ONE-WAYOngoing theme · still written in the latest filings

Delivery delays and stagnant performance caused by customers’ sales adjustments

A theme in which sales adjustments by customers and shipment delays push delivery dates into the following quarter or later, temporarily slowing the recognition and growth of revenue and profit.

Companies1How many companies write about this.

Threads1One company can carry more than one thread here.

PeriodFY2018-Q2 →Still being written about.

Directionhurts0 helps · 1 hurts · 0 flat