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可芯1976
2021-07-23
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Intel's second-quarter earnings report exceeded expectations, causing the stock to rise more than 3% in after-hours trading before turning lower.
可芯1976
2021-07-23
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可芯1976
2021-07-22
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06:03","market":"hk","language":"zh","title":"Intel's second-quarter earnings report exceeded expectations, causing the stock to rise more than 3% in after-hours trading before turning lower.","url":"https://stock-news.laohu8.com/highlight/detail?id=1178083534","media":"老虎资讯综合","summary":"美东时间7月22日周四美股盘后，按收入计算的美国最大芯片制造商英特尔发布了2021财年二季度财报。尽管二季度财报和提供的下季度及全年指引均利好，英特尔盘后一度涨超3%，随后转跌并跌超2%。这可能是由于","content":"<p>On Thursday, July 22, Eastern Time, after the US stock market closed, the largest US chipmaker by revenue...<a href=\"https://laohu8.com/S/INTC\">Intel</a>The company released its financial report for the second quarter of fiscal year 2021. Despite positive second-quarter earnings reports and guidance for the next quarter and full year, Intel rose more than 3% at one point in after-hours trading before turning lower and falling more than 2%. This may be due to the highly anticipated 9% year-on-year decline in data center revenue, as well as a slightly lower-than-expected revenue in the third quarter.</p><p>Some analysts say that the adjusted non-GAAP financial report data \"only met market expectations\" and did not provide many surprises to boost the stock price, after all, Intel is currently stuck in a \"quagmire\" of production bottlenecks and delayed releases of next-generation advanced process products.</p><p>Intel closed down 0.5% on Thursday to less than $56, retreating from a one-week high.<img src=\"https://static.tigerbbs.com/1e44b1f5b13edeceec07010bb6d667de\" tg-width=\"692\" tg-height=\"529\" referrerpolicy=\"no-referrer\"><b>Both revenue and profit increased year-on-year in the second quarter, despite market expectations of a decline. The company raised its full-year revenue guidance to year-on-year growth.</b></p><p>Financial reports show that Intel's adjusted quarterly revenue was $18.5 billion, a 2% year-over-year increase and $700 million more than the company's previously released official guidance. This marks the tenth consecutive quarter that Intel's revenue has exceeded expectations. The market had previously expected adjusted revenue to be $17.8 billion, representing a year-on-year decline of nearly 2%.</p><p>Unadjusted quarterly revenue was $19.6 billion, a slight decrease of 0.6% year-over-year. Some commentators have noted that Intel sold its flash memory manufacturing business to South Korea's SK Hynix last year, a portion of the revenue typically excluded from financial report analysis.</p><p>Adjusted quarterly EPS was $1.28 per share, which also exceeded the company's official guidance by $0.23, representing a 4% year-over-year increase. The market had expected $1.07, representing a 13% decrease from $1.23 in the same period last year.<img src=\"https://static.tigerbbs.com/54a380ec9f26ad798d138d536762dad0\" tg-width=\"640\" tg-height=\"275\" referrerpolicy=\"no-referrer\">Intel stated that in addition to revenue and EPS exceeding official guidance, gross margin also exceeded previous expectations at 59.2%, up nearly 3% year-over-year, and recorded record second-quarter PC business revenue and...<a href=\"https://laohu8.com/S/MBLY\">Mobileye</a>Departmental revenue.</p><p>The company also raised its earnings guidance for the full fiscal year 2021, expecting GAAP revenue of $77.6 billion, compared to its previous forecast of $77 billion.<b>Non-GAAP revenue is expected to be $73.5 billion, compared to the company's previous forecast of $72.5 billion and analysts' expectation of $73.1 billion, representing year-over-year growth.</b>。 GAAP EPS is expected to be $4.09 per share, while non-GAAP EPS is expected to be $4.80 per share, compared to the company's previous forecast of $4.60 and analysts' expectations of $4.62.<img src=\"https://static.tigerbbs.com/188db5648a869808eaffe51754e2dcda\" tg-width=\"500\" tg-height=\"266\" referrerpolicy=\"no-referrer\"></p><p>Meanwhile, the company expects adjusted EPS per share of $1.10 for the third quarter, also higher than analysts' expectations of $1.08; Third-quarter revenue is expected to be $19.1 billion, with adjusted revenue of approximately $18.2 billion, slightly lower than analysts' expectations of $18.27 billion.</p><p>Intel CEO Pat Gelsinger, who has been pushing to expand the chip foundry business since taking office in February, said that the second-quarter results show that the company's momentum is strengthening and its execution capabilities are improving. The digitalization process across various industries continues to accelerate, creating tremendous growth opportunities for Intel and its customers in core and emerging business areas. \"I believe this marks the beginning of a decade of growth for the entire semiconductor industry.\"</p><p><b>Personal computer and Mobileye businesses achieved the highest revenue in the second quarter, but data center revenue continued to decline year-on-year.</b></p><p><b>Looking at the business segments,</b>Intel's Client Computing Group (CCG), which includes personal computer chips, reported revenue of $10.1 billion, a 6% year-over-year increase, a record high for the second quarter, and also higher than market expectations of approximately $10 billion. Last year saw a year-on-year increase of 8%, a record high, significantly benefiting from the demand for working from home and remote classes during the COVID-19 pandemic.</p><p>The Data Center Group (DCG), which focuses on providing chips to cloud computing and server manufacturers, reported revenue of $6.5 billion, down 9% year-over-year but up 16% quarter-over-quarter, better than market expectations of approximately $5.9 billion or an 18% year-over-year decrease. Last year saw a year-on-year increase of 11%, reaching a new high.</p><p>Analysis points out that from competitors<a href=\"https://laohu8.com/S/AMD\">AMD</a>and<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>Against the backdrop of surging pressure and worrying delays in the release of advanced process chip products,<b>Investors are closely watching whether Intel's data center prospects and market share are being dragged down.