Intel's Business Analysis
This blog is about financial analysis of Intel Corporation. Intel Inc. is an American multinational semiconductor chip maker corporation, headquatered in Santa Clara, California.
Friday, 6 June 2014
Wednesday, 22 January 2014
Intel’s Semi-intelligent Strategies For The Future
Intel Corporation (INTC) is the global leader in semiconductor technology. It manufactures microprocessors and chipsets for desktops, portable PCs, servers, and, more recently, for tablets, smartphones and wearable technologies.
Intel is heavily dependent on its PC Client Group business segment, and PC sales have traditionally been a driving force for Intel. However, a secular decline in the PC industry has hurt its profits, and smartphones, tablets and wearable technology will be the key revenue drivers for Intel in the future.
Threats to traditional businesses
Intel’s microprocessors and chipsets are widely used in PCs, desktops and servers, and their demand drives Intel’s revenues. Due to a decline in the PC industry, Intel’s revenues fell 1.6% year-over-year (YoY) in 2012.
Intel sells its products directly to Original Equipment Manufacturers (OEMs) – companies that manufacture PCs for consumers and enterprises. In 2012, Intel’s three major customers were the Hewlett-Packard Company (HPQ), Dell Inc. (DELL), and Lenovo Group Limited (LNVGY), which respectively accounted for 18%, 14% and 11% of Intel’s revenues.
Intel – Only a Tablet Can Cure Ailing Revenues
Intel Corporation (INTC), the leader in microprocessors for PCs, lagged behind in the smartphone and tablets markets by missing on the bandwagon, and concentrating on the declining PC market. The company lowered its guidance for 2014, bringing price down by 5.4%. Unlike his predecessors, Brian Krzanich, Intel's CEO, openly accepts the company’s lost position and is ready to manufacture chips for other chipmakers in order to capitalize on the competitive advantages that Intel still enjoys in the semiconductor industry.
Lowered guidance and missed revenue estimates have become prevalent among traditional tech giants. Earlier this month, Cisco Systems, Inc. (CSCO), the data networking equipment leader, lowered its guidance and expects an 8-10% decline in its revenues due to headwinds in emerging markets and slow order growth from service providers. International Business Machines Corporation (IBM), another tech giant, missed on revenue estimates consecutively for the sixth quarter due to a decline in orders from its growth markets. Microsoft Corporation (MSFT) did not lower its guidance for this quarter—having learnt its lesson in the preceding quarters, it was quick at changing its strategy so as to avoid future declines.
Monday, 20 January 2014
Intel Announces “Conflict-Free” Microprocessors and Software Rebranding
Chemical elements such as tungsten, tin, and gold are essential in the production of computer chips. However, they are often sourced from countries which are in the grip of armed conflict, such as the Democratic Republic of the Congo, where workers are mistreated and forced to work in brutal conditions. In fact, a tussle over the control of mineral wealth is one of the major factors of the unremitting violence in the DR Congo. According to a report by the United Nations Security Council Committee, these “conflict minerals” are a source of wealth for armed groups, and are contained in several other electronic devices.
A few years ago, President Barack Obama had signed a federal law that requires computer companies to investigate and report whether their products contain minerals from these affected areas. The law was part of the Dodd-Frank Act, passed in July 2010.
Intel Misses Earnings Estimates in Fourth Quarter
Intel Corporation (INTC) has announced its fourth quarter (4Q) results for fiscal year 2013 (FY13), reporting a revenue beat but has missed earnings per share (EPS) estimates. The company generated revenues of $13.83 billion, which were higher than consensus estimates of $13.7 billion, whereas EPS at $0.51 was a cent lower than estimates.
Intel’s revenues from its PC division - which contributes more than 60% of total revenues - were flat year-over-year (YoY). The number of units sold rose 3% YoY, but average selling prices (ASPs) declined 2%. Revenues from the data center division increased 8% YoY, driven by a 7% increase in ASPs.
Read More : INTC
Thursday, 19 December 2013
Intel Industry Analysis
Intel operates in semi conductors and semiconductors equipment industry. Intel is holding the leadership position in this industry with 17% market share followed by samsung as the closest competitor with 8.7% of the total market share.Read More: INTC
Intel Corporation (INTC) - Stock Analysis
Intel Corporation (INTC)
designs and manufactures integrated digital technology platforms. The
platforms that the company manufactures primarily consists of a
microprocessor and a chipset. Intel primarily distributes these these
digital technology platforms to original equipment manufacturers,
original design manufacturers, and industrial and communications
equipment manufacturers. Intel’s platforms are used all over the world.
You will find Intel platforms in personal computers (including
Ultrabooks), smart phones, tablets, data centers, automobiles, medical
systems and automated factory systems. You can find Intel platforms in
products with companies such as Acer, ASUS, Dell, Hewlett-Packard,
Lenovo, Samsung, Motorola and others. It is nearly impossible to get
through your day without running across a handful of items that run off
of some form of microprocessor.. Read More: Intel Corporation (INTC)
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