Sanmina Corporation (SANM) Q4 2024 Earnings Call Transcript Summary
Sanmina Corporation (SANM) Q4 2024 Earnings Call Transcript Summary
Non-GAAP operating profit for Q4 was $107 million, or 5.3% of revenue, reflecting stability in operating margin despite increased operating expenses.The following is a summary of the Sanmina Corporation (SANM) Q4 2024 Earnings Call Transcript:
以下是新美亞電子（SANM）2024年第四季度業績會議電話摘要：
Financial Performance:
金融業績：
Sanmina reported Q4 revenue of $2.02 billion, an increase from the guidance of $1.9 billion to $2.0 billion, and up 9.6% sequentially.
Non-GAAP gross profit for Q4 was $175 million, or 8.7% of revenue, which is at the higher end of outlook and a 20-basis point increase sequentially.
Non-GAAP operating profit for Q4 was $107 million, or 5.3% of revenue, reflecting stability in operating margin despite increased operating expenses.
新美亞電子報告第四季度營業收入爲20.2億美元，高於19億到20億美元的指導，並相較上季度增長了9.6%。
第四季度非通用會計淨利潤爲17500萬美元，佔營業收入的8.7%，處於展望的較高端，並較上季度增加了20個點子。
第四季度非通用會計營業利潤爲10700萬美元，佔營業收入的5.3%，儘管營業費用增加，反映了營業利潤率穩定。
Business Progress:
業務進展：
Sanmina experienced revenue growth across the majority of its end markets, particularly in communication networks and cloud infrastructure.
The company is making strategic investments to enhance technologies and capabilities, particularly focusing on cloud data center solutions and AI architecture.
新美亞電子在大部分終端市場經歷了營收增長，特別是在通訊網絡和雲基礎建設領域。
公司正在進行戰略投資，以增強技術能力，特別關注雲數據中心解決方案和人工智能架構。
Opportunities:
機會：
Sanmina forecasts high-single-digit revenue growth for FY '25, driven by customer forecasts, new and existing programs.
Expansion into high-technology areas like AI-driven cloud infrastructure is expected to provide new business opportunities.
The company sees potential for growth in industrial sectors with energy projects, factory automation, and safety equipment, along with ongoing opportunities in medical devices reflecting steady demand.
新美亞電子預測，由於客戶預測、新項目和現有項目的推動，2025財年營收將實現高單位數增長。
擴展到人工智能驅動的雲基礎建設等高科技領域，有望帶來新的業務機會。
公司認爲在能源項目、工廠自動化、安全設備等工業領域以及醫療設備領域存在增長潛力，反映出穩定需求的持續機會。
Risks:
風險：
Sanmina notes ongoing inventory adjustments with its customers, suggesting potential short-term fluctuations in demand.
The company points to 'targeted investments' which might impact short-term profitability while aiming for long-term growth.
新美亞電子指出，與客戶進行持續的庫存調整，可能會導致短期需求波動。
公司提到「有針對性的投資」可能會影響短期盈利能力，但目標是實現長期增長。
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：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
