文章核心观点 - 公司在2024年第二季度的财务业绩大幅低于预期,收入、毛利率和每股收益均大幅下滑 [7][10][11] - 公司在2024年第三季度的业绩指引也大幅低于分析师预期,毛利率和收入持续下滑 [15][16] - 公司目前面临严重的库存问题,导致毛利率难以改善,这是公司业绩下滑的主要原因 [18][19][20][21][22] - 公司已经停止派发股息,并面临信用评级下调的风险,债务负担加重 [23][24] - 分析师认为公司短期内难以扭转颓势,存在进一步下滑的风险 [25] 公司财务表现 - 2024年第二季度收入同比下降1%,毛利率下降1.1个百分点至38.7% [11] - 2024年第二季度每股收益大幅下滑,GAAP每股收益为-0.38美元 [10][11] - 2024年第三季度毛利率预计同比下降7.8个百分点至35.8%,收入预计同比下降7.8% [15][16] 行业及公司发展 - 公司目前面临严重的库存问题,导致毛利率难以改善 [18][19][20][21][22] - 公司已经停止派发股息,并面临信用评级下调的风险,债务负担加重 [23][24] - 分析师认为公司短期内难以扭转颓势,存在进一步下滑的风险 [25]

Intel (INTC) disappointed investors as it reported lackluster second-quarter 2024 results. The world’s largest chipmaker missed estimates on both earnings and revenues and guided a loss for the third quarter. It plans to lay off 15% of its workforce as part of a $10 billion cost-savings plan and suspended quarterly dividend payments. Intel shares tumbled more than 22% in pre-market trade at the time of writing, indicating that the stock is set to erase nearly $25 billion in market value in today's trading s ...

hapabapa Intel (NASDAQ:INTC) released its Q2 results on August 1st, revealing disappointing performance along with job cuts and a dividend suspension. I highlighted my 'Sell' thesis in my previous coverage published in April 2024, arguing Intel's GPU technology is lagging at least one process node behind Nvidia (NVDA). Since April 2024, the stock price has dropped by more than 35%. I believe Intel is unlikely to catch up with its rivals, and the cost reduction plan further indicates the company faces signif ...

D-Keine Intel Corporation's (NASDAQ:INTC) shares fell a massive 27% after the company submitted its Q2'24 earnings scorecard that showed surprisingly weak guidance for the chipmaker. Intel missed quarterly revenue estimates and reported a $1.6 billion loss as the company is scaling up production of its Core Ultra PC chips. Additionally, Intel announced an aggressive cost restructuring package, which is set to lay off 15% of its global workforce and eliminate the dividend for the fourth fiscal quarter. The d ...

文章核心观点 - 英特尔股价大跌近30%,公司宣布裁员并暂停派息,同时发布了不利的收益预测[2][3] - 这次股价暴跌可能成为英特尔自上市以来最糟糕的一天,公司市值将缩水约350亿美元[4][6] - 英特尔曾经是美国最重要的芯片公司之一,但由于未能及时抓住移动芯片和人工智能的机遇,已经落后于英伟达和AMD等竞争对手[8] - 分析师认为这可能是英特尔面临的"生存危机",但公司仍有可能以某种形式存续下去[8] 行业影响 - 英特尔的股价暴跌拖累了全球芯片和科技股的表现,包括三星、SK海力士、东京电子、台积电、ASML等公司股价大跌[9] - 美国其他芯片企业如英伟达、博通、KLA、高通、朗研等也遭到不同程度的下跌[10] 其他信息 - 福布斯正在推出短信报警服务,及时通知读者最新的重大新闻[11] - 福布斯还发表了另一篇关于人工智能竞争的文章[12]

Intel just served up a wave of very bad news for investors.The stock of Intel (INTC -28.11%) is getting crushed in Friday's trading. The company's share price was down 29% as of 10:30 a.m. ET today, according to data from S&P Global Market Intelligence.Intel published its second-quarter results after the market closed yesterday, and sales and earnings missed Wall Street's expectations. Making matters worse, the semiconductor company also issued weak guidance, announced extensive layoffs, and said that it wo ...

Intel Corporation (INTC) reported lackluster second-quarter 2024 results owing to soft demand trends and stiff export restrictions that hindered top-line growth. Despite solid traction from its IDM 2.0 (integrated device manufacturing) strategy, margins were significantly affected by an accelerated ramp-up of AI PC, charges related to non-core businesses and unused capacity, unfavorable product mix and competitive pricing by rivals. Consequently, both the top and bottom lines missed the respective Zacks Con ...

Intel Corporation (NASDAQ: INTC), once a dominant force in the semiconductor industry, is facing intense scrutiny from financial analysts following disappointing second-quarter earnings and a challenging profit forecast. As Intel navigates strategic hurdles and a rapidly changing market landscape, several leading financial institutions have drastically lowered their price targets for INTC stock, reflecting growing concerns about its future performance.Analysts’ INTC stock downgrades are a grim consensusSusq ...

文章核心观点 - 英特尔公司(Intel Corporation)的股价在最近一季度财报后大跌20%,这是该公司多年来首次跌破30美元[2] - 英特尔正在转向削减资本支出和裁员,这意味着公司正在从追求竞争力转向维护财务状况[10][11] - 英特尔的财务状况令人担忧,包括债务水平上升、EBITDA下降等[12][13][14][15][16][17] - 英特尔拥有大量专利,可能存在被低估的无形资产价值,未来可能成为收购目标[18][19][20][21] 公司财务状况 - 英特尔的债务/权益比一直在上升,目前已超过0.4[13] - 英特尔的长期债务发行额一直高于偿还额,导致债务水平不断上升[14] - 英特尔的债务/EBITDA比率也在不断上升,表明投资收益未达预期[15][16] - 英特尔的现金流状况也在恶化,但得益于大量股票期权支付,现金流状况并未完全反映[22][23] 公司无形资产价值 - 英特尔拥有约70,000项专利,其账面无形资产价值可能被严重低估[19][20][21] - 如果英特尔成为收购目标,这些无形资产的真实价值将受到更多关注和分析[18][19] 投资建议 - 作者计划采取谨慎的看涨期权策略,等待英特尔股价波动平息后再考虑买入长期看涨期权[25] - 作者不会在近期直接买入英特尔股票,因为公司的竞争力和财务状况存在诸多不确定性[24][25]

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