codecs
Search documents
From Vibe Coding to Vibe Researching: OpenAI’s Mark Chen and Jakub Pachocki
a16z· 2025-09-25 13:00
The big thing that we are targeting is producing an automated researcher. So automating the discovery of new ideas. The next set of evals and milestone that we're looking at will involve actual movement on things that are economically relevant. And I was talking to some some high schoolers and they're saying, "Oh, you know, actually the default way to code is vibe coding. I I do think you know the future hopefully will be vibe researching. " Thanks for coming Jacob and Mark. Jacob, you're the chief scientis ...
Cirrus Logic (CRUS) Q1 EPS Jumps 35%
The Motley Fool· 2025-08-06 10:08
Core Insights - Cirrus Logic reported strong fiscal Q1 results, with non-GAAP earnings per share of $1.51 and GAAP revenue of $407.3 million, both exceeding Wall Street expectations [1][5][9] Financial Performance - Non-GAAP EPS of $1.51 surpassed the estimate of $1.01, reflecting a year-over-year increase of 34.8% from $1.12 in Q1 FY25 [2] - GAAP revenue reached $407.3 million, an 8.9% increase from $374.0 million in Q1 FY25 [2] - Gross margin improved to 52.6%, up 2.0 percentage points from 50.6% in the previous year [2][8] - Free cash flow surged to $113.4 million, a significant increase of 1,961.8% from $5.5 million in Q1 FY25 [2] Business Segments - Revenue from audio products was $240.0 million, up from $219.0 million in Q1 FY25, while high-performance mixed-signal chip sales reached $167.2 million [6] - The company is diversifying its revenue streams, with expectations for laptop market revenue to double in FY26 compared to FY25 [7] - New product offerings include high-performance digital-to-analog converters and advanced audio codecs aimed at professional audio and automotive systems [7] Customer Concentration and Strategy - Cirrus Logic's revenue is heavily reliant on Apple, which accounted for approximately 89% of annual net sales in FY25 [4] - The company focuses on sustained R&D investment to maintain its competitive edge in audio innovation and expand into new markets [4] Future Outlook - Management forecasts Q2 FY26 revenue between $510 million and $570 million, indicating strong sequential growth [9] - Gross margin is expected to remain stable at 51% to 53% for Q2 FY26, with projected non-GAAP operating expenses of $131 million to $137 million [9] - The company aims to reduce its reliance on Apple, with general market revenue potentially reaching 10% of total sales in the future [10]