualcomm Inc. told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.\n“We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.\nSome smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.\nPeloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.\n“Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”\nRoku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.\n“There’s a lot of uncertainties around the holiday season,” Roku Chief Financial Officer Steve Louden said.","news_type":1,"symbols_score_info":{"PTON":0.9,"QCOM":0.9,"AMZN":0.9,"ROKU":0.9,"QRVO":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6556788,"gmtCreate":1636764513949,"gmtModify":1636764514040,"authorId":3576295596635298,"author":{"id":3576295596635298,"idStr":"3576295596635298","authorId":3576295596635298,"name":"WjsdSGTi","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":879461650,"type":1,"supId":0,"prevId":0,"content":"Great","text":"Great","html":"Great"}],"langContent":"CN"},{"id":879463953,"gmtCreate":1636764396613,"gmtModify":1636764396937,"author":{"id":"3576888762442253","authorId":"3576888762442253","name":"Barbarazhao","avatar":"https://static.tigerbbs.com/40f6fdeabe0e8cac300f1fd2a17eb3ac","vip":1,"crmLevel":13,"crmLevelSwitch":0,"idStr":"3576888762442253","authorIdStr":"3576888762442253"},"htmlText":"Good to know&nbsp;","listText":"Good to know&nbsp;","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879463953","repostId":1160569356,"repostType":4,"repost":{"id":"1160569356","kind":"news","pubTimestamp":1636761102,"share":"https://www.laohu8.com/m/news/1160569356?lang=zh_CN&edition=full","pubTime":"2021-11-13 07:51","market":"us","language":"en","title":"What to know before making your holiday tech-stock wishlist<blockquote>在制定假日科技股愿望清单之前需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160569356","media":"MarketWatch","summary":"Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the sup","content":"Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space<blockquote>假期预测表明，消费科技是一场赌博，但押注于较大的参与者以获得他们所需的供应，并寻找也在企业领域开展业务的科技公司</blockquote> <img src=\"https://static.tigerbbs.com/c3a0931516529f6865a52b6890a7a26c\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\">MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO<blockquote>MARKETWATCH照片插图/ISTOCKPHOTO</blockquote> The typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.<blockquote>对于许多以消费者为中心的科技公司来说，今年通常强劲的假期将会很艰难，但投资者在加入圣诞老人愿望清单之前需要了解以下内容。</blockquote> Typically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.<blockquote>对于许多公司来说，12月季度通常是一年中最大的季度，增长将放缓，许多消费科技公司可能会感到失望。它还将展示哪些公司有实力解决重大供应链问题，以及为什么向企业而不仅仅是消费者出售技术总是有帮助的。</blockquote> Disappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc.&nbsp;and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.<blockquote>迄今为止，Peloton Interactive Inc.、亚马逊公司、苹果公司和其他公司在财报季做出的令人失望的预测表明，对于许多以消费者为中心的公司来说，疫情的繁荣可能即将结束。即使需求仍然强劲，持续的供应链限制可能会影响那些有正常季节性需求的人。</blockquote> Don’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.<blockquote>不过，不要太害怕一些大公司，因为他们有足够的规模来解决供应链问题。就苹果而言，在零部件短缺导致9月份季度收入缺口60亿美元后，这家巨头仍然不愿意给出收入预测，但确实表示零部件短缺将是12月份季度的一个更大因素。但对苹果产品的需求，尤其是新款iPhone 13，并没有消失，尤其是随着5G网络变得更加普及，因此任何没有在假期季度出现的收入都可能会推迟到明年，这可能有助于维持公司度过2022年初清淡的季度。</blockquote> Communications chip designer Qualcomm Inc.&nbsp;told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.<blockquote>通信芯片设计公司高通公司告诉分析师，尽管面临全面的供应限制，但该公司仍能够在9月份季度解决供应问题。</blockquote> “We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.<blockquote>高通首席财务官阿卡什·帕尔希瓦拉(Akash Palkhiwala)对分析师表示：“我们很早就看到了这一点，过去几个季度我们一直在讨论这个问题，并且我们已经制定了某些零件双重采购的计划。”</blockquote> Some smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.<blockquote>一些规模较小或较年轻的科技公司对长期需求不太有信心，比高通规模较小的射频芯片制造商（包括Qorvo Inc.）就证明了这一点，这表明对假日季度的信心较低。对于那些受到疫情推动的居家繁荣影响的公司来说，信心也应该很弱。随着越来越多的消费者接种疫苗并开始在户外或健身房、电影院和其他以前关闭的地方度过时光，Peloton和流媒体服务等公司的增长急剧放缓。</blockquote> Peloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.<blockquote>对于许多公司来说，Peloton可能是煤矿里的金丝雀，它预示着大流行繁荣的结束，这些公司的盈利和股票以两位数的强劲增长率飙升。Peloton将年收入预期修正为44亿美元至48亿美元，较华尔街此前预期下调6亿美元至10亿美元。自那次爆炸性事件发生以来，Peloton的股价已暴跌约40%。</blockquote> “Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”<blockquote>Peleton联合创始人兼首席执行官John Foley在公司财报看涨期权上对分析师表示：“新冠疫情过后，短期内预测消费者行为和供应链投入非常具有挑战性，我们的新前景清楚地证明了这一点。”上周。其首席财务官吉尔·伍德沃斯(Jill Woodworth)更加直言不讳，表示“低估了重新开放对我们公司和整个行业的影响”。</blockquote> Roku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.<blockquote>与2020年第三季度“疫情的需求异常激增”相比，Roku公司的新账户数量放缓，其视频流媒体设备的销量也同比下降。Roku还强调了零部件成本上涨、库存限制、运输延误和成本上涨带来的持续挑战，预计所有这些都将持续到第四季度。该公司仍预计第四季度收入增长37%，但低于去年同期58%的收入增长。</blockquote> “There’s&nbsp;a&nbsp;lot of uncertainties around the&nbsp;holiday&nbsp;season,” Roku Chief Financial Officer Steve Louden said.<blockquote>Roku首席财务官Steve Louden表示：“假期期间存在很多不确定性。”</blockquote>","source":"lsy1603348471595","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>What to know before making your holiday tech-stock wishlist<blockquote>在制定假日科技股愿望清单之前需要了解什么</blockquote></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\">\nWhat to know before making your holiday tech-stock wishlist<blockquote>在制定假日科技股愿望清单之前需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2021-11-13 07:51\n\n</h4>\n</header>\n<article>\nHoliday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space<blockquote>假期预测表明，消费科技是一场赌博，但押注于较大的参与者以获得他们所需的供应，并寻找也在企业领域开展业务的科技公司</blockquote> <img src=\"https://static.tigerbbs.com/c3a0931516529f6865a52b6890a7a26c\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\">MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO<blockquote>MARKETWATCH照片插图/ISTOCKPHOTO</blockquote> The typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.<blockquote>对于许多以消费者为中心的科技公司来说，今年通常强劲的假期将会很艰难，但投资者在加入圣诞老人愿望清单之前需要了解以下内容。</blockquote> Typically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.<blockquote>对于许多公司来说，12月季度通常是一年中最大的季度，增长将放缓，许多消费科技公司可能会感到失望。