AMD EPYC dominates the server market with a record 46.2% revenue share
…2 VIEW GALLERY - 2 IMAGES AMD's largest competitor, Intel, holds the majority of units sold at 54.9% and a 53.8% revenue share in this quarter. Interestingly, both Intel's…
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Apple takes a bite out of app store fees in China
…is only about Apple staying competitive, because the company enjoys a 22 percent share of the Chinese smartphone market and wins 18 percent of its revenue in greater China. In February, the…
TSMC Shares Incredible Progress With Its 2nm Node, Claims Four Times As Many Tape-Outs As 3nm And Has Already Contributed To 3% Of Q3 2026 Revenue
…Read all comments on TSMC Shares Incredible Progress With Its 2nm Node, Claims Four Times As Many Tape-Outs As 3nm And Has Already Contributed To 3% Of Q3 2026 Revenue
AMD Finally Overtakes Intel in Q1 Data Center Revenue as Agentic AI Forces Hyperscalers to Hoard CPUs Over GPUs
…current revenue figures, just based on the demand that is required and booked within this decade alone. While x86 firms continue to rise, Arm-based competitors from NVIDIA (Vera) and Arm (AGI…
Google Accused of Defrauding Publishers, Advertisers and Pocketing the Revenue
…According to the complaint—which cites internal correspondence among Google employees—the company pocketed the extra revenue and used it to manipulate future auctions and grow its digital monopoly. The case (along…
Google loses final appeal to overturn €4.1 billion EU fine
…Google also argued that the Commission underestimated the competitive pressure posed by Apple's iOS, which it considers Android's primary rival in both the consumer market and among developers choosing which…
WhatsApp ordered to host rival AI assistants for free
…The rare interim measure announced on Tuesday was deemed necessary “to prevent serious and irreparable damage to competition” in the general-purpose AI assistant market. This is only the second time that…
One Analyst Breaks From The Herd, Says Apple's DRAM Buying Spree Won't Crush Margins Despite 2.4 Exabyte Appetite
…to show "outperformance on iPhone revenue, Mac revenue, and margins," with the latter aided by strong growth in iCloud+, AppleCare+, Apple TV, and advertisement-related revenues (ads in the App Store as…
Gusto hits $1B ARR, a figure that brings it closer to public markets
…Its revenue growth has also accelerated in each of the last five quarters, Gusto CEO and co-founder Josh Reeves told TechCrunch. Gusto was last valued at $9.3 billion , Fortune reported…
Spotify just hit 300 million Premium subscribers - Engadget
…All of that helped Spotify take in €4.78 billion in revenue ($5.5 billion), while earning €545 million ($628 million) in net revenue, with gross margin at an all-time high…