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May 14, 2024
05/24
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according to idc, by 2027, over 25% of all user interactions and enterprise software will be generated by genai. that's a profound shift that we can expect over the next few years. so when they're looking to adopt ai, it's both for, sort of, internalfunctions as well as external functions? absolutely. we see that companies have to completely reinvigorate their business models. another data point for you is that enterprise businesses will spend more on genai, from $40 billion in 2024, to over $151 billion by 2027, another stat from idc. companies like burton snowboards — they are a global fashion retailer and apparel provider — and they really struggle with supply inventory and being able to anticipate customer demand. that's no easy feat. so by using predictive intelligence, ai capabilities and automation, they're better able to serve their direct—to—consumer and their e—commerce businesses. us presidentjoe biden is set to announce new tariffs today on chinese—made products. it's thought the tariffs will hit products like electric vehicles and solar equipment. import taxes
according to idc, by 2027, over 25% of all user interactions and enterprise software will be generated by genai. that's a profound shift that we can expect over the next few years. so when they're looking to adopt ai, it's both for, sort of, internalfunctions as well as external functions? absolutely. we see that companies have to completely reinvigorate their business models. another data point for you is that enterprise businesses will spend more on genai, from $40 billion in 2024, to over...
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May 7, 2024
05/24
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ryan reith from market intelligence firm idc said the development was a significant one. this was labelled as an ipad event and it quickly turned into a chips event. apple announced some excellent ipads that are going to do great in our opinion, but i think the big storyline here is really the chip announcement, so this is, for those that don't know, really apple's first silicon announcement that they have done that brings them into the step into ai, and there's a lot of things that are going to be following in the coming months, including their development conference in about a month from now, that will play into a bigger picture around this. so the ipads are great, the discounting on the old ipads are excellent, the air announcements, tremendous upgrades from the previous versions. the ipad pro with the m4, versions. the ipad pro with the ma, leading with that, the brand—new chipset as opposed to the mac, i think that's the biggest storyline, in my opinion. disney's streaming business has reported its first profit since its launch in 2019. the disney+ and hulu streami
ryan reith from market intelligence firm idc said the development was a significant one. this was labelled as an ipad event and it quickly turned into a chips event. apple announced some excellent ipads that are going to do great in our opinion, but i think the big storyline here is really the chip announcement, so this is, for those that don't know, really apple's first silicon announcement that they have done that brings them into the step into ai, and there's a lot of things that are going...
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May 7, 2024
05/24
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let's get analysis now with kiranjeet kaur, associate research director at idc asia-pacific. let's start off with your reaction to this lineup that came out. of course we have seen weaker tablet sales. they sort of picked up this year, but do you expect to see this lineup further stimulate demand? kiranjeet: i think it should stimulate further demand. apple did not announce any ipads last year. but with this announcement and four new ipads and a price job for the 10th generation, it should hopefully trigger some consumer interest. they should be looking to upgrade devices they had produced earlier during the pandemic time. annabelle: where do you see most of the demand coming from? there has been that lower-priced tech segment, then you have the upper end where it is clear competition where apple is looking to compete for aipc's. which one are you more excited about? kiranjeet: obviously the ipad pro with the oled display and the new chip and with a more powerful engine. obviously it is for the premium users and has the most upgrades apple has seen in the ipad. but because of
let's get analysis now with kiranjeet kaur, associate research director at idc asia-pacific. let's start off with your reaction to this lineup that came out. of course we have seen weaker tablet sales. they sort of picked up this year, but do you expect to see this lineup further stimulate demand? kiranjeet: i think it should stimulate further demand. apple did not announce any ipads last year. but with this announcement and four new ipads and a price job for the 10th generation, it should...
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May 7, 2024
05/24
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that is the kind of focus we will have with idc. we still need, businesses need help all over the state. people call all the times and have a difficult time getting a permit and having a difficult time getting this information. that's a proper function and the role will play under my leadership. >> very good. miss crouch permits as governor flip the script on economic development will empower local organizations of again true collaboration and partnership. limit the state income tax puts money to hoosiers pocket help small businesses. and brings workers to indiana. >> ms. reitenour para brexit indiana economic corporation is not hoosiers want in the state of indiana. they want to be able to know where the property tax money is going. actually what they want is no property tax. they want to be able to know why we put a whale of a company in the middle of a desert like a situation where it is going to take $2 billion to get the water to it which again they do not want this. the economic develop corporation hasn't office in china with
that is the kind of focus we will have with idc. we still need, businesses need help all over the state. people call all the times and have a difficult time getting a permit and having a difficult time getting this information. that's a proper function and the role will play under my leadership. >> very good. miss crouch permits as governor flip the script on economic development will empower local organizations of again true collaboration and partnership. limit the state income tax puts...
