bullish
Asustek & Acer Key Takeaways: Strong July Revenue Growth and 'New Product Life Cycle' Starting 3Q24
Vincent has highlighted this Insight as a Top Pick
447 Views10 Aug 2024 12:13
Strong revenue growth in PC and server markets for Asustek and Acer signals robust demand, with Asus management forecasting a multi-year growth cycle and new product lifecycle starting in 3Q24E.
What is covered in the Full Insight:
- Strong Revenue Growth in 2Q24
- Gross Margin and Pricing Power
- Inventory Concerns
- Multi-Year PC Growth Cycle Ahead
- New AI PC Models and Future Outlook
SUMMARY
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