| --- | --- | --- | --- | |-------|-------|-------|-------| | | | | | | | | | | | | | | | Forward-Looking Statements This presentation contains projections and other forward-looking statements regarding future events or the future financial performance of Cisco, including future operating results. These projections and statements are only predictions. Actual events or results may differ materially from those in the projections or other forward-looking statements. Please see Cisco's filings with the SEC, inc ...

Welcome to the Applied Materials Earnings Conference Call. During the presentation, all participants will be in a listen-only mode. Afterwards, you will be invited to participate in a question and answer session. I would now like to turn the conference over to Michael Sullivan, Corporate Vice President. Please go ahead, sir. Good afternoon, everyone, and thank you for joining Applied's third quarter of fiscal 2023 earnings call. Joining me are Gary Dickerson, our President and CEO, and Bryce Hill, our Chief ...

انطاناتط 1 Investor Presentation August 2023 Safe Harbor Statement This announcement contains forward-looking statements. These statements are made under the "safe harbor" provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as "will," "expects," "anticipates," "aims," "future," "intends," "plans," "believes," "estimates," "confident," "potential," "continue," or other similar expressions. Among other things, outlook ...

财务数据和关键指标变化 - 集团营收129亿美元 同比下降24%(按固定汇率计算下降22%) 净利润1.91亿美元(非香港财务报告准则) 同比下降66% [1][2] - 毛利率达到17.5% 主要得益于高利润服务业务贡献增加 [2] - 运营费用同比下降11% 提前完成8.5亿美元成本节约目标 [2] - 现金及现金等价物余额44亿美元 同比增长15% 净现金4.54亿美元 同比增长15% [2] - 库存减少近30亿美元 库存周转天数减少7天 [2] 各条业务线数据和关键指标变化 SSG解决方案与服务集团 - 营收17亿美元 同比增长18% 创历史新高 运营利润率21% [1][2] - 管理服务增长54% 支持服务增长9% 项目与解决方案服务增长9% [2] - 非硬件服务收入占比超过50% 同比提升4个百分点 [1] ISG基础设施方案集团 - 营收19亿美元 同比下降8% 运营亏损6000万美元 [2] - 存储业务实现三位数增长 成为全球第四大存储供应商 [1] - AI基础设施业务增长139% 全球排名第三 [1] - 高性能计算增长45% 保持全球领先地位 [2] IDG智能设备集团 - 营收同比下降28% 运营利润6.5亿美元 同比下降39% [2] - PC市场份额保持全球第一 智能手机激活量创10年Q1新高 [1] - 非PC收入占比21% 智能手机高端产品占比达18% [2] - IDG运营利润率6.3% 目标超越疫情前水平 [1][2] 各个市场数据和关键指标变化 - 智能手机业务在拉丁美洲市场份额超20% 北美排名第三 [2] - EMEA和亚太地区智能手机业务增速超市场20个百分点 [2] - 商用PC需求强于SMB市场 预计2024年SMB将恢复增长 [2] 公司战略和发展方向和行业竞争 - 未来三年追加10亿美元AI投资 聚焦AI设备/AI基础设施/AI解决方案 [1] - 推动AI PC和AI智能手机研发 实现边缘推理能力 [1] - 存储业务重点发展入门级/中端/软件定义/云/高性能计算领域 [2] - 摩托罗拉手机战略平衡规模与高端市场 折叠手机Razr表现优异 [2] 管理层对经营环境和未来展望评论 - PC渠道库存消化完成 预计下半年市场复苏 [1] - 2023年PC市场预计2.5-2.55亿台 2024年个位数增长 [2] - 基础设施市场短期承压 但AI将推动长期增长 [1] - 对AI带来的数字化和智能化转型机遇持乐观态度 [1] 其他重要信息 - 研发投入占营收比从3%提升至3.5% [2] - ESG表现优异 MSCI评级提升至AAA [2] - 入选Gartner供应链25强 排名第八 [2] 问答环节所有提问和回答 IDG业务运营利润率 - IDG当前运营利润率6.3% 目标超越疫情前水平 将通过提升高端产品占比/附加服务渗透率/成本优化实现 [1][2] AI服务器进展 - AI基础设施业务增长139% 全球第三 已推出65个AI优化平台 [1] - 与NVIDIA/Microsoft合作推出支持8GPU的新产品SR675 [1] - 同时与AMD/Intel/Qualcomm等保持合作 [1] AI投资重点领域 - 10亿美元投资将用于AI设备/AI基础设施/AI解决方案 [1] - AI PC将成为行业转折点 推动换机周期 [1] PC库存与展望 - 渠道库存已恢复至疫情前水平 [2] - 2023年PC市场预计2.5-2.55亿台 2024年个位数增长 2025年AI PC将推动加速增长 [2] ISG业务挑战 - 云服务商需求疲软和GPU短缺导致业绩下滑 [1] - 存储业务增长120% 边缘计算连续9季度双位数增长 [2] - 预计下半年随着AI需求增长将改善 [2] 智能手机战略 - 重点市场为拉美和北美 在EMEA和亚太快速增长 [2] - 高端产品占比达18% Razr折叠手机表现优异 [2] 企业服务器展望 - 预计2024年市场持平 下半年随着AI需求回升将改善 [2] - 边缘计算/HPC/存储等细分领域保持强劲增长 [2]

