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2021-07-23

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Intel Slides As Earnings Underwhelm Despite Raising Guidance<blockquote>尽管提高了指引，英特尔仍因盈利不佳而下滑</blockquote>

Intel is currently undergoing a dramatic transformation, and as such its just completed quarter is h

Intel Slides As Earnings Underwhelm Despite Raising Guidance<blockquote>尽管提高了指引，英特尔仍因盈利不佳而下滑</blockquote>

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That said, moments ago INTC reported revenue and earnings which both handily beat expectations, while the company also guided higher. Here are the key Q2 numbers:<blockquote>英特尔目前正在经历巨大的转型，因此其刚刚完成的季度很难预示会发生什么，因为投资者将更关注该公司对未来的规划。也就是说，不久前INTC公布的收入和盈利均轻松超出预期，同时该公司的指引也更高。以下是第二季度的关键数据：</blockquote> <ul> <li>Revenue $19.6B, -0.6% Y/Y,</li> <li>Adjusted revenue $18.53 billion,beatingthe estimate of $17.80 billion</li> <li>Adjusted EPS $1.28, +4% vs $1.23 y/y,beatingthe estimate $1.07</li> </ul> <img src=\"https://static.tigerbbs.com/84bc072b02af7a44345b07a762397b34\" tg-width=\"786\" tg-height=\"338\" referrerpolicy=\"no-referrer\"><blockquote><ul><li>收入$19.6 B,-0.6%Y/Y,</li><li>调整后营收185.3亿美元，殴打估计为178亿美元</li><li>调整后每股收益为1.28美元，同比增长4%，为1.23美元，殴打估价1.07美元</li></ul></blockquote> Looking closer at the company's segments reveals the following revenue picture:<blockquote>仔细观察该公司的细分市场，可以发现以下收入情况：</blockquote> <ul> <li>Cloud Computing was up 6% annually to $10.1 billion, and beating estimates of just under $10 billion</li> <li>Internet of Things was up 47% to $984 million, beating consensus of $887 million.</li> <li>MobileEye is up 124% to $327 million, below Bloomberg consensus of $374 million.</li> <li>Data Center Group was down 9% to $6.5 billion</li> <li>Programmable Solutions is down 3% to $486 million</li> <li>Non-Volatility Memory Solutions is down 34% to $1.1 billion</li> </ul> <img src=\"https://static.tigerbbs.com/729015a114132743e450d1d5d46a6c88\" tg-width=\"755\" tg-height=\"270\" referrerpolicy=\"no-referrer\"><blockquote><ul><li>云计算每年增长6%，达到101亿美元，超出预期略低于100亿美元</li><li>物联网增长47%至9.84亿美元，超过市场预期的8.87亿美元。</li><li>MobileEye股价上涨124%，至3.27亿美元，低于彭博社预期的3.74亿美元。</li><li>数据中心集团下跌9%至65亿美元</li><li>可编程解决方案下降3%至4.86亿美元</li><li>非易失性存储器解决方案下降34%至11亿美元</li></ul></blockquote> But as noted above, investors would be more focused on the company's guidance, and while the company projecting Q3 revenues which missed consensus expectations, this was more than offset by a hike to its full year 2021 revenues which means the company now expected Y/Y revenue growth:<blockquote>但如上所述，投资者将更关注该公司的指引，虽然该公司预计第三季度收入未达到普遍预期，但这被2021年全年收入的上调所抵消，这意味着该公司现在预计同比收入增长：</blockquote> <ul> <li>Sees 3Q Adj Rev About $18.2B, Est. $18.27B</li> <li>Sees FY Rev. $77.6B, Saw $77B</li> <li>Sees FY Adj Rev $73.5B, Saw $72.5B, Est. $73.13B</li> </ul> <img src=\"https://static.tigerbbs.com/7a5fd5c0ff82f93fafb496becdd13eb7\" tg-width=\"1280\" tg-height=\"681\" referrerpolicy=\"no-referrer\">There were more good news in the company's gross margin which surged from 55.2% currently to 59.2% vs. 54.8% a year ago, and solidly above the estimate 57.0%. Bloomberg Intelligence semiconductors analyst,&nbsp;Anand Srinivasan,&nbsp; said he was surprised by the strength of Intel’s margin.<blockquote><ul><li>预计第三季度调整后Rev约为$18.2 B。$18.27 B</li><li>财年修订版$77.6 B，Saw$77B</li><li>预计财年调整后收入为73.5 B美元，预计收入为72.5 B美元。$73.13 B</li></ul>该公司的毛利率还有更多好消息，从目前的55.2%飙升至59.2%，而一年前为54.8%，远高于预期的57.0%。Bloomberg Intelligence半导体分析师Anand Srinivasan表示，他对英特尔的利润率感到惊讶。</blockquote> Healthy year-over-year growth in PCs and enterprise data center, along with a weak showing for cloud revenue came as no surprise, though.<blockquote>不过，个人电脑和企业数据中心的健康同比增长以及云收入的疲软表现并不令人意外。