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本帖最后由 wjm47196 于 2024-8-2 08:31 编辑
财报刚出来，基本情况基本跟q1持平，由于q1是传统淡季，所以q2还是这个营收情况非常不乐观 eps预期是0.10 实际只有0.02
分拆之后的foundry部门依然大幅亏损，而且所有部门收入都在降低，特别是dc部门收入已经跟amd几乎一样了，现在还是靠着ccg部门吃老本
展望三季度似乎牙膏厂自己也没啥信心，nongaap收益甚至还会出现小幅亏损（去年同期是eps 0.41,下降了多少大家自己算），不过不知道牙膏厂自己怎么评估13/14代酷睿的问题
盘后直接从-5%直接变成-20%也是没谁了，其实牙膏厂这波美股下跌基本上没跌多少，现在一次性还清了
等会起床再听earnings call看看有没有关于13/14th的新消息
以上
Our Q2 financial performance was disappointing, even as we hit key product and process technology milestones.
Second-half trends are more challenging than we previously expected, and we are leveraging our new operating
model to take decisive actions that will improve operating and capital efficiencies while accelerating our IDM 2.0
transformation,” said Pat Gelsinger, Intel CEO. “These actions, combined with the launch of Intel 18A next year to
regain process technology leadership, will strengthen our position in the market, improve our profitability and create
shareholder value.”
所以是坐实了桌面arrow lake先用台积电？
“Second-quarter results were impacted by gross margin headwinds from the accelerated ramp of our AI PC product,
higher than typical charges related to non-core businesses and the impact from unused capacity,” said David
Zinsner, Intel CFO. “By implementing our spending reductions, we are taking proactive steps to improve our profits
and strengthen our balance sheet. We expect these actions to meaningfully improve liquidity and reduce our debt
balance while enabling us to make the right investments to drive long-term value for shareholders.”
个人极度怀疑pat已被阿三病毒感染了。。。还在指望他那foundry和idm2.0呢，赶快哭惨找国会山老爷打钱啊
ps:intel宣布百亿美金节流计划 将裁员15%(约15000人) 且32年来首次停止派息 直到现金流好转为止
ps2: earnings call听完 没人关心13/14代u的问题 都在问牙膏厂foundry分开怎么会亏那么多钱 后续有什么计划之类的
pat的回应是现在需要金融和组织架构上的可持续性发展 以前是性能至上 现在要效率至上（叫你卖存储 要不今年还能遮羞） |
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310112100042806
发表于 2024-8-2 04:26
intel可以造芯片出来，不会比我们傻。比较没钱的amd都可以做的事情，他没去做，肯定是有自己的利益关系在的。咱要相信x86没了，arm会颠覆pc的续航和性能。
还在吹arm啊
