Futurum analysts Daniel Newman and Todd R. Weiss share their insights as HPE revenue hits $6.95B for Q3, up 1% YoY, beating estimates, as the edge-to-cloud, compute, HPC, AI and storage vendor details its Q3 FY2022 financial performance.
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.
Intel Q2 2022: The Good, The Bad, and the CHIPS Act
Futurum’s Daniel Newman and Ron Westfall examine Intel’s Q2 2022 financial results including the bad, the good, and the implications of the CHIPs Act passage. Intel’s CCG and DCAI units reported substantial declines that contributed directly to missing consensus outlooks related to its Q2 top-line and bottom-line expectations and revising full-year guidance, however progress in the NEX, AXG, and Mobileye units along with advancement of the CHIPs Act in the U.S. Congress indicate how Intel can mount a much-needed comeback before near-term and long-term.
Marvell Kicks Off Fiscal 2023 on a High Note with Robust Q1 Financial Results
Futurum’s Daniel Newman and Ron Westfall examine Marvell Technologies financial results for the first quarter of fiscal year 2023 and why they validate Marvell as a major player across the semiconductor space who exercises considerable ecosystem influence and is exceptionally adept at capitalizing on secular growth drivers across the data infrastructure, cloud, 5G, and auto market segments which help power the company’s long-term growth prospects.