Colette hints that they will see some H20 China revenue in October.
They don't want to be on the hook for it in the guide given they don't have control of when the licenses will be issued. My take: It doesn't matter if they actually recognize China H20 in the quarter. What matters is they could do $2-$5B in October that is not in the $54B guide.Source: Gene Munster
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments