Eric Jhonsa

@EricJhonsa

Technology Columnist and . eric.jhonsa@thestreet.com. DMs open.

Phoenix, AZ
Vrijeme pridruživanja: svibanj 2012.

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  1. prije 3 sata

    now down 2% AH. CC remarks about "significant uncertainty" related to the coronavirus seem to be the culprit. On the flip side, they did confirm Snapdragon ASPs will be "meaningfully higher" Q/Q and forecast RF will be up over 50% Q/Q and Y/Y.

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  2. prije 5 sati

    One interesting detail from 's report: Their QCT (chip unit) guidance is above consensus even though their MSM (processor/modem) guidance is below consensus and implies a 10M-30M Y/Y drop. That might point to strong RF sales as 5G phones ramp, and also high Snapdragon ASPs.

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  3. prije 5 sati

    notes the guidance includes an estimate for the coronavirus' impact. Also factors in two Chinese licenses that were extended to the end of March, but no Huawei license revenue.

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  4. prije 5 sati

    up 1.2% after beating FQ1 estimates and issuing solid FQ2 guidance. Sees revenue of $4.9B-$5.7B and EPS of $0.80-$0.95 vs. a consensus of $5.1B and $0.86.

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  5. prije 6 sati

    Plenty of differences between the current environment and the Dot-com bubble. But man, this chart feels familiar.

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  6. proslijedio/la je Tweet

    AMD's PR agency just shared with me Q4 Mercury Research unit market share numbers for AMD excluding consoles and IoT. So I thought I'd share with you. Keep in mind these are unit share, not dollar share.

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  7. proslijedio/la je Tweet

    .: cloud data center hardware spending is on the upswing again.

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  8. 4. velj

    Given what , and have reported thus far, it'll be interesting to see what (missed Q3 revenue estimates by $50M) reports on Thursday morning.

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  9. 4. velj

    Though 's revenue miss is getting more attention, it's also worth noting its FCF was -$76M, below a -$31M consensus. A number of analysts have been expecting Snap to turn cash-flow positive by the end of 2020. FCF consensus is at $2M for 2020 and $395M for 2021.

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  10. 4. velj

    YouTube's 2019 ad revenue suggests it produced just ~$0.03 of ad revenue per hour of viewing last year. There's a lot of headroom to grow that number in the coming years.

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  11. 4. velj
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  12. 4. velj

    With 's Stadia and 's xCloud both relying on GPUs, GeForce Now (naturally powered by Nvidia GPUs) could prove strategically quite important for , should cloud gaming ever grow to a point where it begins impacting consumer graphics card purchases.

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  13. 4. velj

    just took its GeForce Now cloud gaming service out of beta. Offering a free tier featuring 1-hour gaming sessions + "Founders" plans that cost $5/month for now and support 6-hour sessions and ray-tracing.

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  14. 4. velj

    's Q1 commentary was mostly upbeat. Mobile infrastructure is soft (similar to peers), but they're positive about auto, industrial and phones. Stock is up 3.5%.

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  15. 4. velj

    Tech earnings season report card: Chugging along: Software, IaaS/PaaS, e-commerce Improving: Chips (mostly), chip equipment, phones Growing, but a little choppy: Online ads Soft: Telco equipment

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  16. 4. velj

    earnings takeaways. Gotta like the greater YouTube/Google Cloud transparency, but there's also less transparency now about ad clicks/prices and TAC contributors.

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  17. 3. velj
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  18. 3. velj

    falling hard after missing EPS estimates due to gross margin weakness, and issuing light Q1 GM guidance. But top-line numbers were above consensus, and they expect GM to start rebounding in Q2. The selloff feels overdone.

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  19. 3. velj

    One earnings season takeaway from memory makers and their equipment suppliers: The NAND market is set to keep rebounding faster than the DRAM market in the near-term.

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  20. 1. velj

    Catching up on earnings calls over the weekend. Thought had some notable comments about Venmo, the Visa/Plaid deal and China.

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