Data Center: A $50 Billion Market for NVIDIA
Revenues from NVIDIA’s Data Center segment have grown from just $340.0 million in fiscal 2016 to $1.9 billion in fiscal 2018.
Technology & Communications
The latest news on the biggest technology and communications companies.
NVIDIA, AMD, and Intel Expect Strong Growth
NVIDIA expects its revenues to fall 31% YoY to $2.2 billion in the first quarter of fiscal 2020. The revenues are expected to miss analysts’ estimate.
Here’s How Comcast’s Theme Park Business Performed in 4Q17
Comcast’s (CMCSA) Theme Parks business was a star performer in 4Q17, with revenue growth accelerating over the previous quarter.
How Will Shareholders Gain from the LogMeIn-GoToMeeting Merger?
On completion of the LogMeIn-GoToMeeting merger, Citrix shareholders will get ~27.6 million shares.
Can Operating Leverage Keep AMD Profitable despite Weak Revenue?
In the fourth quarter of 2018, AMD’s operating expense rose 9.5% sequentially.
TSMC’s First-Quarter Profit Margins Fall to Seven-Year Low
TSMC (TSM) is a third-party chip manufacturer and incurs a lot of fixed cost that goes into maintaining its fabrications facilities, or fabs.
AMD’s Growth Strategy for Enterprise Business
Allied Market Research estimates global GPU revenues to grow at a compound annual rate (or CAGR) of 35.6% to $157.1 billion by 2022.
Is eBay’s Active Buyer Base Expanding?
At the end of 2Q17, eBay had 171 million active buyers. The company describes an active buyer as one who successfully closed a transaction on its platforms within the trailing 12 months.
Micron Expects DRAM Supply to Exceed Demand in 2019
The DRAM market’s three major players—Samsung (SSNLF), SK Hynix, and Micron Technology (MU)—together command more than 95% of the market.
What Investors Should Know about NVIDIA’s Cash Flow and Inventory
NVIDIA’s accounts receivable fell by $795 million to $1.4 billion in fiscal 2019’s fourth quarter.
NVIDIA’s Curiously High Inventory Levels
After enjoying windfall gains from the crypto boom, NVIDIA (NVDA) has seen its profits normalize.
How NetSuite Will Improve Oracle’s Position in the Cloud Space
In fiscal 2016, Oracle reported ~$2.9 billion in cloud revenue. Oracle is making progress in the space and expects 65% growth in the space in fiscal 2017.
What Makes the GPU Market So Lucrative?
The GPU market is dominated by Intel, Nvidia, and Advanced Micro Devices, with 66.6%, 18.4%, and 14.9%, respectively, of the market share.
Why Did Tech Stocks Crash in Early October?
October started with a sharp drop in the stock markets as the Federal Reserve increased interest rates by 25 basis points to 2.25%.
Facebook Changed Its Mind on Monetizing WhatsApp
Facebook decided not to proceed with its plan to bring ads to WhatsApp. The company disbanded WhatsApp’s advertising team and discarded its work.
Why Jeff Bezos Loves Startups
According to the data compiled by Thomson Reuters, early-stage companies make up ~53.8% of Bezos Expeditions’ total investments.Technology & Communications Exposure to junk bonds: How much should you hedge?
Junk bonds are high yield bonds issued by below–investment grade corporations. Due to the low ratings and high risk of default attached to these bonds, they’re popularly called “junk bonds.”
PayPal Continues to Invest in India Expansion
PayPal (PYPL) has continued to make more investments in India since it launched domestic operations in the country last year.
Why TTD Stock Is Down 4.0% Post-Earnings
Shares of US-based online advertising company The Trade Desk (TTD) are down 4.0% in after-hours trading today after the company’s earnings results.
Must-Know Potential Synergies from a T-Mobile–Sprint Merger
The combined company expects more than $6.0 billion in annual run-rate synergies.
A Look at NVIDIA’s Strategy to Expand Its Data Center Business
NVIDIA supports open-source AI frameworks like Facebook’s Caffe and Google’s TensorFlow.
Why Facebook Doesn’t Break Out Revenues for Every Country
Facebook and Alphabet (GOOGL), the parent of Google, generate more than 50% of their revenues abroad.
What Brought the Communication Services Sector to Light in 2019?
In September 2018, the new S&P 500 Communication Services Sector index was launched.Healthcare Why enterprise solid-state drives are a growth driver for Micron
Micron’s solid-state storage business ranges from hard disk drive (or HDD) replacements with solid-state drives (or SSDs) for clients to enterprise-class storage solutions.Technology & Communications Why you should know the key differences between job reports
Few economic releases elicit as much reaction from both the stock (IVV) and bond (BND) markets as the employment reports issued by Automatic Data Processing (ADP) and the Bureau of Labor Statistics (the BLS).
