Investment Rating - The report does not explicitly state an investment rating for the industry or specific companies mentioned [8][12]. Core Insights - The report highlights that Apple (AAPL) is reinforcing its position as a platform of choice for existing users, but limited AI updates imply few switchers in the upcoming iPhone cycle [8]. - Amphenol (APH) is assessed for its long-term AI content growth story, with expectations for AI revenue to grow significantly from approximately $1 billion last year to around $7 billion next year, indicating a strong growth trajectory [9]. - Qualcomm (QCOM) is noted for its strategic acquisition of Alphawave IP for $2.4 billion, which is expected to enhance its position in the datacenter market and drive significant operating leverage [12]. Summary by Relevant Sections Apple (AAPL) - The updates from the WWDC event were incremental, with no major surprises that would change the outlook for iPhones or other devices. The redesigns are significant but lack updates on key AI integrations, which moderates expectations for the iPhone 17 cycle [8]. Amphenol (APH) - The report provides a roadmap for AI cable connector content growth, projecting an increase from ~$1 billion to ~$7 billion in revenue. The anticipated adoption of new technologies is expected to support mid-teens organic growth, with a 15% EPS upside versus consensus for 2026 [9]. Qualcomm (QCOM) - The acquisition of Alphawave IP is seen as strategically important for enhancing Qualcomm's capabilities in the datacenter market, with an estimated total addressable market (TAM) of $33 billion by 2027. The deal is expected to provide synergies and significant operating margins once scaled [12].

Cisco Systems (CSCO) Update / Briefing June 12, 2025 11:00 AM ET Speaker0 it like never before. You've all heard the AI hype. Now you want AI's help. That's exactly what we'll give you. Cisco, making AI work for Speaker1 you. Where Speaker2 will you be in five years? Where will we be in five years? In '25? In '50? Let's be here and here with her and him and they. Let's connect them. Let's connect everyone. Let's deliver technology that gives them access to power opportunity. Let's set a new standard for dat ...

Extreme Networks FQ1'18 Financial Results November 7, 2017 ©2017 Extreme Networks, Inc. All rights reserved Cautionary Statement on Financial Measures Non-GAAP Measures: In preparing the accompanying information, the Company has excluded, where applicable, the impact of certain Non-GAAP costs as listed at the end of this presentation. The Company believes these Non-GAAP measures provide both management and investors with additional insight into its current operations, the trends affecting the Company and th ...

Extreme Networks FQ2'18 Financial Results February 6, 2018 ©2018 Extreme Networks, Inc. All rights reserved Cautionary Statement on Financial Measures Financial Highlights – Financial Operations | | FY'17 | | FY'18 | | FQ2'18 v | FQ2'18 v | | --- | --- | --- | --- | --- | --- | --- | | | Q2 | Q2 | Q1 | Q2 | FQ1'18 | FQ2'17 | | | A | s A djust ed | | | | A s A djust ed | | GAAP | | | | | | | | Product Revenue | $109.8 | $118.1 | $164.8 | $174.8 | $10.0 | $56.7 | | Services Revenue | $38.3 | $38.3 | $46.9 | $ ...

Extreme Networks FQ3'18 Financial Results May 8, 2018 ©2018 Extreme Networks, Inc. All rights reserved Cautionary Statement on Financial Measures Non-GAAP Measures: In preparing the accompanying information, the Company has excluded, where applicable, the impact of certain Non-GAAP costs as listed at the end of this presentation. The Company believes these Non-GAAP measures provide both management and investors with additional insight into its current operations, the trends affecting the Company and the Com ...

公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容 编译自 semianalysis 。 今天，超级以太网联盟 (UEC)宣布发布UEC 规范 1.0，这是一个基于以太网的全面通信堆栈，旨在 满足现代人工智能 (AI) 和高性能计算 (HPC) 工作负载的严苛需求。此次发布标志着我们朝着重新定 义下一代数据密集型基础设施以太网迈出了关键一步。 UEC 规范 1.0 为网络堆栈的所有层（包括 NIC、交换机、光纤和电缆）提供了高性能、可扩展且可 互操作的解决方案，从而实现了无缝的多供应商集成并加速了整个生态系统的创新。 UEC 规范正在推动整个行业的采用，通过推广开放、可互操作的标准来避免供应商锁定。随着积极 的实施和合规计划的推进，UEC 正在为整个行业建立一个统一且易于访问的生态系统铺平道路。 超级以太网联盟技术咨询委员会主席 Hugh Holbrook 补充道："超级以太网 1.0 规范是人工智能、高 性能计算 (HPC) 和网络专家、系统和芯片供应商以及网络运营商通力合作的成果。它融合了与应 用、传输协议、拥塞控制、直接内存访问、以太网链路和 PHY 技术以及网络安全相关的丰富知识、 经验和理念 ...

Cisco Systems (CSCO) Update / Briefing June 11, 2025 11:00 AM ET Speaker0 Well, good morning, everybody, from San Diego. We want to welcome you all back to your streaming broadcast coming to you directly from the world of solutions here at Cisco Live twenty twenty five. So exciting. I'm Steve Moulter. On behalf of the entire Cisco TV team, we are really delighted to have you with us today. You know, from the moment this event kicked off, we have been experiencing the story of all of the unique, all of the d ...

Well, Meta could pay nearly$15 billion dollars for stake and scale AI according to a report from the information as the company looks to expand its AI ambitions. Joining me now on this and more, G2 Patel. He is Cisco's president and chief product officer.Great to have you on this morning, G2. The latest AI investment from a tech company with regards to Meta. How are company leaders thinking about AI expansion right now and are you looking at any potential acquisition opportunities in a similar manner.Madiso ...

Core Insights - The Trade Desk, Inc. (TTD) has expanded its partnership with Instacart, integrating grocery selection data into TTD's platform, which enhances programmatic advertising capabilities for marketers [1][10] - Advertisers can now access Instacart's grocery catalog for custom audience segmentation and real-time campaign adjustments, improving agility and effectiveness [2][3] - The integration allows for closed-loop measurement, enabling advertisers to track sales impact and Return on Ad Spend (ROAS) in real-time [4][10] Group 1: Partnership and Integration - The partnership positions Instacart as a full-funnel advertising solution, with over 7,000 active CPG brand partners and 1,800 retail partners in North America [6] - Advertisers can engage consumers across various platforms, including mobile and streaming TV, ensuring a comprehensive omnichannel approach [8] Group 2: Technological Advancements - TTD's Kokai platform features tools like frequency capping and brand safety controls, enhancing the advertising experience [3] - The recent launch of Deal Desk within the Kokai platform aims to improve deal management and transparency in programmatic advertising [9] Group 3: Market Impact - Major brands like Danone have successfully utilized the integrated setup for real-time campaign optimization, demonstrating the effectiveness of the partnership [5] - The integration spans over 220 e-commerce grocery partner sites, solidifying Instacart's role as a central hub for omnichannel campaign execution [7][10]

CORNELIUS, N.C., June 11, 2025 (GLOBE NEWSWIRE) -- Alpha Modus Ventures, LLC ("AMV"), the entity that recently filed a patent infringement lawsuit against Broadcom Inc. on April 22, 2025, and engaged a patent monetization and funding agreement with Alpha Modus Holdings, Inc. (NASDAQ: AMOD), today announced that it has filed a patent infringement lawsuit against Cisco Systems, Inc. (NASDAQ: CSCO) in the U.S. District Court for the Western District of Texas, Austin Division on June 9, 2025. The case alleges t ...