它还将展示哪些公司有实力解决重大供应链问题，以及为什么向企业而不仅仅是消费者出售技术总是有帮助的。</blockquote> Disappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc.&nbsp;and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.<blockquote>迄今为止，Peloton Interactive Inc.、亚马逊公司、苹果公司和其他公司在财报季做出的令人失望的预测表明，对于许多以消费者为中心的公司来说，疫情的繁荣可能即将结束。即使需求仍然强劲，持续的供应链限制可能会影响那些有正常季节性需求的人。</blockquote> Don’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.<blockquote>不过，不要太害怕一些大公司，因为他们有足够的规模来解决供应链问题。就苹果而言，在零部件短缺导致9月份季度收入缺口60亿美元后，这家巨头仍然不愿意给出收入预测，但确实表示零部件短缺将是12月份季度的一个更大因素。但对苹果产品的需求，尤其是新款iPhone 13，并没有消失，尤其是随着5G网络变得更加普及，因此任何没有在假期季度出现的收入都可能会推迟到明年，这可能有助于维持公司度过2022年初清淡的季度。</blockquote> Communications chip designer Qualcomm Inc.&nbsp;told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.<blockquote>通信芯片设计公司高通公司告诉分析师，尽管面临全面的供应限制，但该公司仍能够在9月份季度解决供应问题。</blockquote> “We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.<blockquote>高通首席财务官阿卡什·帕尔希瓦拉(Akash Palkhiwala)对分析师表示：“我们很早就看到了这一点，过去几个季度我们一直在讨论这个问题，并且我们已经制定了某些零件双重采购的计划。”</blockquote> Some smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.<blockquote>一些规模较小或较年轻的科技公司对长期需求不太有信心，比高通规模较小的射频芯片制造商（包括Qorvo Inc.）就证明了这一点，这表明对假日季度的信心较低。对于那些受到疫情推动的居家繁荣影响的公司来说，信心也应该很弱。随着越来越多的消费者接种疫苗并开始在户外或健身房、电影院和其他以前关闭的地方度过时光，Peloton和流媒体服务等公司的增长急剧放缓。</blockquote> Peloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.<blockquote>对于许多公司来说，Peloton可能是煤矿里的金丝雀，它预示着大流行繁荣的结束，这些公司的盈利和股票以两位数的强劲增长率飙升。Peloton将年收入预期修正为44亿美元至48亿美元，较华尔街此前预期下调6亿美元至10亿美元。自那次爆炸性事件发生以来，Peloton的股价已暴跌约40%。</blockquote> “Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”<blockquote>Peleton联合创始人兼首席执行官John Foley在公司财报看涨期权上对分析师表示：“新冠疫情过后，短期内预测消费者行为和供应链投入非常具有挑战性，我们的新前景清楚地证明了这一点。”上周。其首席财务官吉尔·伍德沃斯(Jill Woodworth)更加直言不讳，表示“低估了重新开放对我们公司和整个行业的影响”。</blockquote> Roku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.<blockquote>与2020年第三季度“疫情的需求异常激增”相比，Roku公司的新账户数量放缓，其视频流媒体设备的销量也同比下降。Roku还强调了零部件成本上涨、库存限制、运输延误和成本上涨带来的持续挑战，预计所有这些都将持续到第四季度。该公司仍预计第四季度收入增长37%，但低于去年同期58%的收入增长。</blockquote> “There’s&nbsp;a&nbsp;lot of uncertainties around the&nbsp;holiday&nbsp;season,” Roku Chief Financial Officer Steve Louden said.<blockquote>Roku首席财务官Steve Louden表示：“假期期间存在很多不确定性。”</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/what-to-know-before-making-your-holiday-tech-stock-wishlist-11636750865?mod=home-page\">MarketWatch</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","PTON":"Peloton Interactive, Inc.","QCOM":"高通","QRVO":"Qorvo, Inc.","AMZN":"亚马逊"},"source_url":"https://www.marketwatch.com/story/what-to-know-before-making-your-holiday-tech-stock-wishlist-11636750865?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160569356","content_text":"Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space\nMARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO\nThe typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.\n\nTypically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.\nDisappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc. and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.\nDon’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.\n\nCommunications chip designer Qualcomm Inc. told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.\n“We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.\nSome smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.\nPeloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.\n“Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”\nRoku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.\n“There’s a lot of uncertainties around the holiday season,” Roku Chief Financial Officer Steve Louden said.","news_type":1,"symbols_score_info":{"PTON":0.9,"QCOM":0.9,"AMZN":0.9,"ROKU":0.9,"QRVO":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":879487955,"gmtCreate":1636764130653,"gmtModify":1636764130830,"author":{"id":"3570272942006173","authorId":"3570272942006173","name":"Raz","avatar":"https://static.tigerbbs.com/f9ea187e9aeaaf216b9012645f7a0d31","vip":1,"crmLevel":11,"crmLevelSwitch":0,"idStr":"3570272942006173","authorIdStr":"3570272942006173"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879487955","repostId":1160569356,"repostType":4,"repost":{"id":"1160569356","kind":"news","pubTimestamp":1636761102,"share":"https://www.laohu8.com/m/news/1160569356?lang=zh_CN&edition=full","pubTime":"2021-11-13 07:51","market":"us","language":"en","title":"What to know before making your holiday tech-stock wishlist<blockquote>在制定假日科技股愿望清单之前需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160569356","media":"MarketWatch","summary":"Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the sup","content":"Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space<blockquote>假期预测表明，消费科技是一场赌博，但押注于较大的参与者以获得他们所需的供应，并寻找也在企业领域开展业务的科技公司</blockquote> <img src=\"https://static.tigerbbs.com/c3a0931516529f6865a52b6890a7a26c\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\">MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO<blockquote>MARKETWATCH照片插图/ISTOCKPHOTO</blockquote> The typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.<blockquote>对于许多以消费者为中心的科技公司来说，今年通常强劲的假期将会很艰难，但投资者在加入圣诞老人愿望清单之前需要了解以下内容。</blockquote> Typically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.<blockquote>对于许多公司来说，12月季度通常是一年中最大的季度，增长将放缓，许多消费科技公司可能会感到失望。它还将展示哪些公司有实力解决重大供应链问题，以及为什么向企业而不仅仅是消费者出售技术总是有帮助的。</blockquote> Disappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc.&nbsp;and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.<blockquote>迄今为止，Peloton Interactive Inc.、亚马逊公司、苹果公司和其他公司在财报季做出的令人失望的预测表明，对于许多以消费者为中心的公司来说，疫情的繁荣可能即将结束。即使需求仍然强劲，持续的供应链限制可能会影响那些有正常季节性需求的人。</blockquote> Don’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.<blockquote>不过，不要太害怕一些大公司，因为他们有足够的规模来解决供应链问题。就苹果而言，在零部件短缺导致9月份季度收入缺口60亿美元后，这家巨头仍然不愿意给出收入预测，但确实表示零部件短缺将是12月份季度的一个更大因素。