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by Andy Patrizio
The good news is that earnings were in line with the projected softness in the mobile phone market. The bad news is the company doesn’t see an end in sight.
Tags:Financial Data| Market Data| Qualcomm| smartpnones
by Andy Patrizio
AMD expects the PC TAM to be down approximately 10% for 2023 to approximately 260 million units. It expects client CPU sales to grow in the second quarter and then in the seasonally stronger second half of the year.
Tags:AMD| financials| GPUs| PC Market (Personal Computers - PCs)
by Andy Patrizio
PC revenue off 38% for the quarter.
Tags:Financial Data| Intel| PC Market (Personal Computers - PCs)
by Andy Patrizio
Nvidia’s fourth quarter of fiscal 2023 saw the firm beat analysts’ estimates for both revenue and net income, despite a 20.8% year-over-year decline in total revenue and a 46% drop in gaming revenue. GAAP …
Tags:Financial Data| Nvidia
by Andy Patrizio
For Q4 2022, Qualcomm reported revenue of $9.46 billion compared to $10.7 billion in the same quarter of 2021, representing an 11.6% decline in revenue. Handsets, the company’s largest unit, is blamed for the …
Tags:Financial Data| Market Data| Qualcomm| Smartphones
by Andy Patrizio
AMD reported fourth-quarter and fiscal-year 2022 results, and its numbers mirror the trend we saw with Intel last week, which would lend credence to Intel’s claims of macroeconomic headwinds. For the fourth quarter ended …
Tags:AMD| Financial Data
by Andy Patrizio
The fourth quarter of the year has traditionally been Intel’s best for the year, but it reported a sharp loss for the quarter this time as sales stalled across all markets except Mobileye. In …
Tags:Financial Data| Intel
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