The Current AI Networking Wave Will Be A Tsunami Of Money By 2027
…In the quarter ended in December, Arista had a tad under $2.1 billion in product revenues, up 30.3 percent, with services revenues growing at a 21.6 percent clip to…
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Earnings on MacRumors
…For the quarter, Apple posted revenue of $111.2 billion and net quarterly profit of $29.6 billion, or $2.01 per diluted share, compared to revenue of $95.4 billion and…
Qualcomm’s rides a hyperscaler tease – Fudzilla.com
…The US chipmaker reported adjusted earnings per share of $2.65, beating estimates by nine cents, and revenue landed in line at $10.6 billion, while its third-quarter revenue outlook missed…
"We are looking to add companies that bring something new" – Head of Raw Fury and Combined Effect explains his plans
…Revenue grew 43% in 2025 – is profit also up? Have costs risen in line with revenues? We did deliver a good profit in 2025, so yes, it is up. This allows us…
Skyrocketing HBM Will Push Micron Through $45 Billion And Beyond
…see a robust demand environment and expect to grow revenue by 15 percent sequentially to a record $10.7 billion at guidance midpoint,” Mehrotra said on the call. That’s sets up…
AI boom spreading beyond Nvidia – Fudzilla.com
…AMD’s quarterly results this week underlined the trend, with earnings, revenue and guidance beating estimates on strong data centre growth. The company has long pushed the CPU side of the market…
Nvidia’s China chip deal stuck in Trump’s trade circus – Fudzilla.com
…China once accounted for 13 per cent of Nvidia’s revenue, and Huang has previously estimated the country’s AI market alone would be worth $50 billion this year. The US Commerce…
FY25 Q3 - Press Releases - Investor Relations - Microsoft
…today announced the following results for the quarter ended March 31, 2025, as compared to the corresponding period of last fiscal year: · Revenue was $70.1 billion and increased 13% (up 15…
PayPal says it's 'becoming a technology company again' — that means AI | TechCrunch
…The company may have beat on its first-quarter earnings with revenue of $8.4 billion, up 7% year-over-year, but it forecast weak guidance for the second quarter, sending the…
TechCrunch Mobility: Lime's IPO gamble | TechCrunch
…Lime said about 14.3% of its revenue came through its partnership with Uber, which allows customers to find and rent scooters and e-bikes through its app. All of this suggests…