AMD announced its acquisition of Xilinx to create the industry's leading high-performance and adaptive computing company. The combined company will have the strongest portfolio of CPUs, GPUs, FPGAs and adaptive SoCs. It is expected to increase AMD's total addressable market to $135 billion by 2023 and provide significant revenue synergy opportunities. The acquisition is also anticipated to be accretive to AMD's non-GAAP margins, earnings per share, and free cash flow in the first year.
- AMD reported financial results for Q3 2022 with revenue of $5.6 billion, up 29% year-over-year, driven by growth in data center, gaming, and embedded segments. Client segment revenue declined due to weak PC market conditions.
- Non-GAAP gross margin increased to 48% from 42% in Q3 2021 primarily from higher embedded and data center revenue. GAAP gross margin declined slightly to 50% from inventory, pricing, and related charges.
- Non-GAAP operating income increased to $1.3 billion from $1.1 billion while GAAP operating loss of $0.1 billion was due to amortization of acquisition-related intangible assets
AMD presented an overview of its business and strategy at its 2015 Financial Analyst Day. The presentation discussed AMD's technology investments in high-performance CPU and GPU cores, its goal of expanding into new markets beyond PCs like gaming, immersive platforms, and datacenters, and its plans to return to profitability and growth between 2015-2018 by gaining market share in profitable segments through new product launches and diversifying its revenue base. The document also contained a cautionary statement about the risks and uncertainties that could impact AMD's projections.
This document contains forward-looking statements about AMD's future products, including features, functionality, timing and availability. It cautions that these statements involve risks and uncertainties that could cause actual results to differ from expectations. It provides details on several risks including competitive pressures from Intel, reliance on third parties for manufacturing and supply, and macroeconomic and industry trends affecting demand. The document then previews AMD's upcoming "Summit Ridge" desktop processor, highlighting its 8-core design, adaptive technologies, and support for the AMD AM4 platform.
The document is a briefing from AMD on their upcoming launch of new EPYC 7Fx2 processors. It provides details on the processors' expected performance leadership in various workloads compared to Intel Xeon alternatives, including highest performance on SPECrate benchmarks. It highlights new features like higher frequencies and support from partners like Nutanix. It concludes by detailing the new top-of-stack 7002 series processors with up to 24 cores and competitive performance and pricing compared to Intel.
This document contains a confidential presentation by Advanced Micro Devices (AMD) discussing emerging trends in computing. It notes that computing is moving from the PC and smartphone eras into an "immersive era" of virtual reality, education, entertainment, and more. It also discusses the rise of big data, machine intelligence, and heterogeneous computing using both CPUs and GPUs. The presentation contains forward-looking statements and cautions that AMD's actual results could differ from expectations due to business risks and uncertainties.
AMD Vega Presentation - GPU Memory ArchitectureLow Hong Chuan
The document discusses AMD's next-generation GPU architecture called Vega. It notes that GPUs are taking on more diverse workloads in areas like gaming, virtual reality, machine learning, and content creation. Conventional GPU architectures are not scaling to meet these increasing demands. The document provides confidential details about Vega's new features and capabilities.
This document summarizes AMD's strategy to drive down costs and footprint for high-performance x86 embedded systems. It introduces two new complete platforms that improve performance while maintaining low power usage. AMD is committed to supporting embedded customers with long-term design support and driving capabilities forward through integration of new CPU cores and graphics.
This document provides an investor presentation by Arista Networks for October 2022. It begins with legal disclaimers around forward-looking statements and non-GAAP financial measures. Then, it summarizes that Arista is a leader in data-driven networking, with a large market opportunity and scalable architecture that drives lower total cost of ownership. It is expanding into adjacent markets and product/customer diversification while maintaining operational efficiency and profitable growth.
- AMD reported financial results for Q3 2022 with revenue of $5.6 billion, up 29% year-over-year, driven by growth in data center, gaming, and embedded segments. Client segment revenue declined due to weak PC market conditions.
- Non-GAAP gross margin increased to 48% from 42% in Q3 2021 primarily from higher embedded and data center revenue. GAAP gross margin declined slightly to 50% from inventory, pricing, and related charges.
- Non-GAAP operating income increased to $1.3 billion from $1.1 billion while GAAP operating loss of $0.1 billion was due to amortization of acquisition-related intangible assets
AMD presented an overview of its business and strategy at its 2015 Financial Analyst Day. The presentation discussed AMD's technology investments in high-performance CPU and GPU cores, its goal of expanding into new markets beyond PCs like gaming, immersive platforms, and datacenters, and its plans to return to profitability and growth between 2015-2018 by gaining market share in profitable segments through new product launches and diversifying its revenue base. The document also contained a cautionary statement about the risks and uncertainties that could impact AMD's projections.
