Apple reports record quarter despite iPhone sales dip
Apple Intelligence is not driving upgrades
Financials articles
EA shares take a 20% hit after Dragon Age and FC 25 figures disappoint
EA is struggling to replace FIFA
EA says Dragon Age: The Veilguard performed half as well as they expected
Not a massive surprise
2024's 10 top-grossing US films were all sequels and prequels
Inside Out 2 and Deadpool & Wolverine dominate a slightly down year
Valve makes more money per employee than Amazon, Microsoft, and Netflix combined
A small but mighty team of 400
The big picture: Valve is one of the most important and influential companies in the PC gaming market. It's also one of the most unique due to its private nature and unusually small workforce relative to its impact and competitors. A recent analysis of data uncovered through an ongoing lawsuit against the company highlights how Valve starkly contrasts with the world's biggest tech giants.
AirPods sales totaled over $18 billion last year, more than all of Nintendo
Earbuds likely to become Apple's 3rd biggest product behind iPhone and Mac
TSMC posts 34% revenue jump in November, riding high on AI demand
Another blistering growth year for TSMC's revenue
Nvidia nearly doubles AMD's R&D budget – Intel's spending dwarfs both, but struggles to compete
As the world's largest company, Apple also leads in R&D spending
The big picture: The competitive strength of hardware makers is often gauged by their research and development expenditure. However, an analysis of recent financial reports from various tech giants reveals that higher R&D spending does not always guarantee success. Intel's recent struggles and Nvidia's astronomical growth driven by the AI boom have broken conventional assumptions.
Nvidia's stellar Q3 proves that the age of AI is in full steam
Nvidia continues to ride the AI wave
Spotify rockets past 640 million users, on track to achieve first full year of profitability
Spotify continues to lead the streaming music industry
Nvidia becomes the world's most valuable company, surpassing Apple and Microsoft
If an AI bubble burst is coming, it isn't here yet
The big picture: Nvidia briefly overtook Apple as the world's most valuable company late last month, but this week it solidified that position for the second time in a more definitive way. The GPU maker's meteoric rise and the dethronement of Intel on the Dow Jones index signifies a major shift toward AI in the tech sector. However, uncertainty still surrounds the new technology.
AMD data center revenue surpasses Intel's for the first time, driven by strong Epyc CPU sales
Intel's $3.35 billion in data center revenue is down from $6 billion in Q1 2022
Capcom earnings show a gradual narrowing of the console/PC divide
In context: Capcom's latest earnings show that the software markets for PCs and consoles are a close race, with PCs edging out consoles by 14 points. During its 2023 fiscal year, 54 percent of Capcom's game sales went to PCs, while consoles accounted for 40 percent. The remainder is in mobile gaming, which ironically has doubled the gaming population of the other two markets combined.
Microsoft gaming revenue increases 61% as cloud and AI take center stage
Revenue of $65.6 billion beats forecasts
Germany's largest hardware retailer has yet to sell a single Intel Core Ultra 200S CPU
AMD CPU sales share grows to almost 95 percent at Mindfactory
Microsoft faces scrutiny over AI spending as Copilot adoption lags
There's a "wall of worry" around Microsoft's earnings
Roblox accused of inflating user numbers and being a pedophile paradise
Report claims Roblox is lying to investors about key metrics
Samsung confirms there are no plans to sell foundry business, issues apology over missed profits
Sorry for the $6.78 billion in operating profits
Intel splits its struggling foundry division into an independent subsidiary
Chip fabrication will conduct its business separately but still answers to Intel's CEO
OnlyFans creators earned record $5.3 billion in 2023, platform sees massive growth
Billionaire owner pockets $472 million as OnlyFans profits soar
Intel's gathering storm and why it needs to stay the course
The risks of splitting Intel: Why it's a bad idea
Dell's AI-focused strategy pays off with 38 percent growth in hardware infrastructure revenue
Running generative AI requires of more servers and infrastructure, and Dell is selling a lot of that
Intel mulls splitting divisions as financial woes continue
Pat Gelsinger's plans for a comeback aren't working out (yet?)
AMD's $5 billion ZT acquisition: Strategic play or overpriced gamble?
Bottom line: The strategic rationale behind AMD acquiring ZT makes sense, to a point, but $5 billion is a lot to pay, especially when the true value of the transaction relies heavily on the price AMD will get when they spin off ZT's manufacturing unit.
Under-siege Intel quietly sells Arm stake as restructuring program continues
Intel still holds shares in other companies