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.
Marvell Sustains Impressive Market Momentum with Robust Q2 Fiscal 2023 Financial Results
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.
ZohoDay 2022: The Key Day Two SMB Panel Takeaways That Are a Key Part of Zoho’s Value Prop
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.
Lattice Semiconductor Q2 2022 Revenue Hits Record $161M
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.
Qualcomm Q3 2022 Revenue Hits $10.9B, Beating Estimates
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.
Qualcomm Elevates RFFE Game Beyond Smartphones with New Wi-Fi 7 Front End Modules Aimed at SDVs and IoT
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.
Embedded World 2022: Micron Unfolds Compute Foundation Innovations for Accelerating Intelligent Industrial and Automotive Edge
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.
Part Three of Series: More on RFFE and the Role it Plays in Qualcomm’s 5G Roadmap
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 Deal to Acquire Veoneer Will Prove Strategic For Its Automotive Ambitions
Qualcomm has partnered with SSW to complete a strategic deal to acquire Arriver from within the Veoneer portfolio while selling other assets.
Apple Search for Automotive LiDAR Supplier Fuels New Rumors About Project Titan
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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