Zitate aus dem 2Q Call:
- "we see the strengthening US dollar, US China trade tensions with related costs and our product customer mix putting pressure on our margins. The strong dollar adds to this pressure"
- "our margins in Q2 2019 were behind our expectations. This was mainly due to the strong US dollar" (und Handelskrieg)
- "What is hard to quantify for you is, what if the dollar goes to 1,08? I sit here and quantify, we think we can increase it by, you know, 0.5% per quarter over the next six quarters and the dollar course, because the dollar has really hurt us, probably close to 2%. Probably. It is a hard model to look at. We buy a lot in dollars, we sell in pounds, we sell in euros in a big way and so it does hurt us."
- "Let’s start with the US dollar revenue mix impact, and so on. So Brian already said that the US dollar costs us growth margin and increases our OPEX base. So if you, just as a rough idea, if you compared our Q2 2019 with Q2 2018, if we had the same US dollar, we would probably have half a million more gross margin."
- "the challenges around a strengthening US dollar"
- "the strong US dollar negatively impacted our business, resulting in a gross margin of only 34% in Q3 2019, versus 37.5% in the year ago quarter"
Vllt sind meine Sorgen übertrieben und wir reden hier "nur" von zwei, drei big figures in der Währung. Aber dass das Spuren in der Marge hinterlässt steht für mich außer Frage