Apple Misses on Guidance; Understood Now Why Apple Is Suing Qualcomm and Expanding In-House Design
Summary Miss on 2Q17 guidance: Apple guides 2Q17 midpoint sales of US$44.5bn sales (-16% q/q and +5% y/y) which is 3% worse than Bloomberg...
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AMD Gains Shares from Intel but Cost Down Not Enough to Turn into Profits
AMD's result and guidance vs. Bloomberg consensusAdvanced Micro Devices (AMD US) reports in line 1Q17 sales of US$984mn but misses on net losses of...
176 Views
Intel Needs Better Drivers to Defend Its Margin
Summary Intel needs better drivers to defend its margin: We attribute the op margin miss to a below corp. avg sales growth from client computing...
219 Views
Qualcomm Has More Enemies than Friends; Tech Groups Urge Trump to Continue FTC Antitrust Suit
What's new?A group of technology companies (PC, TV, telecom product, and semiconductor fabless/IDM vendors) and automobile manufacturers sent a...
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Qualcomm - Will Non-Recurring Becoming Recurring Losses? Missed Due to Blackberry Arbitration Case
Summary1Q17 misses on BlackBerry arbitration decision and slightly weaker 2Q17 sales despite 10nm Snapdragon 835 for flagship customers. Pending...
203 Views