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$QCOM 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.pic.twitter.com/5I8ve4Jwwh
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One interesting detail from
$QCOM'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.Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
$QCOM 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.Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
$QCOM 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.pic.twitter.com/4QDfiF4ZoQ
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Plenty of differences between the current environment and the Dot-com bubble. But man, this chart feels familiar.pic.twitter.com/u7F2IRh0cW
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Eric Jhonsa 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.pic.twitter.com/glFi0WP7F0
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Eric Jhonsa proslijedio/la je Tweet
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@EricJhonsa: cloud data center hardware spending is on the upswing again.https://buff.ly/2S0PXNyHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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Though
$SNAP'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.pic.twitter.com/uejpjnD1nJ
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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.https://realmoney.thestreet.com/investing/technology/google-youtube-disclosures-suggest-room-for-growth-15229512 …
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Interesting timing for this leak.
$FB$GOOGhttps://twitter.com/Techmeme/status/1224788818613755905 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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$NVDA 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.https://www.thestreet.com/investing/nvidia-launches-geforce-now-cloud-gaming-service …Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
$NXPI's Q1 commentary was mostly upbeat. Mobile infrastructure is soft (similar to peers), but they're positive about auto, industrial and phones. Stock is up 3.5%.pic.twitter.com/gQHQgjYGUf
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Tech earnings season report card: Chugging along: Software, IaaS/PaaS, e-commerce Improving: Chips (mostly), chip equipment, phones Growing, but a little choppy: Online ads Soft: Telco equipment
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$GOOG earnings takeaways. Gotta like the greater YouTube/Google Cloud transparency, but there's also less transparency now about ad clicks/prices and TAC contributors.https://realmoney.thestreet.com/investing/technology/google-misses-on-revenue-and-breaks-out-youtube-and-cloud-6-key-takeaways-15228252 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Live-blogging
$GOOG's earnings.https://www.thestreet.com/live-coverage/earnings/google-q4-earnings-live-blog …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
$ON 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.pic.twitter.com/3ZCF2gWvr8
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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.
$MU$WDChttps://www.thestreet.com/investing/nand-flash-market-is-rebounding-faster-than-the-dram-market …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Catching up on earnings calls over the weekend. Thought
$PYPL had some notable comments about Venmo, the Visa/Plaid deal and China.pic.twitter.com/nmoAaPbrWU
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