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…

AMD’s performance reflects its strategic emphasis on high-performance computing, particularly in AI and data center markets. The company has raised its forecast for data center GPU revenue, projecting over $4.5 billion for the year. This upward revision suggests AMD’s increasing confidence in its AI acceleration capabilities and market position. Key Takeaways Strong Q2 performance: Revenue…

IBM’s Q2 2024 earnings present a mixed picture, with some areas of strength, notably in the Software segment and areas of concern, particularly in Consulting. The company’s financial performance exceeded expectations in some key metrics, leading Morgan Stanley to adjust its CY24 estimates slightly upwards. However, the broader sentiment remains cautious, with the price target…