In Q1 FY2025, Microsoft emphasized its commitment to artificial intelligence (AI) and cloud services, aligning with its long-term vision of integrating AI across its product suite. The company reported a 16% increase in revenue to $65.6 billion, with net income rising 11% to $24.7 billion. This growth underscores Microsoft’s strategic focus on AI and cloud…

Key Takeaways Massive Financial Reset: Over $20B in one-time charges and $10B+ cost reduction by 2025, marking fundamental pivot from technical catch-up to profitability focus AWS Deal: Multi-billion dollar commitment for custom Xeon and AI fabric chip validates Intel’s foundry strategy with premier cloud customer AI PC Strategy Impact: Lunar Lake’s high-volume success comes with…

The standout for Qualcomm was the auto growth as the strength of the ADAS solutions from Qualcomm continue to drive this business. Because it is ADAS/digital, Qualcomm is providing solutions to not just EVs but traditional power train and that is a key area of current differentiation among the other semiconductor companies providing solutions to…

Talking about Intel after this quarters news feels like it needs to be more a deep conversation than a post, but given this is probably the hottest topc in semis right now, there are a few points to get across. First, the cost reduction plan is clearly necessary. There has been mounting evidence that Intel…

Apple’s Q3 FY2024 earnings call revealed a new June quarter revenue record of $85.8 billion, up 5% year-over-year, surpassing expectations with a double-digit EPS growth to $1.40. This performance was driven by strong demand across Apple’s product lines, including a slight decline in iPhone revenue to $39.3 billion, a 2% increase in Mac revenue to…

Microsoft has demonstrated robust financial health in its Q4 2024 earnings, showcasing significant year-over-year growth. The company’s determined push into cloud computing and artificial intelligence (AI) continues to pay off, with substantial revenue increases across its main segments. The integration of Activision has notably boosted its gaming division, exemplifying Microsoft’s strategic acquisition prowess. While the…