《美股業績》高通上季盈利勝預期 手機晶片銷量跌25%
晶片製造商高通(QCOM.US)公布,截至6月25日的季度業績,第三季盈利按年跌51.7%至18億美元,每股盈利1.6美元,調整後每股盈利1.87美元,較預期的1.81美元為佳。
第三季收入調整後為84.4億美元,略低於預測的85億美元。高通銷售智能手機、汽車和其他智能設備的處理器的QCT部門,其銷售額按年跌24%至71.7億美元。手機晶片銷售額按年下降25%至52.6億美元。不過,自動駕駛汽車晶片等銷售增加,季度收入增長13%至4.34億美元。
高通預計,第四季度每股盈利介乎於1.8美元至2美元之間,銷售額介乎81億美元至89億美元之間,低於普遍預期的每股盈利1.91美元及收入預測87億美元。
高通首席財務官Akash Palkhiwala稱,手機持續復甦的時間仍難以預測,客戶對購買仍持謹慎態度。而高通晶片能於手機上,而不是雲服務器上,運行人工智能模型,成為公司扭轉局面的機會,從而推動未來的增長,指高通正處於獨特的地位,可以幫助塑造和利用即將到來的自有設備Gen AI機會。
高通於盤後交易中跌6.8%。
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