What podcasts say about Kunjan Sobhani
Every statement, with the speaker, the exact quote and the moment it was said.
What Kunjan Sobhani has said on podcasts
57 statements · 31 positive · 17 negative · 8 mixed · 1 neutral
PC products remain Intel’s largest revenue segment.
“pc remains the largest revenue segment for the company”
Open the episode · Intel Shares Plunge After Outlook Hit by PC Slump, SupplyListen at 3:40
Intel PC revenue losses reduce revenue and gross margin.
“any revenue loss there really impacts the top line as well as the gross margin”
Open the episode · Intel Shares Plunge After Outlook Hit by PC Slump, SupplyListen at 3:49
Intel server CPU demand remains strong.
“their server CPU demand continues to stay strong”
Open the episode · Intel Shares Plunge After Outlook Hit by PC Slump, SupplyListen at 3:56
Wafer and substrate constraints limit Intel’s shipments.
“the supply constraints on the wafer side, on the substrate strides are really limiting on how much they can ship”
Open the episode · Intel Shares Plunge After Outlook Hit by PC Slump, SupplyListen at 4:00
Memory prices nearly doubled and are expected to rise at least 50%.
“memory prices in general have just skyrocketed, almost double in the 18 months and are expected to grow at least on the low level 50%”
Open the episode · Intel Shares Plunge After Outlook Hit by PC Slump, SupplyListen at 4:35
High memory costs make PC makers avoid building inventory.
“PC makers don't want to build up inventory”
Open the episode · Intel Shares Plunge After Outlook Hit by PC Slump, SupplyListen at 5:05
Intel’s 2027 revenue growth will mainly come from data-center AI.
“we believe that is mostly coming from the goodness in DCAI, which is the data center AI business”
Open the episode · Intel Shares Plunge After Outlook Hit by PC Slump, SupplyListen at 5:41
Intel data-center demand is strong but supply limits additional sales.
“the data center which was a beat is looking strong but they cannot get enough supply there to sell more”
Open the episode · Earnings Special: Intel Plunges on PC Sales Slump & Amazon SlipsListen at 3:00
Intel data-center demand is strong, but supply constraints limit sales.
“the data center, which was a beat. is looking strong but they cannot get enough supply there to sell more into the data center”
Open the episode · Earnings Special: Intel Plunges on PC Sales Slump & Amazon SlipsListen at 3:03
Intel’s data-center business is strong but constrained by insufficient supply.
“the data center, which was a beat. is looking strong but they cannot get enough supply there to sell more into the data center”
Open the episode · Earnings Special: Intel Plunges on PC Sales Slump & Amazon SlipsListen at 3:03
Intel data-center demand is strong, but supply constraints limit sales.
“the data center, which was a beat. is looking strong but they cannot get enough supply there to sell more”
Open the episode · Earnings Special: Intel Plunges on PC Sales Slump & Amazon SlipsListen at 3:09
Intel PC weakness outweighs data-center gains.
“the headwinds from the pc are large enough that whatever they are able to get more supply on the data center side and get a bead it's not large enough to offset”
Open the episode · Earnings Special: Intel Plunges on PC Sales Slump & Amazon SlipsListen at 3:10
Intel’s PC headwinds outweigh gains from additional data-center supply.
“the headwinds from the pc are large enough that whatever they are able to get more supply on the data center side and get a bead it's not large enough to offset”
Open the episode · Earnings Special: Intel Plunges on PC Sales Slump & Amazon SlipsListen at 3:11
Intel data-center gains cannot offset PC-business headwinds.
“the headwinds from the pc are large enough that whatever they are able to get more supply on the data center side and get a bead it's not large enough to offset”
Open the episode · Earnings Special: Intel Plunges on PC Sales Slump & Amazon SlipsListen at 3:11
Intel data-center supply cannot offset weakness in its PC business.
