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Earnings Call Summary | Arrow Electronics Inc(ARW.US) Q1 2024 Earnings Conference

Earnings Call Summary | Arrow Electronics Inc(ARW.US) Q1 2024 Earnings Conference

業績電話會議摘要 | 艾睿電子公司 (ARW.US) 2024 年第一季度業績會議
富途資訊 ·  05/03 13:46  · 電話會議

The following is a summary of the Arrow Electronics, Inc. (ARW) Q1 2024 Earnings Call Transcript:

以下是艾睿電子公司(ARW)2024年第一季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Arrow Electronics reported Q1 total sales of $6.9 billion and non-GAAP earnings per share of $2.41.

  • Despite a 21% drop in consolidated sales compared to the previous year, the non-GAAP operating income was reported at $251 million.

  • Cash flow from operations in Q1 was at $403 million.

  • There was a reduction in net debt to $3.3 billion from the previous quarter.

  • 艾睿電子報告稱,第一季度總銷售額爲69億美元,非公認會計准則每股收益爲2.41美元。

  • 儘管合併銷售額與上年相比下降了21%,但非公認會計准則的營業收入仍爲2.51億美元。

  • 第一季度運營現金流爲4.03億美元。

  • 淨負債比上一季度減少至33億美元。

Business Progress:

業務進展:

  • Arrow expects the trend for global components sales in Q2 to follow similar patterns as in Q1, but anticipates improvements in leading indicators.

  • High demand for infrastructure software and cloud-based solutions fueled business performance in Q1.

  • The company observed some softness with regards to large enterprise storage, networking and cybersecurity.

  • An increased adoption of cloud and compute refresh in the EMEA region has been observed, and the company is scaling to accommodate more of this in North America.

  • Significant improvements have been made to Arrow's digital go-to-market platform, ArrowSphere.

  • Arrow預計,第二季度全球零部件銷售的趨勢將遵循與第一季度相似的模式,但預計領先指標將有所改善。

  • 對基礎設施軟件和基於雲的解決方案的高需求推動了第一季度的業務業績。

  • 該公司在大型企業存儲、網絡和網絡安全方面表現出一定的軟弱性。

  • 據觀察,歐洲、中東和非洲地區越來越多地採用雲和計算更新,該公司正在擴大規模,以適應北美更多的雲和計算更新。

  • Arrow的數字上市平台ArrowSphere已經進行了重大改進。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:欲了解更多詳情,請訪問投資者關係網站。本文僅供投資者參考,不構成任何投資建議。

譯文內容由第三人軟體翻譯。


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