The Biggest Detractors for Einhorn’s Greenlight in 2018
Overall, in 2018, the most significant contributors to Greenlight Capital’s gains included Micron Technology (MU) and Twitter (TWTR).
Netflix Stock Has Risen 7% since Disney+ Launched
In the past two weeks since Disney+ launched, Netflix stock has recovered from the early shock. The stock has risen 7.0% from where it closed on November 12.Technology & Communications Must know: Why AT&T’s wireline business continues to decline
In this series, we’ll discuss the main drivers behind AT&T’s wireline business. AT&T’s wireline business is as important for the company as its wireless business.
AMD’s Turnaround Story: From 2012 to 2019 and Beyond
The year 2017 was an important one for Advanced Micro Devices (AMD). Let’s take a look at why—and how far the company has come since then.
How Facebook’s WhatsApp Pay Plans to Make Money
On Monday, Facebook announced that people in Brazil will be able to use WhatsApp to send money to one another or pay for purchases from local businesses.
EU Court Rules in Apple’s Favor, No Fault in Irish Tax Case
The General Court of the European Union handed Apple a win in the long-running Irish tax dispute. The tax dispute started four years ago.
Why middleware is an integral component of software industry
The sequential binding of applications through the use of middleware is known as enterprise application integration (or EAI).
NVIDIA Reaches Low-End PC Users with GeForce NOW Services
NVIDIA (NVDA) has been benefitting from the growing popularity of gaming.
Here Are AMD’s Future Growth Drivers
Advanced Micro Devices (AMD) is a small competitor in the CPU (central processing unit) and GPU (graphics processing units) space but a market leader in the game console market.
Qualcomm Set to Face Competition in the 5G Space
If Qualcomm (QCOM) loses its chance to acquire NXP Semiconductors, its strategy to grow beyond smartphones into embedded and automotive could take the back seat, and it may be pressured to settle its licensing disputes with Apple.
AMAT Feels the Impact of the Shift from Mobile Era to AI Era
The guidance from Apple (AAPL) and its foundry partner TSMC (TSM) show that smartphone demand should pick up in the second half of 2018.
Would Intel Consider Outsourcing Its CPU Manufacturing to TSMC?
In 2018, AMD decided to divide the production of its 7nm products between TSMC and GlobalFoundries.
What’s Unique about Micron’s Stock Buyback Program?
Micron, a pure-play memory chipmaker, has one of the semiconductor industry’s most cyclical stocks.
Highs and Lows in AMD’s and Intel’s Gross Margin
In the manufacturing sector, gross margin is an important fundamental, as it significantly impacts a company’s earnings per share.
What Qualcomm Investors Should Watch For
Among semiconductor stocks, Qualcomm (QCOM) may have been hit the hardest by US-China trade tension.
Investment-Grade Bond Funds Saw Inflows Last Week
Flows into investment-grade bond funds were positive last week. Investment-grade bond funds saw net inflows of $907.1 million during the week ending July 6.
Facebook Paying $35 Million to Settle IPO-Related Lawsuit
Without admitting wrongdoing, Facebook (FB) agreed to pay $35 million to settle claims that it had misled investors in the run-up to its IPO (initial public offering) in 2012.
How Viacom and CBS Could Benefit from Potential Merger
Media players Viacom (VIAB) and CBS (CBS) are again talking about a merger.
NVIDIA Taps New Growth Drivers in the Data Center Market
NVIDIA’s (NVDA) Data Center segment reported its first sequential revenue decline in more than three years in the fourth quarter of fiscal 2019.Technology & Communications Must-know: IBM’s current status in the hardware space
The rising cost of manufacturing chips caused a decline in IBM’s (IBM) volume base. It forced the company to divest the business.
How Jeff Bezos’s Workday and Domo Investments Fared in 2018
Twitter stock surged by about 73% in the first trading day after its IPO to $44.90.
Expedia rolls out ETP program to compete with agency model peers
During 2012, Expedia introduced the Expedia Traveler Preference (ETP) program in the U.S. that offers travelers the choice to either pay Expedia at the time of booking or pay the hotel at the time of stay.
Apple’s Premium Pricing Strategy, Product Differentiation
Here is how Steve Jobs strategy to price and differentiate the products that Apple offers has taken shape over time
TSMC’s Process Node Strength Reflects in Its Q4 Revenue
A smaller node improves transistor density, thereby improving performance and power efficiency.Technology & Communications Overview: The software industry landscape
Once customers adopt specific operating systems, it would be very difficult for them to even consider changing it.