Message Font: Serif | Sans-Serif
No. of Recommendations: 2
Very interesting. Also for the first time I am seeing a divisional break out of profit contribution and gross margin. Looks like the power RF area has super high marging at 50%+ GM. Lighting is 32% GM which is higher than I expected for a manufacturing/assembling operation. LED margins actually improved to 40%+, seems as though CREE is surviving the pricing pressure well. Would hope to see net margins for this breakdown but interesting nonetheless.

Big growth in lighting and power, single digit growth in LEDs delivered the results and guidance is up. Looking forward to reading the transcript to hear about the geo breakdown and the China situation.

Print the post  


When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.