reports
- Garvit Bhandari
Global Internet of Things Industry July 2025
This report looks at the internet of things industry globally. IoT is a network of sensors, electronic, network connectivity and software working together to enable smart devices to gather and exchange data. IoT could be the most dynamic segment of the information and technology sector in this coming decade. The report talks about the overall market size, market growth as well as current trends driving the growth in the industry. The scope of this report extends to companies whose core business ...
Broadcom Inc: 2 directors
Two Directors at Broadcom Inc sold 43,000 shares at between 265.130USD and 268.293USD. The significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the l...
Semtech Corp: 1 director
A director at Semtech Corp sold/sold after exercising options 13,123 shares at 41.815USD and the significance rating of the trade was 85/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over...
MACOM IMS 2025 Product Preview – Satellite Communications
MACOM IMS 2025 Product Preview – Satellite Communications LOWELL, Mass., June 16, 2025 (GLOBE NEWSWIRE) -- , a leading supplier of semiconductor products, announced today new additions to its RF and optical portfolio, designed to meet the evolving needs of the SATCOM industry. These products include a high bandwidth Th-Mod optical transmitter, VPX RF over Fiber (RFoF) modules and high power amplifiers for Ka-, Ku-, X- and C-Band applications. Many of these solutions will be demonstrated in at the upcoming International Microwave Symposium (IMS) on June 17 to 19, 2025 in San Francisco, CA...
Moody's Ratings rates Analog Devices' new senior notes A2
Moody's Ratings (Moody's) rated Analog Devices, Inc.'s (Analog) new senior unsecured notes (New Notes) A2. The A2 rating on Analog's existing senior unsecured notes, the P-1 short term rating, and the stable outlook are unchanged. Net proceeds from the New Notes will be used for general corporate ...
MACOM IMS 2025 Product Preview – Radar
MACOM IMS 2025 Product Preview – Radar LOWELL, Mass., June 12, 2025 (GLOBE NEWSWIRE) -- , a leading supplier of semiconductor products, announced a new suite of high performance RF solutions designed to meet the demanding requirements of advanced radar systems. Many of these solutions will be demonstrated in at the upcoming International Microwave Symposium (IMS) on June 17 to 19, 2025 in San Francisco, CA. S-Band (2 – 4 GHz): High Power GaN-on-SiC AmplifiersA new family of 65 V, 50-ohm input and output amplifiers designed for radar applications is now available. Operating over the 2.7 ...
MACOM IMS 2025 Product Preview – Electronic Countermeasures
MACOM IMS 2025 Product Preview – Electronic Countermeasures LOWELL, Mass., June 10, 2025 (GLOBE NEWSWIRE) -- , a leading supplier of semiconductor products, today announced availability of a wideband front end module (FEM) covering 2 to 18 GHz. Ideal for electronic countermeasures (ECM) and phased array radar applications, the miniature multi-chip integrates a high power 3-stage Gallium Nitride (GaN) Power Amplifier (PA), a 3-stage Gallium Arsenide (GaAs) Low Noise Amplifier (LNA) and a transmit/receive (T/R) switch with a fail-safe antenna termination, all within a compact package. The...
- Pierre FerraguÊ
Bible 1Q25: Telecom Infrastructure – Mobile stabilizes off the lows, ...
Today, we are publishing the Telecom Infrastructure section of our 27th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Enterprise IT and PCs. Fixed equipment revenues are rebounding from the inventory correction, rising 9% YoY. RAN spending is stabilizing, up l...
- Pierre FerraguÊ
Bible 1Q25 – Memory: all set for the upcoming HBM run.
Today, we are publishing the Memory section of our 27th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. DRAM COGS increased 9% YoY but was down 15% QoQ, along usual seasonality and with China curbs hurting Samsung’s HBM. The outlook remains strong, with all manufacturers expecting HBM revenues to more than d...
MACOM Showcases Advanced RF and Microwave Solutions at IMS 2025
MACOM Showcases Advanced RF and Microwave Solutions at IMS 2025 LOWELL, Mass., May 28, 2025 (GLOBE NEWSWIRE) -- , a leading supplier of semiconductor products, will showcase its broad portfolio of high performance RF, microwave and millimeter wave (mmWave) solutions and foundry services at the , taking place June 15 to 20, 2025 at the Moscone Center in San Francisco, California. MACOM’s technical experts will be available to highlight its performance advantages, and the company will also have a full lineup of technical presentations throughout the show. At , MACOM will feature 16 hands...
- Pierre FerraguÊ
CLS CELESTICA INC.
NOW SERVICENOW INC.
TXN TEXAS INSTRUMENTS INCORPORATED
TSLA TESLA INC
T AT&T INC.
MXL MAXLINEAR INC
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
NOKIA NOKIA OYJ
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
6723 RENESAS ELECTRONICS CORPORATION
9984 SOFTBANK GROUP CORP.
DLR DIGITAL REALTY TRUST INC.
ASML ASML HOLDING N.V.