</b></p><p>Currently, Nvidia, which specializes in designing graphics processing chips (GPUs), is entering the data center CPU market. Last year, it surpassed Intel to become the most valuable chipmaker in the United States. In April of this year, when Intel disclosed that its data center revenue had plummeted by 20% year-on-year in the first quarter and that AMD's similar business had doubled, Intel's stock price fell by more than 9% in after-hours trading, and its stock price has fallen by 14% since the first quarter report was released.</p><p>In the Internet of Things business unit, Internet of Things Group (IOTG) reported second-quarter revenue of $984 million, a 47% year-over-year increase, compared to market expectations of $9. Mobileye's AI-based autonomous driving business saw its quarterly revenue more than double by 124%, reaching a record high of $327 million in the second quarter, but falling short of the $360 million expected by some analysts. Mobileye's revenue had previously increased by 10% year-on-year to a new high last year.</p><p>In addition, the Non-Volatile Storage Solutions (NSG) business unit reported revenue of $1.1 billion in the second quarter, a 34% year-over-year decrease, but higher than analysts' expectations of $690 million, after a 23% year-over-year increase to a record high last year. The Programmable Solutions Group (PSG) reported revenue of $486 million, a 3% decrease year-over-year.</p><p><img src=\"https://static.tigerbbs.com/4c296d4a684062b9b88a5635caee35b7\" tg-width=\"640\" tg-height=\"240\" referrerpolicy=\"no-referrer\"></p><p>Intel stated that<b>Second-quarter overall revenue exceeded the company's April guidance, primarily driven by continued strength in the PC CCG division and a robust recovery in the enterprise divisions of the Internet of Things (IOTG) and Data Center (DCG) divisions.</b>PC platform sales increased by 33% year-on-year in the quarter, and Mobileye won 10 additional design bids, providing full lifecycle technical support for more devices.</p><p><b>Intel's stock price has far underperformed its competitors, with the market focused on expansion and transformation plans under the new CEO's leadership.</b></p><p>In terms of stock price performance, if the after-hours decline continues today, it will be equivalent to Intel experiencing three after-hours declines since the release of its last four quarterly earnings reports. Its stock price fell by more than 12% overall in the second quarter of this year. During the same period, the Dow Jones Industrial Average, which includes it as one of its constituent stocks, rose by 4.6%, the S&P 500 rose by more than 8%, the Nasdaq Composite, which is dominated by technology stocks, rose by 9.5%, and the Philadelphia Semiconductor Index rose by more than 7%.</p><p>Statistics show that as the pandemic boosted demand for chips in cars, laptops, and game consoles, the stock prices of most chipmakers soared over the past 12 months. Intel fell by more than 9% instead of rising, while its competitor Nvidia rose by more than 80% and AMD rose by more than 50%. This is mainly due to Wall Street's short-term bearish outlook on Intel, which has hurt its stock price due to production errors and losing market share to competitors.</p><p>Looking ahead, the market will closely monitor Intel's management's transformation strategy, with CEO Gelsinger expected to release more details later this month.</p><p>On the one hand, the continued year-on-year decline in data center revenue indicates that Intel is constantly losing market share and even its technological leadership. At the same time, the chip shortage will also drag down its sales, and Gelsinger once believed that the shortage would continue beyond 2022.<b>Company executives said in the earnings call: \"The chip shortage problem is expected to bottom out in the second half of this year, but it will take another 1-2 years for the chip industry to fully recover its production capacity.\"</b></p><p>Earlier this year, Gelsinger announced the creation of a new $20 billion foundry business to manufacture chips for other companies, and additional capacity expansions in the United States and overseas are also in the planning stage. The company may also benefit from funding bills planned by the U.S. Congress and the Biden administration to enhance domestic chip manufacturing capabilities.</p><p>Last week, media reports indicated that Intel was considering acquiring GlobalFoundries, the world's fourth-largest chip foundry, from the Abu Dhabi government's sovereign wealth fund for approximately $30 billion. If completed, it would be the largest acquisition in the company's history, and Intel would become a full-stack supplier in the chip field, not only for PC chips, but also for key areas such as 5G, the Internet of Things, and electric vehicles.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel's second-quarter earnings report exceeded expectations, causing the stock to rise more than 3% in after-hours trading before turning lower.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel's second-quarter earnings report exceeded expectations, causing the stock to rise more than 3% in after-hours trading before turning lower.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-23 06:03</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On Thursday, July 22, Eastern Time, after the US stock market closed, the largest US chipmaker by revenue...<a href=\"https://laohu8.com/S/INTC\">Intel</a>The company released its financial report for the second quarter of fiscal year 2021. Despite positive second-quarter earnings reports and guidance for the next quarter and full year, Intel rose more than 3% at one point in after-hours trading before turning lower and falling more than 2%. This may be due to the highly anticipated 9% year-on-year decline in data center revenue, as well as a slightly lower-than-expected revenue in the third quarter.</p><p>Some analysts say that the adjusted non-GAAP financial report data \"only met market expectations\" and did not provide many surprises to boost the stock price, after all, Intel is currently stuck in a \"quagmire\" of production bottlenecks and delayed releases of next-generation advanced process products.</p><p>Intel closed down 0.5% on Thursday to less than $56, retreating from a one-week high.<img src=\"https://static.tigerbbs.com/1e44b1f5b13edeceec07010bb6d667de\" tg-width=\"692\" tg-height=\"529\" referrerpolicy=\"no-referrer\"><b>Both revenue and profit increased year-on-year in the second quarter, despite market expectations of a decline. The company raised its full-year revenue guidance to year-on-year growth.