HP Inc.(NYSE: HPQ) has announced its financial results for Q2 2020.
在截至2020年4月30日的三个月中，HP的总净收入为125亿美元。与去年同期相比，该数字下降了11.2％，据报道，该公司的收入为140亿美元。
大调的ing an earnings call with analysts and investors, Enrique Lores, President & CEO of HP, attributes the decline in revenue to the effects of the COVID-19 pandemic: “Turning to our results, there is no doubt that COVID-19 is impacting our business. While some areas performed very well as people shifted to work from home, others suffered and we faced supply chain disruptions.”
“收入为125亿美元下跌了11％，这是由宏观经济和供应链挑战驱动的，与大流行有关。”
HP收入2020年收入
据报道，惠普的收入在两个主要部门：个人系统和印刷。个人系统包括笔记本，桌面和工作站细分市场的收入。印刷的销售来自耗材，消费者硬件和商业硬件细分市场，其中包括办公室打印解决方案，图形解决方案和3D打印。
Personal Systems Notebooks represents the largest segment by net revenue, accounting for $5.1 billion in Q2 2020, remaining flat compared to Q2 2019. Overall, net revenue for Personal Systems was reported at $8.3 billion, a 7 percent decline compared to $8.9 billion in Q2 2019.
| 数百万美元 | Q2 2020 | Q2 2019 | Variance $ | ％ |
| 笔记本 | 5,083 | 5,099 | -16 | -0.31% |
| Desktops | 2,409 | 2,940 | -531 | -18.06％ |
| Workstations | 439 | 569 | -130 | -22.85％ |
| 其他 | 382 | 313 | 69 | 22.04% |
| Personal Systems (Total) | 8,313 | 8,921 | -608 | -6.82% |
印刷部门的总收入为2亿美元，为42亿美元，而2019年第二季度为51亿美元，降低了19％。包括3D打印机销售在内的商业硬件的下降最大31.5％，从2019年第二季度的12亿美元下降到2020年第二季度的8.08亿美元。
| 数百万美元 | Q2 2020 | Q2 2019 | Variance $ | ％ |
| Supplies | 2,841 | 3,331 | -490 | -14.71% |
| Commercial Hardware | 808 | 1,179 | -371 | -31.47％ |
| 消费者硬件 | 509 | 606 | -97 | -16.01％ |
| 打印（总计） | 4,158 | 5,116 | -958 | -18.73% |
大调的ing the call, Lores explains that the Printing segment was hit particularly badly with supply and demand issues, as well as slowdown due to cancelled trade shows, however did not elaborate on the impact to the 3D printing business specifically. In 2019, the company released the5200 series, the latest line of its Multi Jet Fusion 3D printers.
“在印刷中，我们面临近期挑战，这是供求问题的驱动。在包括办公室和图形在内的商业印刷品中，我们在3月下旬关闭，大型活动和贸易展览被取消，我们看到了大幅放缓。尽管我们认为一旦企业重新开放，办公室和图形使用情况将反弹，但我们希望第三季度将与4月相似。因此，我们希望与第二季度相比，在第三季度，我们的财务业绩将受到负面影响。”
3D printing and the COVID-19 pandemic
Although HP did not provide further granularity on the 3D printing sales for Q2 2020, the company expressed asignificant focus on the technologymoving forward in the wake of the pandemic, as businesses move to implement digital supply chains: “Supply chain flexibility and resilience will be a priority topic for all companies going forward and we expect digital manufacturing will be an important part of these discussions,” explains Lores.
“This pandemic has shown the benefits of 3D printing, specifically speed, agility, and localized production. This has led to deeper more strategic engagement with customers as they evaluate their supply chain and consider more distributed manufacturing models.”
惠普与客户提供了一个例子SmileDirectClub，使用公司的MJF 3D打印机生产50,000 unique mouth molds per day. In April, SmileDirectClub pivoted during the pandemic from making dental aligners to producing Personal Protective Equipment.
Lores还详细阐述了HP的使用3D打印以帮助提供PPE设备for those on the front line of the COVID-19 battle: “HP and our partners have now produced roughly 2.3 million 3D printed parts for face shields, respirators, and other items for distribution to hospitals and we are now ramping up production of 3D printed nasal swabs with partners to help in the effort for mass testing.”
大调的ing the Q&A session, Lores was also asked about consolidation, particularly in relation to 3D printing, in the wake ofXerox’s failed bid to takeover the firm: “We had declared and we continue to believe that in the office space, consolidation is a value creation activity, but really we think that now what we need to do is stay focused on our business and continue to drive it forward. We are also monitoring other M&A opportunities not only on the core businesses, but also on the growth side that we think because of the crisis might be available to us, but again, our focus is on execution of our plans.”
结束会议后，劳雷斯（Lores）得出了以下结论：“我想结束时说，我们坚信惠普（HP）对未来的位置非常好。大多数公司现在都面临着挑战。但是最好的公司是那些不仅仅是风暴，他们还利用我们看到的机会并改变了他们的公司。这正是惠普将要做的。”
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