[新聞] 英特爾旗下Mobileye上季業績亮眼 早盤股價漲逾6%已刪文
原文標題：英特爾旗下Mobileye上季業績亮眼 早盤股價漲逾6%
原文連結：https://news.cnyes.com/news/id/5030386
發布時間：2022/12/07 23:43
記者署名：鉅亨網編譯段智恆
原文內容：
英特爾 (INTC-US) 旗下自駕部門 Mobileye 周三（7 日）美股盤前公布自 10 月上市以
來第一份財報，受惠汽車製造商對其自駕技術需求強勁，營收年增近 4 成、獲利表現佳
，均優於華爾街分析師預期，第四季財測也出色。
截稿前，在財報佳績加持下，Mobileye(MBLY-US) 早盤股價上漲 6.33%，每股暫報 32.42
美元，市值為 259.98 億元。
財報顯示，Mobileye 第三季（截至 10/1）營收年增 38% 至 4.5 億美元，優於
Refinitiv 分析師預期的 4.47 億美元，不過第三季淨損從 2,600 萬美元擴大至
4,500 萬美元；第三季經調整後每股獲利報 0.15 美元，高於分析師預估的 0.12 美元。
展望未來，
Mobileye 預估第四季營收落在 5.27 億至 5.45 億美元區間，高於分析師預估的 4.837
億美元，按非通用會計準則（non-GAAP）營益介在 1.69 億至 1.84 億美元；
今年全年營收將介在 18.31 億至 18.49 億美元，non-GAAP 營益落在 6.37 億至 6.53
億美元。
目前車商整合輔助駕駛功能增加汽車安全功能的努力讓自駕技術得到更多採用，
Mobileye 等多家自駕技術公司受惠。Mobileye 的客戶包括 BMW、日產汽車、福斯汽車等
。該公司於 10 月 26 日在那斯達克上市，首次公開發行（IPO）融資 8.61 億元。
----
財報及展望
Revenue increased 59% year over year to $565 million in the fourth quarter.
Diluted EPS (GAAP) was $0.04 and Adjusted Diluted EPS (Non-GAAP) was $0.27 in
the fourth quarter.
Future business backlog continues to grow, with 2022 ADAS (including
SuperVisionTM) design wins projected to generate future revenue of $6.7
billion across 64 million units by 2030.1
Advanced ADAS products, such as SuperVisionTM contributed meaningfully to our
revenue growth and resulted in Average System Price2 increasing to $56.2 in
fourth quarter 2022 from $48.3 in the prior year period.
Generated net cash from operating activities of $546 million in the year
ended December 31, 2022. Our balance sheet is strong with $1.0 billion of
cash and cash equivalents and zero debt as of December 31, 2022.
“Our fourth quarter performance is an excellent example of how ramping
volumes of our advanced solutions can impact financial performance, as higher
average system price amplified strong volume growth, leading to 59% overall
revenue growth,” said Mobileye President and CEO Prof. Amnon Shashua. “I’m
also very pleased with our business development traction as our OEM customers
are increasingly recognizing the scalability of our product portfolio for the
following reasons: 1) Adopting SuperVisionTM, an eyes-on, hands-off ADAS
system operating across a broad operational design domain (ODD) makes scaling
to eyes-off autonomous systems an incremental step rather than a series of
moonshots; 2) Mobileye’s EyeQ KitTM software development kit, developed over
the last five years, enables OEMs to differentiate their systems on top of
our core technology assets; and, 3) Regulatory and consumer proof-points will
be increasingly important and Mobileye has a clear, multi-pronged approach
for data-driven validation. As planned, we will continue to invest heavily
(while maintaining strong profitability) during 2023 to productize and launch
our advanced solutions as my confidence level on delivering high returns to
all stakeholders has never been higher.”
心得/評論：
最近華爾街對Mobileye,說電動車百家爭鳴,而Mobileye也會分到一杯羹.
所以股價表現得很堅挺.
話說在以往都和INTC同一天財報,這次居然在盤前財報,INTC在盤後財報.
感覺這安排挺有意思的,可能怕被INTC拉下水吧.
※必需填寫滿30字，無意義者板規處分
--
※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 118.160.67.204 (臺灣)
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1674787234.A.124.html