但对苹果产品的需求，尤其是新款iPhone 13，并没有消失，尤其是随着5G网络变得更加普及，因此任何没有在假期季度出现的收入都可能会推迟到明年，这可能有助于维持公司度过2022年初清淡的季度。</blockquote> Communications chip designer Qualcomm Inc.&nbsp;told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.<blockquote>通信芯片设计公司高通公司告诉分析师，尽管面临全面的供应限制，但该公司仍能够在9月份季度解决供应问题。</blockquote> “We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.<blockquote>高通首席财务官阿卡什·帕尔希瓦拉(Akash Palkhiwala)对分析师表示：“我们很早就看到了这一点，过去几个季度我们一直在讨论这个问题，并且我们已经制定了某些零件双重采购的计划。”</blockquote> Some smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.<blockquote>一些规模较小或较年轻的科技公司对长期需求不太有信心，比高通规模较小的射频芯片制造商（包括Qorvo Inc.）就证明了这一点，这表明对假日季度的信心较低。对于那些受到疫情推动的居家繁荣影响的公司来说，信心也应该很弱。随着越来越多的消费者接种疫苗并开始在户外或健身房、电影院和其他以前关闭的地方度过时光，Peloton和流媒体服务等公司的增长急剧放缓。</blockquote> Peloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.<blockquote>对于许多公司来说，Peloton可能是煤矿里的金丝雀，它预示着大流行繁荣的结束，这些公司的盈利和股票以两位数的强劲增长率飙升。Peloton将年收入预期修正为44亿美元至48亿美元，较华尔街此前预期下调6亿美元至10亿美元。自那次爆炸性事件发生以来，Peloton的股价已暴跌约40%。</blockquote> “Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”<blockquote>Peleton联合创始人兼首席执行官John Foley在公司财报看涨期权上对分析师表示：“新冠疫情过后，短期内预测消费者行为和供应链投入非常具有挑战性，我们的新前景清楚地证明了这一点。”上周。其首席财务官吉尔·伍德沃斯(Jill Woodworth)更加直言不讳，表示“低估了重新开放对我们公司和整个行业的影响”。</blockquote> Roku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.<blockquote>与2020年第三季度“疫情的需求异常激增”相比，Roku公司的新账户数量放缓，其视频流媒体设备的销量也同比下降。Roku还强调了零部件成本上涨、库存限制、运输延误和成本上涨带来的持续挑战，预计所有这些都将持续到第四季度。该公司仍预计第四季度收入增长37%，但低于去年同期58%的收入增长。</blockquote> “There’s&nbsp;a&nbsp;lot of uncertainties around the&nbsp;holiday&nbsp;season,” Roku Chief Financial Officer Steve Louden said.<blockquote>Roku首席财务官Steve Louden表示：“假期期间存在很多不确定性。”</blockquote>","source":"lsy1603348471595","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>What to know before making your holiday tech-stock wishlist<blockquote>在制定假日科技股愿望清单之前需要了解什么</blockquote></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\">\nWhat to know before making your holiday tech-stock wishlist<blockquote>在制定假日科技股愿望清单之前需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2021-11-13 07:51\n\n</h4>\n</header>\n<article>\nHoliday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space<blockquote>假期预测表明，消费科技是一场赌博，但押注于较大的参与者以获得他们所需的供应，并寻找也在企业领域开展业务的科技公司</blockquote> <img src=\"https://static.tigerbbs.com/c3a0931516529f6865a52b6890a7a26c\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\">MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO<blockquote>MARKETWATCH照片插图/ISTOCKPHOTO</blockquote> The typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.<blockquote>对于许多以消费者为中心的科技公司来说，今年通常强劲的假期将会很艰难，但投资者在加入圣诞老人愿望清单之前需要了解以下内容。</blockquote> Typically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.<blockquote>对于许多公司来说，12月季度通常是一年中最大的季度，增长将放缓，许多消费科技公司可能会感到失望。它还将展示哪些公司有实力解决重大供应链问题，以及为什么向企业而不仅仅是消费者出售技术总是有帮助的。</blockquote> Disappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc.&nbsp;and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.<blockquote>迄今为止，Peloton Interactive Inc.、亚马逊公司、苹果公司和其他公司在财报季做出的令人失望的预测表明，对于许多以消费者为中心的公司来说，疫情的繁荣可能即将结束。即使需求仍然强劲，持续的供应链限制可能会影响那些有正常季节性需求的人。</blockquote> Don’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.<blockquote>不过，不要太害怕一些大公司，因为他们有足够的规模来解决供应链问题。就苹果而言，在零部件短缺导致9月份季度收入缺口60亿美元后，这家巨头仍然不愿意给出收入预测，但确实表示零部件短缺将是12月份季度的一个更大因素。但对苹果产品的需求，尤其是新款iPhone 13，并没有消失，尤其是随着5G网络变得更加普及，因此任何没有在假期季度出现的收入都可能会推迟到明年，这可能有助于维持公司度过2022年初清淡的季度。</blockquote> Communications chip designer Qualcomm Inc.&nbsp;told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.<blockquote>通信芯片设计公司高通公司告诉分析师，尽管面临全面的供应限制，但该公司仍能够在9月份季度解决供应问题。</blockquote> “We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.<blockquote>高通首席财务官阿卡什·帕尔希瓦拉(Akash Palkhiwala)对分析师表示：“我们很早就看到了这一点，过去几个季度我们一直在讨论这个问题，并且我们已经制定了某些零件双重采购的计划。”</blockquote> Some smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.<blockquote>一些规模较小或较年轻的科技公司对长期需求不太有信心，比高通规模较小的射频芯片制造商（包括Qorvo Inc.）就证明了这一点，这表明对假日季度的信心较低。对于那些受到疫情推动的居家繁荣影响的公司来说，信心也应该很弱。随着越来越多的消费者接种疫苗并开始在户外或健身房、电影院和其他以前关闭的地方度过时光，Peloton和流媒体服务等公司的增长急剧放缓。</blockquote> Peloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.<blockquote>对于许多公司来说，Peloton可能是煤矿里的金丝雀，它预示着大流行繁荣的结束，这些公司的盈利和股票以两位数的强劲增长率飙升。Peloton将年收入预期修正为44亿美元至48亿美元，较华尔街此前预期下调6亿美元至10亿美元。自那次爆炸性事件发生以来，Peloton的股价已暴跌约40%。</blockquote> “Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”<blockquote>Peleton联合创始人兼首席执行官John Foley在公司财报看涨期权上对分析师表示：“新冠疫情过后，短期内预测消费者行为和供应链投入非常具有挑战性，我们的新前景清楚地证明了这一点。”上周。其首席财务官吉尔·伍德沃斯(Jill Woodworth)更加直言不讳，表示“低估了重新开放对我们公司和整个行业的影响”。</blockquote> Roku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.<blockquote>与2020年第三季度“疫情的需求异常激增”相比，Roku公司的新账户数量放缓，其视频流媒体设备的销量也同比下降。Roku还强调了零部件成本上涨、库存限制、运输延误和成本上涨带来的持续挑战，预计所有这些都将持续到第四季度。该公司仍预计第四季度收入增长37%，但低于去年同期58%的收入增长。</blockquote> “There’s&nbsp;a&nbsp;lot of uncertainties around the&nbsp;holiday&nbsp;season,” Roku Chief Financial Officer Steve Louden said.<blockquote>Roku首席财务官Steve Louden表示：“假期期间存在很多不确定性。”</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/what-to-know-before-making-your-holiday-tech-stock-wishlist-11636750865?mod=home-page\">MarketWatch</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","PTON":"Peloton Interactive, Inc.","QCOM":"高通","QRVO":"Qorvo, Inc.","AMZN":"亚马逊"},"source_url":"https://www.marketwatch.com/story/what-to-know-before-making-your-holiday-tech-stock-wishlist-11636750865?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160569356","content_text":"Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space\nMARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO\nThe typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.\n\nTypically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.\nDisappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc. and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.\nDon’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.\n\nCommunications chip designer Qualcomm Inc. told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.