Niin, aikaisempi ohjeistus kai oli jotain “ei kasvua” tai sellaista. Ja no, omakin äärimmäisin karhu olisi ollut paluu vuoteen 2019 mutta olisin odottanut että kannattavuuskin olisi säilynyt sentään sen mukaisella tasolla oikaistuna listautumiskuluista.
Hannes Wallin, CEO and Founder of Fractal comments:
”The lower net sales in the quarter is primarily due to the tougher comparative figures, with growth
in the second quarter of 2020 exceeding 100%, but also impacted by factors related to the shortage
of graphic cards and delayed shipments due to outbreak of COVID-19 in southern China.In July and August, market demand was much weaker than anticipated, affected by the continued shortage of graphic cards that is impacting the whole market for enthusiast computers. The shortage is expected to continue to impact Fractal’s sales and earnings during the second half of 2021 while product margins are affected in the short-term by exceptionally high freight prices.
Our previous view of the full-year 2021 was for lower or zero growth compared with 2020 given that
the base from 2020 was so high, with growth of 58%. In view of the weaker start to the third quarter,
we estimate that net sales for the full-year 2021 will decrease by 15–20% organically.Profitability during the second half of 2021 is expected to be weak since most of our operational costs are fixed costs in the short term in combination with a temporarily weakened product margin”.
Our development is currently impeded by a number of external factors in the wake of the pandemic,
which is also the case for the industry as a whole.
Sikäli tämä meni suoraan lattiasta lävitse odotusten suhteen ja samalla tuli negatiivinen tulosvaroitus koskien H2:sta kokonaisuudessaan. Vaikea keksiä tarpeeksia rumia sanoja kuvaamaan, miten huono tulos tuo on. En hetkeen muista nähneeni näin pahaa negatiivista yllätystä ja tuli vielä suhteellisen puskista. Vaikka sanotaan, että tämä on toimialakohtaista, minun on vaikea uskoa sitä tällä haavaa.
Tietokoneet EMEA-alueella noin muuten vaikuttavat pärjänneen plusmerkkisesti.