</b></p><p>Financial reports show that Intel's adjusted quarterly revenue was $18.5 billion, a 2% year-over-year increase and $700 million more than the company's previously released official guidance. This marks the tenth consecutive quarter that Intel's revenue has exceeded expectations. The market had previously expected adjusted revenue to be $17.8 billion, representing a year-on-year decline of nearly 2%.</p><p>Unadjusted quarterly revenue was $19.6 billion, a slight decrease of 0.6% year-over-year. Some commentators have noted that Intel sold its flash memory manufacturing business to South Korea's SK Hynix last year, a portion of the revenue typically excluded from financial report analysis.</p><p>Adjusted quarterly EPS was $1.28 per share, which also exceeded the company's official guidance by $0.23, representing a 4% year-over-year increase. The market had expected $1.07, representing a 13% decrease from $1.23 in the same period last year.<img src=\"https://static.tigerbbs.com/54a380ec9f26ad798d138d536762dad0\" tg-width=\"640\" tg-height=\"275\" referrerpolicy=\"no-referrer\">Intel stated that in addition to revenue and EPS exceeding official guidance, gross margin also exceeded previous expectations at 59.2%, up nearly 3% year-over-year, and recorded record second-quarter PC business revenue and...<a href=\"https://laohu8.com/S/MBLY\">Mobileye</a>Departmental revenue.</p><p>The company also raised its earnings guidance for the full fiscal year 2021, expecting GAAP revenue of $77.6 billion, compared to its previous forecast of $77 billion.<b>Non-GAAP revenue is expected to be $73.5 billion, compared to the company's previous forecast of $72.5 billion and analysts' expectation of $73.1 billion, representing year-over-year growth.</b>。 GAAP EPS is expected to be $4.09 per share, while non-GAAP EPS is expected to be $4.80 per share, compared to the company's previous forecast of $4.60 and analysts' expectations of $4.62.<img src=\"https://static.tigerbbs.com/188db5648a869808eaffe51754e2dcda\" tg-width=\"500\" tg-height=\"266\" referrerpolicy=\"no-referrer\"></p><p>Meanwhile, the company expects adjusted EPS per share of $1.10 for the third quarter, also higher than analysts' expectations of $1.08; Third-quarter revenue is expected to be $19.1 billion, with adjusted revenue of approximately $18.2 billion, slightly lower than analysts' expectations of $18.27 billion.</p><p>Intel CEO Pat Gelsinger, who has been pushing to expand the chip foundry business since taking office in February, said that the second-quarter results show that the company's momentum is strengthening and its execution capabilities are improving. The digitalization process across various industries continues to accelerate, creating tremendous growth opportunities for Intel and its customers in core and emerging business areas. \"I believe this marks the beginning of a decade of growth for the entire semiconductor industry.\"</p><p><b>Personal computer and Mobileye businesses achieved the highest revenue in the second quarter, but data center revenue continued to decline year-on-year.</b></p><p><b>Looking at the business segments,</b>Intel's Client Computing Group (CCG), which includes personal computer chips, reported revenue of $10.1 billion, a 6% year-over-year increase, a record high for the second quarter, and also higher than market expectations of approximately $10 billion. Last year saw a year-on-year increase of 8%, a record high, significantly benefiting from the demand for working from home and remote classes during the COVID-19 pandemic.</p><p>The Data Center Group (DCG), which focuses on providing chips to cloud computing and server manufacturers, reported revenue of $6.5 billion, down 9% year-over-year but up 16% quarter-over-quarter, better than market expectations of approximately $5.9 billion or an 18% year-over-year decrease. Last year saw a year-on-year increase of 11%, reaching a new high.</p><p>Analysis points out that from competitors<a href=\"https://laohu8.com/S/AMD\">AMD</a>and<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>Against the backdrop of surging pressure and worrying delays in the release of advanced process chip products,<b>Investors are closely watching whether Intel's data center prospects and market share are being dragged down.</b></p><p>Currently, Nvidia, which specializes in designing graphics processing chips (GPUs), is entering the data center CPU market. Last year, it surpassed Intel to become the most valuable chipmaker in the United States. In April of this year, when Intel disclosed that its data center revenue had plummeted by 20% year-on-year in the first quarter and that AMD's similar business had doubled, Intel's stock price fell by more than 9% in after-hours trading, and its stock price has fallen by 14% since the first quarter report was released.</p><p>In the Internet of Things business unit, Internet of Things Group (IOTG) reported second-quarter revenue of $984 million, a 47% year-over-year increase, compared to market expectations of $9. Mobileye's AI-based autonomous driving business saw its quarterly revenue more than double by 124%, reaching a record high of $327 million in the second quarter, but falling short of the $360 million expected by some analysts. Mobileye's revenue had previously increased by 10% year-on-year to a new high last year.</p><p>In addition, the Non-Volatile Storage Solutions (NSG) business unit reported revenue of $1.1 billion in the second quarter, a 34% year-over-year decrease, but higher than analysts' expectations of $690 million, after a 23% year-over-year increase to a record high last year. The Programmable Solutions Group (PSG) reported revenue of $486 million, a 3% decrease year-over-year.</p><p><img src=\"https://static.tigerbbs.com/4c296d4a684062b9b88a5635caee35b7\" tg-width=\"640\" tg-height=\"240\" referrerpolicy=\"no-referrer\"></p><p>Intel stated that<b>Second-quarter overall revenue exceeded the company's April guidance, primarily driven by continued strength in the PC CCG division and a robust recovery in the enterprise divisions of the Internet of Things (IOTG) and Data Center (DCG) divisions.</b>PC platform sales increased by 33% year-on-year in the quarter, and Mobileye won 10 additional design bids, providing full lifecycle technical support for more devices.</p><p><b>Intel's stock price has far underperformed its competitors, with the market focused on expansion and transformation plans under the new CEO's leadership.