AVGO beat estimate, but guide inline for next Q

来源: 三心三意 于 2024-09-05 13:18:05 [] [旧帖] [给我悄悄话] 阅读数 : (0 bytes)

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• AVGO forward PE25 at 146, should stablelize if cc goes well -三心三意- ♂ 给 三心三意 发送悄悄话 (0 bytes) () 09/05/2024 postreply 13:21:27

• Revenue Guidance（$14B) well above estimated（$12.7B) 吧？ 难道我 -Austin8- ♀ 给 Austin8 发送悄悄话 (33 bytes) () 09/05/2024 postreply 13:30:55

• No, estimate is 14.1B for next Q, so they are a bit light -三心三意- ♂ 给 三心三意 发送悄悄话 (0 bytes) () 09/05/2024 postreply 13:32:22

• They also increase margin from 62% to 63%, need wait for cc -三心三意- ♂ 给 三心三意 发送悄悄话 (0 bytes) () 09/05/2024 postreply 13:33:34

• report looks average. Investor will find out AI rev on cc -三心三意- ♂ 给 三心三意 发送悄悄话 (0 bytes) () 09/05/2024 postreply 13:36:51

• AI revenue for 2024 is $12B, I don't know if that is good -Austin8- ♀ 给 Austin8 发送悄悄话 (62 bytes) () 09/05/2024 postreply 13:45:36

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