3 ms·

I find the profit metric more useful.

• Spartan-S63 3y ago
  Why? Profit is the difference between revenue and expenses. Samsung could simultaneously see an increase in expenses and a reduction in revenue. Only the latter shows a true market slowdown. The former shows Samsung either investing in future R&D or experiencing larger inefficiencies. If the story is that the market is slowing, a revenue forecast is more helpful. If the story is that Samsung is investing in R&D, sure, profit works, but it requires an explanation of where the operating income is being spent. If the story is Samsung is poorly run, then profit works, but an additional explanation of where the inefficiencies are is required.
• _ea1k 3y ago
  It is definitely useful, but not as a direct proxy for demand.