View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

  
reports
Pierre FerraguÊ
  • Pierre FerraguÊ

Bible 4Q24 – Memory: AI HBM accelerating, cycle elsewhere close to a b...

Today, we are publishing the Memory section of our 26th 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 7% QoQ, with HBM up 65%, accounting for virtually all the growth. HBM demand remains strong, with revenues expected to more than double in 2025. The non-datacenter outlook is still blea...

 PRESS RELEASE

ASML reports transactions under its current share buyback program

ASML reports transactions under its current share buyback program ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. DateTotal repurchased sharesWeighted average priceTotal repurchased value10-Mar-25100,368€645.77€64,814,48311-Mar-25101,616€637.84€64,814,74912-Mar-25100,883€642.47€64,814,45213-Mar-25100,469€645.12€64,814,26014-Mar-2599,168€653.59€64,814,787 ASML’s current share buyback program was announced on 10 November 2022, and d...

Pierre FerraguÊ
  • Pierre FerraguÊ

Bible 4Q24 – Semicap: everyone aims to gain share in a muted WFE marke...

Today, we are publishing the Semicap Equipment section of our 26th 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. Semicap equipment revenues were up 10% QoQ with non-Chinese spending recovering and Chinese spending beginning to decline. Vendors expect Chinese spending to decline significantly in 2025 but st...

Pierre FerraguÊ
  • Pierre FerraguÊ

Bible 4Q24 – Hyperscale & Cloud: material capex revisions, now consist...

Today, we are publishing the Hyperscale & Cloud section of our 26th 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. Hyperscale revenues grew 11% YoY, with cloud services stabilizing in the mid-20%, driven by strong demand for both traditional & AI infrastructure. Capex grew 73% YoY and 25% QoQ, 11% above con...

 PRESS RELEASE

ASML and imec sign strategic partnership agreement to support semicond...

ASML and imec sign strategic partnership agreement to support semiconductor research and sustainable innovation in Europe ASML and imec sign strategic partnership agreement to support semiconductor research and sustainable innovation in Europe Veldhoven (the Netherlands) and Leuven (Belgium), March 11, 2025 – ASML Holding N.V. (ASML) and imec, a leading research and innovation hub in nanoelectronics and digital technologies, today announce that they have signed a new strategic partnership agreement, focusing on research and sustainability. The agreement has a duration of five years and ...

 PRESS RELEASE

ASML reports transactions under its current share buyback program

ASML reports transactions under its current share buyback program ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. DateTotal repurchased sharesWeighted average priceTotal repurchased value03-Mar-2594,384€686.71€64,814,72904-Mar-2596,959€668.47€64,814,53205-Mar-2595,585€678.08€64,814,31506-Mar-2596,822€669.42€64,814,33207-Mar-2596,490€671.72€64,814,215 ASML’s current share buyback program was announced on 10 November 2022, and detai...

Pierre FerraguÊ
  • Pierre FerraguÊ

Bible 4Q24: Telecom Infrastructure – Recovery across the board

Today, we are publishing the Telecom Infrastructure section of our 26th 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. Telecom capex rebounded, up 13% YoY, driving a strong recovery across the value chain—from fixed and mobile equipment to semiconductors. Nokia remains our top pick in the sector.

 PRESS RELEASE

Applied Materials Increases Quarterly Cash Dividend by 15 Percent and ...

Applied Materials Increases Quarterly Cash Dividend by 15 Percent and Announces New $10 Billion Share Repurchase Authorization SANTA CLARA, Calif., March 10, 2025 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that its Board of Directors has approved a 15-percent increase in the quarterly cash dividend, marking eight consecutive years of higher dividends. The increase results in a quarterly dividend of $0.46 per share payable on June 12, 2025 to shareholders of record as of May 22, 2025. The Board also approved a new share repurchase authorization enabling Applied to buy bac...

Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search

ResearchPool Subscriptions

Get the most out of your insights

Get in touch