思科:軟件業務收入貢獻增加 惟晶片價格對利潤構成壓力
據外電報道,思科(CSCO.US)預測四年內大約一半的收入將來自軟件及其他經常性銷售,但財務總監Scott Herren向《路透》指其硬件業務面對高晶片價格將繼續對整體利潤帶來壓力。
思科預計訂閱業務收入佔總收入佔比,將從7月底止2021財年的44%上升到2025財年的50%,相信到2025財年收入中位數達629億美元,每股盈利中位數爲4.07美元,意味着複合年增長率爲5%至7%。
Herren表示,電腦晶片、存儲晶片甚至電源等零件短缺將對公司硬件業務的毛利率帶來壓力,當中臺積電(TSM.US)已全面加價8%至20%,但相信公司的硬件業務仍然可錄得增長。
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