This document contains forward-looking statements about AMD's future products, including features, functionality, timing and availability. It cautions that these statements involve risks and uncertainties that could cause actual results to differ from expectations. It provides details on several risks including competitive pressures from Intel, reliance on third parties for manufacturing and supply, and macroeconomic and industry trends affecting demand. The document then previews AMD's upcoming "Summit Ridge" desktop processor, highlighting its 8-core design, adaptive technologies, and support for the AMD AM4 platform.
The document is a briefing from AMD on their upcoming launch of new EPYC 7Fx2 processors. It provides details on the processors' expected performance leadership in various workloads compared to Intel Xeon alternatives, including highest performance on SPECrate benchmarks. It highlights new features like higher frequencies and support from partners like Nutanix. It concludes by detailing the new top-of-stack 7002 series processors with up to 24 cores and competitive performance and pricing compared to Intel.
This document contains a confidential presentation by Advanced Micro Devices (AMD) discussing emerging trends in computing. It notes that computing is moving from the PC and smartphone eras into an "immersive era" of virtual reality, education, entertainment, and more. It also discusses the rise of big data, machine intelligence, and heterogeneous computing using both CPUs and GPUs. The presentation contains forward-looking statements and cautions that AMD's actual results could differ from expectations due to business risks and uncertainties.
AMD Vega Presentation - GPU Memory ArchitectureLow Hong Chuan
The document discusses AMD's next-generation GPU architecture called Vega. It notes that GPUs are taking on more diverse workloads in areas like gaming, virtual reality, machine learning, and content creation. Conventional GPU architectures are not scaling to meet these increasing demands. The document provides confidential details about Vega's new features and capabilities.
This document summarizes AMD's strategy to drive down costs and footprint for high-performance x86 embedded systems. It introduces two new complete platforms that improve performance while maintaining low power usage. AMD is committed to supporting embedded customers with long-term design support and driving capabilities forward through integration of new CPU cores and graphics.
This document provides an investor presentation by Arista Networks for October 2022. It begins with legal disclaimers around forward-looking statements and non-GAAP financial measures. Then, it summarizes that Arista is a leader in data-driven networking, with a large market opportunity and scalable architecture that drives lower total cost of ownership. It is expanding into adjacent markets and product/customer diversification while maintaining operational efficiency and profitable growth.
Panduit's SmartZone DCIM solution provides capabilities across power, cooling, asset, and security management to help customers optimize their physical infrastructure. It uses intelligent hardware and software to deliver actionable intelligence through a maturity model approach. The solution has received recognition from analysts for its capabilities and ability to deliver value. Panduit also partners with other solution providers to deliver integrated offerings.
As Intellect transitions from a products to a platforms company, we take a giant leap into the future of FinTech with composable, contextual and cloud-native products. Deep dive into our NextGen solutions that solve the problems of the banking sector with ease, while accelerating their digital transformations.
ORBCOMM (Nasdaq: ORBC) is committed to maximizing shareholder value. We continue to increase the number of subscriptions activated on our dedicated industrial IoT and M2M satellite constellation. We have an established global network and proven technology, a low-cost structure as well as key distribution and OEM customer relationships. We also have a comprehensive subscriber management platform that will further enhance our value to our customers and provide new ongoing revenue streams.
ORBCOMM (Nasdaq: ORBC) is committed to maximizing shareholder value. We continue to increase the number of subscriptions activated on our dedicated industrial IoT and M2M satellite constellation. We have an established global network and proven technology, a low-cost structure as well as key distribution and OEM customer relationships. We also have a comprehensive subscriber management platform that will further enhance our value to our customers and provide new ongoing revenue streams.
ORBCOMM (Nasdaq: ORBC) is committed to maximizing shareholder value. We continue to increase the number of subscriptions activated on our dedicated industrial IoT and M2M satellite constellation. We have an established global network and proven technology, a low-cost structure as well as key distribution and OEM customer relationships. We also have a comprehensive subscriber management platform that will further enhance our value to our customers and provide new ongoing revenue streams.
- Qualcomm reported third quarter fiscal 2023 earnings that exceeded the midpoint of guidance, with GAAP revenues of $8.5B and GAAP EPS of $1.87.
- QCT revenues were $7.2B, with growth in automotive and IoT but a decline in handsets reflecting macroeconomic challenges.
- QTL revenues were $1.2B and the company returned $1.3B to shareholders through share repurchases and dividends.
- The outlook remains cautious due to macroeconomic conditions, with handset units expected to decline in 2023 and inventory remaining elevated.
