Udany rok Intela
W ub.r. zysk netto Intela był większy o 22 proc. niż w 2013 r., a w IV kw. - o 39 proc. Wyniki firmy odzwierciedlają ożywienie na rynku PC, widać także rosnący popyt na rozwiązania mobilne i Internet rzeczy.

Przychody Intela w ub.r. wyniosły 55,9 mld dol. (+6 proc.), a zysk netto – 11,7 mld dol. (+22 proc.). Rekordowe przychody odnotowano w IV kw. – 14,7 mld dol. (+6 proc.) i 3,7 mld dol. zysku netto (+39 proc.). W podsumowaniu roku średnia marża wzrosła o 3,9 pproc., do 63,7 proc. Spółka wygenerowała 20,4 mld dol. przepływów gotówkowych z działalności operacyjnej. Intelowi pomogło ożywienie na rynku komputerów i większa aktywność w segmencie mobilnym oraz inwestycje w rozwiązania Internetu rzeczy. W ub.r. spółka dostarczyła rekordową ilość rozwiązań dla PC, serwerów, tabletów, smartfonów i Internetu rzeczy. Koncern przebił zakładany wynik dotyczący tabletów – planował sprzedać w 2014 r. 40 mln tabletowych CPU, a okazało się, że dostarczył 46 mln.
Mimo coraz większej koncentracji na nowych obszarach działalności, Intel wciąż jest najsilniej związany z rynkiem PC – przychody działu komputerowego (grupa PC Client) stanowiły w ub.r. ponad 60 proc. obrotów korporacji – 34,7 mld dol, co oznacza wzrost o 4 proc. względem 2013 r. Solidne wzrosty odnotowano jednak w pozostałych dziedzinach – rozwiązań dla centrów danych (+18 proc.), Internetu rzeczy (+19 proc.) i mobilnych (+85 proc.).
– W roku 2015 osiągniemy jeszcze więcej. Zwiększymy rentowność w segmencie urządzeń mobilnych i pozostaniemy skupieni na nowych kategoriach urządzeń – zapowiedział CEO Brian Krzanich.
Za I kw. br. Intel prognozuje 13,7 mld dol. przychodów. W całym 2015 r. spodziewa się przychodów większych o kilka proc. niż w 2014 r. Marża brutto powinna wynieść ok. 62 proc. Na badania i rozwój oraz fuzje i przejęcia koncern chce przeznaczyć ok. 20 mld dol.
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Dług technologiczny ciągnie firmy w dół
Polskie firmy nadal toną w długu technologicznym. To główny problem w rozwoju dla 2/3 przedsiębiorców.
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Opóźnienie masowej produkcji procesorów serwerowych Intela
To dobrodziejstwo dla AMD - twierdzą analitycy. Wskazują też inny powód, dlaczego klienci będą preferować tę markę.
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7-krotny spadek zysku Intela. Idą gigantyczne cięcia
Po kolejnym słabym kwartale koncern zapowiedział 10 mld dol. redukcji kosztów.