Asus: najmniejszy zysk od 9 lat
Zysk korporacji znacznie spadł w 2018 r. W IV kw. ub.r. wynik był na minusie.

Asus miał 91 mln dol. straty w IV kw. 2018 r. Powodem jest głównie jednorazowa strata związana z restrukturyzacją biznesu smartfonowego. – informuje Digitimes. Producent powrócił na ten rynek kilka lat temu. Przychody firmy spadły o 15 proc., do 2,3 mld dol. Były nawet niższe niż w III kw. ub.r.
W całym 2018 r. zysk korporacji zanurkował o 73 proc., do 137 mln dol. Profit na akcję był najniższy od 2009 r. Zyski topniały przez cały rok m.in. z powodu spadku sprzedaży kart graficznych i płyt głównych, bo mniej zamawiają podmioty wydobywające kryptowaluty. Marża brutto wyniosła 10,6 proc. wobec 13,3 proc. w 2017 r.
W I kw. br. Asus spodziewa się, że obroty w biznesie PC będą mniejsze o 5-10 proc. wobec IV kw. ub.r., a na komponentach – o 5 proc. Jednak w II poł. br. oczekuje wzrostu sprzedaży komputerów. Reorganizacja w segmencie mobilnym i wdrażanie nowej strategii będą kontynuowane w br. W II poł. 2019 r. W sumie koszty zmian mają wynieść ok. 200 mln dol.
Według danych za III kw. ub.r. biznes PC generował 62 proc. obrotów Asusa, mobilny – 16 proc., a komponenty – 18 proc. Reszta to segment Internetu rzeczy. Firma zamierza rozwijać ten ostatni obszar, jak również sztuczną inteligencję. W Europie Asus wypracował ostatnio 27 proc. przychodów.
Z końcem 2018 r. w ramach reorganizacji zrezygnował wieloletni CEO Asusa, Jerry Shen. Firmą od początku roku kieruje dwóch równorzędnych szefów.
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W magazynach nadal jest za dużo komputerów
Dopiero w II kw. 2023 r. można spodziewać się normalizacji - przewiduje CEO jednego z największych producentów.
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Rynek PC: jakie marki poradzą sobie lepiej
Sprzedaż w II kw. br. spadła o 18 proc. Analitycy wskazują, jaka oferta komputerów będzie bardziej odporna na spowolenienie.