Koronawirus: 70-90 mln dol. „negatywnego wpływu” na Vertiv
Epidemia zmniejszy sprzedaż specjalisty data center. Powodem są zakłócenia w produkcji w Chinach.

Vertiv spodziewa się "negatywnego wpływu" koronawirusa na sprzedaż w I kw. br. w wysokości 70 – 90 mln dol. oraz na EBIDTA w kwocie między 28 a 36 mln dol. Epidemia uderzyła w produkcję sprzętu w Chinach. Własne fabryki koncernu już działają, choć wciąż brakuje niektórych pracowników. Jednak u poddostawców nie zawsze jest tak dobrze. Zakłócony został łańcuch dostaw komponentów. Dwie fabryki Vertiva w Chinach odpowiadają za ok. jedną trzecią produkcji marki.
Mimo tych problemów Vertiv podtrzymał prognozę przychodów na cały rok w wysokości 4,585 – 4,61 mld dol. wobec 4,43 mld dol. wypracowanych w 2019 r. (+3,4 proc. r/r), Strata netto wyniosła 141 mln dol. Czyli poprawa w br. ma być większa. W IV kw. 2019 r. sprzedaż koncernu była podobna jak rok wcześniej, a zamówienia rekordowe – o 12 proc. wyższe niż w III kw. ub.r., głównie dzięki zakupom z hiperskalowych centrów danych.
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Produkcja Apple, Dell, HP, Lenovo zagrożona z powodu Covid w Chinach
Czarne chmury znów zbierają się nad rynkiem. Producenci mają złą strategię - twierdzi integrator.
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Schneider, Vertiv, Eaton w top 3 rynku data center
Może dojść do długoterminowych zmian konkurencyjnych na rynku fizycznej infrastruktury centrów danych. W 2022 r. przychody znów wzrosną.