Intel spent ~$11.5 billion on R&D, or research and development, in 2014. This represents ~21% of its total revenue—compared to 19% in 2013.
In 2014, Intel’s free cash flow was $10.2 billion. The company’s strong cash flow generation allows it to hold significant cash. It can invest in new product areas.
Intel stated that by 3Q15, it expects the 14nm Broadwell to be its lowest cost PC platform. However, this depends on 14nm yields improving as expected.
So, what exactly is contra revenue? Contra revenue is Intel giving away its Bay Trail chips to OEMs. It intends to push its chips in the market.
Intel claims that Skylake chips are expected to have the biggest PC innovations in the last decade. Skylake is expected to have a better design and battery than Broadwell.
Since Broadwell’s launch has been delayed to 2015, it appears that two different architectures—Broadwell and Skylake—will be released in the same year.
In its 2014 investor meeting, Intel stated that its plans to release Skylake in mid-2015. Skylake is a large core CPU family platform.
The acquisition of Axxia’s network is expected to broaden Intel’s product line in the network processor market. The acquisition will enhance its product portfolio.
Intel’s Data Center Group experienced positive growth over the last couple of quarters—due to its investments in cloud and data analytics.
In 4Q14, Intel (INTC) reported revenue from its PC Client Group of $8.9 billion. This was a decline of 3% on quarter-over-quarter basis.
On January 15, 2015, Intel reported the results for its fiscal 4Q14 earnings. It posted revenue and non-GAAP EPS of $14.7 billion and $0.74 per share, respectively.
The best thing about Apple is that it’s not sitting on the laurels of its established businesses such as Mac and iPhone.
The most audacious “buy” call for Apple stock comes from activist investor Carl Icahn, who recently announced that Apple should trade at $216.
UK-based music discovery company Shazam Entertainment was valued at $1 billion. Investors have poured in $30 million for a 3% stake in the company.
In September last year, Apple introduced a new programming language called Swift to facilitate the app development process for developers.
The combination of Apple and Samsung made up about 43% of the overall tablet market in the last quarter, so they had a major role to play in its decline.
CEO Tim Cook is optimistic about iPad’s prospects from a long-term point of view. But currently, companies aren’t deploying iPads to that many employees.
According to a note provided by JP Morgan to AppleInsider, Apple could sell about 26 million units of Apple Watch by the end of calendar 2015.
There are more than 200,000 locations that accept Apple Pay including major retailers such as McDonald’s (MCD) and Walgreens (WAG).
Apple Pay only has the support of 200,000 US merchants so far. That’s just a fraction of the 9 million US merchants that accept credit and debit cards.