Broadcom CEO tiv thaiv qhov kev cia siab 'qhov xav tau tiag' kev pom zoo li PC, smartphone muag swb

Broadcom Inc. tus thawj coj rau hnub Thursday tau tiv thaiv nws qhov kev pom zoo tias qhov kev xav tau ntawm kev lag luam kawg yog "khoom" rau lub xyoo tas los raws li Wall Street cov kws tshuaj ntsuam tau nug tias qhov kev cia siab ntawm qhov txias ntawm kev loj hlob hauv kev lag luam chip.

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CEO Hock Tan hais rau cov kws tshuaj ntsuam ntawm lub rooj sib tham tom qab tau nyiaj tau los tias nws pom "qhov kev thov tiag tiag" hauv lub tuam txhab kev lag luam kawg, thiab qhov ntawd suav nrog qhov tsis muaj zog ntawm cov neeg siv khoom lag luam. Lub tuam txhab San Jose, Calif.-based tau kwv yees cov nyiaj tau los ntawm kwv yees li $ 8.9 nphom rau lub quarter thib plaub, thaum cov kws tshuaj ntsuam tau kwv yees cov nyiaj tau los ntawm $ 8.77 billion. Qhov kev kwv yees ntawd tau txais kev thim rov qab me ntsis los ntawm cov kws tshuaj ntsuam uas tau pom cov nyiaj tau los ntawm lub caij nyoog rau cov neeg tsim chip, qhov kev cia siab tsis txaus.

"Cia kuv pib los ntawm kev hais tias, thaum cov neeg siv khoom siv IT kho vajtse tau tshaj tawm tias tsis muaj zog, tsis muaj zog heev los ntawm peb qhov kev pom zoo, kev siv nyiaj txiag tseem tshuav ntau heev," Tan hais. Nws kuj tau hais txog kev xav tias qhov zoo li qhov xav tau muaj zog tuaj yeem yog "tsis tseeb," raws li ntau tus neeg siv khoom thaum lub sijhawm tsis txaus yuav khaws cov chips los ntawm ob lossis peb npaug-yuav, tsim kom muaj npuas ntawm kev thov uas thaum kawg poob.

"Peb tau muab ntau qhov kev txheeb xyuas thiab sib npaug, ua ntej peb muab cov khoom tawm ntawm lub dav hlau lossis tsheb thauj khoom rau peb cov neeg siv khoom, thiab peb tau ua qhov no tam sim no tau ob xyoos, yog li peb ua tau zoo heev," Tan hais. cov kws tshuaj ntsuam.

Kev sib koom tau nce 2% tom qab teev, tom qab 1.4% poob hauv qhov kev sib tham tsis tu ncua kom kaw ntawm $ 492.01.

Broadcom tau tshaj tawm cov nyiaj tau los ntawm peb lub hlis twg ntawm $ 3 billion, lossis $ 7.15 ib feem, piv nrog $ 1.8 billion, lossis $ 4.20 ib feem, hauv lub xyoo dhau los. Cov nyiaj tau los hloov kho, uas tsis suav nrog cov nyiaj them poob haujlwm thiab lwm yam khoom, yog $ 9.73 ib feem, piv nrog $ 6.96 ib feem ntawm lub xyoo dhau los.

Cov nyiaj tau los tau nce mus rau $ 8.46 nphom los ntawm $ 6.78 nphom hauv lub xyoo dhau los, raws li cov khoom muag nti tau nce 32% mus rau $ 6.62 nphom los ntawm lub xyoo dhau los, thiab cov khoom siv software muag khoom tau nce 5% siab dua rau $ 1.84 billion.

Cov kws tshuaj ntsuam xyuas los ntawm FactSet tau xav tias cov nyiaj tau los ntawm $ 9.56 ib feem ntawm cov nyiaj tau los ntawm $ 8.41 billion, raws li Broadcom cov nyiaj tau los kwv yees kwv yees li $ 8.4 billion rov qab rau lub Tsib Hlis lig. Txoj Kev kuj tau kwv yees muag nti muag, qhov nruab nrab, ntawm $ 6.57 billion thiab cov khoom siv software muag khoom ntawm $ 1.83 billion.

Thaum Lub Xya Hli, lub tuam txhab tau hais tias nws lub taub hau software, Tom Krause, tawm hauv lub tuam txhab nyob nruab nrab ntawm $ 61 billion VMware Inc.
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nrhiav tau nws pab coj, mus rau lub taub hau lub tuam txhab ntiag tug tsim los ntawm kev sib koom ua ke Citrix Tshuab Inc.
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thiab Tibco Software. Broadcom cov cov nyiaj khwv tau los raug overshadowed lub quarter kawg los ntawm kev tshaj tawm ntawm VMware twv. Tan kuj muaj kev cia siab tias yuav ua li cas cov txheej txheem ntawd mus.

"Peb tab tom ua tau zoo nrog peb cov ntaub ntawv tswj hwm ntau yam thoob ntiaj teb," Tan hais rau cov kws tshuaj ntsuam. "Peb muaj ib pab neeg zoo heev tsom ntsoov rau cov kev siv zog no, thiab peb tab tom mus tom ntej ntau npaum li qhov xav tau hauv qhov no. Peb txuas ntxiv cia siab tias qhov kev hloov pauv yuav ua tiav hauv Broadcom lub xyoo nyiaj txiag 2023. "

Xyoo rau hnub tim, feem ntawm Broadcom tau poob 26%. Hauv kev sib piv, S&P 500 index 
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tau poob 17%, the tech-heavy Nasdaq Composite index 
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poob 25%, thiab PHLX Semiconductor Index 
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tau poob ntau dua 33%.

Tau qhov twg los: https://www.marketwatch.com/story/broadcom-results-outlook-breeze-past-wall-street-expectations-stock-ticks-higher-11662064541?siteid=yhoof2&yptr=yahoo