Category: PCs and Devices

August 27, 2020

Daniel Newman

Research Note

HP Delivers a Stellar Quarter Powered By Huge Notebook Demand

HP delivered a strong beat on the top and bottom line fueled by a big jump in consumer notebook revenue and strength across the portfolio.

PCs and Devices

August 27, 2020

Daniel Newman

Research Note

Dell Outpaces Expectations on Revenue and Earnings in Q2

For Q2, Dell was able to deliver above expectations on revenue and earnings on strength from its recurring revenue, VMware and PC.

PCs and Devices

August 15, 2020

Olivier Blanchard

Research Note

Escalating App Store War Between Apple and Developers Likely to Bleed into Antitrust Probes in US and EU

Apple removes Fortnite, Epic Games’ popular battle royale game, from its App Store, and blocks “rival” game streaming platforms from iOS. Fortnite pretty much immediately filed suit, but there’s much more to unpack in this quest for a piece of the mobile game revenue pie. Note that last year 2.5 billion people played mobile games, propelling mobile game revenues to amount to nearly 75% of all in-app spending. 30% of that revenue is what Apple (and Google) are fighting to capture, at the expense, some would argue, of game developers.

PCs and Devices

July 28, 2020

Olivier Blanchard

Research Note

Qualcomm’s New Quick Charge 5 Technology Can Safely Charge Your Phone to 100% in the Time it Takes to Shower

Qualcomm’s Quick Charge was already the number one fast-charging solution in mobile, with over 1,000 unique accessories, over 250 mobile devices, and healthy expansion into adjacent technology categories like tablets, speakers, and drones. By leaning more on USB-PD, Qualcomm appears to be looking more to enable the entire industry than unique OEMs.

PCs and Devices, Processors, Semiconductors and Components

July 27, 2020

Olivier Blanchard

Research Note

Apple Antitrust Probes Heat up 2020 for the iPhone Giant as it Faces Scrutiny in the EU and US

Unpacking the scrutiny on Apple’s App Store and Apple Pay business practices that have caught the ire of regulators, lawmakers, and other tech companies on both sides of the Atlantic. Of note, a third vulnerability for Apple, and an angle that US courts will be perhaps more eager to tackle than the previous two, is whether or not Apple’s business practices can be shown to have led to higher prices and fewer choices for consumers. This is a core litmus test for antitrust cases in the US, and this point should have Apple attorneys at least a little worried.

PCs and Devices

July 27, 2020

Olivier Blanchard

Research Note

Google $2.1 Billion Fitbit Acquisition Hits EU Snag

Fears about Google’s use of Fitbit data to potentially gain an unfair advertising advantage cause EU regulators to take a closer look at the potential anticompetitive effects of the deal. I don’t see much cause for alarm here, and here’s why.

PCs and Devices

July 22, 2020

Daniel Newman

Research Note

Microsoft Outperforms For Its Fiscal Q4 Showing Tech Resiliency

Microsoft reported its first full quarter since the Covid-19 pandemic and the company overall delivered a solid performance once again.

PCs and Devices

July 22, 2020

Olivier Blanchard

Research Note

ICYMI: Qualcomm’s New Snapdragon Wear 4100+ Brings Significant Performance Improvements to Android Smartwatches

Performance improvements aside, I can’t help but sense that the android smartwatch ecosystem is being somewhat hamstrung by a lack of interest, perhaps from Google, to really focus on beating Apple at its own game.

5G, PCs and Devices, Processors

June 23, 2020

Daniel Newman

Research Note

Apple WWDC20 Means Updated iOS and a Mac Overhaul

Apple held its annual 2020 Worldwide Developers Conference (WWDC) announcing an updated version of iOS (14) and new Macs powered by Apple chips.

PCs and Devices

June 22, 2020

Daniel Newman

Analyst Insight

If Intel Lost Apple as a Customer, it Would be Good News

Intel would be better off without Apple’s CPU chip business. Even in just a year, we’ll look back on this and say it actually was good for Intel, much like its 5G modem exit last year has proven to be.