Sierra Wireless Corporate Overview - November 2013Sierra Wireless
Sierra Wireless provides a corporate overview and highlights their leadership in the M2M market. Some key points:
- Sierra Wireless is the #1 provider of M2M embedded modules with 24% market share and has shipped over 50 million devices.
- They offer a comprehensive portfolio of intelligent devices and a secure cloud platform to help customers develop connected solutions.
- Emerging growth areas include automotive telematics, smart metering, fleet management, and healthcare/wellness applications.
- Sierra Wireless reported record Q3 revenue of $112 million, a 12% increase year-over-year, and maintained a strong cash position of $188 million with no debt.
Madison Park Group is a strategic M&A and capital raising advisor to the global software economy. The firm’s engineering software practice focuses on applications catered to product development groups across both discrete and process manufacturing enterprises. The firm’s principals have sat on both sides of the table, advising disruptors, consolidators, and incumbents as they navigate strategic initiatives. Industry leaders trust Madison Park Group’s experience in the marketplace.
Hybrid Cloud Market by Product Type, Distribution Channel, End User 2024-2032IMARC Group
The global hybrid cloud market size reached US$ 125.1 Billion in 2023. Looking forward, IMARC Group expects the market to reach US$ 558.6 Billion by 2032, exhibiting a growth rate (CAGR) of 17.5% during 2024-2032.
More Info:- https://www.imarcgroup.com/hybrid-cloud-market
Hybrid Cloud Market by Product Type, Distribution Channel, End User 2024-2032IMARC Group
The global hybrid cloud market size reached US$ 125.1 Billion in 2023. Looking forward, IMARC Group expects the market to reach US$ 558.6 Billion by 2032, exhibiting a growth rate (CAGR) of 17.5% during 2024-2032.
More Info:- https://www.imarcgroup.com/hybrid-cloud-market
AMD reported its fourth quarter and annual 2014 financial results on January 20, 2015. Some key highlights include:
- Revenue for Q4 2014 was $1.239 billion, a 13% decrease from Q3 2014.
- Non-GAAP operating expenses were reduced to $382 million in Q4 2014, down 17% year-over-year.
- AMD reported a non-GAAP net income of $2 million for Q4 2014, compared to $20 million in Q3 2014.
- For the full year 2014, AMD derived approximately 40% of its revenue from high-growth markets, up from 30% in 2013.
AMD is transitioning its business from traditional PC markets, which accounted for 91% of revenue in 2012, to high growth adjacent markets. It aims for these new markets to account for 50% of revenue by 2015. AMD is focusing on growing its desktop and graphics channels, winning commercial opportunities, and expanding into professional graphics, semi-custom solutions, dense servers, embedded markets, and ultra low power clients. The company achieved several product highlights in 2013, including growth in the desktop channel and traction with new APU offerings. It also saw strong demand for its Radeon graphics cards and record professional graphics revenue. AMD introduced its FirePro W9100 workstation graphics card, which offers higher performance than the competition.
Madison Park Group actively tracks the broader Engineering, Manufacturing, and Supply Chain Software market and has dedicated significant attention to the Industrial IOT technology landscape. We are particularly interested in the rapid development of several trends:
• Advancements in high-speed data ingestion and AI enabling highly accurate assessments of machine performance and reducing unnecessary downtimes
• Low-code/No-code platforms and ready-to-use APIs simplifying software development processes and helping drive a wider range of IIoT uses cases and implementations
• Integration of sensors into wearable devices and industrial assets in the manufacturing, healthcare and construction sectors, amongst others, creating real-time intelligence and novel asset tracking insights for operational efficiency and improved outcomes
AMD unveiled its new embedded roadmap, focusing on x86 and ARM architectures. Key upcoming products include "Adelaar", the first discrete GPU based on AMD's GCN architecture; "Steppe Eagle", a low power x86 APU SOC with enhanced Jaguar cores; and "Hierofalcon", AMD's first 64-bit ARM CPU SOC with up to 8 Cortex-A57 cores. AMD aims to leverage its graphics and heterogeneous computing expertise to address growing markets like industrial automation and communications infrastructure.
AMD unveiled its embedded roadmap, focusing on x86 and ARM architectures. Upcoming products include "Adelaar", the first discrete GPU based on GCN; "Steppe Eagle", a low power x86 APU SOC; "Bald Eagle", a high performance x86 APU and CPU with "Steamroller" cores; and "Hierofalcon", the first 64-bit ARM CPU SOC from AMD. The roadmap is aimed at growing markets like industrial controls, gaming, thin clients, and communications infrastructure.
