What to know before making your holiday tech-stock wishlist

MarketWatch2021-11-13

Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the supplies they need and look for tech companies that also play in the enterprise space MARKETWATCH PHOTO...

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精彩评论

ACCY
2021-11-13
ACCY
Interesting! 👍
PanaCota
2021-11-13
PanaCota
Ok
wywy
2021-11-13
wywy
Continue to DCA
Kellywan73
2021-11-13
Kellywan73
Good
- Johnjohnn:
  Nice!
- 1521yes:
  ok
PMeng
2021-11-13
PMeng
👍🏻
- Ly99:
  Ok
- chqngchang:
  [Smile]

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It will also show which companies have the strength to power through major supply-chain problems, and why selling tech to businesses instead of just consumers is always helpful.\nDisappointing forecasts from Peloton Interactive Inc.,Amazon.com Inc.,Apple Inc. and others so far during earnings season indicate that the pandemic boom may be ending for many consumer-focused companies. Even if demand is still strong, continuing supply-chain constraints will likely effect those with normal, seasonal demand.\nDon’t be too scared off of some of the big names, though, because they have the size to work through the supply-chain issues. In Apple’s case, the behemoth was still not willing to give a revenue forecast after component shortages lead to a $6 billion revenue shortfall in the September quarter, but did say component shortages will be an even bigger factor in its December quarter. 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Confidence should also be weak for companies that were on the receiving end of the pandemic fueled stay-at-home boom. As more consumers get vaccinated and start spending time outside or at gyms, movie theaters, and other places previously closed, companies like Peloton and streaming services are seeing growth sharply decelerate.\nPeloton may be the canary in the coal mine calling out the end of that pandemic boom for many companies that saw earnings and stocks soar with hefty double digit growth rates. Peloton revised its forecast for annual revenue to a range of $4.4 billion to $4.8 billion, down $600 million to $1 billion from Wall Street’s prior expectations. Since that bombshell, Peloton has seen its shares plummet around 40%.\n“Coming out of COVID, consumer behavior and supply chain inputs have been very challenging to predict in the short-term, as clearly evidenced by our new outlook,” Peleton co-founder and Chief Executive John Foley told analysts in the company’s earnings call last week. Jill Woodworth, its CFO was even more blunt, stating that it “underestimated the reopening impact on our company and the overall industry.”\nRoku Inc.,saw a slowdown in new accounts, as well as sales of its video-streaming gear fall year over year, compared with an “extraordinary demand spike in the pandemic” in the third quarter of 2020. Roku also highlighted ongoing challenges from component cost increases, inventory constraints, shipping delays and cost increases, all of which are expected to continue into the fourth quarter. It still sees fourth quarter revenue growth of 37%, but that is down from revenue growth of 58% growth in the same quarter a year ago.\n“There’s a lot of uncertainties around the holiday season,” Roku Chief Financial Officer Steve Louden said.","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":873071461,"gmtCreate":1636814047365,"gmtModify":1636814047532,"author":{"id":"3579758808989513","authorId":"3579758808989513","name":"ACCY","avatar":"https://static.tigerbbs.com/a44626552831eb06aa01cf85dcaf7422","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3579758808989513","authorIdStr":"3579758808989513"},"htmlText":"Interesting! 👍","listText":"Interesting! 👍","text":"Interesting! 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