In today’s briefing:
- Nvidia (NVDA.US): To Establish Offshore Headquarter in Taiwan.
- Tech Supply Chain Tracker (25-Dec-2024): Japanese IDMs’ global investment plans.
- Jabil Inc.: Can Its AI and Data Cloud Expansion Give Them A Competitive Edge? – Major Drivers
- BlackBerry’s IoT Boom: Can It Outpace Challenges in Cybersecurity? – Major Drivers
- Micron Bets Big on AI Chips Amid Sluggish Smartphone and PC Sales But Will It Work? – Major Drivers
- FactSet Research System: Its Monetization of Gen AI Products Could Be A Multi-Faceted Growth Opportunity? – Major Drivers
- Paychex Inc.: These Are The 7 Biggest Factors Impacting Its Performance In 2025 & Beyond! – Major Drivers
Nvidia (NVDA.US): To Establish Offshore Headquarter in Taiwan.
- NVIDIA Corp (NVDA US) CEO Mr. Jensen Huang announced plans to establish an offshore headquarters in Taipei during his visit this June.
- From a geopolitical perspective, Taiwan is one of the focal points where the U.S. and China could potentially be in conflict.
- Focusing on AI, NVIDIA Corp (NVDA US) is currently attracting significant attention, but the decision to establish an offshore headquarters in Taipei is raising curiosity.
Tech Supply Chain Tracker (25-Dec-2024): Japanese IDMs’ global investment plans.
- Japanese IDMs are increasing global investments, while the US keeps a close eye on China’s chip industry to adjust supply chains.
- Compal Electronics introduces a new liquid cooling solution for effective cooling of electronic devices.
- Google enhances AI visual generation with Veo 2, Imagen 3, and Whisk, while Innolux focuses on FOPLP and Lam boosts fab efficiency with collaborative robots.
Jabil Inc.: Can Its AI and Data Cloud Expansion Give Them A Competitive Edge? – Major Drivers
- Jabil Inc. entered the first quarter of its fiscal year 2025 with a relatively solid performance, as evidenced by its reported revenues and continued efforts in restructuring its business model.
- The company reported $7 billion in revenue for the quarter, representing a 1% increase when excluding the impact of a prior-year divestiture in the Mobility segment.
- Core operating income was $347 million, with a margin holding steady at 5%, despite a modest impact from recent hurricanes.
BlackBerry’s IoT Boom: Can It Outpace Challenges in Cybersecurity? – Major Drivers
- BlackBerry’s third-quarter fiscal results delivered a mix of optimism and caution as the company reported stronger-than-expected profitability, positive cash flow, and notable progress in its strategic transformation.
- The stock surged 20% to $3.59, marking its highest close since May, as investors reacted to the earnings beat despite a downward revision in the fiscal-year guidance.
- The quarter saw BlackBerry posting an adjusted profit of 2 cents per share, surpassing analysts’ expectations of a 1-cent loss.
Micron Bets Big on AI Chips Amid Sluggish Smartphone and PC Sales But Will It Work? – Major Drivers
- Micron Technology Inc., a key player in the computer-memory chip industry, has faced significant headwinds, as evidenced by its recent revenue forecast, which missed analyst expectations.
- The company projected fiscal second-quarter revenue of $7.9 billion, far below the average estimate of $8.99 billion, while profit forecasts also lagged significantly.
- These results reflect sluggish demand in its largest markets—smartphones and personal computers—despite a notable surge in data center-related revenue and strong orders for artificial intelligence (AI) components.
FactSet Research System: Its Monetization of Gen AI Products Could Be A Multi-Faceted Growth Opportunity? – Major Drivers
- FactSet delivered a mixed set of results for its first fiscal quarter of 2025, showcasing positives in operating performance amid a backdrop of economic uncertainties and industry-specific challenges.
- The company reported 4.5% growth in organic Annual Subscription Value (ASV) year-over-year, supported by favorable developments in its wealth management segment and a 7% growth in the Asia-Pacific region.
- FactSet’s adjusted operating margin stood at 37.6%, and adjusted diluted earnings per share (EPS) reached $4.37.
Paychex Inc.: These Are The 7 Biggest Factors Impacting Its Performance In 2025 & Beyond! – Major Drivers
- Paychex’s recent earnings presentation shows a nuanced business performance with both strengths and challenges to consider.
- The company reported a 5% increase in total revenue, excluding the expiration of the Employee Retention Tax Credit (ERTC) program, which stands against a 7% revenue growth when adjusted for the ERTC’s effects.
- The company’s management solutions and PEO (Professional Employer Organization) and insurance solutions have been central to its growth narrative, with corresponding 3% and 7% revenue increases, respectively.
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