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Xbox Next-Gen: Console to use ARM chip from Qualcomm
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The next generation of Xbox games consoles is to be based on an ARM processor from Qualcomm's Snapdragon series, according to a job advertisement from Microsoft for the position of sales manager.
The next generation of Xbox game consoles, which will follow on from the Xbox Series X and Series S released in November 2020, will be based on an ARM processor from Qualcomm's Snapdragon series, according to a job advertisement from Microsoft for the position of Sales Manager for new Surface and Xbox series products. This information comes from well-known industry insider Brad Sams from software developer Stardock.
In his latest YouTube video, Brad Sams, who works for Stardock Corporation, a software developer for Windows applications founded in 1991, goes into more detail about the background. It goes on to say ...
The next generation of Xbox will support ARM processors from Qualcomm, according to a new job posting. As Microsoft continues to develop its strategy for the Xbox, more and more pieces of the puzzle are falling into place. - Brad Sams -
Whether this is really a classic games console or more of a handheld is, of course, difficult to answer. The eight-minute YouTube video provides further information and background on this topic.
Arm Holdings Q4'25 Earnings Highlights
đč Revenue: $1.24B (Est. $1.23B) đą; +34% YoY
đč Adj. EPS: $0.55 (Est. $0.53) đą; +53% YoY
đč Adj. Oper Income: $655M (Est. $621.8M) đą; +68% YoY
FY26 Guide
đč Revenue: $3.94Bâ$4.04B (Est. $4.91B) đŽ
đč Adj. EPS: $1.56â$1.64 (Est. $2.03) đŽ
Q1'26 Guidance
đč Revenue: $1.00Bâ$1.10B (Est. $1.10B) đĄ
đč Adj. EPS: $0.30â$0.38 (Est. $0.42) đŽ
đč Adj. OpEx: ~$625M (vs. $566M in Q4 FY25)
Other Key Metrics:
đč Royalty Revenue: $607M (Est. $567.7M) đą; +18% YoY
đč Licensing & Other Revenue: $634M; +53% YoY
đč Adj. Gross Margin: 98.4% (vs. 97.2% YoY)
đč Adj. Operating Margin: 52.8% (vs. 42.1% YoY)
đč Operating Cash Flow: $258M
đč Free Cash Flow (Non-GAAP): $163M
đč Cash & Short-Term Investments: $2.83B
đč R&D Headcount: +18% YoY (6,943 engineers)
CEO Rene Haas Commentary
đž âArm delivered record-breaking results for both Q4 and the full fiscal year. We surpassed $1B in revenue for the first time in a quarter, driven by broad deployment of our CSS platforms across AI data center, cloud, and mobile.â
đž âAI is accelerating demand for energy-efficient compute. Arm is uniquely positioned to lead this shift from cloud to edge, as more software is being written first for Arm-based chips.â
Strategic & Platform Highlights
đč Smartphone royalty revenue +30% YoY despite <2% unit growth, driven by Armv9 adoption
đč Major wins: NVIDIA Grace Blackwell, Google Axion, Microsoft Cobalt 100
đč First CSS license signed in automotive (EV platform)
đč Flexible Access customers: 314 (up from 222 YoY)
đč GitHub Copilot + Arm developer AI extension launched
đč Over 8B Kleidi AI installs
Future of Tech - just some ideas
Ideas?
https://www.trading212.com/pt/pies/lua2LbG5mCkbey24uUDCHJHdUyIa9
Yes, no AAPL, MSFT, ASML or TSMC intentionally. NVIDIA, Google and Amazon bolstered by secondary positions in ETPs. Includes potential Chinese leaders as well (some are not available for trade on European brokers unfortunately because there would be more to add). Share your thoughts.
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ARM is messing with its customers, now developing entire CPUs itself
My dears, there is never a dull moment in the semiconductor sector.
According to media reports, the British chip designer ARM is entering into direct competition with its licensees. The company is currently poaching their employees and working on the development of complete CPUs for customers such as Facebook parent company Meta.
ARM clashes with licensees
According to reports from both the Financial Times and the Reuters news agency, ARM is currently changing its business model. Until now, the company has specialized in licensing the various versions of its ARM architecture to chip developers, who then develop their own products on this basis. In future, ARM intends to develop and market entire processors itself.