“the headwinds from the pc are large enough that whatever they are able to get more supply on the data center side and get a bead it's not large enough to offset”
Open the episode · Earnings Special: Intel Plunges on PC Sales Slump & Amazon SlipsListen at 3:18
Intel gross margin declined by more than 600 basis points quarter over quarter.
“we are back down again with almost 600 plus basis point of a decline quarter over quarter.”
Open the episode · Earnings Special: Intel Plunges on PC Sales Slump & Amazon SlipsListen at 3:29
Intel’s gross margin declined by more than 600 basis points quarter over quarter.
“we are back down again with almost 600 plus basis point of a decline quarter over quarter”
Open the episode · Earnings Special: Intel Plunges on PC Sales Slump & Amazon SlipsListen at 3:31
Intel gross margin declined by more than 600 basis points quarter over quarter.
“we are back down again with almost 600 plus basis point of a decline quarter over quarter”
Open the episode · Earnings Special: Intel Plunges on PC Sales Slump & Amazon SlipsListen at 3:31
Intel is prioritizing data-center supply because it sees that market as future-oriented.
“Intel trying to get more supply and push more on the data center side, which is where the future is.”
Open the episode · Earnings Special: Intel Plunges on PC Sales Slump & Amazon SlipsListen at 3:38
Intel gross margin declined by more than 600 basis points quarter over quarter.
“we are back down again with almost 600 plus basis point of a decline quarter over quarter.”
Open the episode · Earnings Special: Intel Plunges on PC Sales Slump & Amazon SlipsListen at 3:38
Intel’s PC business has better margins but is performing poorly.
“the pc business which is a better margin business not doing so well”
Open the episode · Earnings Special: Intel Plunges on PC Sales Slump & Amazon SlipsListen at 3:54
Intel’s PC business has higher margins but is performing poorly.
“the PC business, which is a better margin business, not doing so well.”
Open the episode · Earnings Special: Intel Plunges on PC Sales Slump & Amazon SlipsListen at 4:01
More Intel data-center demand would have reduced the revenue shortfall.
“if they were able to get more demand on the data center side on the revenue line item We would not see such a big deviation.”
Open the episode · Earnings Special: Intel Plunges on PC Sales Slump & Amazon SlipsListen at 4:18
More Intel data-center supply would have reduced the revenue shortfall.
“if they were able to get more demand on the data center side on the revenue line item We would not see such a big deviation.”
Open the episode · Earnings Special: Intel Plunges on PC Sales Slump & Amazon SlipsListen at 4:18
Greater Intel data-center shipments would still pressure gross margins.
“we would still have seen some headwinds on gross margin”
Open the episode · Earnings Special: Intel Plunges on PC Sales Slump & Amazon SlipsListen at 4:29
More Intel data-center demand would offset weak PC demand.
“It would still be able to offset the weak demand in PC.”
Open the episode · Earnings Special: Intel Plunges on PC Sales Slump & Amazon SlipsListen at 4:31
More Intel data-center supply would reduce revenue impact but still hurt gross margins.
“we would have seen less on an impact on the top line. still an impact on the gross margins.”
Open the episode · Earnings Special: Intel Plunges on PC Sales Slump & Amazon SlipsListen at 4:44
Additional Intel data-center shipments would reduce revenue impact but still pressure margins.
“we would have seen less on an impact on the top line, but still an impact on the gross margins.”
Open the episode · Earnings Special: Intel Plunges on PC Sales Slump & Amazon SlipsListen at 4:53
Intel’s data-center investment is the right choice because that market should grow faster.
“investing to bring up capacity in the data center and focusing on the data center is the right choice because that is the better, faster growing in-market in the future.”
Open the episode · Earnings Special: Intel Plunges on PC Sales Slump & Amazon SlipsListen at 5:36
Intel should expand data-center capacity because it is the better, faster-growing future market.
“Investing to bring up capacity in the data center and focusing on the data center is the right choice because that is the better, faster growing end market in the future.”
Open the episode · Earnings Special: Intel Plunges on PC Sales Slump & Amazon SlipsListen at 5:38
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.