Will we beat or miss?
10 replies (most recent on top)
It’s time for final guesses!
They hired Bain Capital to cook the books, so great earnings!
Acer said that PC made a comeback. Probably due to back-to-school sales.
Also, the pandemic PCs are now getting outdated so more sales to follow.
Zinsner’s pretty good - beat.
Watch DaveZ as he unveils his financial wizardry this week. After all the garage sales, Raja's junk projects and depreciation...we'll beat earnings expectations for 2023 and get us into 2024. Of course the next 10k layoffs will need to happen in Q1 2024.
The expectations are so low how can they not beat. But even a neat is not good news.
Look at the HC, the CapEx, and revenue. This year compared to two years ago, crazy situation compared to TSMC
I predict this: somehow, INTC will have come in at the lowest end of the estimates. It will be touted as confirmation of a continued recovery efforts. It will be celebrated superficially. Internally, the deck chairs will continue to be shuffled. I suspect that the next 6-9 months will involve a LOT of “business adjustments”, as the business units are shifted internally for a clear distinction between manufacturing and engineering.
Just beat it (beat it), beat it (beat it)
No one wants to be defeated
Showin' how funky and strong is your fight
It doesn't matter who's wrong or right
Just beat it (beat it)
Just beat it (beat it)
Just beat it (beat it)
Just beat it (beat it, uh)
The CFO is very good at what he does. He has a few things to work with from Q3. I will say beat.
Ask your financial advisor not here