Intel: declin istoric vineri - 28 ianuarie 2023: Diferență între versiuni

<p>Pe bursa americana, Intel [https://www.reuters.com/technology/intels-historic-collapse-sparks-selloff-chip-stocks-2023-01-27/ a pierdut] vineri peste 6%, echivalentul a circa 8 mld. USD din valoarea de piata. In paralel, Advanced Micro Devices (AMD) si Nvidia au incheiat vineri cu aprecieri de 0.3%, respectiv 2.8%.</p><p>Potrivit rezultatelor financiare raportate vineri, Intel [https://www.cnbc.com/2023/01/26/intel-intc-earnings-q4-2022.html#:~:text=Revenue%3A%20%2414.04,the%20Covid%20boom. a inregistrat] venituri totale de 14 mld. USD in trimestrul 4 al anului trecut, marcand o scadere anuala de 32%, cea mai severa din ultimii (cel putin) 20 de ani. Rezultatul net [https://www.cnbc.com/2023/01/26/intel-intc-earnings-q4-2022.html#:~:text=The%20company%20recorded%20a%20%24664%20million%20net%20loss%2C%20compared%20with%20a%20profit%20of%20%244.62%20billion%20in%20the%20year%2Dago%20quarter. a fost] o pierdere de 664 mil. USD (vs un profit net de 4.62 mld. USD in perioada similara din 2021).</p><p>A 4-a scadere trimestriala consecutiva a incasarilor a fost justificata de o [https://www.gartner.com/en/newsroom/press-releases/2023-01-11-gartner-says-worldwide-pc-shipments-declined-28-percent-in-fourth-quarter-of-2022-and-16-percent-for-the-year reducere] peste asteptari a vanzarilor de PC-uri. Stocurile excesive si utilizarea defectuoasa a capacitatii de productie au contat si ele. CEO-ul Pat Gelsinger, cu [https://www.reuters.com/technology/stumbling-intel-seeing-amd-gain-ground-says-it-will-recover-balance-2023-01-27/#:~:text=%22We%20stumbled%2C%20right%3F%20We%20lost%20share%3B%20we%20lost%20momentum.%20We%20think%20that%20stabilizes%20this%20year%2C%22%20Chief%20Executive%20Pat%20Gelsinger%20told%20investors%20on%20a%20conference%20call. ocazia] publicarii rezultatelor: am pierdut cota de piata, am pierdut avantul.</p><p>Pentru trimestrul curent, Intel estimeaza venituri totale cuprinse intre 10.5 mld. USD si 11.5 mld. USD, indicative pentru o scadere anuala de 40%, si o noua pierdere neta. Intel [https://www.wsj.com/articles/intel-intc-q4-earnings-report-2022-11674699693#:~:text=Intel%20expects%20to%20post%20another%20loss%20for%20the%20March%20quarter.%20The%20U.S.%20chip%20icon%20hasn%E2%80%99t%20suffered%20two%20successive%20quarterly%20losses%20in%20at%20least%20the%20past%20three%20decades%2C%20according%20to%20data%20from%20S%26P%20Global%20Market%20Intelligence. n-a mai suferit] o pierdere neta in doua trimestre consecutive in ultimii (cel putin) 30 de ani.</p><p>Compania [https://www.wsj.com/articles/intel-intl-q3-earnings-report-2022-11666867435 isi continua] procesul de reducere a costurilor, cu 3 mld. USD in acest an si cu pana la 10 mld. USD pana la finalul anului 2025, incluzand concedieri. In trimestrul 4 al anului trecut, Intel a platit dividende de 1.5 mld. USD. In 2023, cheltuielile de capital [https://www.reuters.com/technology/intels-historic-collapse-sparks-selloff-chip-stocks-2023-01-27/#:~:text=Intel%2C%20which%20plans,cutting%20its%20dividend. sunt] estimate la circa 20 mld. USD, unii analisti recomandand companiei sa taie dividendul.</p><p>Intel [https://www.reuters.com/technology/stumbling-intel-seeing-amd-gain-ground-says-it-will-recover-balance-2023-01-27/#:~:text=Intel%20still%20dominates%20the%20markets%20for%20PC%20and%20server%20processing%20chips%2C%20with%20a%20market%20share%20greater%20than%2070%25%2C%20tech%20research%20firm%20IDC%20calculated.%20But%20that%20is%20down%20from%20more%20than%2090%25%20in%202017. domina] inca segmentul cipurilor pentru PC-uri si servere, avand o cota de piata de peste 70% la nivel global. Totusi, procentul depasea 90% in 2017.</p><p>Pe bursa americana, Intel a pierdut 41% in ultimele 12 luni. Valoarea de piata a companiei este in prezent de circa 116 mld. USD.</p><p>Advanced Micro Devices (AMD) si Nvidia vor publica rezultatele financiare trimestriale si anuale pe 31 ianuarie, respectiv 22 februarie.</p><p>(US.INL) (US.AMD) (US.NVDA)</p>