Intel cov khoom lag luam poob ze li 10% tom qab cov nyiaj tau los tsis nco qab, execs kwv yees poob peb lub hlis twg raws li cov ntaub ntawv-chaw ua lag luam poob qis

Tus Thawj Coj Pat Gelsinger tau hais rau cov kws tshuaj ntsuam ntawm lub rooj sib tham hu nws yuav tsis muab kev kwv yees xyoo 2023. Gelsinger txwv qhov kev cia siab rau lub quarter tam sim no, hais txog qhov tsis paub tseeb ntawm macro, kev zom cov khoom hauv PC uas yog "nyuaj" rau kev kwv yees thiab kev cog lus cov ntaub ntawv-chaw ua lag luam. Hauv lub quarter thib plaub, AI pab pawg muag khoom poob 33% rau $ 4.3 billion, thaum Txoj Kev xav tau nyiaj tau los ntawm $ 4.08 billion.

"Peb cia siab tias Q1 neeg rau zaub mov noj [tag nrho cov lag luam nyob hauv] yuav poob ob qho tib si sib txuas thiab xyoo dhau ib xyoo ntawm tus nqi nrawm, nrog rau thawj ib nrab ntawm 2023 neeg rau zaub mov noj TAM nqis xyoo-rau-xyoo ua ntej rov qab mus rau kev loj hlob hauv ib nrab xyoo, " Gelsinger tau hais.

Tus Thawj Saib Xyuas Nyiaj Txiag David Zinsner tau hais rau cov kws tshuaj ntsuam xyuas tias lub tuam txhab yuav tsim kev hloov pauv nyiaj hauv thawj peb lub hlis twg, qhov twg Intel yuav txuas ntxiv lub neej muaj txiaj ntsig ntawm lawv cov tshuab mus rau yim xyoo los ntawm tsib xyoos tam sim no. Gelsinger tau hais tias Intel tab tom yuav "sab" nws lub peev xwm ua tau zoo.

Thaum Zinsner yuav tsis muab kev pom zoo rau xyoo tas los, nws tau hais tias cov khoom lag luam txuas ntxiv yuav tsum tau hnyav rau thawj ib nrab xyoo.

Nias ntawm yuav ua li cas Intel tuaj yeem rov qab mus rau 51% mus rau 53% margins nws tau cog lus ib xyoos dhau los, Zinsner tau hais tias "cov khoom lag luam tseem ceeb hlawv" ntawm PC cov khoom muag yuav ua rau cov paj tau paj tag nrho los ntawm 400 cov ntsiab lus hauv thawj peb lub hlis twg. Cov paj tau paj tag nrho rau lub quarter thib plaub poob rau 43.8% los ntawm 55.8% ib xyoos dhau los, thiab los ntawm 45.9% hauv peb lub hlis twg.

Intel tau tshaj tawm txog plaub lub quarter poob ntawm $ 664 lab, lossis 16 xees ib feem, piv rau cov nyiaj tau los ntawm $ 4.62 billion, lossis $ 1.13 ib feem, hauv lub xyoo dhau los. Tom qab hloov kho cov nqi rov qab thiab lwm yam khoom, Intel tau tshaj tawm cov nyiaj tau los ntawm 10 xees ib feem, piv nrog $ 1.13 ib feem ntawm ib xyoos dhau los.

Cov nyiaj tau los poob rau $ 14.04 nphom los ntawm $ 20.52 nphom hauv lub xyoo dhau los, rau 10 lub quarter ncaj ntawm xyoo dhau xyoo poob.

Cov kws tshuaj ntsuam xyuas los ntawm FactSet kwv yees cov nyiaj tau los ntawm 21 xees ib feem ntawm cov nyiaj tau los ntawm $ 14.49 billion, raws li Intel qhov kev kwv yees ntawm 20 xees ib feem ntawm kwv yees li $ 14 billion txog $ 15 billion.

Intel shares poob ntau npaum li 9.8% tom qab-teev kev lag luam thaum hu nrog cov kws tshuaj ntsuam, tom qab kaw qhov kev sib tham li niaj zaus nce 1.3% ntawm $ 30.09. Lwm cov khoom lag luam nti, qhov feem ntau cuam tshuam los ntawm cov ntaub ntawv-chaw ua lag luam kev sib cog lus, kuj tsis kam, suav nrog cov neeg sib tw sab saum toj Advanced Micro Devices Inc.
AMD,
+ 0.33%,
uas pom cov shares poob ntau dua 3% hauv kev ua lag luam tom qab teev, thiab Nvidia Corp.
NVDA,
+ 2.48%,
uas tsis kam 2%.

Kev rhuav tshem kev faib tawm: Cov neeg siv khoom lag luam muag tau poob 36% rau $ 6.6 billion los ntawm ib xyoos dhau los; "network thiab ntug" muag poob 1% rau $ 2.1 nphom; thiab cov kev pabcuam nrhiav nyiaj tau los tau nce 30% rau $ 319 lab.

Cov kws tshuaj ntsuam xyuas los ntawm FactSet xav tias cov nyiaj tau los ntawm cov neeg siv khoom suav tuaj ntawm $ 7.36 billion; "network thiab ntug" cov nyiaj tau los ntawm $ 2.23 billion; thiab cov kev pabcuam nrhiav nyiaj tau los ntawm $ 199.1 lab.

Hauv 12 lub hlis dhau los, Intel Tshuag tau poob 43%. Nyob rau tib lub sijhawm, Dow Jones Industrial Nruab Nrab 
DJIA,
+ 0.61%
 - uas suav Intel ua ib feem - tau swb 1%, PHLX Semiconductor Index 
SOX,
+ 1.63%
 tau poob 13%, S&P 500 Performance index 
SPX,
+ 1.10%
 tau poob 7%, thiab tech-heavy Nasdaq Composite Index 
COMP,
+ 6.59%
 tau poob 15%.