Research Archive
Arm Q4 2024 Earnings: Positives, Negatives, and Investors Questions
Key Takeaways Strong Revenue Growth and Future Confidence Continued Strategic Expansion into Multiple Markets Investment in Advanced Technologies and Ecosystem What’s Significant Arm Holdings plc reported a significant year-over-year revenue growth of 47%, reaching $928 million in Q4 FYE24, driven by record royalty revenue and strong growth in license revenue. The CEO Rene Haas…
Apple’s M4 Chip: Revolutionizing the iPad Pro’s Design and Performance
Key Takeaways The 13-inch is a great addition to this popular model as it allows buyers to get more screen real estate and with that a more computer-like productivity device, without having to buy up to the Pro model. Apple is strategically positioning its silicon and hardware as the optimal platform for developing and showcasing…
Qualcomm F2Q24: Lots of Positives with Auto and AI Tailwinds
Overall take aways, positives and negatives, along with major questions we still hear from investors in our note below. Key Takeaways Strong performance in a challenging market Extremely positive growth signs in auto and IOT Increasing strength of the sum of the parts/diversification story with AI on the horizon Qualcomm had a strong quarter,…
Apple’s March 2024 Quarter Results: Positives, Negatives, and Major Questions on the Outlook
In this research note, we look at the positives and negatives from Apple’s March 2024 Q earnings. We also share what we gather are some of the main questions on investors minds from our recent conversations with the street. Key Takeaways Services remains a standout revenue point and is a significant contribution to outstanding…
Microsoft Earnings: Cloud Strength Propels Q3 FY2024 Results
Microsoft’s impressive performance in 3Q24 was fueled by the strength of its cloud offerings and the transformative power of Microsoft Copilot and Copilot stack, which are driving a new era of AI transformation across industries. The company’s ability to drive innovation and deliver quantifiable value to its customers promises continued success in the rapidly evolving…
The Power of Efficiency: Edge Al’s Role in Sustainable Generative Al Adoption
When it comes to Generative AI, power efficiency matters. Whether it’s carbon emissions from data center compute, often referred to as the cloud, inference or client battery for mobile, efficiency can not be ignored. According to Scientific American, “NVIDIA is forecasted to ship 1.5 million AI server units per year by 2027. These 1.5 million…