Fabrinet发布2024财年第一季度财报电话会议
Keywords: Fabrinet, 财报, 2024财年, 第一季度, 数据通信, AI应用
Fabrinet (NYSE:FN)发布了2024财年第一季度财报电话会议。首席执行官Seamus Grady表示，公司在第一季度取得了创纪录的收入和每股收益，超出了预期范围。自由现金流也创下了新的季度记录。数据通信收入同比增长了三位数，主要受到AI应用的下一代光学互连的推动。这种数据通信增长完全弥补了电信收入的持续但逐渐减少的季度性下降。总收入为6.855亿美元，较上一季度和去年同期均增长了5%。除去去年同期14周季度带来的约2,000万美元影响，收入同比增长了8%。光通信收入创下了新的季度记录，光通信中，电信收入较上一季度有所下降，但数据通信增长的力度超过了电信下降，尤其是AI光学互连。非光通信业务的收入相对稳定。在第二季度，公司预计电信库存调整将继续，但数据通信增长特别是在AI领域将再次超过这些风险。总的来说，公司对未来的业绩充满信心，并且认为自己仍然处于良好的位置，可以持续交付稳健的业绩。公司还表示将继续努力提高盈利能力，并继续寻求新的增长机会。
Lumentum Holdings Inc. 2023年11月财报电话会议
Lumentum Holdings Inc.在2023年11月8日举行了财报电话会议，介绍了公司的财报和业务前景，强调了对新成员Cloud Light团队的热烈欢迎，以及公司在创新投资和满足客户需求方面的承诺。高管和分析师就公司业务展开了讨论，展示了公司的稳健业务基本面和未来发展前景。
Continue readingPalo Alto Networks Reports Strong Q1 2024 Results and Continues to Invest in Next-Generation Security Offerings
Palo Alto Networks reported strong results for the fiscal first quarter of 2024, with revenue and billings growing by 20% and 16% respectively. The company's next-generation security capabilities drove the growth, with NGS ARR exceeding $3 billion for the first time and growing by 53%. Despite the strong performance, the company has adjusted its billings guidance to account for the impact of customer negotiations on billing duration. Chairman and CEO Nikesh Arora highlighted the impact of increased malicious activity, particularly ransomware attacks, and the company's response to provide support to strategic customers and offer new security capabilities. The company's acquisitions of Talon Cyber Security and Dig Security Solutions are part of its strategy to expand its addressable market and provide comprehensive security solutions to its customers. Palo Alto Networks remains confident in its long-term growth and operating margin targets, with a focus on customer cyber transformation and investment in next-generation security offerings.
Continue reading