Broadcom Inc. lig rau hnub Thursday tau muab Wall Street cov kws tshuaj ntsuam xyuas cov nyiaj khwv tau los hauv peb lub hlis twg thiab qhov kev pom zoo uas ua rau muaj kev pom zoo kwv yees, tau nce nws cov nyiaj faib thiab rov hais dua los faib cov nyiaj rov qab, tab sis cov kws tshuaj ntsuam tau thov kom muaj ntau qhov kev kwv yees los ntawm lub tuam txhab chip thiab software.
"Peb lub xyoo kwv yees yuav loj hlob," Hock Tan, Broadcom tus thawj coj, hais rau cov kws tshuaj ntsuam ntawm lub xov tooj. "Peb tau booked tiag tiag." Tab sis qhov ntawd yog hais txog nws. Cov kws tshuaj ntsuam tsom mus rau backlog ntawm cov khoom Broadcom yog sib tsoo nws txoj kev.
Muab ob xyoos, kev sib kis thoob ntiaj teb ua rau muaj kev cuam tshuam loj thoob ntiaj teb uas tau hloov pauv sai sai rau cov cim ntawm qhov tsis txaus ntseeg, Tan rov hais dua nws txoj cai muag khoom rau cov kws tshuaj ntsuam, hais tias Broadcom tsis tso tseg kev txiav txim thiab saib xyuas nws cov neeg siv khoom rau cov cim ntawm kev khaws cia.
Tan tau hais tias "Peb tsis tau hloov peb txoj kev tsom mus rau kev ua kom ntseeg tau tias peb tsis xa cov khoom mus rau cov neeg tsis ncaj ncees uas cia li muab tso rau ntawm lub txee," Tan hais. Broadcom kuj tseem yuav tsis tawm tswv yim txog sai npaum li cas nws mus dhau ntawm nws cov backlog. Ntawm kev hu xov tooj, Bernstein tus kws tshuaj ntsuam Stacy Rasgon nug yog tias qhov rov qab tau hloov pauv txij li lub quarter kawg ntawm $ 31 nphom thiab coj lub sijhawm ntawm 50 lub lis piam. Tan tsis kam tawm tswv yim.
Thaum muab kev kwv yees txhua xyoo, Tan tsis kam muab rau hauv, rov hais tias lub xyoo yuav "loj hlob."
Nws hais tias, "Lwm qhov ntawd, kuv tsis qhia koj tias nws yog dab tsi," nws hais. Zoo li lub quarter dhau los, Tan tau tiv thaiv nws qhov zoo, tab sis tsis meej, kev pom thiab hais tias qhov kev xav tau ntawm kev lag luam kawg yog qhov ruaj khov.
Shares ntawm Broadcom
AWG,
+ 2.43%
nce 3% tom qab teev, tom qab 2.4% nce hauv qhov kev sib tham tsis tu ncua kom kaw ntawm $ 531.08.
Broadcom tau tshaj tawm cov nyiaj tau los ntawm peb lub quarter thib plaub ntawm $ 3.31 billion, lossis $ 7.83 ib feem, piv nrog $ 1.91 billion, lossis $ 4.45 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 $ 10.45 ib feem, piv nrog $ 7.81 ib feem ntawm lub xyoo dhau los.
Cov nyiaj tau los tau nce mus txog $ 8.93 nphom los ntawm $ 7.41 nphom hauv lub xyoo dhau los, raws li cov khoom muag nti tau nce 26% mus rau $ 7.09 nphom los ntawm lub xyoo dhau los, thiab cov khoom siv software muag tau nce 4% rau $ 1.84 billion.
Cov kws tshuaj ntsuam tau xav tias cov nyiaj tau los ntawm $ 10.28 ib feem ntawm cov nyiaj tau los ntawm $ 8.9 billion. Txoj Kev kuj tau kwv yees muag nti muag, qhov nruab nrab, ntawm $ 7.04 billion thiab cov software software muag khoom ntawm $ 1.86 billion.
Dab tsi Broadcom xav tham txog yog tias nws tau nce nws cov nyiaj faib tawm peb lub hlis twg los ntawm 12%, mus rau $ 4.60 ib feem, thiab nws yuav rov qab faib cov nyiaj rov qab nrog $ 13 nphom hauv txoj cai yuav rov qab muaj. Xyoo tas los, Broadcom tau cog lus tias nws yuav ua raws li $ 10 nphom hauv kev yuav khoom txog thaum 2022.
Lub tuam txhab kuj tau hais tias nws cia siab tias yuav kaw nws $ 61 billion kev yuav khoom ntawm VMware qee zaum hauv kev siv nyiaj xyoo 2023. VMware yog qhov sib ntxiv loj rau Broadcom cov software tuav, uas kuj suav nrog Symantec kev lag luam kev ruaj ntseg lag luam thiab CA Inc., UA
Xyoo rau hnub tim, feem ntawm Broadcom tau poob 20%. Hauv kev sib piv, S&P 500 index
SPX,
+ 0.75%
tau poob 17%, the tech-heavy Nasdaq Composite index
COMP,
+ 1.13%
poob 29%, thiab PHLX Semiconductor Index
SOX,
+ 2.67%
tau poob 31%.
Broadcom tsis kam muab kev pom zoo rau xyoo tas los, hais txog qhov pom tau tsawg vim nws 'scrubs' backlog
Broadcom Inc. lig rau hnub Thursday tau muab Wall Street cov kws tshuaj ntsuam xyuas cov nyiaj khwv tau los hauv peb lub hlis twg thiab qhov kev pom zoo uas ua rau muaj kev pom zoo kwv yees, tau nce nws cov nyiaj faib thiab rov hais dua los faib cov nyiaj rov qab, tab sis cov kws tshuaj ntsuam tau thov kom muaj ntau qhov kev kwv yees los ntawm lub tuam txhab chip thiab software.