</b></p><p>In terms of stock price performance, if the after-hours decline continues today, it will be equivalent to Intel experiencing three after-hours declines since the release of its last four quarterly earnings reports. Its stock price fell by more than 12% overall in the second quarter of this year. During the same period, the Dow Jones Industrial Average, which includes it as one of its constituent stocks, rose by 4.6%, the S&P 500 rose by more than 8%, the Nasdaq Composite, which is dominated by technology stocks, rose by 9.5%, and the Philadelphia Semiconductor Index rose by more than 7%.</p><p>Statistics show that as the pandemic boosted demand for chips in cars, laptops, and game consoles, the stock prices of most chipmakers soared over the past 12 months. Intel fell by more than 9% instead of rising, while its competitor Nvidia rose by more than 80% and AMD rose by more than 50%. This is mainly due to Wall Street's short-term bearish outlook on Intel, which has hurt its stock price due to production errors and losing market share to competitors.</p><p>Looking ahead, the market will closely monitor Intel's management's transformation strategy, with CEO Gelsinger expected to release more details later this month.</p><p>On the one hand, the continued year-on-year decline in data center revenue indicates that Intel is constantly losing market share and even its technological leadership. At the same time, the chip shortage will also drag down its sales, and Gelsinger once believed that the shortage would continue beyond 2022.<b>Company executives said in the earnings call: \"The chip shortage problem is expected to bottom out in the second half of this year, but it will take another 1-2 years for the chip industry to fully recover its production capacity.\"</b></p><p>Earlier this year, Gelsinger announced the creation of a new $20 billion foundry business to manufacture chips for other companies, and additional capacity expansions in the United States and overseas are also in the planning stage. The company may also benefit from funding bills planned by the U.S. Congress and the Biden administration to enhance domestic chip manufacturing capabilities.</p><p>Last week, media reports indicated that Intel was considering acquiring GlobalFoundries, the world's fourth-largest chip foundry, from the Abu Dhabi government's sovereign wealth fund for approximately $30 billion. If completed, it would be the largest acquisition in the company's history, and Intel would become a full-stack supplier in the chip field, not only for PC chips, but also for key areas such as 5G, the Internet of Things, and electric vehicles.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U","INTC":"英特尔"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178083534","content_text":"美东时间7月22日周四美股盘后，按收入计算的美国最大芯片制造商英特尔发布了2021财年二季度财报。尽管二季度财报和提供的下季度及全年指引均利好，英特尔盘后一度涨超3%，随后转跌并跌超2%。这可能是由于备受关注的数据中心收入仍同比下跌9%，以及三季度预期营收略跌于预期。\n也有分析称，经调整后非GAAP的财报数据“只是符合市场预期”，没有提供太多的惊喜来提振股价，毕竟英特尔当前还陷在生产瓶颈和下一代先进制程产品延迟发布的“泥沼”中。\n英特尔周四收跌0.5%，报收不足56美元，从一周新高回落。二季度营收和盈利均同比增长，市场原本预期下滑，提升全年营收指引至同比增长\n财报显示，英特尔经调整后的季度营收为185亿美元，同比增长2%，也比公司此前发布的官方指引多出7亿美元。这等于英特尔连续十个季度营收超预期，市场曾认为调整后营收为178亿美元，代表同比下滑近2%。\n而未调整前的季度营收为196亿美元，同比微跌0.6%。有评论称，英特尔去年出售其闪存制造业务给韩国的SK海力士，这部分收入通常从财报分析中剥离。\n经调整后的季度EPS为每股收益1.28美元，也比公司的官方指引高出0.23美元，同比增长4%。市场曾预期为1.07美元，代表较去年同期的1.23美元下跌13%。英特尔表示，除了营收和EPS超出官方指引，毛利率也好于此前预期至59.2%，同比上升近3%，并录得创纪录的二季度个人电脑PC业务收入和Mobileye部门收入。\n公司还提升2021财年全年的盈利指引，预计GAAP项下的营收为776亿美元，此前公司预计为770亿美元。预计非GAAP的营收为735亿美元，公司此前预计为725亿美元，分析师预期为731亿美元，这也代表将实现同比增长。预计GAAP项下的EPS为每股收益4.09美元，非GAAP的EPS为每股收益4.80美元，后者公司此前预计为4.60美元，分析师预期为4.62美元。\n同时，公司预计三季度调整后EPS为每股收益1.10美元，同样高于分析师预期的1.08美元；预计三季度营收191亿美元，调整后营收约为182亿美元，略低于分析师预期的182.7亿美元。\n今年2月履新后力推开拓芯片代工制造业务的英特尔首席执行官Pat Gelsinger表示，二季度业绩表明公司势头正在增强、执行力正在提高。各行各业的数字化进程继续加速，为英特尔及其客户在核心和新兴业务领域创造了巨大的增长机会，“相信这是整个半导体行业十年增长期的开始。”\n个人电脑和Mobileye业务创二季度营收最高，但数据中心收入持续同比下滑\n分业务来看，包括个人电脑芯片在内的英特尔客户端计算事业部（CCG）101亿美元，同比增长6%，创二季度新高纪录，也高于市场预期的约100亿美元。去年全年曾同比增8%并创历史最高，显著受益于新冠疫情下的居家办公和远程上课需求。\n专注为云计算和服务器制造商提供芯片的数据中心事业部（DCG）营收65亿美元，同比下跌9%，环比增长16%，好于市场预期的约59亿美元或同比下降18%。去年全年同比增11%至新高。\n分析指出，在来自竞争对手AMD和英伟达的压力激增，以及令人担忧的先进制程芯片产品不断延迟发布的背景下，投资者密切关注英特尔的数据中心前景和市场份额是否受到拖累。\n当前，专门设计图形处理芯片GPU的英伟达正在进军数据中心CPU，去年超过英特尔成为美国市值最高的芯片商。而在今年4月，当英特尔披露一季度数据中心营收同比骤降20%、AMD的同类业务翻倍时，英特尔曾盘后跌超9%，而且一季报发布至今股价累跌14%。\n在物联网业务部中，物联网集团（IOTG）二季度营收9.84亿美元，同比激增47%，市场预期为9美元；基于人工智能的自动驾驶业务Mobileye季度营收翻倍激增124%，创史上二季度最高至3.27亿美元，但低于部分分析师预期的3.6亿美元，Mobileye营收去年曾同比增10%至新高。\n此外，非易失性存储解决方案事业部（NSG）二季度营收11亿美元，同比下跌34%，但高于分析师预期的6.9亿美元，去年曾同比增23%至历史最高。可编程解决方案事业部（PSG）营收4.86亿美元，同比下跌3%。\n\n英特尔表示，二季度整体营收超过公司4月提供的指引，主要由个人电脑CCG部门的持续强劲，以及物联网事业部（IOTG）和数据中心事业部（DCG）中的企业部门强劲复苏推动，当季PC平台销量同比增长 33%，Mobileye 获得 10 个额外的设计中标，为更多设备提供全生命周期技术支持。\n英特尔股价表现远逊于竞争对手，市场聚焦新CEO领导下的扩产和转型计划\n在股价表现方面，今日盘后转跌的态势如果延续，等于英特尔在过去四份季度财报发布后有三次盘后下跌。其股价今年二季度整体跌超12%，同期容纳其作为成分股之一的道指累涨4.6%、标普500指数累涨逾8%、科技股居多的纳指累涨9.5%，费城半导体指数累涨超7%。\n统计显示，由于疫情推升了汽车、笔记本电脑和游戏机中的芯片需求，过去12个月大部分芯片制造商股价飙升，英特尔不升反降了逾9%，竞争对手英伟达则涨超80%，AMD涨超50%。这主要是由于华尔街对英特尔短期内看跌，令其股价因生产失误和市场份额输给竞争对手而受到伤害。\n展望未来，市场将密切关注英特尔管理层给出的转型战略，CEO Gelsinger预计在本月晚些时候公布更多细节。\n一方面，数据中心收入持续同比下降，代表英特尔不断输掉市场份额，甚至输掉技术领先能力。同时，芯片短缺也会拖累其销售，Gelsinger曾认为短缺会持续到2022年以后。公司高管在财报电话会上称：“芯片短缺问题料将在今年下半年见底，但芯片行业完全恢复产能还需1-2年。”\n今年年初，Gelsinger曾宣布将创建一个价值200亿美元的新代工业务，为其他公司制造芯片，美国和海外的额外产能扩张也处于规划阶段。公司还可能受益于美国国会与拜登政府筹划的增强国内芯片制造能力的拨款法案。\n上周有媒体称，英特尔正考虑从阿布扎比政府主权财富基金手中以约300亿美元，收购全球第四大芯片代工厂GlobalFoundries。如果达成将是公司史上最大的一笔收购，英特尔也会变成芯片领域的全栈供应商，不仅仅是PC上的芯片，还包括5G、物联网、电动汽车等关键领域。","news_type":1,"symbols_score_info":{"03086":0.9,"INTC":0.9,"09086":0.9}},"isVote":1,"tweetType":1,"viewCount":2373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175389176,"gmtCreate":1627007012695,"gmtModify":1703482316787,"author":{"id":"3586592229481546","authorId":"3586592229481546","name":"可芯1976","avatar":"https://static.tigerbbs.com/7d427c4a16aa58261bd69a7c31040cc0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586592229481546","idStr":"3586592229481546"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/175389176","repostId":"1169392936","repostType":4,"isVote":1,"tweetType":1,"viewCount":1458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172578002,"gmtCreate":1626968718106,"gmtModify":1703481680394,"author":{"id":"3586592229481546","authorId":"3586592229481546","name":"可芯1976","avatar":"https://static.tigerbbs.com/7d427c4a16aa58261bd69a7c31040cc0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586592229481546","idStr":"3586592229481546"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/172578002","repostId":"1167162490","repostType":4,"isVote":1,"tweetType":1,"viewCount":2558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":175383098,"gmtCreate":1627007043614,"gmtModify":1703482318098,"author":{"id":"3586592229481546","authorId":"3586592229481546","name":"可芯1976","avatar":"https://static.tigerbbs.com/7d427c4a16aa58261bd69a7c31040cc0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586592229481546","idStr":"3586592229481546"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/175383098","repostId":"1178083534","repostType":4,"repost":{"id":"1178083534","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626991424,"share":"https://ttm.financial/m/news/1178083534?lang=en_US&edition=fundamental","pubTime":"2021-07-23 06:03","market":"hk","language":"zh","title":"Intel's second-quarter earnings report exceeded expectations, causing the stock to rise more than 3% in after-hours trading before turning lower.","url":"https://stock-news.laohu8.com/highlight/detail?id=1178083534","media":"老虎资讯综合","summary":"美东时间7月22日周四美股盘后，按收入计算的美国最大芯片制造商英特尔发布了2021财年二季度财报。