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2021-11-13
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What to know before making your holiday tech-stock wishlist<blockquote>制定假日科技股愿望清单之前需要了解什么</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":873029126,"tweetId":"873029126","gmtCreate":1636805581780,"gmtModify":1636805581851,"author":{"id":3583566764122967,"idStr":"3583566764122967","authorId":3583566764122967,"authorIdStr":"3583566764122967","name":"Kellywan73","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":9,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Good </p></body></html>","htmlText":"<html><head></head><body><p>Good </p></body></html>","text":"Good","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/873029126","repostId":1160569356,"repostType":4,"repost":{"id":"1160569356","kind":"news","pubTimestamp":1636761102,"share":"https://www.laohunote.com/m/news/1160569356?lang=zh_CN&edition=full","pubTime":"2021-11-13 07:51","market":"us","language":"en","title":"What to know before making your holiday tech-stock wishlist<blockquote>制定假日科技股愿望清单之前需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160569356","media":"MarketWatch","summary":"Holiday forecasts suggest consumer tech is a crapshoot, but bet on the bigger players to get the sup","content":"<p>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</p><p><blockquote>假期预测表明消费科技是一场赌博,但押注于大型企业以获得所需的供应,并寻找也在企业领域发挥作用的科技公司</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3a0931516529f6865a52b6890a7a26c\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\"><span>MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>MARKETWATCH 照片插图/ISTOCKPHOTO</span></p></blockquote></p><p> The typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.</p><p><blockquote>对于许多以消费者为中心的科技公司来说,今年的假日季通常会很艰难,但在为圣诞老人增添愿望之前,投资者需要了解以下几点。</blockquote></p><p> Typically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. 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.</p><p><blockquote>对于许多公司来说,12 月份通常是一年中最大的季度,但对于许多消费科技公司来说,12 月份的增长将会放缓,并且可能会有些失望。它还将显示哪些公司有实力解决重大供应链问题,以及为什么向企业而不仅仅是消费者出售技术总是有帮助的。</blockquote></p><p> Disappointing 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.</p><p><blockquote>Peloton Interactive Inc.、亚马逊公司、苹果公司和其他公司在财报季迄今为止的令人失望的预测表明,许多以消费者为中心的公司的疫情繁荣可能即将结束。即使需求仍然强劲,持续的供应链限制也可能会影响那些具有正常季节性需求的人。</blockquote></p><p> Don’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. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.</p><p><blockquote>不过,不要太害怕一些大公司,因为他们有足够的规模来解决供应链问题。就苹果而言,在零部件短缺导致 9 月份季度收入缺口 60 亿美元后,这家庞然大物仍不愿给出收入预测,但确实表示,零部件短缺将是 12 月份季度更大的因素。但对苹果产品,尤其是新款 iPhone 13 的需求并没有消失,尤其是在 5G 网络变得更加普及的情况下,因此假日季度没有出现的任何收入都可能会被推迟到明年,这可能有助于该公司在 2022 年初度过较轻的季度。</blockquote></p><p> Communications chip designer Qualcomm Inc. told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.</p><p><blockquote>通信芯片设计商高通公司告诉分析师,尽管面临全面供应限制,但该公司仍能够在 9 月份季度解决供应问题。</blockquote></p><p> “We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.</p><p><blockquote>“高通首席财务官阿卡什-帕尔基瓦拉(Akash Palkhiwala)对分析师说:”我们很早就看到了这一点,在过去的几个季度里,我们一直在讨论这个问题,我们已经制定了对某些零部件进行双重采购的计划。</blockquote></p><p> Some smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. 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.</p><p><blockquote>一些规模较小或较年轻的科技公司对长期需求并不那么有信心,Qorvo Inc.等规模小于高通的射频芯片制造商就证明了这一点,这表明他们对假日季度的信心较低。对于受疫情推动的居家热潮影响的公司来说,信心也应该很薄弱。