Financials articles

Fortnite is trying to pull a Roblox, Epic paid creators over $350 million in 2024

Apple reports record quarter despite iPhone sales dip

EA shares take a 20% hit after Dragon Age and FC 25 figures disappoint

EA says Dragon Age: The Veilguard performed half as well as they expected

2024's 10 top-grossing US films were all sequels and prequels

Valve makes more money per employee than Amazon, Microsoft, and Netflix combined

The big picture: Valve is one of the most important and influential companies in the PC gaming market. It's also one of the most unique due to its private nature and unusually small workforce relative to its impact and competitors. A recent analysis of data uncovered through an ongoing lawsuit against the company highlights how Valve starkly contrasts with the world's biggest tech giants.

AirPods sales totaled over $18 billion last year, more than all of Nintendo

TSMC posts 34% revenue jump in November, riding high on AI demand

Nvidia nearly doubles AMD's R&D budget – Intel's spending dwarfs both, but struggles to compete

The big picture: The competitive strength of hardware makers is often gauged by their research and development expenditure. However, an analysis of recent financial reports from various tech giants reveals that higher R&D spending does not always guarantee success. Intel's recent struggles and Nvidia's astronomical growth driven by the AI boom have broken conventional assumptions.

Nvidia's stellar Q3 proves that the age of AI is in full steam

Spotify rockets past 640 million users, on track to achieve first full year of profitability

Nvidia becomes the world's most valuable company, surpassing Apple and Microsoft

The big picture: Nvidia briefly overtook Apple as the world's most valuable company late last month, but this week it solidified that position for the second time in a more definitive way. The GPU maker's meteoric rise and the dethronement of Intel on the Dow Jones index signifies a major shift toward AI in the tech sector. However, uncertainty still surrounds the new technology.

AMD data center revenue surpasses Intel's for the first time, driven by strong Epyc CPU sales

Capcom earnings show a gradual narrowing of the console/PC divide

In context: Capcom's latest earnings show that the software markets for PCs and consoles are a close race, with PCs edging out consoles by 14 points. During its 2023 fiscal year, 54 percent of Capcom's game sales went to PCs, while consoles accounted for 40 percent. The remainder is in mobile gaming, which ironically has doubled the gaming population of the other two markets combined.

Microsoft gaming revenue increases 61% as cloud and AI take center stage

Germany's largest hardware retailer has yet to sell a single Intel Core Ultra 200S CPU

Microsoft faces scrutiny over AI spending as Copilot adoption lags

Roblox accused of inflating user numbers and being a pedophile paradise

Samsung confirms there are no plans to sell foundry business, issues apology over missed profits

Intel splits its struggling foundry division into an independent subsidiary

OnlyFans creators earned record $5.3 billion in 2023, platform sees massive growth

Intel's gathering storm and why it needs to stay the course

Dell's AI-focused strategy pays off with 38 percent growth in hardware infrastructure revenue

Intel mulls splitting divisions as financial woes continue

AMD's $5 billion ZT acquisition: Strategic play or overpriced gamble?

Bottom line: The strategic rationale behind AMD acquiring ZT makes sense, to a point, but $5 billion is a lot to pay, especially when the true value of the transaction relies heavily on the price AMD will get when they spin off ZT's manufacturing unit.