</blockquote> Commenting on the results, CEO Pat Gelsinger said that \"there’s never been a more exciting time to be in the semiconductor industry. The digitization of everything continues to accelerate, creating a vast growth opportunity for us and our customers across core and emerging business areas. With our scale and renewed focus on both innovation and execution, we are uniquely positioned to capitalize on this opportunity, which I believe is merely the beginning of what will be a decade of sustained growth across the industry. Our second-quarter results show that our momentum is building, our execution is improving, and customers continue to choose us for leadership products.\"<blockquote>首席执行官Pat Gelsinger在评论结果时表示：“半导体行业从未像现在这样令人兴奋。一切的数字化继续加速，为我们和我们的客户在核心和新兴业务领域创造了巨大的增长机会。凭借我们的规模和对创新和执行的重新关注，我们在利用这一机会方面处于独特的地位，我相信这仅仅是整个行业十年持续增长的开始。我们第二季度的业绩表明，我们的势头正在增强，我们的执行力正在提高，客户继续选择我们作为领导产品。”</blockquote> Looking at the cash flow statement, Intel said it generated $8.7 billion in cash from operations during the second quarter. It also paid out dividends of $1.4 billion. Here’s the company’s sources and uses of cash year-to-date.<blockquote>从现金流量表来看，英特尔表示第二季度运营产生了87亿美元现金。它还支付了14亿美元的股息。以下是该公司今年迄今为止的现金来源和用途。</blockquote> <img src=\"https://static.tigerbbs.com/ae387fa90b12ea9e2b6bdb1be88b9d28\" tg-width=\"1280\" tg-height=\"696\" referrerpolicy=\"no-referrer\">In kneejerk reaction, INTC stock surged, but then pared gains because as Bloomberg notes, on a non-GAAP basis, the Intel numbers were basically in-line; additionally investors were not too happy with the 6% revenue drop in the Data Center Group.<blockquote>在下意识的反应中，INTC股价飙升，但随后涨幅回落，因为正如彭博社指出的那样，在非公认会计准则的基础上，英特尔的数据基本上是一致的；此外，投资者对数据中心集团收入下降6%不太满意。</blockquote> <img src=\"https://static.tigerbbs.com/33bd591ea1e04d7d1f54f8dea0e62670\" tg-width=\"1280\" tg-height=\"851\" referrerpolicy=\"no-referrer\">Bottom line: two quarters in, and Intel stock is just 10% higher than where it was at the start of the year.<blockquote>底线：两个季度过去了，英特尔股价仅比年初高出10%。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel Slides As Earnings Underwhelm Despite Raising Guidance<blockquote>尽管提高了指引，英特尔仍因盈利不佳而下滑</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\">\nIntel Slides As Earnings Underwhelm Despite Raising Guidance<blockquote>尽管提高了指引，英特尔仍因盈利不佳而下滑</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nzerohedge2021-07-23 15:07\n\n</h4>\n</header>\n<article>\nIntel is currently undergoing a dramatic transformation, and as such its just completed quarter is hardly indicative of what to expect as investors will instead be more focused to what the company projects for the future. That said, moments ago INTC reported revenue and earnings which both handily beat expectations, while the company also guided higher. Here are the key Q2 numbers:<blockquote>英特尔目前正在经历巨大的转型，因此其刚刚完成的季度很难预示会发生什么，因为投资者将更关注该公司对未来的规划。也就是说，不久前INTC公布的收入和盈利均轻松超出预期，同时该公司的指引也更高。以下是第二季度的关键数据：</blockquote> <ul> <li>Revenue $19.6B, -0.6% Y/Y,</li> <li>Adjusted revenue $18.53 billion,beatingthe estimate of $17.80 billion</li> <li>Adjusted EPS $1.28, +4% vs $1.23 y/y,beatingthe estimate $1.07</li> </ul> <img src=\"https://static.tigerbbs.com/84bc072b02af7a44345b07a762397b34\" tg-width=\"786\" tg-height=\"338\" referrerpolicy=\"no-referrer\"><blockquote><ul><li>收入$19.6 B,-0.6%Y/Y,</li><li>调整后营收185.3亿美元，殴打估计为178亿美元</li><li>调整后每股收益为1.28美元，同比增长4%，为1.23美元，殴打估价1.07美元</li></ul></blockquote> Looking closer at the company's segments reveals the following revenue picture:<blockquote>仔细观察该公司的细分市场，可以发现以下收入情况：</blockquote> <ul> <li>Cloud Computing was up 6% annually to $10.1 billion, and beating estimates of just under $10 billion</li> <li>Internet of Things was up 47% to $984 million, beating consensus of $887 million.</li> <li>MobileEye is up 124% to $327 million, below Bloomberg consensus of $374 million.