随着越来越多的消费者接种疫苗并开始在户外或健身房、电影院和其他以前关闭的地方度过时间,Peloton和流媒体服务等公司的增长急剧放缓。</blockquote></p><p> Peloton 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%.</p><p><blockquote>Peloton 可能是煤矿中的金丝雀,它为许多公司宣告了疫情繁荣的结束,这些公司的盈利和股票以两位数的高速增长率飙升。Peloton 将年收入预测修正为 44 亿至 48 亿美元,比华尔街之前的预期降低了 6 亿至 10 亿美元。自那次爆炸事件发生以来,Peloton 的股价暴跌了约 40%。</blockquote></p><p> “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.”</p><p><blockquote>“Peleton 联合创始人兼首席执行官 John Foley 上周在公司财报看涨期权上对分析师说:”在 COVID 之后,消费者行为和供应链投入在短期内很难预测,我们的新展望就清楚地证明了这一点。该公司首席财务官吉尔-伍德沃斯(Jill Woodworth)更加直言不讳,称公司 “低估了重新开业对我们公司和整个行业的影响”。</blockquote></p><p> Roku 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.</p><p><blockquote>与 2020 年第三季度 “大流行病期间需求异常激增”相比,Roku公司的新账户数量和视频流设备销量同比下降。Roku还强调了零部件成本增加、库存限制、运输延迟和成本增加带来的持续挑战,预计所有这些都将持续到第四季度。该公司第四季度收入仍增长 37%,但低于去年同期 58% 的收入增长。</blockquote></p><p> “There’s a lot of uncertainties around the holiday season,” Roku Chief Financial Officer Steve Louden said.</p><p><blockquote>“Roku首席财务官 Steve Louden 说:”假日季有很多不确定性。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What to know before making your holiday tech-stock wishlist<blockquote>制定假日科技股愿望清单之前需要了解什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat to know before making your holiday tech-stock wishlist<blockquote>制定假日科技股愿望清单之前需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-11-13 07:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>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</p><p><blockquote>假期预测表明消费科技是一场赌博,但押注于大型企业以获得所需的供应,并寻找也在企业领域发挥作用的科技公司</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3a0931516529f6865a52b6890a7a26c\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\"><span>MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>MARKETWATCH 照片插图/ISTOCKPHOTO</span></p></blockquote></p><p> The typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.</p><p><blockquote>对于许多以消费者为中心的科技公司来说,今年的假日季通常会很艰难,但在为圣诞老人增添愿望之前,投资者需要了解以下几点。</blockquote></p><p> Typically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. 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.</p><p><blockquote>对于许多公司来说,12 月份通常是一年中最大的季度,但对于许多消费科技公司来说,12 月份的增长将会放缓,并且可能会有些失望。它还将显示哪些公司有实力解决重大供应链问题,以及为什么向企业而不仅仅是消费者出售技术总是有帮助的。</blockquote></p><p> Disappointing 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.</p><p><blockquote>Peloton Interactive Inc.、亚马逊公司、苹果公司和其他公司在财报季迄今为止的令人失望的预测表明,许多以消费者为中心的公司的疫情繁荣可能即将结束。即使需求仍然强劲,持续的供应链限制也可能会影响那些具有正常季节性需求的人。</blockquote></p><p> Don’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. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.</p><p><blockquote>不过,不要太害怕一些大公司,因为他们有足够的规模来解决供应链问题。就苹果而言,在零部件短缺导致 9 月份季度收入缺口 60 亿美元后,这家庞然大物仍不愿给出收入预测,但确实表示,零部件短缺将是 12 月份季度更大的因素。但对苹果产品,尤其是新款 iPhone 13 的需求并没有消失,尤其是在 5G 网络变得更加普及的情况下,因此假日季度没有出现的任何收入都可能会被推迟到明年,这可能有助于该公司在 2022 年初度过较轻的季度。</blockquote></p><p> Communications chip designer Qualcomm Inc. told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.</p><p><blockquote>通信芯片设计商高通公司告诉分析师,尽管面临全面供应限制,但该公司仍能够在 9 月份季度解决供应问题。</blockquote></p><p> “We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.</p><p><blockquote>“高通首席财务官阿卡什-帕尔基瓦拉(Akash Palkhiwala)对分析师说:”我们很早就看到了这一点,在过去的几个季度里,我们一直在讨论这个问题,我们已经制定了对某些零部件进行双重采购的计划。</blockquote></p><p> Some smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. 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.</p><p><blockquote>一些规模较小或较年轻的科技公司对长期需求并不那么有信心,Qorvo Inc.