尽管二季度财报和提供的下季度及全年指引均利好，英特尔盘后一度涨超3%，随后转跌并跌超2%。这可能是由于","content":"<p>On Thursday, July 22, Eastern Time, after the US stock market closed, the largest US chipmaker by revenue...<a href=\"https://laohu8.com/S/INTC\">Intel</a>The company released its financial report for the second quarter of fiscal year 2021. Despite positive second-quarter earnings reports and guidance for the next quarter and full year, Intel rose more than 3% at one point in after-hours trading before turning lower and falling more than 2%. This may be due to the highly anticipated 9% year-on-year decline in data center revenue, as well as a slightly lower-than-expected revenue in the third quarter.</p><p>Some analysts say that the adjusted non-GAAP financial report data \"only met market expectations\" and did not provide many surprises to boost the stock price, after all, Intel is currently stuck in a \"quagmire\" of production bottlenecks and delayed releases of next-generation advanced process products.</p><p>Intel closed down 0.5% on Thursday to less than $56, retreating from a one-week high.<img src=\"https://static.tigerbbs.com/1e44b1f5b13edeceec07010bb6d667de\" tg-width=\"692\" tg-height=\"529\" referrerpolicy=\"no-referrer\"><b>Both revenue and profit increased year-on-year in the second quarter, despite market expectations of a decline. The company raised its full-year revenue guidance to year-on-year growth.</b></p><p>Financial reports show that Intel's adjusted quarterly revenue was $18.5 billion, a 2% year-over-year increase and $700 million more than the company's previously released official guidance. This marks the tenth consecutive quarter that Intel's revenue has exceeded expectations. The market had previously expected adjusted revenue to be $17.8 billion, representing a year-on-year decline of nearly 2%.</p><p>Unadjusted quarterly revenue was $19.6 billion, a slight decrease of 0.6% year-over-year. Some commentators have noted that Intel sold its flash memory manufacturing business to South Korea's SK Hynix last year, a portion of the revenue typically excluded from financial report analysis.</p><p>Adjusted quarterly EPS was $1.28 per share, which also exceeded the company's official guidance by $0.23, representing a 4% year-over-year increase. The market had expected $1.07, representing a 13% decrease from $1.23 in the same period last year.<img src=\"https://static.tigerbbs.com/54a380ec9f26ad798d138d536762dad0\" tg-width=\"640\" tg-height=\"275\" referrerpolicy=\"no-referrer\">Intel stated that in addition to revenue and EPS exceeding official guidance, gross margin also exceeded previous expectations at 59.2%, up nearly 3% year-over-year, and recorded record second-quarter PC business revenue and...<a href=\"https://laohu8.com/S/MBLY\">Mobileye</a>Departmental revenue.</p><p>The company also raised its earnings guidance for the full fiscal year 2021, expecting GAAP revenue of $77.6 billion, compared to its previous forecast of $77 billion.<b>Non-GAAP revenue is expected to be $73.5 billion, compared to the company's previous forecast of $72.5 billion and analysts' expectation of $73.1 billion, representing year-over-year growth.</b>。 GAAP EPS is expected to be $4.09 per share, while non-GAAP EPS is expected to be $4.80 per share, compared to the company's previous forecast of $4.60 and analysts' expectations of $4.62.<img src=\"https://static.tigerbbs.com/188db5648a869808eaffe51754e2dcda\" tg-width=\"500\" tg-height=\"266\" referrerpolicy=\"no-referrer\"></p><p>Meanwhile, the company expects adjusted EPS per share of $1.10 for the third quarter, also higher than analysts' expectations of $1.08; Third-quarter revenue is expected to be $19.1 billion, with adjusted revenue of approximately $18.2 billion, slightly lower than analysts' expectations of $18.27 billion.</p><p>Intel CEO Pat Gelsinger, who has been pushing to expand the chip foundry business since taking office in February, said that the second-quarter results show that the company's momentum is strengthening and its execution capabilities are improving. The digitalization process across various industries continues to accelerate, creating tremendous growth opportunities for Intel and its customers in core and emerging business areas. \"I believe this marks the beginning of a decade of growth for the entire semiconductor industry.\"</p><p><b>Personal computer and Mobileye businesses achieved the highest revenue in the second quarter, but data center revenue continued to decline year-on-year.</b></p><p><b>Looking at the business segments,</b>Intel's Client Computing Group (CCG), which includes personal computer chips, reported revenue of $10.1 billion, a 6% year-over-year increase, a record high for the second quarter, and also higher than market expectations of approximately $10 billion. Last year saw a year-on-year increase of 8%, a record high, significantly benefiting from the demand for working from home and remote classes during the COVID-19 pandemic.</p><p>The Data Center Group (DCG), which focuses on providing chips to cloud computing and server manufacturers, reported revenue of $6.5 billion, down 9% year-over-year but up 16% quarter-over-quarter, better than market expectations of approximately $5.9 billion or an 18% year-over-year decrease. Last year saw a year-on-year increase of 11%, reaching a new high.</p><p>Analysis points out that from competitors<a href=\"https://laohu8.com/S/AMD\">AMD</a>and<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>Against the backdrop of surging pressure and worrying delays in the release of advanced process chip products,<b>Investors are closely watching whether Intel's data center prospects and market share are being dragged down.