\n“We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.\nSome smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.\nPeloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.\n“Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”\nRoku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.\n“There’s a lot of uncertainties around the holiday season,” Roku Chief Financial Officer Steve Louden said.","news_type":1,"symbols_score_info":{"PTON":0.9,"QCOM":0.9,"AMZN":0.9,"ROKU":0.9,"QRVO":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":879437036,"gmtCreate":1636762117797,"gmtModify":1636762117996,"author":{"id":"3584658134750205","authorId":"3584658134750205","name":"Linnleo","avatar":"https://static.tigerbbs.com/b57e83af12c17b31db1fb1b80ea44c6a","vip":1,"crmLevel":11,"crmLevelSwitch":0,"idStr":"3584658134750205","authorIdStr":"3584658134750205"},"htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/879437036","repostId":1160569356,"repostType":4,"repost":{"id":"1160569356","kind":"news","pubTimestamp":1636761102,"share":"https://www.laohu8.com/m/news/1160569356?lang=zh_CN&edition=full","pubTime":"2021-11-13 07:51","market":"us","language":"en","title":"What to know before making your holiday tech-stock wishlist<blockquote>在制定假日科技股愿望清单之前需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160569356","media":"MarketWatch","summary":"Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the sup","content":"Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space<blockquote>假期预测表明，消费科技是一场赌博，但押注于较大的参与者以获得他们所需的供应，并寻找也在企业领域开展业务的科技公司</blockquote> <img src=\"https://static.tigerbbs.com/c3a0931516529f6865a52b6890a7a26c\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\">MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO<blockquote>MARKETWATCH照片插图/ISTOCKPHOTO</blockquote> The typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.<blockquote>对于许多以消费者为中心的科技公司来说，今年通常强劲的假期将会很艰难，但投资者在加入圣诞老人愿望清单之前需要了解以下内容。</blockquote> Typically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.<blockquote>对于许多公司来说，12月季度通常是一年中最大的季度，增长将放缓，许多消费科技公司可能会感到失望。它还将展示哪些公司有实力解决重大供应链问题，以及为什么向企业而不仅仅是消费者出售技术总是有帮助的。</blockquote> Disappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc.&nbsp;and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.<blockquote>迄今为止，Peloton Interactive Inc.、亚马逊公司、苹果公司和其他公司在财报季做出的令人失望的预测表明，对于许多以消费者为中心的公司来说，疫情的繁荣可能即将结束。即使需求仍然强劲，持续的供应链限制可能会影响那些有正常季节性需求的人。</blockquote> Don’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.<blockquote>不过，不要太害怕一些大公司，因为他们有足够的规模来解决供应链问题。就苹果而言，在零部件短缺导致9月份季度收入缺口60亿美元后，这家巨头仍然不愿意给出收入预测，但确实表示零部件短缺将是12月份季度的一个更大因素。但对苹果产品的需求，尤其是新款iPhone 13，并没有消失，尤其是随着5G网络变得更加普及，因此任何没有在假期季度出现的收入都可能会推迟到明年，这可能有助于维持公司度过2022年初清淡的季度。</blockquote> Communications chip designer Qualcomm Inc.&nbsp;told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.<blockquote>通信芯片设计公司高通公司告诉分析师，尽管面临全面的供应限制，但该公司仍能够在9月份季度解决供应问题。</blockquote> “We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.<blockquote>高通首席财务官阿卡什·帕尔希瓦拉(Akash Palkhiwala)对分析师表示：“我们很早就看到了这一点，过去几个季度我们一直在讨论这个问题，并且我们已经制定了某些零件双重采购的计划。”</blockquote> Some smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.<blockquote>一些规模较小或较年轻的科技公司对长期需求不太有信心，比高通规模较小的射频芯片制造商（包括Qorvo Inc.）就证明了这一点，这表明对假日季度的信心较低。对于那些受到疫情推动的居家繁荣影响的公司来说，信心也应该很弱。随着越来越多的消费者接种疫苗并开始在户外或健身房、电影院和其他以前关闭的地方度过时光，Peloton和流媒体服务等公司的增长急剧放缓。</blockquote> Peloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.<blockquote>对于许多公司来说，Peloton可能是煤矿里的金丝雀，它预示着大流行繁荣的结束，这些公司的盈利和股票以两位数的强劲增长率飙升。Peloton将年收入预期修正为44亿美元至48亿美元，较华尔街此前预期下调6亿美元至10亿美元。自那次爆炸性事件发生以来，Peloton的股价已暴跌约40%。</blockquote> “Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”<blockquote>Peleton联合创始人兼首席执行官John Foley在公司财报看涨期权上对分析师表示：“新冠疫情过后，短期内预测消费者行为和供应链投入非常具有挑战性，我们的新前景清楚地证明了这一点。”上周。其首席财务官吉尔·伍德沃斯(Jill Woodworth)更加直言不讳，表示“低估了重新开放对我们公司和整个行业的影响”。</blockquote> Roku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.<blockquote>与2020年第三季度“疫情的需求异常激增”相比，Roku公司的新账户数量放缓，其视频流媒体设备的销量也同比下降。Roku还强调了零部件成本上涨、库存限制、运输延误和成本上涨带来的持续挑战，预计所有这些都将持续到第四季度。该公司仍预计第四季度收入增长37%，但低于去年同期58%的收入增长。</blockquote> “There’s&nbsp;a&nbsp;lot of uncertainties around the&nbsp;holiday&nbsp;season,” Roku Chief Financial Officer Steve Louden said.<blockquote>Roku首席财务官Steve Louden表示：“假期期间存在很多不确定性。”</blockquote>","source":"lsy1603348471595","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>What to know before making your holiday tech-stock wishlist<blockquote>在制定假日科技股愿望清单之前需要了解什么</blockquote></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\">\nWhat to know before making your holiday tech-stock wishlist<blockquote>在制定假日科技股愿望清单之前需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2021-11-13 07:51\n\n</h4>\n</header>\n<article>\nHoliday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space<blockquote>假期预测表明，消费科技是一场赌博，但押注于较大的参与者以获得他们所需的供应，并寻找也在企业领域开展业务的科技公司</blockquote> <img src=\"https://static.tigerbbs.com/c3a0931516529f6865a52b6890a7a26c\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\">MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO<blockquote>MARKETWATCH照片插图/ISTOCKPHOTO</blockquote> The typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.<blockquote>对于许多以消费者为中心的科技公司来说，今年通常强劲的假期将会很艰难，但投资者在加入圣诞老人愿望清单之前需要了解以下内容。</blockquote> Typically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.<blockquote>对于许多公司来说，12月季度通常是一年中最大的季度，增长将放缓，许多消费科技公司可能会感到失望。它还将展示哪些公司有实力解决重大供应链问题，以及为什么向企业而不仅仅是消费者出售技术总是有帮助的。</blockquote> Disappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc.&nbsp;and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.<blockquote>迄今为止，Peloton Interactive Inc.、亚马逊公司、苹果公司和其他公司在财报季做出的令人失望的预测表明，对于许多以消费者为中心的公司来说，疫情的繁荣可能即将结束。即使需求仍然强劲，持续的供应链限制可能会影响那些有正常季节性需求的人。</blockquote> Don’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.<blockquote>不过，不要太害怕一些大公司，因为他们有足够的规模来解决供应链问题。