Roblox reports strong Q1 growth, revises full-year forecast due to new safety measures
… As a result, Roblox reduced its growth outlook for 2026. The company now expects full-year bookings growth of 8% to 12% and revenue growth of 20% to 25%. …
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Nintendo should make more Switch 1 games – The Game Business Micro
… That’s five million more than its initial forecast, and nearly one million more than its revised forecast from November 2025. …
GTA 6 expected to help drive record $8.1 billion earnings for Take-Two
… Grand Theft Auto VI still set for Fall 2025 release date, Take-Two reiterates Read more : Take-Two CEO reiterates GTA 6's November release date in latest earnings report Read more : EA expects to make $8 billion this year, driven by EA Sports, Battlefield, and Skate 5 "We project Net Bookings to ra… …
Counterpoint on MacRumors
… The forecast outlines a 3% year-over-year increase in global TWS unit shipments for 2025, signaling a transition from rapid growth to a more mature phase for the category. …
Amazon’s AI Resurgence: AWS & Anthropic's Multi-Gigawatt Trainium Expansion
… We laid out our thesis a month ago to our Core Research subscribers , forecasting an upcoming acceleration beyond 20% year-over-year growth by the end of 2025. …
The Memory Crunch Pinches Cisco’s Profits
… Our most pessimistic forecast for Cisco, shows AI orders coming in at around $6.2 billion for Silicon One chips and switches and optics sold to the tech titans in fiscal 2026, which is a factor of 3X growth year on year. …
Sunday Reboot: Motorsport, money, and 'Ted Lasso'
… Current Apple CEO Tim Cook left , CFO Kevan Parekh right The Mac, iPad, Wearables, and Services categories also all saw growth, with the last one hitting the $30 billion level. On a regional basis, there was double-digit growth in every geographic segment, too. …
AMD Finally Makes More Money On GPUs Than CPUs In A Quarter
… AMD is being very careful not to forecast any particular number because of the vicissitudes of the component supply chain and the capriciousness of some customers. …
xAI's Colossus 2 - First Gigawatt Datacenter In The World, Unique RL Methodology, Capital Raise
… From what we can track externally, Ani was a huge boon for Grok app revenue but even growth in that revenue stream has flattened out in recent months. …
Anthropic Economic Index report: Economic primitives
… Tracking autonomy levels—from active collaboration to full delegation—helps forecast the pace of automation. …