</b></p><p>Currently, Nvidia, which specializes in designing graphics processing chips (GPUs), is entering the data center CPU market. Last year, it surpassed Intel to become the most valuable chipmaker in the United States. In April of this year, when Intel disclosed that its data center revenue had plummeted by 20% year-on-year in the first quarter and that AMD's similar business had doubled, Intel's stock price fell by more than 9% in after-hours trading, and its stock price has fallen by 14% since the first quarter report was released.</p><p>In the Internet of Things business unit, Internet of Things Group (IOTG) reported second-quarter revenue of $984 million, a 47% year-over-year increase, compared to market expectations of $9. Mobileye's AI-based autonomous driving business saw its quarterly revenue more than double by 124%, reaching a record high of $327 million in the second quarter, but falling short of the $360 million expected by some analysts. Mobileye's revenue had previously increased by 10% year-on-year to a new high last year.</p><p>In addition, the Non-Volatile Storage Solutions (NSG) business unit reported revenue of $1.1 billion in the second quarter, a 34% year-over-year decrease, but higher than analysts' expectations of $690 million, after a 23% year-over-year increase to a record high last year. The Programmable Solutions Group (PSG) reported revenue of $486 million, a 3% decrease year-over-year.</p><p><img src=\"https://static.tigerbbs.com/4c296d4a684062b9b88a5635caee35b7\" tg-width=\"640\" tg-height=\"240\" referrerpolicy=\"no-referrer\"></p><p>Intel stated that<b>Second-quarter overall revenue exceeded the company's April guidance, primarily driven by continued strength in the PC CCG division and a robust recovery in the enterprise divisions of the Internet of Things (IOTG) and Data Center (DCG) divisions.</b>PC platform sales increased by 33% year-on-year in the quarter, and Mobileye won 10 additional design bids, providing full lifecycle technical support for more devices.</p><p><b>Intel's stock price has far underperformed its competitors, with the market focused on expansion and transformation plans under the new CEO's leadership.</b></p><p>In terms of stock price performance, if the after-hours decline continues today, it will be equivalent to Intel experiencing three after-hours declines since the release of its last four quarterly earnings reports. Its stock price fell by more than 12% overall in the second quarter of this year. During the same period, the Dow Jones Industrial Average, which includes it as one of its constituent stocks, rose by 4.6%, the S&P 500 rose by more than 8%, the Nasdaq Composite, which is dominated by technology stocks, rose by 9.5%, and the Philadelphia Semiconductor Index rose by more than 7%.</p><p>Statistics show that as the pandemic boosted demand for chips in cars, laptops, and game consoles, the stock prices of most chipmakers soared over the past 12 months. Intel fell by more than 9% instead of rising, while its competitor Nvidia rose by more than 80% and AMD rose by more than 50%. This is mainly due to Wall Street's short-term bearish outlook on Intel, which has hurt its stock price due to production errors and losing market share to competitors.</p><p>Looking ahead, the market will closely monitor Intel's management's transformation strategy, with CEO Gelsinger expected to release more details later this month.</p><p>On the one hand, the continued year-on-year decline in data center revenue indicates that Intel is constantly losing market share and even its technological leadership. At the same time, the chip shortage will also drag down its sales, and Gelsinger once believed that the shortage would continue beyond 2022.<b>Company executives said in the earnings call: \"The chip shortage problem is expected to bottom out in the second half of this year, but it will take another 1-2 years for the chip industry to fully recover its production capacity.\"</b></p><p>Earlier this year, Gelsinger announced the creation of a new $20 billion foundry business to manufacture chips for other companies, and additional capacity expansions in the United States and overseas are also in the planning stage. The company may also benefit from funding bills planned by the U.S. Congress and the Biden administration to enhance domestic chip manufacturing capabilities.</p><p>Last week, media reports indicated that Intel was considering acquiring GlobalFoundries, the world's fourth-largest chip foundry, from the Abu Dhabi government's sovereign wealth fund for approximately $30 billion. If completed, it would be the largest acquisition in the company's history, and Intel would become a full-stack supplier in the chip field, not only for PC chips, but also for key areas such as 5G, the Internet of Things, and electric vehicles.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel's second-quarter earnings report exceeded expectations, causing the stock to rise more than 3% in after-hours trading before turning lower.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel's second-quarter earnings report exceeded expectations, causing the stock to rise more than 3% in after-hours trading before turning lower.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-23 06:03</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On Thursday, July 22, Eastern Time, after the US stock market closed, the largest US chipmaker by revenue...<a href=\"https://laohu8.com/S/INTC\">Intel</a>The company released its financial report for the second quarter of fiscal year 2021. Despite positive second-quarter earnings reports and guidance for the next quarter and full year, Intel rose more than 3% at one point in after-hours trading before turning lower and falling more than 2%. This may be due to the highly anticipated 9% year-on-year decline in data center revenue, as well as a slightly lower-than-expected revenue in the third quarter.</p><p>Some analysts say that the adjusted non-GAAP financial report data \"only met market expectations\" and did not provide many surprises to boost the stock price, after all, Intel is currently stuck in a \"quagmire\" of production bottlenecks and delayed releases of next-generation advanced process products.</p><p>Intel closed down 0.5% on Thursday to less than $56, retreating from a one-week high.<img src=\"https://static.tigerbbs.com/1e44b1f5b13edeceec07010bb6d667de\" tg-width=\"692\" tg-height=\"529\" referrerpolicy=\"no-referrer\"><b>Both revenue and profit increased year-on-year in the second quarter, despite market expectations of a decline. The company raised its full-year revenue guidance to year-on-year growth.