就苹果而言，在零部件短缺导致9月份季度收入缺口60亿美元后，这家巨头仍然不愿意给出收入预测，但确实表示零部件短缺将是12月份季度的一个更大因素。但对苹果产品的需求，尤其是新款iPhone 13，并没有消失，尤其是随着5G网络变得更加普及，因此任何没有在假期季度出现的收入都可能会推迟到明年，这可能有助于维持公司度过2022年初清淡的季度。</blockquote> Communications chip designer Qualcomm Inc.&nbsp;told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.<blockquote>通信芯片设计公司高通公司告诉分析师，尽管面临全面的供应限制，但该公司仍能够在9月份季度解决供应问题。</blockquote> “We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.<blockquote>高通首席财务官阿卡什·帕尔希瓦拉(Akash Palkhiwala)对分析师表示：“我们很早就看到了这一点，过去几个季度我们一直在讨论这个问题，并且我们已经制定了某些零件双重采购的计划。”</blockquote> Some smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.<blockquote>一些规模较小或较年轻的科技公司对长期需求不太有信心，比高通规模较小的射频芯片制造商（包括Qorvo Inc.）就证明了这一点，这表明对假日季度的信心较低。对于那些受到疫情推动的居家繁荣影响的公司来说，信心也应该很弱。随着越来越多的消费者接种疫苗并开始在户外或健身房、电影院和其他以前关闭的地方度过时光，Peloton和流媒体服务等公司的增长急剧放缓。</blockquote> Peloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.<blockquote>对于许多公司来说，Peloton可能是煤矿里的金丝雀，它预示着大流行繁荣的结束，这些公司的盈利和股票以两位数的强劲增长率飙升。Peloton将年收入预期修正为44亿美元至48亿美元，较华尔街此前预期下调6亿美元至10亿美元。自那次爆炸性事件发生以来，Peloton的股价已暴跌约40%。</blockquote> “Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”<blockquote>Peleton联合创始人兼首席执行官John Foley在公司财报看涨期权上对分析师表示：“新冠疫情过后，短期内预测消费者行为和供应链投入非常具有挑战性，我们的新前景清楚地证明了这一点。”上周。其首席财务官吉尔·伍德沃斯(Jill Woodworth)更加直言不讳，表示“低估了重新开放对我们公司和整个行业的影响”。</blockquote> Roku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.<blockquote>与2020年第三季度“疫情的需求异常激增”相比，Roku公司的新账户数量放缓，其视频流媒体设备的销量也同比下降。Roku还强调了零部件成本上涨、库存限制、运输延误和成本上涨带来的持续挑战，预计所有这些都将持续到第四季度。该公司仍预计第四季度收入增长37%，但低于去年同期58%的收入增长。</blockquote> “There’s&nbsp;a&nbsp;lot of uncertainties around the&nbsp;holiday&nbsp;season,” Roku Chief Financial Officer Steve Louden said.<blockquote>Roku首席财务官Steve Louden表示：“假期期间存在很多不确定性。”</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/what-to-know-before-making-your-holiday-tech-stock-wishlist-11636750865?mod=home-page\">MarketWatch</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","PTON":"Peloton Interactive, Inc.","QCOM":"高通","QRVO":"Qorvo, Inc.","AMZN":"亚马逊"},"source_url":"https://www.marketwatch.com/story/what-to-know-before-making-your-holiday-tech-stock-wishlist-11636750865?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160569356","content_text":"Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space\nMARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO\nThe typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.\n\nTypically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.\nDisappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc. and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.\nDon’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.\n\nCommunications chip designer Qualcomm Inc. told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.\n“We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.\nSome smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.\nPeloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.\n“Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”\nRoku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.\n“There’s a lot of uncertainties around the holiday season,” Roku Chief Financial Officer Steve Louden said.","news_type":1,"symbols_score_info":{"PTON":0.9,"QCOM":0.9,"AMZN":0.9,"ROKU":0.9,"QRVO":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6555942,"gmtCreate":1636762129855,"gmtModify":1636769882355,"authorId":3584658134750205,"author":{"id":3584658134750205,"idStr":"3584658134750205","authorId":3584658134750205,"name":"Linnleo","avatar":"https://static.tigerbbs.com/b57e83af12c17b31db1fb1b80ea44c6a","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":879437036,"type":1,"supId":0,"prevId":0,"content":"gd to know","text":"gd to know","html":"gd to know"},{"id":6556651,"gmtCreate":1636764123557,"gmtModify":1636764123654,"authorId":3570272942006173,"author":{"id":3570272942006173,"idStr":"3570272942006173","authorId":3570272942006173,"name":"Raz","avatar":"https://static.tigerbbs.com/f9ea187e9aeaaf216b9012645f7a0d31","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":879437036,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"},{"id":6556423,"gmtCreate":1636763616275,"gmtModify":1636763616378,"authorId":3559859558754319,"author":{"id":3559859558754319,"idStr":"3559859558754319","authorId":3559859558754319,"name":"Bodoh","avatar":"https://static.tigerbbs.com/349218ea2852130ca86ce660b4aa2d59","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":879437036,"type":1,"supId":0,"prevId":0,"content":"Yup","text":"Yup","html":"Yup"}],"langContent":"CN"},{"id":879435099,"gmtCreate":1636761950290,"gmtModify":1636761950453,"author":{"id":"3581678664547146","authorId":"3581678664547146","name":"nelson21","avatar":"https://static.tigerbbs.com/f3bfb16048c75dbf023d98c18914333e","vip":1,"crmLevel":11,"crmLevelSwitch":0,"idStr":"3581678664547146","authorIdStr":"3581678664547146"},"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879435099","repostId":1160569356,"repostType":4,"repost":{"id":"1160569356","kind":"news","pubTimestamp":1636761102,"share":"https://www.laohu8.com/m/news/1160569356?lang=zh_CN&edition=full","pubTime":"2021-11-13 07:51","market":"us","language":"en","title":"What to know before making your holiday tech-stock wishlist<blockquote>在制定假日科技股愿望清单之前需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160569356","media":"MarketWatch","summary":"Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the sup","content":"Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space<blockquote>假期预测表明，消费科技是一场赌博，但押注于较大的参与者以获得他们所需的供应，并寻找也在企业领域开展业务的科技公司</blockquote> <img src=\"https://static.tigerbbs.com/c3a0931516529f6865a52b6890a7a26c\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\">MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO<blockquote>MARKETWATCH照片插图/ISTOCKPHOTO</blockquote> The typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.