Daily Brief TMT/Internet: UiPath Inc, Samsara, Apple , Taiwan Semiconductor (TSMC), Advanced Micro Devices, Guidewire Software, DocuSign , Japan System Techniques Co, Broadcom , Huawei Technology and more

• UiPath, a leader in AI-powered automation platforms, has exhibited a positive performance in its fiscal second quarter of 2025, as discussed in their recent earnings call.
• The company surpassed the upper end of its financial guidance across key metrics, an indication of effective execution and robust value delivery to customers.
• The report showed significant advancements, with UiPath achieving a 19% increase in Annual Recurring Revenue (ARR), reaching $1.551 billion.

• Samsara’s second quarter fiscal 2025 earnings report reflects a period of substantial growth and profitability, underscoring the company’s strategic positioning and operational efficiency in the Internet of Things (IoT) and connected operations market.
• The company announced annual recurring revenue (ARR) of $1.26 billion, marking a significant year-over-year increase of 36%.
• Additionally, a notable achievement includes a quarterly record for non-GAAP operating margin, which highlights Samsara’s ability to scale profitably.

• Apple’s latest iPhone release received mixed reviews, with some finding it to be a ho-hum upgrade
• The base level iPhone 16 was seen as having more significant improvements compared to previous models
• There is a shift in Apple’s strategy to attract more users to upgrade to the base model iPhone 16, potentially increasing sales volume but leading to a drop in average selling price

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• Global auto and EV sales in 2024 are heavily impacted by supply chain resilience, as emphasized by Cenex CEO Robert Evans.
• Silicon Saxony in the EU is attracting global players with EUR50 billion investments, positioning itself as a semiconductor hub.
• Chinese game developers are pushing AI boundaries by developing NPCs to virtual societies, while Samsung offers aggressive discounts in the US to compete with Apple’s Korea strategy in 3Q24.

• AMD’s market share in the desktop CPU segment has surged to 30%, driven by strong Ryzen sales and innovative product releases, challenging Intel’s longstanding dominance in this space.
• Intel’s revenue in the data centre segment fell 20% year-over-year, reflecting challenges in product delays and increasing competition from AMD’s EPYC processors, impacting overall growth potential.
• Both companies have ramped up AI-related investments, with AMD committing $1.5 billion and Intel investing $3 billion in AI technology development, aiming to capitalize on the growing market demand.

• Guidewire Software Inc. concluded its fiscal fourth quarter and full year 2024 financials with robust performance, spearheaded by a successful shift towards cloud-based services.
• The transition to a vertical software-as-a service (SaaS) model from an on-premise system appears to capture significant market interest, marked by an annual recurring revenue (ARR) growth of 14% and fully-ramped ARR acceleration of 19%.
• This transition underscores the company’s strategic realignment towards offering more scalable and efficient cloud solutions.

• DocuSign, in its second quarter fiscal year 2025 earnings release, reported a continued trend of moderated but stable growth, enhanced operational efficiency, and progress in strategic initiatives including the rollout of its new Intelligent Agreement Management (IAM) platform.
• With quarterly revenue reported at $736 million, representing a 7% year-over-year increase, the company manifests a steady financial trajectory albeit not at a high-growth pace.
• The consistency in dollar net retention at 99% suggests a strong customer base, although the figure also signals limited expansion within the existing customers.

• 1Q FY2025/3 Earnings Result Summary: Key consolidated figures included net sales of ¥6,298 mn (+11.7% YoY), operating profit of ¥284 mn (+132.9% YoY), ordinary profit of ¥318 mn (+137.0% YoY), and profit attributable to owners of parent (hereafter, net profit) of ¥181 mn (+192.4% YoY).
• The full-year forecast for FY2025/3 remains unchanged from the initial forecast announced on May 13, 2024.
• Higher sales and profits in the DX&SI business and Package business fueled 1Q earnings growth.

• Broadcom Inc. reported a strong fiscal third quarter in 2024, with consolidated net revenue of $13.1 billion, marking a 47% increase compared to the same period last year.
• The operating profit also rose by 44% year-on year.
• This performance can be largely attributed to the growth in AI revenue, accelerated bookings at VMware, and the stabilization of non-AI semiconductor revenue.

• Huawei Technologies Co. Ltd. on Tuesday began taking preorders for the second electric vehicle (EV) co-developed with automaker partner Chery Automobile Co. Ltd., after seemingly overcoming production hurdles that dogged their earlier model.

• The Luxeed R7 is the first electric coupe SUV marketed under Huawei’s Harmony Intelligent Mobility Alliance — originally known as Smart Selection.

• Positioned as a challenger to Tesla Inc.’s Model Y, the new car’s preorder prices range from 268,000 yuan ($37,651) to 348,000 yuan, according to Huawei’s official online store Vmall.