as well. And Dan, thank you for joining us. We're going to talk about Microsoft and Steve Kovak in just a minute based on this was going to be, by the way, the Microsoft stuff, our top of the show, as we call it, our lead in industry parliament.But when you got Jensen Wong making off-the- cuff comments to Emily Wilkins on Capitol Hill, we got to lead with that. Anything that you may have heard from Wong or anything recently that you have heard from him and Nvidia that changes your thesis on the AI game. No, ...

Things are looking up for Apple in China. The tech giant is expected to lead in smartphone shipments in 2025 in a region that has previously been a low point, according to a research report published by the International Data Corporation on Tuesday.In China — Apple's largest market — there has been massive demand for the new iPhone 17, which is propelling Apple toward a record 2025. IDC predicts 247 million iPhones will be shipped globally this year. Apple was "miles ahead of the competition" in China in ...

Nokia (NYSE:NOK) 2025 Conference December 03, 2025 11:35 AM ET Company ParticipantsJustin Hotard - President and CEOFrançois-Xavier Bouvignies - Head of European Tech Hardware and Summit TeamFrançois-Xavier BouvigniesAll right. Thank you very much. My name is François-Xavier Bouvignies. I head the European Tech Hardware and Summit Team at UBS. I'm very happy to have Justin Hotard, CEO of Nokia. So thank you very much for being here.Justin HotardGreat to be here, François.François-Xavier BouvigniesJustin, I ...

SINGAPORE, Dec. 03, 2025 (GLOBE NEWSWIRE) -- EngageLab, a global leader in AI-powered omnichannel customer engagement and marketing technology, together with China Unicom Global, HKT (Hong Kong Telecommunications), and Huawei, recently unveiled the OpenGateway Cross-Operator Converged Authentication Solution. This joint innovation establishes a new industry benchmark for secure, seamless, and scalable user authentication across borders-enabling enterprises to accelerate their global expansion with confidenc ...

Apple's latest iPhone models are shown on display at its Regent Street, London store on the launch day of the iPhone 17.Apple will hit a record level of iPhone shipments this year driven by its latest models and a resurgence in its key market of China, research firm IDC has forecast.The company will ship 247.4 million iPhones in 2025, up just over 6% year-on-year, IDC forecast in a report on Tuesday. That's more than the 236 million it sold in 2021, when the iPhone 13 was released.Apple's predicted surge is ...

December 2, 2025 03:46 PM GMT Tracking China's Semi Localization | Asia Pacific AI GPU and AI smartphones in China Bytedance's force conference and Doubao AI smartphones are key to watch for AI applications. Whether local AI GPU chips can support strong AI inference computing remains to be seen. AI GPU supply and token generation in China: See the following section – Overview (cont'd) | M December 2, 2025 03:46 PM GMT Tracking China's Semi Localization Asia Pacific | Morgan Stanley Taiwan Limited+ Charlie C ...

Qualcomm (NasdaqGS:QCOM) 2025 Conference December 02, 2025 04:55 PM ET Speaker1Okay, we're going to get started. Good afternoon. I'm Tim Arcuri. I'm the semiconductor and semi-equipment analyst here at UBS. We're very pleased to have Qualcomm. We're very pleased to have Cristiano Amon from Qualcomm, who's the President and CEO. So thank you, Cristiano.Speaker0No, thank you, Tim. Good talking to you.Speaker1Great. So let's start talking about the business that everyone wants to know about, which is your data ...

Question-and-Answer SessionSo I thought maybe, Bill, you were here last year, I think a lot of people were familiar with kind of your role at Cisco, but I think maybe for those, maybe a little bit less familiar, can we just start with kind of what falls under your purview, how we think about what's responsible into your business and how that fits into the Cisco portfolio?Bill GartnerSenior VP & GM of Optical Systems and Optics Sure. Thanks, David. First of all, thank you for having us. I have responsibility ...

Summary of Cisco Systems Conference Call Company Overview - **Company**: Cisco Systems (NasdaqGS:CSCO) - **Date**: December 02, 2025 - **Key Speakers**: Bill Gartner (SVP and GM of Optical Systems and Optics Group), Sami Badri (Head of Investor Relations and Market Insights) Industry Insights - **Industry**: Optical Systems and Networking - **Key Competitors**: Ciena, Fujitsu, Adva, Infinera, Huawei, ZTE [2][8] Core Business Segments 1. **Optical Systems**: - Focus on DWDM systems for service providers and hyperscalers [2] - Includes chassis-based solutions with line cards and software [2] 2. **Optics Business**: - Short-distance transceivers for switches and routers [2] 3. **Acacia Technologies**: - Provides coherent technology for optical systems and DCO pluggables [3] Demand and Growth - **Hyperscaler Demand**: - Significant increase in demand for DCI optics from hyperscalers, leading to a revised forecast for FY26 [8][9] - FY25 saw $1 billion in AI infrastructure revenues, with expectations of $3 billion in FY26 [64][68] - **Scale Across vs. Traditional WAN**: - Scale across networks allow for direct connections between scale-out networks, bypassing WAN constraints [14][18] - This model is crucial for cost-effective scaling of AI infrastructure [14] Market Dynamics - **Optics vs. Switching**: - Current mix is approximately one-third optics and two-thirds switching, but this can fluctuate based on customer deployment cycles [21][24] - Transition from 400-Gig to 800-Gig optics is underway, with some customers skipping directly to 1.6T [29][30] - **Long Tail of Technology**: - Legacy technologies like 10-Gig still represent a significant portion of the optics business, indicating a slow adoption curve for new technologies [28] Competitive Positioning - **Pluggable Technology**: - Cisco is leading in the pluggable optics market, with a significant share among hyperscalers [75] - Competitors are beginning to adopt pluggable models, which Cisco views as a long-term trend [75] Financial Outlook - **Fiscal 2026 Drivers**: - AI infrastructure is the primary growth driver, alongside a campus refresh cycle [78][80] - The campus cycle is expected to provide steady growth over several years rather than a sharp spike [82] - **Supply Chain Management**: - Cisco is actively managing supply chain challenges, particularly with DRAM and other components, but does not foresee significant disruptions [55][58] Key Takeaways - Cisco is well-positioned to capitalize on the growing demand for AI infrastructure and optical networking solutions, with a strong focus on adapting to customer needs through a component business model [48][86] - The company emphasizes the importance of providing an open solution for AI infrastructure, contrasting with competitors that may offer more proprietary systems [86]

Samsung Electronics unveiled on Tuesday its first multi-folding smartphone, in a bid to strengthen its position in a sector of the phone market where competition is expected to intensify.The launch of the Galaxy Z TriFold marks Samsung’s bid to reinforce its footing in a segment where Chinese rivals have been gaining ground, even as analysts say the high price and production challenges mean foldable devices are likely to remain a niche category for now.The model, priced at about 3.59 million won ($2,440.17) ...