<blockquote>对于许多以消费者为中心的科技公司来说，今年通常强劲的假期将会很艰难，但投资者在加入圣诞老人愿望清单之前需要了解以下内容。</blockquote> Typically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.<blockquote>对于许多公司来说，12月季度通常是一年中最大的季度，增长将放缓，许多消费科技公司可能会感到失望。它还将展示哪些公司有实力解决重大供应链问题，以及为什么向企业而不仅仅是消费者出售技术总是有帮助的。</blockquote> Disappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc.&nbsp;and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.<blockquote>迄今为止，Peloton Interactive Inc.、亚马逊公司、苹果公司和其他公司在财报季做出的令人失望的预测表明，对于许多以消费者为中心的公司来说，疫情的繁荣可能即将结束。即使需求仍然强劲，持续的供应链限制可能会影响那些有正常季节性需求的人。</blockquote> Don’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.<blockquote>不过，不要太害怕一些大公司，因为他们有足够的规模来解决供应链问题。就苹果而言，在零部件短缺导致9月份季度收入缺口60亿美元后，这家巨头仍然不愿意给出收入预测，但确实表示零部件短缺将是12月份季度的一个更大因素。但对苹果产品的需求，尤其是新款iPhone 13，并没有消失，尤其是随着5G网络变得更加普及，因此任何没有在假期季度出现的收入都可能会推迟到明年，这可能有助于维持公司度过2022年初清淡的季度。</blockquote> Communications chip designer Qualcomm Inc.&nbsp;told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.<blockquote>通信芯片设计公司高通公司告诉分析师，尽管面临全面的供应限制，但该公司仍能够在9月份季度解决供应问题。</blockquote> “We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.<blockquote>高通首席财务官阿卡什·帕尔希瓦拉(Akash Palkhiwala)对分析师表示：“我们很早就看到了这一点，过去几个季度我们一直在讨论这个问题，并且我们已经制定了某些零件双重采购的计划。”</blockquote> Some smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.<blockquote>一些规模较小或较年轻的科技公司对长期需求不太有信心，比高通规模较小的射频芯片制造商（包括Qorvo Inc.）就证明了这一点，这表明对假日季度的信心较低。对于那些受到疫情推动的居家繁荣影响的公司来说，信心也应该很弱。随着越来越多的消费者接种疫苗并开始在户外或健身房、电影院和其他以前关闭的地方度过时光，Peloton和流媒体服务等公司的增长急剧放缓。</blockquote> Peloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.<blockquote>对于许多公司来说，Peloton可能是煤矿里的金丝雀，它预示着大流行繁荣的结束，这些公司的盈利和股票以两位数的强劲增长率飙升。Peloton将年收入预期修正为44亿美元至48亿美元，较华尔街此前预期下调6亿美元至10亿美元。自那次爆炸性事件发生以来，Peloton的股价已暴跌约40%。</blockquote> “Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”<blockquote>Peleton联合创始人兼首席执行官John Foley在公司财报看涨期权上对分析师表示：“新冠疫情过后，短期内预测消费者行为和供应链投入非常具有挑战性，我们的新前景清楚地证明了这一点。”上周。其首席财务官吉尔·伍德沃斯(Jill Woodworth)更加直言不讳，表示“低估了重新开放对我们公司和整个行业的影响”。</blockquote> Roku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.<blockquote>与2020年第三季度“疫情的需求异常激增”相比，Roku公司的新账户数量放缓，其视频流媒体设备的销量也同比下降。Roku还强调了零部件成本上涨、库存限制、运输延误和成本上涨带来的持续挑战，预计所有这些都将持续到第四季度。该公司仍预计第四季度收入增长37%，但低于去年同期58%的收入增长。</blockquote> “There’s&nbsp;a&nbsp;lot of uncertainties around the&nbsp;holiday&nbsp;season,” Roku Chief Financial Officer Steve Louden said.<blockquote>Roku首席财务官Steve Louden表示：“假期期间存在很多不确定性。”</blockquote>","source":"lsy1603348471595","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>What to know before making your holiday tech-stock wishlist<blockquote>在制定假日科技股愿望清单之前需要了解什么</blockquote></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\">\nWhat to know before making your holiday tech-stock wishlist<blockquote>在制定假日科技股愿望清单之前需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2021-11-13 07:51\n\n</h4>\n</header>\n<article>\nHoliday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space<blockquote>假期预测表明，消费科技是一场赌博，但押注于较大的参与者以获得他们所需的供应，并寻找也在企业领域开展业务的科技公司</blockquote> <img src=\"https://static.tigerbbs.com/c3a0931516529f6865a52b6890a7a26c\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\">MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO<blockquote>MARKETWATCH照片插图/ISTOCKPHOTO</blockquote> The typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.<blockquote>对于许多以消费者为中心的科技公司来说，今年通常强劲的假期将会很艰难，但投资者在加入圣诞老人愿望清单之前需要了解以下内容。</blockquote> Typically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.<blockquote>对于许多公司来说，12月季度通常是一年中最大的季度，增长将放缓，许多消费科技公司可能会感到失望。它还将展示哪些公司有实力解决重大供应链问题，以及为什么向企业而不仅仅是消费者出售技术总是有帮助的。</blockquote> Disappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc.&nbsp;and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.<blockquote>迄今为止，Peloton Interactive Inc.、亚马逊公司、苹果公司和其他公司在财报季做出的令人失望的预测表明，对于许多以消费者为中心的公司来说，疫情的繁荣可能即将结束。即使需求仍然强劲，持续的供应链限制可能会影响那些有正常季节性需求的人。</blockquote> Don’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.<blockquote>不过，不要太害怕一些大公司，因为他们有足够的规模来解决供应链问题。就苹果而言，在零部件短缺导致9月份季度收入缺口60亿美元后，这家巨头仍然不愿意给出收入预测，但确实表示零部件短缺将是12月份季度的一个更大因素。但对苹果产品的需求，尤其是新款iPhone 13，并没有消失，尤其是随着5G网络变得更加普及，因此任何没有在假期季度出现的收入都可能会推迟到明年，这可能有助于维持公司度过2022年初清淡的季度。</blockquote> Communications chip designer Qualcomm Inc.&nbsp;told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.<blockquote>通信芯片设计公司高通公司告诉分析师，尽管面临全面的供应限制，但该公司仍能够在9月份季度解决供应问题。</blockquote> “We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.<blockquote>高通首席财务官阿卡什·帕尔希瓦拉(Akash Palkhiwala)对分析师表示：“我们很早就看到了这一点，过去几个季度我们一直在讨论这个问题，并且我们已经制定了某些零件双重采购的计划。”</blockquote> Some smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.<blockquote>一些规模较小或较年轻的科技公司对长期需求不太有信心，比高通规模较小的射频芯片制造商（包括Qorvo Inc.）就证明了这一点，这表明对假日季度的信心较低。对于那些受到疫情推动的居家繁荣影响的公司来说，信心也应该很弱。随着越来越多的消费者接种疫苗并开始在户外或健身房、电影院和其他以前关闭的地方度过时光，Peloton和流媒体服务等公司的增长急剧放缓。</blockquote> Peloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.<blockquote>对于许多公司来说，Peloton可能是煤矿里的金丝雀，它预示着大流行繁荣的结束，这些公司的盈利和股票以两位数的强劲增长率飙升。Peloton将年收入预期修正为44亿美元至48亿美元，较华尔街此前预期下调6亿美元至10亿美元。自那次爆炸性事件发生以来，Peloton的股价已暴跌约40%。</blockquote> “Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”<blockquote>Peleton联合创始人兼首席执行官John Foley在公司财报看涨期权上对分析师表示：“新冠疫情过后，短期内预测消费者行为和供应链投入非常具有挑战性，我们的新前景清楚地证明了这一点。”上周。其首席财务官吉尔·伍德沃斯(Jill Woodworth)更加直言不讳，表示“低估了重新开放对我们公司和整个行业的影响”。</blockquote> Roku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.<blockquote>与2020年第三季度“疫情的需求异常激增”相比，Roku公司的新账户数量放缓，其视频流媒体设备的销量也同比下降。Roku还强调了零部件成本上涨、库存限制、运输延误和成本上涨带来的持续挑战，预计所有这些都将持续到第四季度。该公司仍预计第四季度收入增长37%，但低于去年同期58%的收入增长。</blockquote> “There’s&nbsp;a&nbsp;lot of uncertainties around the&nbsp;holiday&nbsp;season,” Roku Chief Financial Officer Steve Louden said.<blockquote>Roku首席财务官Steve Louden表示：“假期期间存在很多不确定性。”</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/what-to-know-before-making-your-holiday-tech-stock-wishlist-11636750865?mod=home-page\">MarketWatch</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","PTON":"Peloton Interactive, Inc.","QCOM":"高通","QRVO":"Qorvo, Inc.","AMZN":"亚马逊"},"source_url":"https://www.marketwatch.com/story/what-to-know-before-making-your-holiday-tech-stock-wishlist-11636750865?