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May 16, 2024
05/24
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crawford del prete, the president of idc. you are in japan so we can get to what you are seeing in a moment but i wanted to start off more big picture. we are seeing the global chip battle intensified. billion's of dollars are being poured in from the u.s., japan and even korea is putting funding into it. china, of course. where do you see the leader emerging in that competition for ai supremacy between the u.s., western powers and what is happening in china? crawford: thank you for having me. when you look at the overall ai semiconductor marketplace, what is interesting right now is the way to play ai has been semiconductors. the reason for that is that we are seeing an infrastructure upgrade associated with the market -- with the structure we have in the cloud and how we need to process workloads associated with ai. those workloads are dominated by u.s. customers primarily around and video. what is so interesting is that people think about it as a gpu play with nvidia as a company that may be a passing fad. the reality is t
crawford del prete, the president of idc. you are in japan so we can get to what you are seeing in a moment but i wanted to start off more big picture. we are seeing the global chip battle intensified. billion's of dollars are being poured in from the u.s., japan and even korea is putting funding into it. china, of course. where do you see the leader emerging in that competition for ai supremacy between the u.s., western powers and what is happening in china? crawford: thank you for having me....
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May 3, 2024
05/24
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this is interesting, because counterpart intelligence, idc, some other analyst firms came out and said the iphone was cratering during the quarter. the discrepancy there was that some of you talking about unit sales. and tim cook is probably talking about revenue. if the asps went out, there is a chance unit sales were down, but revenue actually was up, and they probably grew a little bit in mainland china. either way we still are facing concerns in china for apple. there is newfound competition from huawei. there are those government bands, but certainly tim cook, they seem optimistic about china when it came to the iphone. where coke seemed less optimistic was other products. he didn't explain what was doing so poorly for apple in china, why revenue was down in china, but he said apple does have work to do. now, one other thing. apple could have grown quarter over quarter. he did not specify when that growth occurred. they may be down on an annual basis. everyday grew over the last quarter. maybe they grew at some period during the quarter. there is a little more explanation to do fr
this is interesting, because counterpart intelligence, idc, some other analyst firms came out and said the iphone was cratering during the quarter. the discrepancy there was that some of you talking about unit sales. and tim cook is probably talking about revenue. if the asps went out, there is a chance unit sales were down, but revenue actually was up, and they probably grew a little bit in mainland china. either way we still are facing concerns in china for apple. there is newfound...
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May 3, 2024
05/24
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CNBC
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we had reports of idc that sent the stock down on these fears that, you know, counterpoint saying iphone sales were down 19%. well, apple -- that's not what they were necessarily showing yesterday, and of course, like i said, tim cook told me iphone is showing momentum and growth out there. so, you know, i'm looking a little bit more skeptical of these reports we have been hearing out of china. not sure where they're exactly getting the data, and it's clear that there's a huge disconnect between what the third parties are saying and then what apple actually reports out there in china and leslie. >> toni, it's dom. $110 billion buyback is nothing to, you know, sneeze at right here. it's a lot of money. i know that apple generates a ton of cash, and that the buyback stories are a big part of the investment thesis for apple, but what happens if they take that money or even a fraction of it and plow it into things like artificial intelligence hypothetically? wouldn't it move the needle? >> good afternoon, dom. so the buyback is a very large number, $110 billion. they have been upping their b
we had reports of idc that sent the stock down on these fears that, you know, counterpoint saying iphone sales were down 19%. well, apple -- that's not what they were necessarily showing yesterday, and of course, like i said, tim cook told me iphone is showing momentum and growth out there. so, you know, i'm looking a little bit more skeptical of these reports we have been hearing out of china. not sure where they're exactly getting the data, and it's clear that there's a huge disconnect...
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May 23, 2024
05/24
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CNBC
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>> if you use idc as a reference, it will be 50% to 60% in terms of the total market size. >> do you have the actual number on the pcs delivered >> we are number one in the market we always have 24% or 25%. i definitely believe that. i think we will be able to maintain our number one position in the market having been number one for such a long period and we will continue to deliver the product for the market. >> qualcomm has been told by the u.s. government it is not allowed to export chips to huawei >> first of all, lenovo is a global company we always comply with the rules and regulations. i think for markets where there are components available, we obviously will be able to, i think, have alternative source to satisfy the customers of the market >> there's also reports that tesla has asked suppliers to produce some of the parts outside of china and taiwan while your production is diversified, a lot of it is in china. is there a need for further diversification? >> i would say looking at our global supply chain, as you said, it is diversified from china and for the american market
>> if you use idc as a reference, it will be 50% to 60% in terms of the total market size. >> do you have the actual number on the pcs delivered >> we are number one in the market we always have 24% or 25%. i definitely believe that. i think we will be able to maintain our number one position in the market having been number one for such a long period and we will continue to deliver the product for the market. >> qualcomm has been told by the u.s. government it is not...