Qualcomm: Pioneering Wireless Technology for a Connected World
Qualcomm is a global technology leader at the forefront of wireless innovation. Founded in 1985, the company has been instrumental in shaping the evolution of mobile communication, powering billions of devices worldwide. Qualcomm's core focus lies in developing and licensing foundational technologies that enable seamless connectivity and transform the way we interact with the world.
Core Business
Qualcomm operates on a fabless model, designing and developing cutting-edge semiconductor chips, software, and intellectual property (IP) for various wireless technologies. Its products and services are essential components in a vast array of devices, including smartphones, tablets, laptops, wearables, connected cars, and IoT devices.
Key Technologies and Innovations
Qualcomm's technological contributions have been pivotal in shaping the wireless landscape:
CDMA (Code Division Multiple Access): Qualcomm's pioneering work on CDMA technology laid the groundwork for 3G and 4G mobile networks, enabling faster data speeds and better voice quality.
5G: Qualcomm is a leading player in the development and deployment of 5G networks, which promise to revolutionize industries with ultra-fast speeds, low latency, and massive connectivity. Its 5G solutions are powering the next generation of mobile experiences, from immersive gaming to augmented reality.
Snapdragon Processors: Qualcomm's Snapdragon mobile platforms are the heart of many high-performance smartphones and tablets. These system-on-chip (SoC) solutions integrate powerful CPUs, GPUs, AI accelerators, and modems, delivering exceptional performance for gaming, photography, and other demanding applications.
RF Front-End (RFFE): Qualcomm's RFFE technology is crucial for optimizing the transmission and reception of radio signals in mobile devices. This ensures reliable connectivity and efficient power usage.
Wi-Fi and Bluetooth: Qualcomm's Wi-Fi and Bluetooth solutions are found in numerous devices, facilitating fast and reliable wireless connectivity for data transfer and audio streaming.
Automotive Solutions: Qualcomm is actively involved in shaping the future of connected and autonomous vehicles. Its automotive platforms provide advanced connectivity, compute capabilities, and safety features for the next generation of cars.
IoT and Edge Computing: Qualcomm's IoT solutions enable a wide range of connected devices, from industrial sensors to smart home appliances. Its focus on edge computing brings intelligence closer to the source of data, enabling real-time decision-making and reducing latency.
Business Model
Qualcomm's revenue streams come from two primary sources:
Licensing: Qualcomm licenses its extensive portfolio of patents and technologies to other companies in the wireless industry. This provides a steady revenue stream and supports its ongoing research and development efforts.
Chip Sales: Qualcomm sells semiconductor.
Sierra Wireless Corporate Overview - August 2014Sierra Wireless
Sierra Wireless provides an overview of its business. It is a global leader in machine-to-machine devices and cloud services, with the most comprehensive product offering including wireless modules, intelligent gateways, and cloud-based management services. It has a large addressable market due to the projected growth of internet-connected devices. Sierra Wireless reported strong financial results for Q2 2014 with increased revenue and adjusted EBITDA compared to the previous year.
Sierra Wireless Corporate Overview - February 2015Sierra Wireless
Sierra Wireless provided a corporate overview document that included:
1) An overview of the company's business including its product portfolio of wireless modules, intelligent gateways, and cloud connectivity services for industries like mobile, industrial, and enterprise.
2) Details on the growth opportunity in the Internet of Things market and Sierra Wireless' leadership position in the M2M market.
3) An acquisition of Wireless Maingate that expanded Sierra Wireless' connectivity services offering.
This document provides an overview of ORBCOMM Inc., including:
- ORBCOMM has transformed through consolidating platforms, products, and systems following acquisitions to improve margins and efficiency.
- The company provides integrated IoT solutions including devices, connectivity, and applications to track assets for transportation, heavy equipment, and other markets.
- ORBCOMM has a global customer base and addresses a large potential market for asset tracking and monitoring.
Panduit's SmartZone DCIM solution provides capabilities across power, cooling, asset, and security management to help customers optimize their physical infrastructure. It uses intelligent hardware and software to deliver actionable intelligence through a maturity model approach. The solution has received recognition from analysts for its capabilities and ability to deliver value. Panduit also partners with other solution providers to deliver integrated offerings.
As Intellect transitions from a products to a platforms company, we take a giant leap into the future of FinTech with composable, contextual and cloud-native products. Deep dive into our NextGen solutions that solve the problems of the banking sector with ease, while accelerating their digital transformations.
ORBCOMM (Nasdaq: ORBC) is committed to maximizing shareholder value. We continue to increase the number of subscriptions activated on our dedicated industrial IoT and M2M satellite constellation. We have an established global network and proven technology, a low-cost structure as well as key distribution and OEM customer relationships. We also have a comprehensive subscriber management platform that will further enhance our value to our customers and provide new ongoing revenue streams.
