Memory manufacturer Micron could benefit from high DRAM and HBM prices in 2026 and 2027, believes financial firm Aletheia Capital. Micron, like SK hynix and Samsung, has benefited from the strong demand…
…That staggered strategy historically allowed the company to extend sales momentum across multiple platform generations. We are confident that the 2027 financial year will set new records in terms of operational performance…
…During the Q&A portion of Nintendo's full-year financial results, Furukawa acknowledged some of the challenges Nintendo is facing, like how tariffs and continued memory shortages will make it more…
Nintendo has released its end-of-year financial data , confirming that the Switch 2 has now sold a total of 19.86 million units. It managed to surpass the revised 19 million…
…OpenAI is reportedly preparing steep cuts to its token costs to claw back enterprise momentum lost to rival Anthropic. OpenAI is considering reducing the cost of tokens, the units used to measure…
Electronic Arts has announced the preliminary results of its fourth fiscal quarter – and the financial results for the full year – reporting a "record" performance underpinned by a successful Battlefield 6 launch, and…
…Microsoft's financial reporting makes it difficult to isolate the direct impact of Game Pass on overall gaming revenue. Subscription income is reported alongside revenue from digital game sales, downloadable content, and…
…During an earnings call Q&A following its recent financial results , Furukawa confirmed that Nintendo's approach to Switch 2 remains unchanged: first expanding the hardware install base, then driving software sales…
…quarter. We expanded our customer base with new wins across financial services, healthcare, industrial, and digital infrastructure companies, while also building momentum with mid-market and SMB customers. Dr. Lisa Su - AMD…
…You could see companies built on operational excellence and long-term thinking, while at the same time, others were being driven almost entirely by momentum, image, investor excitement, and personality. “I realized…