Hnub Thursday lig, Broadcom
+ 2.43%
AWG,
kwv yees cov nyiaj tau los ntawm kwv yees li $ 8.9 nphom rau lub Ib Hlis-kawg lub quarter, nce 15% los ntawm ib xyoo dhau los, thaum cov kws tshuaj ntsuam xyuas los ntawm FactSet kwv yees $ 8.78 billion.
"Peb lub xyoo kwv yees yuav loj hlob," Hock Tan, Broadcom tus thawj coj, hais rau cov kws tshuaj ntsuam ntawm lub xov tooj. "Peb tau booked tiag tiag." Tab sis qhov ntawd yog hais txog nws. Cov kws tshuaj ntsuam tsom mus rau backlog ntawm cov khoom Broadcom yog sib tsoo nws txoj kev.
Muab ob xyoos, kev sib kis thoob ntiaj teb ua rau muaj kev cuam tshuam loj thoob ntiaj teb uas tau hloov pauv sai sai rau cov cim ntawm qhov tsis txaus ntseeg, Tan rov hais dua nws txoj cai muag khoom rau cov kws tshuaj ntsuam, hais tias Broadcom tsis tso tseg kev txiav txim thiab saib xyuas nws cov neeg siv khoom rau cov cim ntawm kev khaws cia.
Tan tau hais tias "Peb tsis tau hloov peb txoj kev tsom mus rau kev ua kom ntseeg tau tias peb tsis xa cov khoom mus rau cov neeg tsis ncaj ncees uas cia li muab tso rau ntawm lub txee," Tan hais. Broadcom kuj tseem yuav tsis tawm tswv yim txog sai npaum li cas nws mus dhau ntawm nws cov backlog. Ntawm kev hu xov tooj, Bernstein tus kws tshuaj ntsuam Stacy Rasgon nug yog tias qhov rov qab tau hloov pauv txij li lub quarter kawg ntawm $ 31 nphom thiab coj lub sijhawm ntawm 50 lub lis piam. Tan tsis kam tawm tswv yim.
Thaum muab kev kwv yees txhua xyoo, Tan tsis kam muab rau hauv, rov hais tias lub xyoo yuav "loj hlob."
Nws hais tias, "Lwm qhov ntawd, kuv tsis qhia koj tias nws yog dab tsi," nws hais. Zoo li lub quarter dhau los, Tan tau tiv thaiv nws qhov zoo, tab sis tsis meej, kev pom thiab hais tias qhov kev xav tau ntawm kev lag luam kawg yog qhov ruaj khov.
Shares ntawm Broadcom
+ 2.43%
AWG,
nce 3% tom qab teev, tom qab 2.4% nce hauv qhov kev sib tham tsis tu ncua kom kaw ntawm $ 531.08.
Broadcom tau tshaj tawm cov nyiaj tau los ntawm peb lub quarter thib plaub ntawm $ 3.31 billion, lossis $ 7.83 ib feem, piv nrog $ 1.91 billion, lossis $ 4.45 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 $ 10.45 ib feem, piv nrog $ 7.81 ib feem ntawm lub xyoo dhau los.
Cov nyiaj tau los tau nce mus txog $ 8.93 nphom los ntawm $ 7.41 nphom hauv lub xyoo dhau los, raws li cov khoom muag nti tau nce 26% mus rau $ 7.09 nphom los ntawm lub xyoo dhau los, thiab cov khoom siv software muag tau nce 4% rau $ 1.84 billion.
Cov kws tshuaj ntsuam tau xav tias cov nyiaj tau los ntawm $ 10.28 ib feem ntawm cov nyiaj tau los ntawm $ 8.9 billion. Txoj Kev kuj tau kwv yees muag nti muag, qhov nruab nrab, ntawm $ 7.04 billion thiab cov software software muag khoom ntawm $ 1.86 billion.
Dab tsi Broadcom xav tham txog yog tias nws tau nce nws cov nyiaj faib tawm peb lub hlis twg los ntawm 12%, mus rau $ 4.60 ib feem, thiab nws yuav rov qab faib cov nyiaj rov qab nrog $ 13 nphom hauv txoj cai yuav rov qab muaj. Xyoo tas los, Broadcom tau cog lus tias nws yuav ua raws li $ 10 nphom hauv kev yuav khoom txog thaum 2022.
Lub tuam txhab kuj tau hais tias nws cia siab tias yuav kaw nws $ 61 billion kev yuav khoom ntawm VMware qee zaum hauv kev siv nyiaj xyoo 2023. VMware yog qhov sib ntxiv loj rau Broadcom cov software tuav, uas kuj suav nrog Symantec kev lag luam kev ruaj ntseg lag luam thiab CA Inc., UA
Xyoo rau hnub tim, feem ntawm Broadcom tau poob 20%. Hauv kev sib piv, S&P 500 index
+ 0.75%
+ 1.13%
+ 2.67%
SPX,
tau poob 17%, the tech-heavy Nasdaq Composite index
COMP,
poob 29%, thiab PHLX Semiconductor Index
SOX,
tau poob 31%.
Tau qhov twg los: https://www.marketwatch.com/story/broadcom-stock-rises-after-earnings-beat-dividend-hike-slight-software-miss-11670535523?siteid=yhoof2&yptr=yahoo