ORBCOMM (Nasdaq: ORBC) is committed to maximizing shareholder value. We continue to increase the number of subscriptions activated on our dedicated industrial IoT and M2M satellite constellation. We have an established global network and proven technology, a low-cost structure as well as key distribution and OEM customer relationships. We also have a comprehensive subscriber management platform that will further enhance our value to our customers and provide new ongoing revenue streams.
ORBCOMM (Nasdaq: ORBC) is committed to maximizing shareholder value. We continue to increase the number of subscriptions activated on our dedicated industrial IoT and M2M satellite constellation. We have an established global network and proven technology, a low-cost structure as well as key distribution and OEM customer relationships. We also have a comprehensive subscriber management platform that will further enhance our value to our customers and provide new ongoing revenue streams.
- Qualcomm reported third quarter fiscal 2023 earnings that exceeded the midpoint of guidance, with GAAP revenues of $8.5B and GAAP EPS of $1.87.
- QCT revenues were $7.2B, with growth in automotive and IoT but a decline in handsets reflecting macroeconomic challenges.
- QTL revenues were $1.2B and the company returned $1.3B to shareholders through share repurchases and dividends.
- The outlook remains cautious due to macroeconomic conditions, with handset units expected to decline in 2023 and inventory remaining elevated.
Sierra Wireless Corporate Overview - November 2013Sierra Wireless
Sierra Wireless provides a corporate overview and highlights their leadership in the M2M market. Some key points:
- Sierra Wireless is the #1 provider of M2M embedded modules with 24% market share and has shipped over 50 million devices.
- They offer a comprehensive portfolio of intelligent devices and a secure cloud platform to help customers develop connected solutions.
- Emerging growth areas include automotive telematics, smart metering, fleet management, and healthcare/wellness applications.
- Sierra Wireless reported record Q3 revenue of $112 million, a 12% increase year-over-year, and maintained a strong cash position of $188 million with no debt.
Madison Park Group is a strategic M&A and capital raising advisor to the global software economy. The firm’s engineering software practice focuses on applications catered to product development groups across both discrete and process manufacturing enterprises. The firm’s principals have sat on both sides of the table, advising disruptors, consolidators, and incumbents as they navigate strategic initiatives. Industry leaders trust Madison Park Group’s experience in the marketplace.
Hybrid Cloud Market by Product Type, Distribution Channel, End User 2024-2032IMARC Group
The global hybrid cloud market size reached US$ 125.1 Billion in 2023. Looking forward, IMARC Group expects the market to reach US$ 558.6 Billion by 2032, exhibiting a growth rate (CAGR) of 17.5% during 2024-2032.
More Info:- https://www.imarcgroup.com/hybrid-cloud-market
Hybrid Cloud Market by Product Type, Distribution Channel, End User 2024-2032IMARC Group
The global hybrid cloud market size reached US$ 125.1 Billion in 2023. Looking forward, IMARC Group expects the market to reach US$ 558.6 Billion by 2032, exhibiting a growth rate (CAGR) of 17.5% during 2024-2032.
More Info:- https://www.imarcgroup.com/hybrid-cloud-market
AMD reported its fourth quarter and annual 2014 financial results on January 20, 2015. Some key highlights include:
- Revenue for Q4 2014 was $1.239 billion, a 13% decrease from Q3 2014.
- Non-GAAP operating expenses were reduced to $382 million in Q4 2014, down 17% year-over-year.
- AMD reported a non-GAAP net income of $2 million for Q4 2014, compared to $20 million in Q3 2014.
- For the full year 2014, AMD derived approximately 40% of its revenue from high-growth markets, up from 30% in 2013.
AMD is transitioning its business from traditional PC markets, which accounted for 91% of revenue in 2012, to high growth adjacent markets. It aims for these new markets to account for 50% of revenue by 2015. AMD is focusing on growing its desktop and graphics channels, winning commercial opportunities, and expanding into professional graphics, semi-custom solutions, dense servers, embedded markets, and ultra low power clients. The company achieved several product highlights in 2013, including growth in the desktop channel and traction with new APU offerings. It also saw strong demand for its Radeon graphics cards and record professional graphics revenue. AMD introduced its FirePro W9100 workstation graphics card, which offers higher performance than the competition.
