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Category Archives: Analyst Decoder Ring

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Investor Relations in a Downturn

November 16, 2023by D/D Advisors Leave a comment

During a cyclical downturn, the worst thing CEOs can do is talk their stock up. When times are tough the currency that matters most to the Street will be credibility – not earnings, not growth, not miracle products.

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Analyst Decoder Ring, Investor Relations

Things Learned About Investors from the Arm Earnings Call

November 9, 2023by D/D Advisors Leave a comment

Arm actually turned in a fairly strong set of results. Good growth. Backlog grew by $1 billion. But it is early days for this recent IPO and the company is still learning the Language of the Street.

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Analyst Decoder Ring
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How Productive Are We?

November 7, 2023by D/D Advisors Leave a comment

We looked at revenue and operating income per employee for the big semis companies, and since that was so much fun, we looked at another dozen companies. Broadcom and Apple are in a league of their own. It is good to have a software or licensing business.

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Analyst Decoder Ring, Apple, Google, Qualcomm

Intel Sales – Choose Your Adventure

November 3, 2023by D/D Advisors Leave a comment

How will Intel’s sales team adjust to the company’s new accounting scheme? A lot rides on this seemingly small change in accounting.

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Analyst Decoder Ring, Management, Strategy

Apple M3 and the State of CPUs

November 2, 2023by D/D Advisors 3 Comments

Apple’s M3 launch stood out for its focus on how people actually use computers, the lack of AI acronyms and the fact that they launched 3 chips all at once. It is only getting harder to compete with them.

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AI, Analyst Decoder Ring, Apple, Google, Qualcomm, Silicon

Global Comms Revenue Comparisons

October 31, 2023by D/D Advisors Leave a comment

A comparison in revenue growth for the global telecom equipment makers and the cloud service providers. Sometimes unfair apples-to-oranges comparisons are the most telling.

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Analyst Decoder Ring, Google, Networking, The Cloud, The Edge
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Does Qualcomm’s new RISC V chip matter?

October 19, 2023by D/D Advisors Leave a comment

Qualcomm just launched a RISC V chip running a version of Android (Wear OS). Is this just a small project in an out-of-the-way market? Or is the sign of some bigger ambition?

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Analyst Decoder Ring, Android, App Economy, Google, IoT, Qualcomm, RISC V, Silicon

Innovation Day: Intel Update

September 20, 2023by D/D Advisors Leave a comment

Intel’s Analyst Day was a good chance to preview their messaging for their next generation of products. Expect to hear a lot about AI PCs, software freedom and TCO. Some of this rings true.

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Analyst Decoder Ring, Silicon

Our View on Nvidia

September 14, 2023by D/D Advisors Leave a comment

Nvidia’s massive earnings surprises have attracted a lot of attention online, not all of it positive. Sifting through the noise, the company is backed by real demand. And while its earnings will eventually hit an air pocket, it looks very strong long term

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AI, Analyst Decoder Ring, Silicon

Arm IPO – the $52 Billion Question

September 7, 2023by D/D Advisors 1 Comment

Arm now has a roadshow video which provides insight into the company’s growth plan. It also has a new target valuation. At $52 billion that remains challenging, but at least we now have an outline of how the company plans to grow.

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Analyst Decoder Ring, IPO, Qualcomm

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  • No Going Back: The New Data Center
  • Arm and RISC V: Can There Only Be One?
  • Can Qualcomm compete in Custom Silicon?
  • Dubious Historical Parallels – The 5:5:3 Treaty
  • Investor Relations in a Downturn

Category Cloud

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