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160569356","content_text":"Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space\nMARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO\nThe typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.\n\nTypically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.\nDisappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc. and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.\nDon’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.\n\nCommunications chip designer Qualcomm Inc. told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.\n“We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.\nSome smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.\nPeloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.\n“Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”\nRoku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.\n“There’s a lot of uncertainties around the holiday season,” Roku Chief Financial Officer Steve Louden said.","news_type":1,"symbols_score_info":{"PTON":0.9,"QCOM":0.9,"AMZN":0.9,"ROKU":0.9,"QRVO":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6555954,"gmtCreate":1636762186111,"gmtModify":1636762186210,"authorId":3583366483063222,"author":{"id":3583366483063222,"idStr":"3583366483063222","authorId":3583366483063222,"name":"Derekie","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":879435099,"type":1,"supId":0,"prevId":0,"content":"Okay","text":"Okay","html":"Okay"}],"langContent":"CN"},{"id":879438701,"gmtCreate":1636761731632,"gmtModify":1636761731928,"author":{"id":"3582101321255914","authorId":"3582101321255914","name":"乌雨花香","avatar":"https://static.tigerbbs.com/98b16b55879fd1a4b831b436592733a7","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3582101321255914","authorIdStr":"3582101321255914"},"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/879438701","repostId":1160569356,"repostType":4,"repost":{"id":"1160569356","kind":"news","pubTimestamp":1636761102,"share":"https://www.laohu8.com/m/news/1160569356?lang=zh_CN&edition=full","pubTime":"2021-11-13 07:51","market":"us","language":"en","title":"What to know before making your holiday tech-stock wishlist<blockquote>在制定假日科技股愿望清单之前需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160569356","media":"MarketWatch","summary":"Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the sup","content":"Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space<blockquote>假期预测表明，消费科技是一场赌博，但押注于较大的参与者以获得他们所需的供应，并寻找也在企业领域开展业务的科技公司</blockquote> <img src=\"https://static.tigerbbs.com/c3a0931516529f6865a52b6890a7a26c\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\">MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO<blockquote>MARKETWATCH照片插图/ISTOCKPHOTO</blockquote> The typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.<blockquote>对于许多以消费者为中心的科技公司来说，今年通常强劲的假期将会很艰难，但投资者在加入圣诞老人愿望清单之前需要了解以下内容。</blockquote> Typically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.<blockquote>对于许多公司来说，12月季度通常是一年中最大的季度，增长将放缓，许多消费科技公司可能会感到失望。它还将展示哪些公司有实力解决重大供应链问题，以及为什么向企业而不仅仅是消费者出售技术总是有帮助的。</blockquote> Disappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc.&nbsp;and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.<blockquote>迄今为止，Peloton Interactive Inc.、亚马逊公司、苹果公司和其他公司在财报季做出的令人失望的预测表明，对于许多以消费者为中心的公司来说，疫情的繁荣可能即将结束。即使需求仍然强劲，持续的供应链限制可能会影响那些有正常季节性需求的人。</blockquote> Don’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.<blockquote>不过，不要太害怕一些大公司，因为他们有足够的规模来解决供应链问题。就苹果而言，在零部件短缺导致9月份季度收入缺口60亿美元后，这家巨头仍然不愿意给出收入预测，但确实表示零部件短缺将是12月份季度的一个更大因素。但对苹果产品的需求，尤其是新款iPhone 13，并没有消失，尤其是随着5G网络变得更加普及，因此任何没有在假期季度出现的收入都可能会推迟到明年，这可能有助于维持公司度过2022年初清淡的季度。</blockquote> Communications chip designer Qualcomm Inc.&nbsp;told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.<blockquote>通信芯片设计公司高通公司告诉分析师，尽管面临全面的供应限制，但该公司仍能够在9月份季度解决供应问题。</blockquote> “We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.<blockquote>高通首席财务官阿卡什·帕尔希瓦拉(Akash Palkhiwala)对分析师表示：“我们很早就看到了这一点，过去几个季度我们一直在讨论这个问题，并且我们已经制定了某些零件双重采购的计划。”</blockquote> Some smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.<blockquote>一些规模较小或较年轻的科技公司对长期需求不太有信心，比高通规模较小的射频芯片制造商（包括Qorvo Inc.）就证明了这一点，这表明对假日季度的信心较低。对于那些受到疫情推动的居家繁荣影响的公司来说，信心也应该很弱。随着越来越多的消费者接种疫苗并开始在户外或健身房、电影院和其他以前关闭的地方度过时光，Peloton和流媒体服务等公司的增长急剧放缓。</blockquote> Peloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.<blockquote>对于许多公司来说，Peloton可能是煤矿里的金丝雀，它预示着大流行繁荣的结束，这些公司的盈利和股票以两位数的强劲增长率飙升。Peloton将年收入预期修正为44亿美元至48亿美元，较华尔街此前预期下调6亿美元至10亿美元。自那次爆炸性事件发生以来，Peloton的股价已暴跌约40%。</blockquote> “Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”<blockquote>Peleton联合创始人兼首席执行官John Foley在公司财报看涨期权上对分析师表示：“新冠疫情过后，短期内预测消费者行为和供应链投入非常具有挑战性，我们的新前景清楚地证明了这一点。”上周。其首席财务官吉尔·伍德沃斯(Jill Woodworth)更加直言不讳，表示“低估了重新开放对我们公司和整个行业的影响”。</blockquote> Roku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.<blockquote>与2020年第三季度“疫情的需求异常激增”相比，Roku公司的新账户数量放缓，其视频流媒体设备的销量也同比下降。Roku还强调了零部件成本上涨、库存限制、运输延误和成本上涨带来的持续挑战，预计所有这些都将持续到第四季度。该公司仍预计第四季度收入增长37%，但低于去年同期58%的收入增长。</blockquote> “There’s&nbsp;a&nbsp;lot of uncertainties around the&nbsp;holiday&nbsp;season,” Roku Chief Financial Officer Steve Louden said.<blockquote>Roku首席财务官Steve Louden表示：“假期期间存在很多不确定性。”