Madison Park Group actively tracks the broader Engineering, Manufacturing, and Supply Chain Software market and has dedicated significant attention to the Industrial IOT technology landscape. We are particularly interested in the rapid development of several trends:
• Advancements in high-speed data ingestion and AI enabling highly accurate assessments of machine performance and reducing unnecessary downtimes
• Low-code/No-code platforms and ready-to-use APIs simplifying software development processes and helping drive a wider range of IIoT uses cases and implementations
• Integration of sensors into wearable devices and industrial assets in the manufacturing, healthcare and construction sectors, amongst others, creating real-time intelligence and novel asset tracking insights for operational efficiency and improved outcomes
AMD unveiled its new embedded roadmap, focusing on x86 and ARM architectures. Key upcoming products include "Adelaar", the first discrete GPU based on AMD's GCN architecture; "Steppe Eagle", a low power x86 APU SOC with enhanced Jaguar cores; and "Hierofalcon", AMD's first 64-bit ARM CPU SOC with up to 8 Cortex-A57 cores. AMD aims to leverage its graphics and heterogeneous computing expertise to address growing markets like industrial automation and communications infrastructure.
AMD unveiled its embedded roadmap, focusing on x86 and ARM architectures. Upcoming products include "Adelaar", the first discrete GPU based on GCN; "Steppe Eagle", a low power x86 APU SOC; "Bald Eagle", a high performance x86 APU and CPU with "Steamroller" cores; and "Hierofalcon", the first 64-bit ARM CPU SOC from AMD. The roadmap is aimed at growing markets like industrial controls, gaming, thin clients, and communications infrastructure.
Qualcomm: Pioneering Wireless Technology for a Connected World
Qualcomm is a global technology leader at the forefront of wireless innovation. Founded in 1985, the company has been instrumental in shaping the evolution of mobile communication, powering billions of devices worldwide. Qualcomm's core focus lies in developing and licensing foundational technologies that enable seamless connectivity and transform the way we interact with the world.
Core Business
Qualcomm operates on a fabless model, designing and developing cutting-edge semiconductor chips, software, and intellectual property (IP) for various wireless technologies. Its products and services are essential components in a vast array of devices, including smartphones, tablets, laptops, wearables, connected cars, and IoT devices.
Key Technologies and Innovations
Qualcomm's technological contributions have been pivotal in shaping the wireless landscape:
CDMA (Code Division Multiple Access): Qualcomm's pioneering work on CDMA technology laid the groundwork for 3G and 4G mobile networks, enabling faster data speeds and better voice quality.
5G: Qualcomm is a leading player in the development and deployment of 5G networks, which promise to revolutionize industries with ultra-fast speeds, low latency, and massive connectivity. Its 5G solutions are powering the next generation of mobile experiences, from immersive gaming to augmented reality.
Snapdragon Processors: Qualcomm's Snapdragon mobile platforms are the heart of many high-performance smartphones and tablets. These system-on-chip (SoC) solutions integrate powerful CPUs, GPUs, AI accelerators, and modems, delivering exceptional performance for gaming, photography, and other demanding applications.
RF Front-End (RFFE): Qualcomm's RFFE technology is crucial for optimizing the transmission and reception of radio signals in mobile devices. This ensures reliable connectivity and efficient power usage.
Wi-Fi and Bluetooth: Qualcomm's Wi-Fi and Bluetooth solutions are found in numerous devices, facilitating fast and reliable wireless connectivity for data transfer and audio streaming.
Automotive Solutions: Qualcomm is actively involved in shaping the future of connected and autonomous vehicles. Its automotive platforms provide advanced connectivity, compute capabilities, and safety features for the next generation of cars.
IoT and Edge Computing: Qualcomm's IoT solutions enable a wide range of connected devices, from industrial sensors to smart home appliances. Its focus on edge computing brings intelligence closer to the source of data, enabling real-time decision-making and reducing latency.
Business Model
Qualcomm's revenue streams come from two primary sources:
Licensing: Qualcomm licenses its extensive portfolio of patents and technologies to other companies in the wireless industry. This provides a steady revenue stream and supports its ongoing research and development efforts.
Chip Sales: Qualcomm sells semiconductor.
Sierra Wireless Corporate Overview - August 2014Sierra Wireless
Sierra Wireless provides an overview of its business. It is a global leader in machine-to-machine devices and cloud services, with the most comprehensive product offering including wireless modules, intelligent gateways, and cloud-based management services. It has a large addressable market due to the projected growth of internet-connected devices. Sierra Wireless reported strong financial results for Q2 2014 with increased revenue and adjusted EBITDA compared to the previous year.
Sierra Wireless Corporate Overview - February 2015Sierra Wireless
Sierra Wireless provided a corporate overview document that included:
1) An overview of the company's business including its product portfolio of wireless modules, intelligent gateways, and cloud connectivity services for industries like mobile, industrial, and enterprise.
2) Details on the growth opportunity in the Internet of Things market and Sierra Wireless' leadership position in the M2M market.
3) An acquisition of Wireless Maingate that expanded Sierra Wireless' connectivity services offering.