</li> <li>Data Center Group was down 9% to $6.5 billion</li> <li>Programmable Solutions is down 3% to $486 million</li> <li>Non-Volatility Memory Solutions is down 34% to $1.1 billion</li> </ul> <img src=\"https://static.tigerbbs.com/729015a114132743e450d1d5d46a6c88\" tg-width=\"755\" tg-height=\"270\" referrerpolicy=\"no-referrer\"><blockquote><ul><li>云计算每年增长6%，达到101亿美元，超出预期略低于100亿美元</li><li>物联网增长47%至9.84亿美元，超过市场预期的8.87亿美元。</li><li>MobileEye股价上涨124%，至3.27亿美元，低于彭博社预期的3.74亿美元。</li><li>数据中心集团下跌9%至65亿美元</li><li>可编程解决方案下降3%至4.86亿美元</li><li>非易失性存储器解决方案下降34%至11亿美元</li></ul></blockquote> But as noted above, investors would be more focused on the company's guidance, and while the company projecting Q3 revenues which missed consensus expectations, this was more than offset by a hike to its full year 2021 revenues which means the company now expected Y/Y revenue growth:<blockquote>但如上所述，投资者将更关注该公司的指引，虽然该公司预计第三季度收入未达到普遍预期，但这被2021年全年收入的上调所抵消，这意味着该公司现在预计同比收入增长：</blockquote> <ul> <li>Sees 3Q Adj Rev About $18.2B, Est. $18.27B</li> <li>Sees FY Rev. $77.6B, Saw $77B</li> <li>Sees FY Adj Rev $73.5B, Saw $72.5B, Est. $73.13B</li> </ul> <img src=\"https://static.tigerbbs.com/7a5fd5c0ff82f93fafb496becdd13eb7\" tg-width=\"1280\" tg-height=\"681\" referrerpolicy=\"no-referrer\">There were more good news in the company's gross margin which surged from 55.2% currently to 59.2% vs. 54.8% a year ago, and solidly above the estimate 57.0%. Bloomberg Intelligence semiconductors analyst,&nbsp;Anand Srinivasan,&nbsp; said he was surprised by the strength of Intel’s margin.<blockquote><ul><li>预计第三季度调整后Rev约为$18.2 B。$18.27 B</li><li>财年修订版$77.6 B，Saw$77B</li><li>预计财年调整后收入为73.5 B美元，预计收入为72.5 B美元。$73.13 B</li></ul>该公司的毛利率还有更多好消息，从目前的55.2%飙升至59.2%，而一年前为54.8%，远高于预期的57.0%。Bloomberg Intelligence半导体分析师Anand Srinivasan表示，他对英特尔的利润率感到惊讶。</blockquote> Healthy year-over-year growth in PCs and enterprise data center, along with a weak showing for cloud revenue came as no surprise, though.<blockquote>不过，个人电脑和企业数据中心的健康同比增长以及云收入的疲软表现并不令人意外。</blockquote> Commenting on the results, CEO Pat Gelsinger said that \"there’s never been a more exciting time to be in the semiconductor industry. The digitization of everything continues to accelerate, creating a vast growth opportunity for us and our customers across core and emerging business areas. With our scale and renewed focus on both innovation and execution, we are uniquely positioned to capitalize on this opportunity, which I believe is merely the beginning of what will be a decade of sustained growth across the industry. Our second-quarter results show that our momentum is building, our execution is improving, and customers continue to choose us for leadership products.\"<blockquote>首席执行官Pat Gelsinger在评论结果时表示：“半导体行业从未像现在这样令人兴奋。一切的数字化继续加速，为我们和我们的客户在核心和新兴业务领域创造了巨大的增长机会。凭借我们的规模和对创新和执行的重新关注，我们在利用这一机会方面处于独特的地位，我相信这仅仅是整个行业十年持续增长的开始。我们第二季度的业绩表明，我们的势头正在增强，我们的执行力正在提高，客户继续选择我们作为领导产品。”</blockquote> Looking at the cash flow statement, Intel said it generated $8.7 billion in cash from operations during the second quarter. It also paid out dividends of $1.4 billion. Here’s the company’s sources and uses of cash year-to-date.<blockquote>从现金流量表来看，英特尔表示第二季度运营产生了87亿美元现金。它还支付了14亿美元的股息。以下是该公司今年迄今为止的现金来源和用途。</blockquote> <img src=\"https://static.tigerbbs.com/ae387fa90b12ea9e2b6bdb1be88b9d28\" tg-width=\"1280\" tg-height=\"696\" referrerpolicy=\"no-referrer\">In kneejerk reaction, INTC stock surged, but then pared gains because as Bloomberg notes, on a non-GAAP basis, the Intel numbers were basically in-line; additionally investors were not too happy with the 6% revenue drop in the Data Center Group.<blockquote>在下意识的反应中，INTC股价飙升，但随后涨幅回落，因为正如彭博社指出的那样，在非公认会计准则的基础上，英特尔的数据基本上是一致的；此外，投资者对数据中心集团收入下降6%不太满意。</blockquote> <img src=\"https://static.tigerbbs.com/33bd591ea1e04d7d1f54f8dea0e62670\" tg-width=\"1280\" tg-height=\"851\" referrerpolicy=\"no-referrer\">Bottom line: two quarters in, and Intel stock is just 10% higher than where it was at the start of the year.