Welcome to Cisco's fourth quarter and fiscal year 2023 financial results conference call. At the request of Cisco, today's conference is being recorded. If you have any objections, you may disconnect. Now I would like to turn the call over to Marilyn Mora, Head of Investor Relations. Ma'am, you may begin. Welcome everyone to Cisco's fourth quarter fiscal 23 quarterly earnings conference call. This is Marilyn Mora, Head of Investor Relations, and I'm joined by Chuck Robbins, our Chair and CEO, and Scott Herr ...

Good day and good evening. Thank you for standing by. Welcome to Tencent Holdings Limited 2023 Second Quarter Results Announcement Webinar. I'm Wendy Huang from Tencent's IR team. At this time, all participants are in a listen-only mode. After the management's presentation, there will be a question and answer session. For participants who are dialing in by phone, if you wish to ask a question, please press 5 on your telephone to raise your hand. If you are accessing from the Tencent Meeting or WooMeeting ap ...

Hello, and thank you for standing by for JD.com's second quarter and interim 2023 earnings conference call. At this time, all participants are in listen-only mode. After management's prepared remarks, there will be a question and answer session. Today's conference is being recorded. If you have any objections, you may disconnect at this time. I would now like to turn the meeting over to your host for today's conference, Sean Zhang, Director of Investor Relations. Please go ahead. Thank you, Drew. Good day, ...

Good day and good evening. Thank you for standing by. Welcome to Tencent Holdings Limited 2023 Second Quarter Results Announcement Webinar. I'm Wendy Huang from Tencent's IR team. At this time, all participants are in a listen-only mode. After the management's presentation, there will be a question and answer session. For participants who are dialing in by phone, if you wish to ask a question, please press 5 on your telephone to raise your hand. If you are accessing from the Tencent Meeting or WooMeeting ap ...

Greetings and welcome to the Home Depot second quarter 2023 earnings conference call. At this time, all participants are in a listen only mode. A brief question and answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Isabel Jancy. Please go ahead. Thank you, Christine, and good morning, everyone. W ...

各位投资人朋友及分析师朋友大家晚上好非常欢迎参加威猛的半年度业绩会那接下来我可能对2023年上半年的整个业绩情况做一个简单的介绍首先讲一下业绩的大概的情况 大家应该知道整个2023年确实整个宏观经济是充满挑战那威猛我们管理层认为这次半年度的成绩单整体还算满意整体我们全年的收入12.1亿同比增长34.5这个可能比我们之前的预期还要高一些我们的毛利8.16亿同比增长了36.6 我们的整体的经调整的净亏损是2.54个亿同比大幅收窄了51%经调整的e-beta大概是亏损9300万大幅收窄了76%我们认为因为在整个类似于像这种2B的公司其实QE属于一个淡季因为一月和二月的原因所以我们认为如果说 到下半年可能整体公司的亏损还要会变得可能会受到的更小我们现在预计可能下半年的整体的亏损会达到盈亏平衡从目前来看整体我们认为实现这一目标的确定性还是蛮大的分业务来看的话 上半年的整个业务整个增长是受到一定的沉压的但整体增长也非常不错超过了20%达到了21.4%整体收入达到了7.06亿那主要来源于我们的每个商户的平均收益的增长增长了26%这个主要还有公司的整个大客化的这个战略开始奏效虽然我们的整个付费商户数没有一个 很明显的增长但是 ...