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Stockreport

Intel will see 'drastic dollar expansion': Earnings takeaways [Yahoo! Finance]

Intel Corporation (INTC)  More Company Research Source: Yahoo! Finance
Last intel corporation earnings: 4/23 04:07 pm Check Earnings Report
US:NASDAQ Investor Relations: intc.com/investor-relations/default.aspx
analyst estimates of $0.01), and revenue came in at $13.6 billion (compared to analyst estimates of $12.36 billion). Intel's second quarter revenue guidance also beat Wall Street's expectations. Creative Strategies CEO and principal analyst Ben Bajarin joins Yahoo Finance to discuss the results. Video Transcript Speaker A Intel reports, strong outlook, Ben, this stock is surging in the after hours. Give me your take. What what do you make of the print? Ben I mean, obviously, you know, we've seen the CPU resurgence coming now for a handful of quarters. Obviously the demand for this is just, you know, overly significant and and really I think what matters and and most people just misses is, you know, the server CPU TAM was roughly 25-ish billion, maybe 30 billion at best a year. and our forecasts have that going to 95 billion by 2030 and that's saying our our base case. And so there's a a huge dollar TAM expansion here, not to the degree like we've seen with GPUs, but this [Read more]
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Stockreport

Intel will see 'drastic dollar expansion': Earnings takeaways [Yahoo! Finance]

Intel Corporation  (INTC) 
More Company Research Source: Yahoo! Finance
Last intel corporation earnings: 4/23 04:07 pm Check Earnings Report
US:NASDAQ Investor Relations: intc.com/investor-relations/default.aspx
analyst estimates of $0.01), and revenue came in at $13.6 billion (compared to analyst estimates of $12.36 billion). Intel's second quarter revenue guidance also beat Wall Street's expectations. Creative Strategies CEO and principal analyst Ben Bajarin joins Yahoo Finance to discuss the results. Video Transcript Speaker A Intel reports, strong outlook, Ben, this stock is surging in the after hours. Give me your take. What what do you make of the print? Ben I mean, obviously, you know, we've seen the CPU resurgence coming now for a handful of quarters. Obviously the demand for this is just, you know, overly significant and and really I think what matters and and most people just misses is, you know, the server CPU TAM was roughly 25-ish billion, maybe 30 billion at best a year. and our forecasts have that going to 95 billion by 2030 and that's saying our our base case. And so there's a a huge dollar TAM expansion here, not to the degree like we've seen with GPUs, but this [Read more]
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