<blockquote>底线：两个季度过去了，英特尔股价仅比年初高出10%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.zerohedge.com/markets/intel-slides-earnings-underwhelm-despite-raising-guidance\">zerohedge</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":{"INTC":"英特尔"},"source_url":"https://www.zerohedge.com/markets/intel-slides-earnings-underwhelm-despite-raising-guidance","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122376593","content_text":"Intel is currently undergoing a dramatic transformation, and as such its just completed quarter is hardly indicative of what to expect as investors will instead be more focused to what the company projects for the future. That said, moments ago INTC reported revenue and earnings which both handily beat expectations, while the company also guided higher. Here are the key Q2 numbers:\n\nRevenue $19.6B, -0.6% Y/Y,\nAdjusted revenue $18.53 billion,beatingthe estimate of $17.80 billion\nAdjusted EPS $1.28, +4% vs $1.23 y/y,beatingthe estimate $1.07\n\n\nLooking closer at the company's segments reveals the following revenue picture:\n\nCloud Computing was up 6% annually to $10.1 billion, and beating estimates of just under $10 billion\nInternet of Things was up 47% to $984 million, beating consensus of $887 million.\nMobileEye is up 124% to $327 million, below Bloomberg consensus of $374 million.\nData Center Group was down 9% to $6.5 billion\nProgrammable Solutions is down 3% to $486 million\nNon-Volatility Memory Solutions is down 34% to $1.1 billion\n\n\nBut as noted above, investors would be more focused on the company's guidance, and while the company projecting Q3 revenues which missed consensus expectations, this was more than offset by a hike to its full year 2021 revenues which means the company now expected Y/Y revenue growth:\n\nSees 3Q Adj Rev About $18.2B, Est. $18.27B\nSees FY Rev. $77.6B, Saw $77B\nSees FY Adj Rev $73.5B, Saw $72.5B, Est. $73.13B\n\nThere were more good news in the company's gross margin which surged from 55.2% currently to 59.2% vs. 54.8% a year ago, and solidly above the estimate 57.0%. Bloomberg Intelligence semiconductors analyst, Anand Srinivasan,  said he was surprised by the strength of Intel’s margin.\nHealthy year-over-year growth in PCs and enterprise data center, along with a weak showing for cloud revenue came as no surprise, though.\nCommenting on the results, CEO Pat Gelsinger said that \"there’s never been a more exciting time to be in the semiconductor industry. The digitization of everything continues to accelerate, creating a vast growth opportunity for us and our customers across core and emerging business areas. With our scale and renewed focus on both innovation and execution, we are uniquely positioned to capitalize on this opportunity, which I believe is merely the beginning of what will be a decade of sustained growth across the industry. Our second-quarter results show that our momentum is building, our execution is improving, and customers continue to choose us for leadership products.\"\nLooking at the cash flow statement, Intel said it generated $8.7 billion in cash from operations during the second quarter. It also paid out dividends of $1.4 billion. Here’s the company’s sources and uses of cash year-to-date.\nIn kneejerk reaction, INTC stock surged, but then pared gains because as Bloomberg notes, on a non-GAAP basis, the Intel numbers were basically in-line; additionally investors were not too happy with the 6% revenue drop in the Data Center Group.\nBottom line: two quarters in, and Intel stock is just 10% higher than where it was at the start of the year.","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":617,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AMD"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}

Intel Slides As Earnings Underwhelm Despite Raising Guidance<blockquote>尽管提高了指引，英特尔仍因盈利不佳而下滑</blockquote>

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