DHER ASML HOLDING NV
MBLY DELIVERY HERO SE
AAPL MOBILEYE NV
IBM APPLE INC.
STM INTERNATIONAL BUSINESS MACHINES CORPORATION
BESI STMICROELECTRONICS NV
9434 SOFTBANK CORP.
VRT VERTIV HOLDINGS CO (A)
HYUELE SK HYNIX
AAPL US APPLE INC
- Pierre FerraguÊ
NOW SERVICENOW INC.
TXN TEXAS INSTRUMENTS INCORPORATED
TSLA TESLA INC
T AT&T INC.
MXL MAXLINEAR INC
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
NOKIA NOKIA OYJ
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
6723 RENESAS ELECTRONICS CORPORATION
DLR DIGITAL REALTY TRUST INC.
ASML ASML HOLDING N.V.
DHER ASML HOLDING NV
MBLY DELIVERY HERO SE
IBM MOBILEYE NV
STM INTERNATIONAL BUSINESS MACHINES CORPORATION
BESI STMICROELECTRONICS NV
VRT VERTIV HOLDINGS CO (A)
HYUELE SK HYNIX
- Pierre FerraguÊ
- Pierre FerraguÊ
NOW SERVICENOW INC.
TXN TEXAS INSTRUMENTS INCORPORATED
TSLA TESLA INC
T AT&T INC.
MXL MAXLINEAR INC
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
NOKIA NOKIA OYJ
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
6723 RENESAS ELECTRONICS CORPORATION
DLR DIGITAL REALTY TRUST INC.
ASML ASML HOLDING N.V.
DHER ASML HOLDING NV
MBLY DELIVERY HERO SE
IBM MOBILEYE NV
STM INTERNATIONAL BUSINESS MACHINES CORPORATION
BESI STMICROELECTRONICS NV
VRT VERTIV HOLDINGS CO (A)
HYUELE SK HYNIX
- Pierre FerraguÊ
Tariffs & Memory: the baseline & what’s next.
Evaluating the consequences of tariffs is challenging. As we strengthen our understanding of the tech supply chain, we follow-up with targeted deep dives across our coverage. This note follows recent ones we published on Nvidia, Broadcom, Intel & AMD, TSMC, and Semicap. Read also our broader notes on tariffs: our baseline thesis for an overall perspective, and our assessment of the macro risk.
MACOM Reports Fiscal Second Quarter 2025 Financial Results
MACOM Reports Fiscal Second Quarter 2025 Financial Results LOWELL, Mass., May 08, 2025 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI), a leading supplier of semiconductor products, today announced its financial results for its fiscal second quarter ended April 4, 2025. Second Quarter Fiscal Year 2025 GAAP Results Revenue was $235.9 million, an increase of 30.2%, compared to $181.2 million in the previous year fiscal second quarter and an increase of 8.1% compared to $218.1 million in the prior fiscal quarter;Gross margin was 55.2%, compared to 52....
Moody's Ratings announces completion of a periodic review of ratings o...
Moody's Ratings (Moody's) has completed a periodic review of the ratings of Skyworks Solutions, Inc. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 25 April 2025 in which we reassessed the appropriateness of the ratings in the con...
- Pierre FerraguÊ
NOW SERVICENOW INC.
TXN TEXAS INSTRUMENTS INCORPORATED
TSLA TESLA INC
T AT&T INC.
MXL MAXLINEAR INC
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
NOKIA NOKIA OYJ
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
6723 RENESAS ELECTRONICS CORPORATION
DLR DIGITAL REALTY TRUST INC.
ASML ASML HOLDING N.V.
DHER ASML HOLDING NV
MBLY DELIVERY HERO SE
IBM MOBILEYE NV
STM INTERNATIONAL BUSINESS MACHINES CORPORATION
BESI STMICROELECTRONICS NV
VRT VERTIV HOLDINGS CO (A)
HYUELE SK HYNIX
- Pierre FerraguÊ
Tariffs & Semicap equipment: the baseline & what’s next.
Evaluating the consequences of tariffs is challenging. As we strengthen our understanding of the tech supply chain, we follow-up on our initial analysis to evaluate the impact on semicap equipment with more precision. This follows our recent deep dives on the impact on Nvidia, Broadcom, and AMD/Intel. Read also our broader notes on tariffs: our baseline thesis for an overall perspective, and our assessment of the macro risk.
MACOM to Report Second Quarter 2025 Financial Results on May 8, 2025
MACOM to Report Second Quarter 2025 Financial Results on May 8, 2025 LOWELL, Mass., April 24, 2025 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI) plans to announce financial results for its second quarter ended April 4, 2025, before market open on Thursday, May 8, 2025. In conjunction with the release, MACOM will conduct a conference call at 8:30 a.m. Eastern Time on Thursday, May 8, 2025, hosted by Mr. Stephen G. Daly, President and Chief Executive Officer, and Mr. John F. Kober, Senior Vice President and Chief Financial Officer. Please visit MACO...
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