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.
We sat through 3 presentations listing a litany of woes that come with porting Android to RISC V. We came out more convinced than before that this will be a reality, and probably much sooner than we would have guessed.
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.
Qualcomm is finally seeing a recovery in its handset business, as OEMs restock inventory after a very learn year. Beyond that the story remains unchanged, with a great position in mobile, a good long-term story in automotive, and not much beyond that.
How will Intel’s sales team adjust to the company’s new accounting scheme? A lot rides on this seemingly small change in accounting.
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.
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.
The telecom equipment makers are having a bad month, and a bad decade.
Microsoft is opening up the market for Arm-based laptop CPUs. This is bad news today for Qualcomm, and potentially bad for Intel over the very long term
Qualcomm seems to be fighting everyone, all the time. They even seem to have beef with Google, on whose Android Qualcomm’s future depends. They need to rethink their entire approach to sales and customer relationships.