Futurum analysts Daniel Newman and Todd R. Weiss report that NVIDIA Q2 revenue is up 3% YoY as gaming slows post-pandemic, while the company sees new revenue growth opportunities in its data center, automotive, and AI markets.
Futurum’s Ron Westfall and Daniel Newman examine Marvell Technologies financial results for the second quarter of fiscal year 2023 and why they confirm Marvell as a major player across the semiconductor space that exercises considerable ecosystem influence and is impressively adept at capitalizing on secular growth drivers across the data infrastructure, cloud, 5G/operator, enterprise, and auto market segments which help power the company’s long-term investment and growth prospects.
Futurum’s Ron Westfall assesses ZohoDay 2022 and covers the analyst summit’s SMB panel consisting of Zoho customers Counter Culture, Hera Hub, and Zoomcar. The panel discussion shows how some SMB customers use Zoho solutions to meet their distinct challenges and attain better business outcomes, evidencing yet another reason for Zoho’s compelling value prop across the customer spectrum — regardless of company size.
Futurum analysts Daniel Newman and Todd R. Weiss report as Lattice Semiconductor Q2 2022 revenue hits record $161M, giving the low power programmable FPGA maker another successful quarter in a turbulent market.
Futurum analysts Daniel Newman and Todd R. Weiss cover Qualcomm Q3 2022 earnings, where revenue hit $10.9B, beating estimates and leading the 5G and mobile chipmaker in a strong performance against growing market headwinds.
Futurum’s Ron Westfall examines why Qualcomm’s new RFFE portfolio additions including new Wi-Fi 7 FEMs build on its robust presence throughout the handsets segment into new device categories such as automotive and IoT and provides the competitive foundation to attain new revenue growth thresholds as well as bolster overall RFFE portfolio differentiation.
Futurum’s Ron Westfall assesses Micron’s three-prong Embedded World 2022 announcement, consisting of new memory and storage portfolio innovation across its industrial and automotive offerings, such as the i400 microSD card, ASIL D certification for its LPDDR5 DRAM, and the expansion of its IQ Partner Program, and why it can bolster Micron’s competitive position in driving breakthroughs in key vertical areas such as video surveillance and automotive safety.
In Part Three of his series on RFFE (RF Front End), Senior Analyst Olivier Blanchard dives into how chipmaker giant Qualcomm is leveraging its global leadership in wireless innovation and recent investments in RF to significantly grow its modem-to-antenna solutions footprint not only in mobile handsets, but also expand that slice of its business into high growth adjacent segments like Automotive, the IoT, and the IIoT. Tying the series to Qualcomm’s 2021 Investor Day provides critical insights into RFFE’s growing importance to Qualcomm’s technology portfolio and business momentum.
Qualcomm has partnered with SSW to complete a strategic deal to acquire Arriver from within the Veoneer portfolio while selling other assets.
Futurum’s Olivier Blanchard on Apple’s search for automotive LiDAR supplier fueling new rumors about Project Titan. While it may make more sense for Apple to stay in its consumer electronics lane, where it could focus on building a first rate Smart Home ecosystem to displace Alphabet and Amazon, and make XR cool enough to displace Microsoft, Oculus (Facebook), and potentially other consumer electronic giants like Samsung, Sony, HTC, and more, the real flex play for Apple this decade, its boldest hard swing for the fences, lies in entering the automotive market to take on Tesla.
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