NVIDIA’s (NVDA) GeForce GTX graphics processing units (or GPUs) are developed for the PC gaming space. PC is the only open platform for gaming.
Since GPUs are installed into every system or PC before they’re shipped, they indicate the PC market’s health. The Gaming PC segment requires higher-end GPUs.
NVIDIA has a broad portfolio of GPU products. Its GPU products cater to specific markets and applications. GPUs are used across multiple end markets.
NVIDIA’s business focuses on visual computing. It ensures and enforces connectivity through computer graphics. Its graphics chips cater to all of the major computing platforms.
Google Express helps retailers grow business. But it also enables customers to avoid the need to visit stores, which reduces impulse purchases.
Google has started to take the mobile search business seriously. Google’s growth is also coming from smaller but fast-growing businesses like YouTube and Google Play.
Google wants to get back into China, where it ceased its operations since 2010 due to a disagreement with the Chinese government on censorship issues.
During the 3Q14 earnings conference call, Google’s management mentioned that mobile search has started to become a more valuable business for Google and is now actually driving the growth of its online advertising business.
Contrary to the popular belief that Google’s (GOOG)(GOOGL) growth has been slowing down, the company has been able to maintain its revenue growth at around 20%.
TXN’s Other segment includes smaller semiconductor operating segments. It also includes custom semiconductors known as application-specific integrated circuits (or ASICs).
Microcontrollers contributed ~45% to TXN’s embedded processing revenues. In 3Q14, TXN marked its eighth consecutive quarter with YoY growth in embedded processing revenues.
In 3Q14, the embedded processing division reported its eighth quarter of consecutive year-over-year (or YoY) growth. The embedded revenue was $711 million.
Texas Instrument’s Embedded Processing segment’s products can be referred to as the “brains” of many electronic devices. They’re designed to handle specific tasks.
HVAL includes high-volume analog products for specific applications. It also includes high-volume catalog products. The products span from automobiles to consumer electronics.
In 2013, the Analog segment contributed ~60% towards Texas Instruments’ (TXN) overall revenues. TXN’s Analog segment earned revenue of $7.2 billion in 2013.
The analog products usually have a long life cycle of more than ten years. The segment serves more than 100,000 customers in diverse industries and markets.
Texas Instruments (TXN) was founded in 1941. It’s headquartered in Dallas. TXN is known for designing and manufacturing semiconductors. It has operations in ~35 countries.
Earlier this year, Qualcomm (QCOM) had committed to returning 75% of its free cash flow to investors in the form of stock repurchases and dividends.
The majority of the conference call to announce Qualcomm’s (QCOM) 4Q14 earnings focused on the issues that the company’s facing in China.
Analyzing Community Health Systems (CYH), which is a for-profit hospital, in relation to other for-profit hospitals can help you identify lucrative investment opportunities.