To date, ARM has licensed the intellectual property that forms the basis of ARM architectures, which companies such as Apple, Nvidia, Qualcomm and many other licensees use to develop their own CPUs. However, the company now wants to generate more profit and turnover and develop complete processors itself.
ARM poaches employees from Qualcomm & Co
According to sources close to the company, ARM is recruiting CPU specialists from the workforce of its own licensees. Among other things, ARM is said to be bringing Qualcomm employees on board, whereby the US chip manufacturer from San Diego is probably ARM's largest licensee. Among other things, they are to develop ARM-based CPUs for major customers such as Facebook parent company Meta, which intends to use them in its data centers.
As recently as December, ARM CEO Rene Haas claimed in court in the license dispute against Qualcomm that ARM does not build its own chips. However, according to Reuters, efforts to poach employees from ARM's own licensees to build their own chips had already been underway for weeks at that time.
The fact that Qualcomm & Co are now facing competition from ARM is likely to cause great unrest in the chip industry. ARM has been trying for years to diversify its sources of income and thus generate more money. Up to now, it has mainly been the large licensees such as Apple that have earned large sums of money with chips based on ARM's architectures. The extent to which ARM can now compete with them without risking cooperation with the licensees remains to be seen.
Summary
ARM plans to develop complete CPUs instead of licensing only
Poaching employees from its own licensees for CPU development
Goal: Achieve higher profits by selling complete processors
Potential customers such as Meta for ARM-based CPUs in data centers
Contradiction to earlier statement by ARM boss in court
Possible tensions with previous licensees such as Qualcomm expected
Challenge: Balance between competition and cooperation with customers
Homeruns
Have you had any home runs (from +15% price jump) this earnings season?
I haven't yet - hope for $ELF (-0.75%) and $RIVN (-1%) ...
... but I've also been hoping for $NVO (+0.46%) , $ARM (-0.94%)
$AMD (-0.71%)
$LLY (-0.46%) in vain so far ...
Arm exceeds estimates and provides an outlook.
- Arm Holdings reported adjusted earnings of 39 cents per share on sales of $983 million for the quarter ended December 31.
- Analysts polled by FactSet had expected earnings of 34 cents per share on revenue of $949 million.
- Year-over-year, Arm's earnings rose 34%, while sales increased 19%.
- For the current quarter, Arm forecast adjusted earnings of 52 cents per share on revenue of $1.23 billion, based on the midpoint of its forecast.
- Wall Street was expecting earnings of 52 cents per share on sales of 1.22 billion dollars in the fourth fiscal quarter. In the same period last year, Arm posted earnings of 36 cents per share on sales of 928 million dollars.
Arm Holdings plc reported earnings Q3 FY2025 results ended on December 31, 2024
- Total revenue: $983M, +19% YoY
- Record royalty revenue of $580M, +23% YoY
- Non-GAAP operating margin increased to 45.0% from 43.8% YoY
CEO Rene Haas: "With our high-performance, energy efficient, flexible technology, Arm is a key enabler in advancing AI innovation and transforming the user experience, from the edge to the cloud."
đ±Revenue & Growth
- Revenue from external customers: $698M, +21% YoY
- Revenue from related parties: $285M, +15% YoY
- License and other revenue: $403M, +14% YoY
- Added 77 new Arm Total Access and Flexible Access customers
đ°Profits & Financials
- GAAP gross profit: $955M vs $788M, +21% YoY
- GAAP operating income: $175M vs $134M, +31% YoY
- Free cash flow: $349M vs $251M, +39% YoY
- Cash and equivalents: $2.67B
đBusiness Highlights
- Joined Stargate Project with Microsoft, NVIDIA, Oracle, and OpenAI
- Announced strategic partnership with OpenAI and SoftBank Group
- Samsung Galaxy S25 adopts Arm-based technology for enhanced AI capabilities
đźFuture Outlook
- Q4 FY2025 revenue guidance: $1,175M-$1,275M
- FY2025 revenue guidance raised to $3.94B-$4.04B from $3.80B-$4.10B
- Non-GAAP operating margin expected to be ~45%
High-Flyer: How the Owner of DeepSeek Could Profit from the Venture
In the world of finance and tech, the interplay between hedge funds and skyrocketing businesses is often an intricate dance of strategy, foresight, and calculated risk. High-Flyer, the Chinese hedge fund that owns DeepSeek, provides a fascinating case study of how a financial entity can potentially profit from the ventures it supports. Here, we delve into the ownership structure, the track record of its CEO, and how a strategic short position might align with the launch of DeepSeek.
