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 analysts Daniel Newman and Todd R. Weiss review NVIDIA’s Q1 2023 earnings, which posted a new NVIDIA quarterly revenue record at $8.29B for the GPU maker in a turbulent global marketplace, and explore what’s likely ahead.
Futurum analyst Michael Diamond looks at Qualcomm’s updated Snapdragon Mobile Platforms an and how they are making the gaming and photography experience much richer for the premium Android smartphone segment.
Futurum analyst Todd R. Weiss dives into the news that Lego and Fortnite’s Epic Games are collaborating with the aim of creating a safe and fun metaverse experience targeted to children. Weiss explores the possibility that this move is perhaps a tempting carrot to later bring adults into the cloudy metaverse mix, along with a look what other brands are doing as we navigate the nascent stages of the metaverse and what’s ahead.
Futurum Research analyst Michael Diamond discusses Intel’s launch of its Arc A-Series discrete GPUs line-up which includes its Arc 3 Series, Arc 5 Series, and Arc 7 Series.
Futurum analysts Michael Diamond and Shelly Kramer discuss Qualcomm and ESL Gaming’s Snapdragon Pro Series mobile eSports competitions, what’s ahead in the Mobile Gaming market, and why this partnership is both a smart and timely move.
Futurum Senior Analyst Olivier Blanchard explains how Qualcomm’s clever new WiFi Dual Station solution, coupled with Qualcomm FastConnect 4-stream Dual Band Simultaneous, brings ethernet-like reliability and latency to wireless gaming and video of Windows 11 PCs. Also discussed are the importance of Windows 11 native support to the solution’s broad industry adoption, as evidenced by Acer, AMD, Lenovo, Microsoft, Snapdragon Compute Platforms and Valve already moving to integrate it into their product ecosystems.
Microsoft and Discord are rumored be discussing a potential acquisition with a price tag in the $10 billion range. Futurum’s Fred McClimans discusses the dynamics of this potential deal, why it may be a better option than an IPO for Discord, and how the combination could significantly boost Microsoft’s reach into the non-Microsoft gaming community.
Amazon announced the launch of Amazon Luna, the company’s new cloud gaming service. With a play anywhere offering, on devices you already own, there’s every reason to expect Amazon Luna’s invitation for early access will be eagerly snapped up. One of my favorite things about this offering is the Twitch integration that’s purportedly coming to Luna, allowing gamers to broadcast while gaming. This integration will also allow Twitch viewers (who subscribe to Luna) to go from watching a game streaming on Twitch to playing on Luna. Microsoft xCloud, NVIDIA GeForce Now, and Google Stadia are all officially on notice that there’s a new player in the cloud gaming space in town.
The Microsoft Flight Simulator game has a 2020 reboot with photorealistic, real-time satellite imagery and simulations of scenes from movies like “Top Gun” while letting users see the world. Now the most popular game of the year, its capabilities are powered by Microsoft Azure — and that’s pretty cool.
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