Instead of going all-in on a rugged sports-watch look, the Moto Watch is designed to feel like a jack of all trades, with advanced features like dual-band GPS and a battery life that lasts over a week. The $150 Moto Watch combines a polished design with Polar-backed health tracking. Let’s unbox it. ⌚️ #motorola #motowatch #tech #smartwatch #wearables ...

Feels like I got razors in my shoes. >> Oh no. But speaking of razors, I got to try out the new Motorola Razor Fold for just a little bit as an early prototype.And I have to say, I am oh so impressed. It's like a premium wristwatch. The back is made of silk or a silk-like material.And it looks so much more lush and luxurious than some of the older foldables I've gotten to see. >> Silk phones. What do they think of next.>> Well, they have the new World Cup edition of the regular Motorola Razor. So, Olay. Ola ...

Core Insights - Celestica, Inc. and Corning Incorporated are significant players in the global tech hardware ecosystem, with Corning focusing on advanced glass technologies and optical connectivity, while Celestica provides electronics manufacturing services and supply chain solutions [1][7] Market Overview - The global AI infrastructure market was valued at $35.42 billion in 2023 and is projected to reach $223.45 billion by 2030, growing at a compound annual growth rate of 30.4%, driven by the expansion of AI workloads [2] Celestica's Performance - Celestica's Connectivity & Cloud Solutions segment saw a 43% year-over-year revenue increase, driven by demand for advanced networking products like 400G and 800G switches, as well as enterprise-level data communications infrastructure [3][5] - The company is expanding its partnerships and launched the SC6110 storage controller, which is designed for AI infrastructure and high-performance computing [4] - Celestica's recent introduction of 1.6TbE data center switches indicates a focus on supporting high-bandwidth AI applications, which is expected to drive long-term growth [5] Corning's Performance - Corning is experiencing growth in its Optical Communications and Specialty Materials segments, benefiting from the increasing use of mobile and IoT devices and the demand for robust network architecture in AI data centers [7][8] - The company is innovating with advanced fiber and cable systems that enhance connectivity capacity in data centers without significant infrastructure changes [9] - Corning's consumer electronics segment is also a major growth driver, with collaborations with leading manufacturers and expansion into the automotive market [10] Competitive Landscape - Both companies face competition, with Corning competing against Amphenol Corporation in the communication components market, but its innovative product launches are expected to provide a competitive edge [12] - Celestica's revenue is significantly dependent on a few major customers, with 59% of its total revenues coming from three customers, posing a concentration risk [6][21] Financial Estimates - The Zacks Consensus Estimate for Celestica's 2025 sales and EPS indicates year-over-year growth of 26.31% and 52.06%, respectively, while Corning's sales are expected to grow by 12.99% with an EPS projected at $2.52 [13][15] - Over the past year, Celestica's stock has gained 205.3%, compared to Corning's 85.3% growth, but Corning appears more attractive from a valuation perspective with a lower price/earnings ratio [16] Investment Outlook - Celestica holds a Zacks Rank 3 (Hold), while Corning has a Zacks Rank 2 (Buy), indicating a more favorable investment outlook for Corning [17][22] - Both companies are expected to benefit from margin expansion in the AI infrastructure domain, but Corning's broader market exposure reduces its risk compared to Celestica's reliance on AI infrastructure investments [18][21][22]

Core Insights - Motorola is re-entering the foldable smartphone market with the launch of the Razr Fold, positioning it as a productivity device rather than a nostalgic flip phone [2][5] - The Razr Fold features a large 6.6-inch external display and unfolds into an 8.1-inch 2K LTPO screen, designed for multitasking [2] - The device incorporates advanced on-device AI features through Motorola Qira, enhancing user experience by providing reminders and suggested actions [3] Product Features - The Razr Fold includes a triple 50MP rear camera setup, a periscope telephoto lens, and separate internal and external selfie cameras, along with Dolby Vision video capabilities [4] - Stylus support has been confirmed, adding to the device's functionality and appeal for serious users [4] - A special FIFA World Cup 2026 Edition Razr was also showcased, indicating Motorola's strategy to blend utility with trendy branding [5]

Core Insights - Corning Incorporated is focusing on expanding its Gorilla Glass portfolio through innovations and R&D, introducing Gorilla Glass Ceramic 2, which offers improved durability for mobile devices compared to traditional glasses [1][8] Product Development - Gorilla Glass Ceramic 2 is designed to withstand repeated drops on rough surfaces better than conventional aluminosilicate glasses and will be featured in upcoming Motorola devices [1][8] - The new ceramic-based version enhances Corning's competitiveness in the consumer electronics market, leveraging its expertise in advanced glass and ceramic materials [2] Market Position - Corning's Gorilla Glass is utilized in flagship phones by major brands like Samsung and Motorola, solidifying its position as a leading supplier for mobile cover glasses [3] - The introduction of Gorilla Glass Ceramic 2 for the Galaxy S25 Edge and Gorilla Armor 2 for the Galaxy S25 Ultra highlights Corning's commitment to providing strong protection with a sleek design [3][4] Financial Performance - The demand for Corning's improved Gorilla Glass has led to higher sales and better margins among premium smartphone makers [4] - Corning's shares have increased by 83.7%, while the communications components industry has grown by 96.4% [7] - Current share valuation is at 28.45 forward 12-month earnings, which is lower than the industry average of 31.46 [9] Earnings Estimates - Earnings estimates for Corning for 2025 have risen by 2% to $2.52, and for 2026, estimates have increased by 4.9% to $3.02 over the past 60 days [10]

[music] Heat. Heat. [music] >> [music]. ...