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May 1, 2024
05/24
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. >> global smart shown -- according to idc. you have many on the street talking about smart phone recovery. until competitors posted earnings last night. sky works makes global chips and want of a weaker dog entered micro, samsung indicated -- in the june quarter as well. that is likely hitting wireless suppliers like qualcomm. also revealed they lost market share in the upcoming iphone 1 , considering apple is a big customer. it is not good for sky works but it could be good for qualcomm because qualcomm is a customer. f qualcomm so the market share, that is something analysts would be looking for on the earnings call. this is a risk, owning wireless -- highly competitive with high customer concentrations. so if apple drops qualcomm, you can see massive moves. lastly, incidents -- investors will be looking for qualcomm commentary on independent levels and demand. >> i appreciate that, thank you. doordash, tell us. >> hey, scott. expected after the bell, outperforming uber but underperforming instacart on a 12 month basis so cl
. >> global smart shown -- according to idc. you have many on the street talking about smart phone recovery. until competitors posted earnings last night. sky works makes global chips and want of a weaker dog entered micro, samsung indicated -- in the june quarter as well. that is likely hitting wireless suppliers like qualcomm. also revealed they lost market share in the upcoming iphone 1 , considering apple is a big customer. it is not good for sky works but it could be good for...
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May 9, 2024
05/24
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CNNW
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flights on the runways of major airports in the the incidents were at reagan national airport has deaths idc at jfk in new york, both in the same week. now, add this incident at orlando international airport to the list happened on monday evening around six pm local time, and it's just coming to light now, ever been posted on youtube by account, you can see atc air-traffic control audio details that the air traffic controller in the tower and orlando clear that american airlines flight to take off then told a frontier airlines flight to taxi across the same runway in front of the american oregon flight. the american flight had already started accelerating for takeoff. want you to listen to the air traffic control audio here you can hear luckily, the airdropped controller caught was about to unfold and told the american pilots to avoid abort their takeoff so you can hear the crew they're telling the controller there was somebody trying to cross in front of us. the faa saying it's investigating. here is the statement from the faa and air traffic controller instructed frontier flight 17, 34 to
flights on the runways of major airports in the the incidents were at reagan national airport has deaths idc at jfk in new york, both in the same week. now, add this incident at orlando international airport to the list happened on monday evening around six pm local time, and it's just coming to light now, ever been posted on youtube by account, you can see atc air-traffic control audio details that the air traffic controller in the tower and orlando clear that american airlines flight to take...
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May 13, 2024
05/24
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ALJAZ
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there are millions verge in the 4th phase of india is general election as prime minister and run from idc. fun time and the deadman docket. so back on level times and the n b a playoffs piece, it will have all the action for you coming off the hello again, we're going to power up some severe thunderstorms for the southern states. so let me show you eastern texas, louisiana and mississippi and alabama anywhere and this. so could see some very nasty weather winds potentially could push past a 100 kilometers per hour and some of the storms could drop. hail also can't rule out a tornado or 2 in this area. spells of showers across the great lakes that will move in to the us northeast. and really this is going to be the theme. through this coming week to the west, we go also spells of showers across the canadian prairies here the northern plains hidden best. most people will see sunshine and sun, the order of the day up and down california looking good things are heating up in the desert. southwest, let's go 37 degrees in phoenix today on monday. also hawks in this part of the world. we've got
there are millions verge in the 4th phase of india is general election as prime minister and run from idc. fun time and the deadman docket. so back on level times and the n b a playoffs piece, it will have all the action for you coming off the hello again, we're going to power up some severe thunderstorms for the southern states. so let me show you eastern texas, louisiana and mississippi and alabama anywhere and this. so could see some very nasty weather winds potentially could push past a 100...
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May 8, 2024
05/24
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BBCNEWS
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do you still see the content you get today— do you still see the content you get today question idcs suicide, pornography and self— harm today question idcs suicide, pornography and self—harm material? do you _ pornography and self—harm material? do you see _ pornography and self—harm material? do you see hateful content and bullying? that needs to be less of a problem _ bullying? that needs to be less of a problem than today. we can test that in lots _ problem than today. we can test that in lots of _ problem than today. we can test that in lots of ways. we will be demanding information and publishing reports _ demanding information and publishing reports i_ demanding information and publishing reports. i will be honest, demanding information and publishing reports. iwill be honest, it demanding information and publishing reports. i will be honest, it is quite — reports. i will be honest, it is quite an— reports. i will be honest, it is quite an uphill battle to get this stuff in — quite an uphill battle to get this stuff in place. we will be doing a lot of— stuff in
do you still see the content you get today— do you still see the content you get today question idcs suicide, pornography and self— harm today question idcs suicide, pornography and self—harm material? do you _ pornography and self—harm material? do you see _ pornography and self—harm material? do you see hateful content and bullying? that needs to be less of a problem _ bullying? that needs to be less of a problem than today. we can test that in lots _ problem than today. we can test...