This document provides an overview of ORBCOMM Inc., including:
- ORBCOMM has transformed through consolidating platforms, products, and systems following acquisitions to improve margins and efficiency.
- The company provides integrated IoT solutions including devices, connectivity, and applications to track assets for transportation, heavy equipment, and other markets.
- ORBCOMM has a global customer base and addresses a large potential market for asset tracking and monitoring.
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Grid Freedom is the best solar leads company based in New Jersey that provides Exclusive solar appointments of qualified solar appointments for guaranteed solar appointments for the best way to get solar leads throughout the nation. Grid Freedom is a solar lead provider, that connects exclusive pre-set appointments with pre-screened homeowners who are ready for solar company leads. The solar lead generators company was founded to provide solar appointment leads contractors with better solar sales leads-buying high-quality exclusive solar leads experience that gives pre-set solar appointments great ROI.
Company Profile of Tempcon - Chiller Manufacturer In Indiasoumotempcon
This is the company profile of Tempcon - chiller manufacturer in India. Tempcon manufactures water cooled and air cooled chillers and industrial AC. The company has been in the business since 1983.
website: https://www.tempcon.co.in/
2. 2 | AMD Strategic Acquisitionof Xilinx | February 14, 2022
This presentation contains forward-looking statements concerning Advanced Micro Devices, Inc. (AMD) such as the anticipated benefits from the acquisition of Xilinx, Inc. (Xilinx) by
AMD; the expectation that the acquisition will be accretive to non-GAAP margins, non-GAAP EPS and free cash flow generation; expected AMD total addressable market (TAM) in 2023; the
anticipated benefits from AMD’s TAM; the anticipated benefits of the combined company’s R&D scale, complementary technology leadership and revenue synergy opportunities, which are made
pursuant to the Safe Harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are commonly identified by words such as "would," "may," "expects,"
"believes," "plans," "intends," "projects" and other terms with similar meaning. Investors are cautioned that the forward-looking statements in this press release are based on current beliefs,
assumptions and expectations, speak only as of the date of this presentation and involve risks and uncertainties that could cause actual results to differ materially from current expectations. Such
statements are subject to certain known and unknown risks and uncertainties, many of which are difficult to predict and generally beyond AMD's control, that could cause actual results and other
future events to differ materially from those expressed in, or implied or projected by, the forward-looking information and statements. Material factors that could cause actual results to differ
materially from current expectations include, without limitation, the following: Intel Corporation’s dominance of the microprocessor market and its aggressive business practices; global economic
uncertainty; loss of a significant customer; impact of the COVID-19 pandemic on AMD’s business, financial condition and results of operations; competitive markets in which AMD’s products are
sold; market conditions of the industries in which AMD products are sold; cyclical nature of the semiconductor industry; quarterly and seasonal sales patterns; AMD's ability to adequately protect
its technology or other intellectual property; unfavorable currency exchange rate fluctuations; ability of third party manufacturers to manufacture AMD's products on a timely basis in sufficient
quantities and using competitive technologies; availability of essential equipment, materials, substrates or manufacturing processes; ability to achieve expected manufacturing yields for AMD’s
products; AMD's ability to introduce products on a timely basis with expected features and performance levels; AMD's ability to generate revenue from its semi-custom SoC products; potential
security vulnerabilities; potential security incidents including IT outages, data loss, data breaches and cyber
-attacks; uncertainties involving the ordering and shipment of AMD’s products; AMD’s
reliance on third-party intellectual property to design and introduce new products in a timely manner; AMD's reliance on third-party companies for design, manufacture and supply of
motherboards, software and other computer platform components; AMD's reliance on Microsoft and other software vendors' support to design and develop software to run on AMD’s products;
AMD’s reliance on third-party distributors and add-in-board partners; impact of modification or interruption of AMD’s internal business processes and information systems; compatibility of AMD’s
products with some or all industry-standard software and hardware; costs related to defective products; efficiency of AMD's supply chain; AMD's ability to rely on third party supply-chain logistics
functions; AMD’s ability to effectively control sales of its products on the gray market; impact of government actions and regulations such as export administration regulations, tariffs and trade
protection measures; AMD’s ability to realize its deferred tax assets; potential tax liabilities; current and future claims and litigation; impact of environmental laws, conflict minerals-related
provisions and other laws or regulations; impact of acquisitions, joint ventures and/or investments on AMD's business, including the acquisition of Xilinx, and the ability to integrate Xilinx and
other acquired businesses; impact of any impairment of the combined company’s assets on the combined company’s financial position and results of operation; restrictions imposed by
agreements governing AMD’s notes and the revolving credit facility; AMD's indebtedness; AMD's ability to generate sufficient cash to meet its working capital requirem
ents or generate sufficient
revenue and operating cash flow to make all of its planned R&D or strategic investments; political, legal, economic risks and natural disasters; future impairments of goodwill and technology
license purchases; AMD’s ability to attract and retain qualified personnel; AMD’s stock price volatility; and worldwide political conditions. Investors are urged to review in detail the risks and
uncertainties in AMD’s Securities and Exchange Commission filings, including but not limited to AMD’s most recent reports on Forms 10-K and 10-Q.