Group 1 - The global foldable smartphone shipment is expected to grow by 14% year-on-year in Q3 2025, reaching a historical high for the category, with foldable devices now accounting for 2.5% of global smartphone shipments [1] - The market expansion is driven by the Samsung Galaxy Z Fold7 and Huawei Mate series, with book-style models leading the growth, while clamshell models also perform well due to Samsung's refreshed product line and the strong performance of the Motorola Razr60 series [1] - Samsung's Galaxy Z series, particularly the Z Fold7, has significantly enhanced its appeal in the high-end market due to its thinner body, lighter weight, more durable hinge, and less visible crease, contributing to unexpected growth [1] Group 2 - The foldable smartphone market is projected to close 2025 with a stable growth rate of around 16% year-on-year, driven by high-end users' preference for larger screens and improved durability [4] - The market is expected to enter a significant expansion phase in 2026, with key drivers including enhanced durability, thinner and lighter designs, optimized hinge and panel structures, and richer AI-driven software experiences [4] - Apple is anticipated to enter the foldable market in the second half of 2026, leveraging its large iPhone user base to drive a new round of high-end product upgrades [4] Group 3 - The competition landscape is expected to change significantly with Apple's entry into the foldable market, prompting existing manufacturers to accelerate their technological advancements and product differentiation strategies [4] - A notable trend is the gradual move away from traditional book-style designs in foldable smartphones, with Huawei's early multi-fold solutions demonstrating engineering feasibility and Samsung's new tri-fold product marking a shift from concept to practical testing [4][5] - Samsung's first tri-fold model will have limited shipments, focusing on validating durability, hinge structure, and software optimization before larger-scale commercialization [5]

Core Insights - The global foldable smartphone shipment volume reached a record high in Q3 2025, with a year-on-year growth of 14%, driven primarily by the strong performance of Samsung's Galaxy Z7 series [4][5]. Market Performance - In Q3 2025, foldable smartphones accounted for 2.5% of global smartphone shipments, indicating a growing acceptance in the high-end market [5]. - The book-style foldable models led market expansion, supported by the launch of Samsung's Galaxy Z Fold7 and Huawei's Mate series [5]. - The clamshell foldable models also performed well, benefiting from Samsung's refreshed product line and the strong showing of Motorola's Razr 60 series [5]. Future Projections - The foldable smartphone market is expected to close 2025 with a year-on-year growth of around 16%, maintaining a stable growth trajectory [8]. - By 2026, the market is anticipated to enter a significant expansion phase, driven by improvements in durability, thinner and lighter designs, and enhanced AI-driven software experiences [8]. - Apple is expected to enter the foldable market in the second half of 2026, potentially triggering a new upgrade cycle among high-end users [8][9]. Competitive Landscape - The competition in the foldable smartphone market is set to intensify with Apple's entry, prompting existing manufacturers to accelerate their technological advancements and product differentiation strategies [8][10]. - Samsung's recent launch of the Galaxy Z TriFold is a strategic pilot aimed at solidifying its technological leadership before broader commercialization [9][10].

There is though a real public backlash in some areas to that protest in LA this year, concerns in New York. When you do have a border police, you know, wearing the thing that says Motorola on it, how do you ensure that you as a company don't also get caught up in some of the political backlash that we see. >> Well, I trust our customers and uh, you know, ICE is a part of uh, Department of Homeland Security, Danny, we virtually sell to all of the agencies in Homeland Security.um they're a a key customer. So, ...

Core Insights - Latin America's smartphone market experienced a 1% year-over-year growth in 3Q25, with shipments reaching 35.2 million units, the highest since 4Q15 [1][3][9] Market Performance - Samsung led the market with 11.6 million units shipped, capturing a 33% market share, primarily due to its low-end A-series models, which constituted 68% of its shipments [1][3] - Xiaomi followed with 6.3 million units (18% share), while Motorola saw an 11% decline in shipments, marking its sixth consecutive quarter of decline [1][3] - HONOR achieved record shipments for the third consecutive quarter with 2.9 million units, driven by growth in the Caribbean, Colombia, and Ecuador [1][3] - TRANSSION rounded out the top five despite a 19% year-over-year decline [1][3] Regional Insights - Brazil, the largest market, accounted for 29% of shipments with 10.3 million units, reflecting a 5% year-over-year increase [3][4] - Mexico, the second-largest market, saw a decline of 11% with 7.4 million units shipped, marking its fourth consecutive quarter of contraction [3][4] Segment Analysis - The sub-$300 segment, which represents 71% of total shipments, experienced a 2% decline year-to-date through 3Q25 due to inventory pressures and reduced consumer demand [5][6] - Conversely, shipments of high-end and premium devices priced above $500 increased by 20% year-to-date, contributing to an 8% rise in average selling prices (ASP) in 3Q25 [6][7] Future Outlook - Omdia projects the Latin American smartphone market to remain flat by the end of 2025, with total shipments expected to reach 137.0 million units [9] - Challenges for 2026 include rising memory and storage costs, which may increase device prices, particularly in entry-level segments [9]