The Ownership Structure
High-Flyer is a hedge fund co-founded by Liang Wenfeng, who also serves as the CEO of DeepSeek. The hedge fund exclusively owns DeepSeek, creating a direct link between the performance of the tech venture and the financial strategies of High-Flyer. This ownership structure allows High-Flyer to leverage DeepSeekâs innovations and market positioning not just for technological advancements but also for financial gain. Given the hedge fund's reliance on quantitative trading strategies powered by AI, the acquisition of DeepSeek appears as much a strategic investment in technology as it does a pursuit of financial dominance.
Liang Wenfengâs Ventures
Liang Wenfeng is no stranger to strategic innovation. His career spans from co-founding High-Flyer to taking bold steps into AI-driven ventures. High-Flyerâs proprietary trading algorithms have made headlines for their ability to exploit market inefficiencies, often impacting high-profile stocks. For instance, the hedge fundâs trades reportedly contributed to significant value fluctuations in tech giants like Nvidia.
With the founding of DeepSeek in 2023, Wenfeng extended his expertise to the AI space. The startup focuses on advanced AI applications, potentially enhancing High-Flyerâs trading capabilities and giving it a competitive edge. This dual roleâleading a hedge fund and an AI companyâputs Wenfeng in a unique position to align technological innovation with financial strategy.
Strategic Short Positioning?
Hereâs where the scenario becomes particularly intriguing. High-Flyerâs trading strategies often include short sellingâa method of profiting from falling stock prices. Imagine this: High-Flyer identifies a specific sector or company poised for disruption by DeepSeekâs innovations. By taking a short position in these stocks ahead of DeepSeekâs public unveiling, High-Flyer could potentially capitalize on a decline in their value.
For example, if DeepSeekâs AI solutions threaten traditional players in the tech or AI industries, High-Flyer might short these competitors. Once DeepSeekâs products are launched and the market reacts, those targeted stocks could drop, allowing the hedge fund to pocket significant gains. This kind of strategy would be high-risk but could align with High-Flyerâs history of bold financial moves.
While no concrete evidence has surfaced that High-Flyer employed such a strategy with DeepSeekâs launch, the possibility highlights how closely intertwined financial and technological ventures can be. It also underscores how ownership structures can enable hedge funds to profit not just from a ventureâs success but also from the disruptions it causes.
The Bigger Picture
High-Flyerâs involvement in DeepSeek exemplifies the convergence of finance and technology in todayâs markets. For investors and industry watchers, the relationship raises critical questions about transparency, strategy, and ethics. As hedge funds increasingly diversify into tech ventures, the lines between innovation and financial manipulation blur.
In the case of High-Flyer and DeepSeek, the story is far from over.
Will DeepSeekâs innovations deliver groundbreaking AI solutions? And will High-Flyerâs trading strategies continue to influence market dynamics? Only time will tell, but one thing is certain: the synergy between finance and technology is reshaping industries at an unprecedented pace.
Happy Investing
GG
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#deepseek
#future
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Semiconductor and power stocks fall today due to Deepseek panic
Semiconductor stocks and electricity shares are falling today because of the Deepseek panic. This panic is probably exaggerated. We'll talk about it in tonight's podcast. So be sure to subscribe to the podcast: https://open.spotify.com/show/3SHlvxmpYWkpiWnykajNPa
Semiconductors:
-12% Broadcom $AVGO (-0.89%)
-12% TSMC $2330
$TSM (-0.7%)
-11% Nvidia $NVDA (-0.51%)
-11% BE Semiconductor $SMH (-0.98%)
-11% ARM Holdings $ARM (-0.94%)
-11% ASML $ASML (-0.78%)
-9% Dell $DELL
$DELL (-1.04%)
-9% Micron $MU (-0.64%)
-6% AMD $AMD (-0.71%)
-5% KLA $KLAC (-1.79%)
Power stocks:
-20% Siemens Energy $ENR (-0.24%)
-15% Bloom Energy $BE (-1.41%)
-14% GE Vernova $GEV (-1.76%)
-13% Vistra $VST (-0.97%)
-11% Schneider Electric $SCHNEIDER
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#openai
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#ki
#china
#podcast
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