等规模小于高通的射频芯片制造商就证明了这一点,这表明他们对假日季度的信心较低。对于受疫情推动的居家热潮影响的公司来说,信心也应该很薄弱。随着越来越多的消费者接种疫苗并开始在户外或健身房、电影院和其他以前关闭的地方度过时间,Peloton和流媒体服务等公司的增长急剧放缓。</blockquote></p><p> Peloton 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%.</p><p><blockquote>Peloton 可能是煤矿中的金丝雀,它为许多公司宣告了疫情繁荣的结束,这些公司的盈利和股票以两位数的高速增长率飙升。Peloton 将年收入预测修正为 44 亿至 48 亿美元,比华尔街之前的预期降低了 6 亿至 10 亿美元。自那次爆炸事件发生以来,Peloton 的股价暴跌了约 40%。</blockquote></p><p> “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.”</p><p><blockquote>“Peleton 联合创始人兼首席执行官 John Foley 上周在公司财报看涨期权上对分析师说:”在 COVID 之后,消费者行为和供应链投入在短期内很难预测,我们的新展望就清楚地证明了这一点。该公司首席财务官吉尔-伍德沃斯(Jill Woodworth)更加直言不讳,称公司 “低估了重新开业对我们公司和整个行业的影响”。</blockquote></p><p> Roku 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.</p><p><blockquote>与 2020 年第三季度 “大流行病期间需求异常激增”相比,Roku公司的新账户数量和视频流设备销量同比下降。Roku还强调了零部件成本增加、库存限制、运输延迟和成本增加带来的持续挑战,预计所有这些都将持续到第四季度。该公司第四季度收入仍增长 37%,但低于去年同期 58% 的收入增长。</blockquote></p><p> “There’s a lot of uncertainties around the holiday season,” Roku Chief Financial Officer Steve Louden said.</p><p><blockquote>“Roku首席财务官 Steve Louden 说:”假日季有很多不确定性。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/what-to-know-before-making-your-holiday-tech-stock-wishlist-11636750865?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PTON":"Peloton Interactive, Inc.","QRVO":"Qorvo, Inc.","ROKU":"Roku Inc","QCOM":"高通","AMZN":"亚马逊"},"source_url":"https://www.marketwatch.com/story/what-to-know-before-making-your-holiday-tech-stock-wishlist-11636750865?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160569356","content_text":"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\nMARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO\nThe typically robust holiday season is going to be tough this year for many consumer-focused tech companies, but here’s what investors need to know before adding to their wish lists for Santa.\n\nTypically the biggest quarter of the year for many companies, the December quarter will see slower growth and possibly some disappointments for many consumer tech companies. 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. But demand for Apple’s products, especially its new iPhone 13, is not going anywhere, especially as 5G networks become more pervasive, so any revenue that doesn’t show up in the holidays quarter is likely just pushed back into next year, which could help sustain the company through lighter quarters early in 2022.\n\nCommunications chip designer Qualcomm Inc. told analysts that it was able to work through its supply issues in the September quarter, even as it faces supply constraints across the board.\n“We saw this coming early and we’ve been talking about it for the last couple quarters, and we have put in place plans both for dual sourcing for certain parts,” Qualcomm Chief Financial Officer Akash Palkhiwala told analysts.\nSome smaller or younger tech companies cannot be as confident about the long-term demand, as evidenced by smaller radio-frequency chip makers than Qualcomm, including Qorvo Inc.,suggesting less confidence in the holiday quarter. 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.","news_type":1,"symbols_score_info":{"QCOM":0.9,"QRVO":0.9,"PTON":0.9,"AMZN":0.9,"ROKU":0.9}},"isVote":1,"tweetType":1,"viewCount":3067,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/873029126"}
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