… Read all comments on iPhones Aren’t Just Rising In Global Shipments, But They’re Eating Competitors’ Profits As Apple’s Q1 2026 Revenue Share Towers Over Others
… Console revenue reached 44.7 billion , up just 2.8% , helped by full-game spending and subscriptions, but weighed down by softer live-service performance and weaker Nintendo ecosystem revenue. …
… Read all comments on NVIDIA Expects Zero Revenue From China Even As Its Export-Locked H200s Are Approved For Sales
… UBS' coverage came after Dell's fiscal first quarter earnings report saw it post an 88% annual revenue growth on the back of a 757% AI server revenue bump. …
… Obviously, these LTAs have a combination of volume of exabytes and price. - WD's CEO When we talk about major PC-first manufacturers pivoting towards AI, it is clear that demand is coming from the segment, as WD's VP of Investor Relations noted that the company's cloud revenue accounted for 89% of … …
… While the company anticipates client revenue will still grow and outperform the broader market, higher costs are likely to weigh on shipments and gaming revenue. …
… These higher prices are forcing several consumer products to be discontinued, and adding pressure on vendors as component prices continue to rise. …
… Data compiled by the publication shows that most major Chinese domestic equipment providers reported double-digit revenue growth in the first half of 2026. …
… While prices continue to increase, there is higher revenue to benefit from, but moving forward, if this continues, no one would even bother buying a new PC since the pricing trajectory has gotten way out of control. …
… Apple's Intel deal, which reports suggest came amidst pressure by the Trump administration, is to diversify its supply chain. …