What's Ahead For Intel In Q3? This Analyst Projects In-Line Earnings But Warns Of Data Center Challenges
What's Ahead For Intel In Q3? This Analyst Projects In-Line Earnings But Warns Of Data Center Challenges
According to the analyst, Intel is moving towards a more agile structure following a 15% reduction in its workforce and a suspension of its dividend, aiming to prepare for a projected slowdown in 2025. Consequently, the analyst lacks confidence in the out quarter estimates, as Intel struggles to catch up with the current AI cycle while working to improve its CPU roadmap and the Intel Foundry business, among other challenges.Intel Corporation (NASDAQ:INTC) will report third-quarter financial results tomorrow, October 31, after the closing bell.
英特爾-t（納斯達克:英特爾）將於明天10月31日收盤後公佈第三季度財務業績。
Rosenblatt analyst Hans Mosesmann anticipates that the tech giant will report results that are in line with expectations as the PC market stabilizes. However, he notes that this will be tempered by challenging trends in the data center sector, mainly due to market share losses to Advanced Micro Devices, Inc. (NASDAQ:AMD).
Rosenblatt分析師漢斯·莫塞曼預計，這家科技巨頭將報告符合預期的業績，因爲個人電腦市場已經穩定。然而，他指出，由於數據中心板塊面臨市場份額流失，主要是由於美國超微公司的挑戰性趨勢，這將受到一定影響。
Related Read: AMD Q3 Earnings: Revenue Beat, EPS In Line, Data Center Up 122%, 'Significant' Growth Opportunities Ahead Driven By 'Insatiable' Demand
相關閱讀：AMD第三季度收益：營業收入超預期，每股收益符合預期，數據中心增長122%，「巨大」的增長機會受到「貪得無厭」的需求推動。
According to the analyst, Intel is moving towards a more agile structure following a 15% reduction in its workforce and a suspension of its dividend, aiming to prepare for a projected slowdown in 2025. Consequently, the analyst lacks confidence in the out quarter estimates, as Intel struggles to catch up with the current AI cycle while working to improve its CPU roadmap and the Intel Foundry business, among other challenges.
根據分析師的說法，英特爾正朝着更具敏捷性的結構發展，此前它已經裁減了15%的員工並暫停了派息，旨在爲2025年預計的增長放緩做準備。因此，分析師對未來幾個季度的估值缺乏信心，因爲英特爾在努力趕上當前的人工智能週期的同時，也在努力改進其cpu芯片-雲計算路線圖和英特爾的工廠業務，面臨其他挑戰。
The analyst indicated that for the September quarter, revenue is estimated at $13 billion, aligning with the consensus, which reflects an 8% year-over-year decline and a 1% quarter-over-quarter increase. Management's guidance for the quarter ranges from $12.5 billion to $13.5 billion, Mosesmann noted.
分析師指出，按照9月季度的預估，營業收入預計爲$130億，與共識一致，這反映了同比下降8%，環比增長1%。莫塞曼指出，管理層對當季的指導範圍從$125億到$135億。
The analyst projects December quarter revenue will be $14 billion, surpassing the consensus estimate of $13.7 billion. This estimate represents a 9.1% year-over-year decline and a 7.7% quarter-over-quarter increase.
分析師預測12月季度的營業收入將達到$140億，超過$137億的共識預期。這一估算代表同比下降9.1%，環比增長7.7%。
Also Read: What's Going On With Polestar Automotive Stock Today?
另請參閱：今天極星汽車股票的最新動態是什麼？
The analyst forecasts FY24 revenue at $53 billion, slightly exceeding the consensus of $52 billion, with Non-GAAP EPS projected at $0.28, in line with consensus.
分析師預測FY24年的營業收入將達到$530億，略高於$520億的共識，預計非通用會計準則每股收益爲$0.28，符合共識。
For FY25, estimated revenue is $55 billion and Non-GAAP EPS is $0.85, which fall short of the consensus expectations of $56.4 billion and $1.10, respectively.
對於FY25，預計營業收入爲550億美元，Non-GAAP每股收益爲0.85美元，均低於預期的564億美元和1.10美元。
Mosesmann reiterated the Sell rating on the stock with a price forecast of $17.
Mosesmann重申了對該股票的賣出評級，並給出了17美元的價格預測。
Price Action: INTC shares are trading lower by 1.83% to $22.48 at last check Wednesday.
股價走勢：英特爾-t股價最新交易報價爲22.48美元，較週三上漲1.83%。
Photo: Tada Images/Shutterstock.com
圖片：Tada Images/Shutterstock.com
- Intel Triumphs In 15-Year Legal Battle, EU Court Rejects Record Antitrust Penalty
- 英特爾在15年的法律戰中取得勝利，歐盟法院駁回創紀錄的反壟斷罰款。
譯文內容由第三人軟體翻譯。
