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刚刚$Inphi(IPHI)$ 公布了20Q1的业绩快报,预计收入在138.1-139.4M,中值在138.75M,比华尔街的一致预期131.5M超出了不少。管理层同时指出,新冠疫情加速了云计算产业的发展,极大增强了带宽需求。对公司的影响是正面的。


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Inphi reports upside preliminary Q1Apr. 21, 2020 7:55 AM ET|About: Inphi Corporation (IPHI)|By: Brandy Betz, SA News Editor
Inphi (NYSE:IPHI) expects revenue of $138.1-139.4M (consensus: $131.5M) for the period ending March 31.
Adjusted operating income is expected between $33.9-34.5M.
The company had $238.2M in cash and equivalents at the end of the quarter.
Management coronavirus quote: "COVID-19 has had a significant impact on the global economy, including accelerating the secular shift to cloud computing and concurrently driving a sharp increase in the demand for bandwidth. We expect our business to continue to be favorably impacted by these phenomena."
Inphi also announces plans to offer $330M of convertible senior notes due 2025 in a private offering.
引用:
2020-04-07 14:37
1. 前言
--在给人感觉稍显沉闷的光通信领域,INPHI(NYSE: IPHI)公司让人眼前一亮,可谓是“小而美”的典型代表。
--凭借其领先的技术及出众的管理,INPHI真正获益于数据中心及5G建设潮流(而非仅仅徒有概念)。
--之前INPHI涨幅较大,估值较高。新冠疫情的爆发,为投资者提供了难得...