</b></p><p>Financial reports show that Intel's adjusted quarterly revenue was $18.5 billion, a 2% year-over-year increase and $700 million more than the company's previously released official guidance. This marks the tenth consecutive quarter that Intel's revenue has exceeded expectations. The market had previously expected adjusted revenue to be $17.8 billion, representing a year-on-year decline of nearly 2%.</p><p>Unadjusted quarterly revenue was $19.6 billion, a slight decrease of 0.6% year-over-year. Some commentators have noted that Intel sold its flash memory manufacturing business to South Korea's SK Hynix last year, a portion of the revenue typically excluded from financial report analysis.</p><p>Adjusted quarterly EPS was $1.28 per share, which also exceeded the company's official guidance by $0.23, representing a 4% year-over-year increase. The market had expected $1.07, representing a 13% decrease from $1.23 in the same period last year.<img src=\"https://static.tigerbbs.com/54a380ec9f26ad798d138d536762dad0\" tg-width=\"640\" tg-height=\"275\" referrerpolicy=\"no-referrer\">Intel stated that in addition to revenue and EPS exceeding official guidance, gross margin also exceeded previous expectations at 59.2%, up nearly 3% year-over-year, and recorded record second-quarter PC business revenue and...<a href=\"https://laohu8.com/S/MBLY\">Mobileye</a>Departmental revenue.</p><p>The company also raised its earnings guidance for the full fiscal year 2021, expecting GAAP revenue of $77.6 billion, compared to its previous forecast of $77 billion.<b>Non-GAAP revenue is expected to be $73.5 billion, compared to the company's previous forecast of $72.5 billion and analysts' expectation of $73.1 billion, representing year-over-year growth.</b>。 GAAP EPS is expected to be $4.09 per share, while non-GAAP EPS is expected to be $4.80 per share, compared to the company's previous forecast of $4.60 and analysts' expectations of $4.62.<img src=\"https://static.tigerbbs.com/188db5648a869808eaffe51754e2dcda\" tg-width=\"500\" tg-height=\"266\" referrerpolicy=\"no-referrer\"></p><p>Meanwhile, the company expects adjusted EPS per share of $1.10 for the third quarter, also higher than analysts' expectations of $1.08; Third-quarter revenue is expected to be $19.1 billion, with adjusted revenue of approximately $18.2 billion, slightly lower than analysts' expectations of $18.27 billion.</p><p>Intel CEO Pat Gelsinger, who has been pushing to expand the chip foundry business since taking office in February, said that the second-quarter results show that the company's momentum is strengthening and its execution capabilities are improving. The digitalization process across various industries continues to accelerate, creating tremendous growth opportunities for Intel and its customers in core and emerging business areas. \"I believe this marks the beginning of a decade of growth for the entire semiconductor industry.\"</p><p><b>Personal computer and Mobileye businesses achieved the highest revenue in the second quarter, but data center revenue continued to decline year-on-year.</b></p><p><b>Looking at the business segments,</b>Intel's Client Computing Group (CCG), which includes personal computer chips, reported revenue of $10.1 billion, a 6% year-over-year increase, a record high for the second quarter, and also higher than market expectations of approximately $10 billion. Last year saw a year-on-year increase of 8%, a record high, significantly benefiting from the demand for working from home and remote classes during the COVID-19 pandemic.</p><p>The Data Center Group (DCG), which focuses on providing chips to cloud computing and server manufacturers, reported revenue of $6.5 billion, down 9% year-over-year but up 16% quarter-over-quarter, better than market expectations of approximately $5.9 billion or an 18% year-over-year decrease. Last year saw a year-on-year increase of 11%, reaching a new high.</p><p>Analysis points out that from competitors<a href=\"https://laohu8.com/S/AMD\">AMD</a>and<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>Against the backdrop of surging pressure and worrying delays in the release of advanced process chip products,<b>Investors are closely watching whether Intel's data center prospects and market share are being dragged down.</b></p><p>Currently, Nvidia, which specializes in designing graphics processing chips (GPUs), is entering the data center CPU market. Last year, it surpassed Intel to become the most valuable chipmaker in the United States. In April of this year, when Intel disclosed that its data center revenue had plummeted by 20% year-on-year in the first quarter and that AMD's similar business had doubled, Intel's stock price fell by more than 9% in after-hours trading, and its stock price has fallen by 14% since the first quarter report was released.</p><p>In the Internet of Things business unit, Internet of Things Group (IOTG) reported second-quarter revenue of $984 million, a 47% year-over-year increase, compared to market expectations of $9. Mobileye's AI-based autonomous driving business saw its quarterly revenue more than double by 124%, reaching a record high of $327 million in the second quarter, but falling short of the $360 million expected by some analysts. Mobileye's revenue had previously increased by 10% year-on-year to a new high last year.</p><p>In addition, the Non-Volatile Storage Solutions (NSG) business unit reported revenue of $1.1 billion in the second quarter, a 34% year-over-year decrease, but higher than analysts' expectations of $690 million, after a 23% year-over-year increase to a record high last year. The Programmable Solutions Group (PSG) reported revenue of $486 million, a 3% decrease year-over-year.</p><p><img src=\"https://static.tigerbbs.com/4c296d4a684062b9b88a5635caee35b7\" tg-width=\"640\" tg-height=\"240\" referrerpolicy=\"no-referrer\"></p><p>Intel stated that<b>Second-quarter overall revenue exceeded the company's April guidance, primarily driven by continued strength in the PC CCG division and a robust recovery in the enterprise divisions of the Internet of Things (IOTG) and Data Center (DCG) divisions.</b>PC platform sales increased by 33% year-on-year in the quarter, and Mobileye won 10 additional design bids, providing full lifecycle technical support for more devices.</p><p><b>Intel's stock price has far underperformed its competitors, with the market focused on expansion and transformation plans under the new CEO's leadership.