既然看到B排第一，我就加兩句

來源: cfbingbuzy001 於 2025-01-05 09:34:48 [] [博客] [舊帖] [給我悄悄話] 閱讀數 : (928 bytes)

為什麽它的PROFIT MARGIN 比同行業的PEER 要低很多？是不是因為它給蘋果等客戶讓利很多？為什麽他們有BARGAIN ADVANTAGE? I read that Apple switch to avgo because qcom doesnot want to defer to Apple. Remember Apple always tries to develop their own chips. Could someday they donot have to rely on avgo either?

我不懂技術。這個公司有什麽在業界做的最好？好像收購的幾個公司都是軟件行業內領先的，但通過收購增長的公司通常都OVERPAY FOR THE TARGET. 這兩年靠Xpu是不是因為intel is not doing well, and nvda couldnt meet all of the demand? or does it supply some critical middle ware in building the datacenter?

THE CEO IS MIT UNDER AND Harvard MBA. NOT SURE IF IT IS A GOOD OR BAD COMBINATION.

JUST SOME THOUGHTS .HOPE SOMEONE KNOWS MORE ABOUT IT CAN SHARE. I DIDNOT READ ITS EARNINGS REPORT CLOSELY. YMYD.

所有跟帖： 

• 喜歡這樣的討論， 多多益善 -螺絲螺帽- ♀ 給 螺絲螺帽 發送悄悄話 螺絲螺帽 的博客首頁 (0 bytes) () 01/05/2025 postreply 09:50:18

• 據我印象，它的profit margin 應該是同行業裏麵最高的。可否分享您的低profit margin 從何而來？ -Austin8- ♀ 給 Austin8 發送悄悄話 (421 bytes) () 01/05/2025 postreply 09:50:27

• https://www.macrotrends.net/stocks/charts/AVGO/broadcom/prof -嘟囔一聲平常心- ♂ 給 嘟囔一聲平常心 發送悄悄話 (85108 bytes) () 01/05/2025 postreply 13:05:15

• 謝謝。我是瞟了眼YAHOO FINANCE QCOM:26% CISCO 17% NVDA55% -cfbingbuzy001- ♂ 給 cfbingbuzy001 發送悄悄話 cfbingbuzy001 的博客首頁 (0 bytes) () 01/05/2025 postreply 14:38:04

• Q1 2025 Adjusted EBITDA guidance of 66 percent of Revenue -Austin8- ♀ 給 Austin8 發送悄悄話 (591 bytes) () 01/05/2025 postreply 17:57:14

• 看到了EBIDA， DA給它增加了一倍的利潤 -cfbingbuzy001- ♂ 給 cfbingbuzy001 發送悄悄話 cfbingbuzy001 的博客首頁 (514 bytes) () 01/07/2025 postreply 21:23:39

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