Cautionary Statement
3. 3 | AMD Strategic Acquisitionof Xilinx | February 14, 2022
• Industry’s strongest portfolio of high-performance
and adaptive computing products
• Leadership CPUs, GPUs, FPGAs and Adaptive SoCs
• World-class IP, design and software capabilities
• Increases AMD TAM to ~$135 billion in 2023
with significant revenue synergy opportunities
• Differentiated solutions addressing growing demand
for heterogeneous compute across data center,
communications and embedded markets
• Strengthens AMD financial model
• Diversified revenue streams across multiple,
high-margin businesses
• Accretive to AMD non-GAAP margins,
non-GAAP EPS and free cash flow in first year
AMD Acquires Xilinx
Creates the Industry’s
High-Performance and Adaptive
Computing Leader
4. 4 | AMD Strategic Acquisitionof Xilinx | February 14, 2022
The High-Performance and Adaptive
Computing Leader
FPGAs and
Adaptive SoCs
GPUs
CPUs
Differentiated
Solutions
Ambitious Goals Focused Execution Profitable Growth
Leadership Products
5. 5 | AMD Strategic Acquisitionof Xilinx | February 14, 2022
Innovation from the Data Center to the Edge
Leadership performance
for HPC and AI
Compute-Optimized
GPU Architecture
Industry’s bestx86 compute engines
from enterprise to cloud to HPC
Leadership x86 CPU
Leadership FPGAsand adaptive
SoCs accelerate evolving
workloads including AI, smart
networking and software-defined
infrastructure
Adaptive Acceleration
6. 6 | AMD Strategic Acquisitionof Xilinx | February 14, 2022 AMD 2023 Internal Estimates
Enormous Opportunity
Long-Term TAMs Present
~$135B TAM
$50BTAM
Data Center
$40BTAM
PCs
$16BTAM
Gaming
$29BTAM
Embedded
7. 7 | AMD Strategic Acquisitionof Xilinx | February 14, 2022
AMD
R&D Scale to Accelerate Innovation
Expanded Capabilities
Boosting R&D Investment
Combined
Xilinx
$2.8B
$1.0B $3.8B
GAAP LTM through December 2021
15K+ World-Class Engineers
• Leadership roadmaps
• Best-in-class 2.5/3D die stacking
and packaging technology
• Revolutionary chiplet and
interconnect technology
• Leading AI engines and
domain-specific architectures
• Best-of-breed software platforms
AMD
Xilinx
8. 8 | AMD Strategic Acquisitionof Xilinx | February 14, 2022
Complementary Technology Leadership
Open source software
co-designedwith hardware,
and optimized for performance
across heterogenous solutions
Leadership process,
packaging, chiplet, 3D and
interconnecttechnology
Well-aligneddesignmethodology,
foundry processand IP
Industry-leading CPUs,
GPUs, FPGAs and
adaptive SoCs
Meeting the compute demands
of next-generation applications
across dynamic and evolving
markets, such as 5G cellular,
data center, automotive and
industrial
Software Enablement
Advanced Process &
Packaging Technology
Multi-Generation
Product Architectures
AI Engines
9. 9 | AMD Strategic Acquisitionof Xilinx | February 14, 2022
Significant Revenue Synergy Opportunities
Utilize Xilinx comms expertise and
deep relationships
Drive adoptionof AMD
EPYC™ processorsin wired and
wireless infrastructure
Leverage strong AMD relationships and
AMD EPYC™ processormomentum
Offerleadership AI,
SmartNIC and workload-specific
acceleratorsolutions
Enable differentiated solutions for
Xilinx’s broad customerbase and
distribution platform with expanded
portfolio of CPUs, GPUs, FPGAs and
Adaptive SoCs
5G and Wired Communications
Data Center Embedded
10. 10 | AMD Strategic Acquisitionof Xilinx | February 14, 2022
Diversified and
Growing Markets
Data Center
Momentum
Non-GAAP
Margin Expansion
Industry-Leading
Products
Non-GAAP EPS
and Free Cash Flow
Accretive in 1st year
Xilinx Acquisition Creates Industry’s
High-Performance and Adaptive Computing Leader