</b></p><p>In terms of stock price performance, if the after-hours decline continues today, it will be equivalent to Intel experiencing three after-hours declines since the release of its last four quarterly earnings reports. Its stock price fell by more than 12% overall in the second quarter of this year. During the same period, the Dow Jones Industrial Average, which includes it as one of its constituent stocks, rose by 4.6%, the S&P 500 rose by more than 8%, the Nasdaq Composite, which is dominated by technology stocks, rose by 9.5%, and the Philadelphia Semiconductor Index rose by more than 7%.</p><p>Statistics show that as the pandemic boosted demand for chips in cars, laptops, and game consoles, the stock prices of most chipmakers soared over the past 12 months. Intel fell by more than 9% instead of rising, while its competitor Nvidia rose by more than 80% and AMD rose by more than 50%. This is mainly due to Wall Street's short-term bearish outlook on Intel, which has hurt its stock price due to production errors and losing market share to competitors.</p><p>Looking ahead, the market will closely monitor Intel's management's transformation strategy, with CEO Gelsinger expected to release more details later this month.</p><p>On the one hand, the continued year-on-year decline in data center revenue indicates that Intel is constantly losing market share and even its technological leadership. At the same time, the chip shortage will also drag down its sales, and Gelsinger once believed that the shortage would continue beyond 2022.<b>Company executives said in the earnings call: \"The chip shortage problem is expected to bottom out in the second half of this year, but it will take another 1-2 years for the chip industry to fully recover its production capacity.\"</b></p><p>Earlier this year, Gelsinger announced the creation of a new $20 billion foundry business to manufacture chips for other companies, and additional capacity expansions in the United States and overseas are also in the planning stage. The company may also benefit from funding bills planned by the U.S. Congress and the Biden administration to enhance domestic chip manufacturing capabilities.</p><p>Last week, media reports indicated that Intel was considering acquiring GlobalFoundries, the world's fourth-largest chip foundry, from the Abu Dhabi government's sovereign wealth fund for approximately $30 billion. If completed, it would be the largest acquisition in the company's history, and Intel would become a full-stack supplier in the chip field, not only for PC chips, but also for key areas such as 5G, the Internet of Things, and electric vehicles.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U","INTC":"英特尔"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178083534","content_text":"美东时间7月22日周四美股盘后，按收入计算的美国最大芯片制造商英特尔发布了2021财年二季度财报。尽管二季度财报和提供的下季度及全年指引均利好，英特尔盘后一度涨超3%，随后转跌并跌超2%。这可能是由于备受关注的数据中心收入仍同比下跌9%，以及三季度预期营收略跌于预期。\n也有分析称，经调整后非GAAP的财报数据“只是符合市场预期”，没有提供太多的惊喜来提振股价，毕竟英特尔当前还陷在生产瓶颈和下一代先进制程产品延迟发布的“泥沼”中。\n英特尔周四收跌0.5%，报收不足56美元，从一周新高回落。二季度营收和盈利均同比增长，市场原本预期下滑，提升全年营收指引至同比增长\n财报显示，英特尔经调整后的季度营收为185亿美元，同比增长2%，也比公司此前发布的官方指引多出7亿美元。这等于英特尔连续十个季度营收超预期，市场曾认为调整后营收为178亿美元，代表同比下滑近2%。\n而未调整前的季度营收为196亿美元，同比微跌0.6%。有评论称，英特尔去年出售其闪存制造业务给韩国的SK海力士，这部分收入通常从财报分析中剥离。\n经调整后的季度EPS为每股收益1.28美元，也比公司的官方指引高出0.23美元，同比增长4%。市场曾预期为1.07美元，代表较去年同期的1.23美元下跌13%。英特尔表示，除了营收和EPS超出官方指引，毛利率也好于此前预期至59.2%，同比上升近3%，并录得创纪录的二季度个人电脑PC业务收入和Mobileye部门收入。\n公司还提升2021财年全年的盈利指引，预计GAAP项下的营收为776亿美元，此前公司预计为770亿美元。预计非GAAP的营收为735亿美元，公司此前预计为725亿美元，分析师预期为731亿美元，这也代表将实现同比增长。预计GAAP项下的EPS为每股收益4.09美元，非GAAP的EPS为每股收益4.80美元，后者公司此前预计为4.60美元，分析师预期为4.62美元。\n同时，公司预计三季度调整后EPS为每股收益1.10美元，同样高于分析师预期的1.08美元；预计三季度营收191亿美元，调整后营收约为182亿美元，略低于分析师预期的182.7亿美元。\n今年2月履新后力推开拓芯片代工制造业务的英特尔首席执行官Pat Gelsinger表示，二季度业绩表明公司势头正在增强、执行力正在提高。各行各业的数字化进程继续加速，为英特尔及其客户在核心和新兴业务领域创造了巨大的增长机会，“相信这是整个半导体行业十年增长期的开始。”\n个人电脑和Mobileye业务创二季度营收最高，但数据中心收入持续同比下滑\n分业务来看，包括个人电脑芯片在内的英特尔客户端计算事业部（CCG）101亿美元，同比增长6%，创二季度新高纪录，也高于市场预期的约100亿美元。去年全年曾同比增8%并创历史最高，显著受益于新冠疫情下的居家办公和远程上课需求。\n专注为云计算和服务器制造商提供芯片的数据中心事业部（DCG）营收65亿美元，同比下跌9%，环比增长16%，好于市场预期的约59亿美元或同比下降18%。去年全年同比增11%至新高。\n分析指出，在来自竞争对手AMD和英伟达的压力激增，以及令人担忧的先进制程芯片产品不断延迟发布的背景下，投资者密切关注英特尔的数据中心前景和市场份额是否受到拖累。\n当前，专门设计图形处理芯片GPU的英伟达正在进军数据中心CPU，去年超过英特尔成为美国市值最高的芯片商。而在今年4月，当英特尔披露一季度数据中心营收同比骤降20%、AMD的同类业务翻倍时，英特尔曾盘后跌超9%，而且一季报发布至今股价累跌14%。\n在物联网业务部中，物联网集团（IOTG）二季度营收9.84亿美元，同比激增47%，市场预期为9美元；基于人工智能的自动驾驶业务Mobileye季度营收翻倍激增124%，创史上二季度最高至3.27亿美元，但低于部分分析师预期的3.6亿美元，Mobileye营收去年曾同比增10%至新高。\n此外，非易失性存储解决方案事业部（NSG）二季度营收11亿美元，同比下跌34%，但高于分析师预期的6.9亿美元，去年曾同比增23%至历史最高。可编程解决方案事业部（PSG）营收4.86亿美元，同比下跌3%。\n\n英特尔表示，二季度整体营收超过公司4月提供的指引，主要由个人电脑CCG部门的持续强劲，以及物联网事业部（IOTG）和数据中心事业部（DCG）中的企业部门强劲复苏推动，当季PC平台销量同比增长 33%，Mobileye 获得 10 个额外的设计中标，为更多设备提供全生命周期技术支持。\n英特尔股价表现远逊于竞争对手，市场聚焦新CEO领导下的扩产和转型计划\n在股价表现方面，今日盘后转跌的态势如果延续，等于英特尔在过去四份季度财报发布后有三次盘后下跌。其股价今年二季度整体跌超12%，同期容纳其作为成分股之一的道指累涨4.6%、标普500指数累涨逾8%、科技股居多的纳指累涨9.5%，费城半导体指数累涨超7%。\n统计显示，由于疫情推升了汽车、笔记本电脑和游戏机中的芯片需求，过去12个月大部分芯片制造商股价飙升，英特尔不升反降了逾9%，竞争对手英伟达则涨超80%，AMD涨超50%。这主要是由于华尔街对英特尔短期内看跌，令其股价因生产失误和市场份额输给竞争对手而受到伤害。\n展望未来，市场将密切关注英特尔管理层给出的转型战略，CEO Gelsinger预计在本月晚些时候公布更多细节。\n一方面，数据中心收入持续同比下降，代表英特尔不断输掉市场份额，甚至输掉技术领先能力。同时，芯片短缺也会拖累其销售，Gelsinger曾认为短缺会持续到2022年以后。公司高管在财报电话会上称：“芯片短缺问题料将在今年下半年见底，但芯片行业完全恢复产能还需1-2年。”\n今年年初，Gelsinger曾宣布将创建一个价值200亿美元的新代工业务，为其他公司制造芯片，美国和海外的额外产能扩张也处于规划阶段。公司还可能受益于美国国会与拜登政府筹划的增强国内芯片制造能力的拨款法案。\n上周有媒体称，英特尔正考虑从阿布扎比政府主权财富基金手中以约300亿美元，收购全球第四大芯片代工厂GlobalFoundries。如果达成将是公司史上最大的一笔收购，英特尔也会变成芯片领域的全栈供应商，不仅仅是PC上的芯片，还包括5G、物联网、电动汽车等关键领域。","news_type":1,"symbols_score_info":{"03086":0.9,"INTC":0.9,"09086":0.9}},"isVote":1,"tweetType":1,"viewCount":2373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175389176,"gmtCreate":1627007012695,"gmtModify":1703482316787,"author":{"id":"3586592229481546","authorId":"3586592229481546","name":"可芯1976","avatar":"https://static.tigerbbs.com/7d427c4a16aa58261bd69a7c31040cc0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586592229481546","idStr":"3586592229481546"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/175389176","repostId":"1169392936","repostType":4,"isVote":1,"tweetType":1,"viewCount":1458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172578002,"gmtCreate":1626968718106,"gmtModify":1703481680394,"author":{"id":"3586592229481546","authorId":"3586592229481546","name":"可芯1976","avatar":"https://static.tigerbbs.com/7d427c4a16aa58261bd69a7c31040cc0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586592229481546","idStr":"3586592229481546"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/172578002","repostId":"1167162490","repostType":4,"isVote":1,"tweetType":1,"viewCount":2558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