</blockquote>","source":"lsy1603348471595","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>What to know before making your holiday tech-stock wishlist<blockquote>在制定假日科技股愿望清单之前需要了解什么</blockquote></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\">\nWhat to know before making your holiday tech-stock wishlist<blockquote>在制定假日科技股愿望清单之前需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2021-11-13 07:51\n\n</h4>\n</header>\n<article>\nHoliday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space<blockquote>假期预测表明，消费科技是一场赌博，但押注于较大的参与者以获得他们所需的供应，并寻找也在企业领域开展业务的科技公司</blockquote> <img src=\"https://static.tigerbbs.com/c3a0931516529f6865a52b6890a7a26c\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\">MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO<blockquote>MARKETWATCH照片插图/ISTOCKPHOTO</blockquote> The typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.<blockquote>对于许多以消费者为中心的科技公司来说，今年通常强劲的假期将会很艰难，但投资者在加入圣诞老人愿望清单之前需要了解以下内容。</blockquote> Typically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.<blockquote>对于许多公司来说，12月季度通常是一年中最大的季度，增长将放缓，许多消费科技公司可能会感到失望。它还将展示哪些公司有实力解决重大供应链问题，以及为什么向企业而不仅仅是消费者出售技术总是有帮助的。</blockquote> Disappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc.&nbsp;and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.<blockquote>迄今为止，Peloton Interactive Inc.、亚马逊公司、苹果公司和其他公司在财报季做出的令人失望的预测表明，对于许多以消费者为中心的公司来说，疫情的繁荣可能即将结束。即使需求仍然强劲，持续的供应链限制可能会影响那些有正常季节性需求的人。</blockquote> Don’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.<blockquote>不过，不要太害怕一些大公司，因为他们有足够的规模来解决供应链问题。就苹果而言，在零部件短缺导致9月份季度收入缺口60亿美元后，这家巨头仍然不愿意给出收入预测，但确实表示零部件短缺将是12月份季度的一个更大因素。但对苹果产品的需求，尤其是新款iPhone 13，并没有消失，尤其是随着5G网络变得更加普及，因此任何没有在假期季度出现的收入都可能会推迟到明年，这可能有助于维持公司度过2022年初清淡的季度。</blockquote> Communications chip designer Qualcomm Inc.&nbsp;told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.<blockquote>通信芯片设计公司高通公司告诉分析师，尽管面临全面的供应限制，但该公司仍能够在9月份季度解决供应问题。</blockquote> “We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.<blockquote>高通首席财务官阿卡什·帕尔希瓦拉(Akash Palkhiwala)对分析师表示：“我们很早就看到了这一点，过去几个季度我们一直在讨论这个问题，并且我们已经制定了某些零件双重采购的计划。”</blockquote> Some smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.<blockquote>一些规模较小或较年轻的科技公司对长期需求不太有信心，比高通规模较小的射频芯片制造商（包括Qorvo Inc.）就证明了这一点，这表明对假日季度的信心较低。对于那些受到疫情推动的居家繁荣影响的公司来说，信心也应该很弱。随着越来越多的消费者接种疫苗并开始在户外或健身房、电影院和其他以前关闭的地方度过时光，Peloton和流媒体服务等公司的增长急剧放缓。</blockquote> Peloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.<blockquote>对于许多公司来说，Peloton可能是煤矿里的金丝雀，它预示着大流行繁荣的结束，这些公司的盈利和股票以两位数的强劲增长率飙升。Peloton将年收入预期修正为44亿美元至48亿美元，较华尔街此前预期下调6亿美元至10亿美元。自那次爆炸性事件发生以来，Peloton的股价已暴跌约40%。</blockquote> “Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”<blockquote>Peleton联合创始人兼首席执行官John Foley在公司财报看涨期权上对分析师表示：“新冠疫情过后，短期内预测消费者行为和供应链投入非常具有挑战性，我们的新前景清楚地证明了这一点。”上周。其首席财务官吉尔·伍德沃斯(Jill Woodworth)更加直言不讳，表示“低估了重新开放对我们公司和整个行业的影响”。</blockquote> Roku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.<blockquote>与2020年第三季度“疫情的需求异常激增”相比，Roku公司的新账户数量放缓，其视频流媒体设备的销量也同比下降。Roku还强调了零部件成本上涨、库存限制、运输延误和成本上涨带来的持续挑战，预计所有这些都将持续到第四季度。该公司仍预计第四季度收入增长37%，但低于去年同期58%的收入增长。</blockquote> “There’s&nbsp;a&nbsp;lot of uncertainties around the&nbsp;holiday&nbsp;season,” Roku Chief Financial Officer Steve Louden said.<blockquote>Roku首席财务官Steve Louden表示：“假期期间存在很多不确定性。”</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/what-to-know-before-making-your-holiday-tech-stock-wishlist-11636750865?mod=home-page\">MarketWatch</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","PTON":"Peloton Interactive, Inc.","QCOM":"高通","QRVO":"Qorvo, Inc.","AMZN":"亚马逊"},"source_url":"https://www.marketwatch.com/story/what-to-know-before-making-your-holiday-tech-stock-wishlist-11636750865?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160569356","content_text":"Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space\nMARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO\nThe typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.\n\nTypically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.\nDisappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc. and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.\nDon’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.\n\nCommunications chip designer Qualcomm Inc. told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.\n“We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.\nSome smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.\nPeloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.\n“Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”\nRoku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.\n“There’s a lot of uncertainties around the holiday season,” Roku Chief Financial Officer Steve Louden said.","news_type":1,"symbols_score_info":{"PTON":0.9,"QCOM":0.9,"AMZN":0.9,"ROKU":0.9,"QRVO":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6581416,"gmtCreate":1636944685399,"gmtModify":1636944685499,"authorId":3582247784259936,"author":{"id":3582247784259936,"idStr":"3582247784259936","authorId":3582247784259936,"name":"WZiYa","avatar":"https://static.tigerbbs.com/418373610e9f9bc136d59640853bc53e","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":879438701,"type":1,"supId":0,"prevId":0,"content":"Good to know.","text":"Good to know.","html":"Good to know."},{"id":6559464,"gmtCreate":1636773485003,"gmtModify":1636773485036,"authorId":3582247784259936,"author":{"id":3582247784259936,"idStr":"3582247784259936","authorId":3582247784259936,"name":"WZiYa","avatar":"https://static.tigerbbs.com/418373610e9f9bc136d59640853bc53e","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":879438701,"type":1,"supId":0,"prevId":0,"content":"Good to know.","text":"Good to know.","html":"Good to know."},{"id":6558047,"gmtCreate":1636768665847,"gmtModify":1636768665873,"authorId":3582422606150116,"author":{"id":3582422606150116,"idStr":"3582422606150116","authorId":3582422606150116,"name":"EDWINHLC","avatar":"https://static.tigerbbs.com/1713fcfede7d5ef4d896338f3a585a14","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":879438701,"type":1,"supId":0,"prevId":0,"content":"OK","text":"OK","html":"OK"}],"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":360,"commentSize":12,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}