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Vuzix Corporation

VUZI

Technology

3w

Strategic Partnership with Quanta Achieves Manufacturing Milestones

Vuzix met all manufacturing and performance gates tied to the second Quanta tranche, receiving an additional $5 million, bringing Quanta's total investment to $15 million.
The achievement was based on actual manufacturing performance, not forecasts, demonstrating Vuzix's operational capabilities.
Vuzix's waveguides exceeded expectations in yield, performance metrics, and production run rates, validating their technical and manufacturing excellence.
The partnership with Quanta is not just strategic but also operational, enabling Vuzix to scale production efficiently and reliably.
This relationship is central to Vuzix's go-to-market and scaling strategy, leveraging Quanta's infrastructure for high-volume, cost-effective manufacturing.
The collaboration is supporting multiple new programs, targeting large deployment opportunities in AR and AI-driven smart glasses.

COHR

Technology

4w

Introduction of World's First 6-Inch Indium Phosphide Production Platform

Coherent announced the start of production of the world's first 6-inch indium phosphide line in Sherman, Texas, in August 2025.
This new platform is expected to significantly increase capacity and reduce costs, providing a competitive edge.
The ramp of this new capacity is anticipated to support strong growth in optical transceivers, especially for data center applications.
Management highlighted this milestone as a key technological and operational achievement for the company.
The new 6-inch line is part of a broader U.S. manufacturing expansion strategy to enhance supply chain resiliency.

NTNX

Technology

2w

Nutanix's Strategic Expansion into External Storage Support

Nutanix announced support for external storage hardware, including Dell PowerFlex and Pure Storage, marking a strategic shift to accommodate existing storage investments.
This new capability allows customers to run HCI and external storage simultaneously, broadening the platform's flexibility and appeal.
The support for Dell PowerFlex was a key win, with initial deals with two North American global 2000 companies, indicating early traction.
Management highlighted that this approach addresses customer needs for risk management during industry M&A and infrastructure modernization.
The company expects the Dell PowerFlex support to contribute to FY 2026 revenue, though it remains in early stages of adoption.

Dell Technologies Inc.

DELL

Technology

1w

Financial Performance Summary

Cash flow from operations was strong at $2.5 billion, with $9.8 billion in cash and investments.
Earnings per share increased 19% to a Q2 record of $2.32.
Gross margin was $5.6 billion or 18.7% of revenue, impacted by AI server mix shift.
ISG and CSG combined revenue grew 22%, with ISG up 44% and CSG up 1%.
Net income increased 13% to $1.6 billion.
Operating expenses decreased 4% to $3.3 billion, improving operational efficiency.
Operating income rose 10% to $2.3 billion, representing 7.7% of revenue.
Q2 revenue reached a record $29.8 billion, up 19% year-over-year.

Analog Devices, Inc.

ADI

Technology

3w

Financial Performance Summary

Automotive revenue was 30% of total, down 1% sequentially but up 22% year-over-year.
Cash and short-term investments totaled $3.5 billion; net leverage ratio stable at 1.1; inventory increased $72 million sequentially.
Communications segment grew 18% sequentially and 40% year-over-year, driven by wireline, data center, and wireless.
Consumer segment grew 16% sequentially and 21% year-over-year, marking the fourth consecutive quarter of double-digit growth.
EPS was $2.05, above the high end of guidance and up 30% year-over-year.
Gross margin was 69.2%, operating margin 42.2%, both up 100 basis points sequentially and year-over-year.
Industrial segment represented 45% of revenue, growing 12% sequentially and 23% year-over-year.
Q3 revenue was $2.88 billion, exceeding the high end of guidance, up 9% sequentially and 25% year-over-year.

Analog Devices, Inc.

ADI

Technology

3w

Industrial Business Recovery and Inventory Dynamics

ADI's industrial business has shown a consistent recovery, with growth accelerating across all subsectors including aerospace, defense, and healthcare.
Channel inventories remain lean, with end demand still below consumption by double digits, indicating ongoing inventory digestion.
Management expects Q4 industrial growth to be in the low to mid-teens quarter-over-quarter, despite typical seasonal declines.
The company has observed some catch-up in demand in Q4, supported by increased activity in aerospace, defense, and automation sectors.
Supply constraints in aerospace and defense are primarily due to capacity limitations and tooling delays, not demand shortages.
CapEx investments are being deployed to expand manufacturing capacity, especially in proprietary aerospace and defense products, to meet surging demand.

Cisco Systems, Inc.

CSCO

Technology

4w

Record AI Infrastructure Orders from Webscale Customers Exceed $2 Billion in FY '25

The AI infrastructure orders have translated into approximately $1 billion in revenue during FY '25.
Cisco expects the AI orders to contribute to revenue growth in FY '26, with a growing pipeline in the hundreds of millions.
Webscale customers are deploying Cisco's Silicon One, optics, and optical systems for AI training infrastructure.
The company is actively working on developing solutions for AI inference and enterprise cloud deployments.
Cisco's strategy includes expanding partnerships and integrations, such as with NVIDIA, to support AI demands.

Applied Materials, Inc.

AMAT

Technology

3w

Financial Performance Summary

Applied Global Services revenue was $1.6 billion, up 1% year-over-year with 10% growth in core services.
Cash and cash equivalents ended at $5.4 billion; generated $2.6 billion cash from operations; free cash flow approx. $2 billion.
Display segment revenue was $263 million, marking the second consecutive quarter of growth.
Non-GAAP earnings per share reached a record $2.48, up 17% year-over-year due to revenue growth and share repurchases.
Non-GAAP gross margin was 48.9%, up 150 basis points year-over-year, driven by product mix and pricing.
Non-GAAP operating expenses were $1.3 billion, slightly down as a percentage of revenue due to G&A optimization.
Q3 net revenue was approximately $7.3 billion, up 8% year-over-year and $100 million above guidance midpoint.
Semiconductor Systems revenue was $5.43 billion, up 10% year-over-year with growth in foundry/logic and DRAM.

AVGO

Technology

6d

Financial Performance Summary

AI semiconductor revenue was $5.2 billion, up 63% year over year, marking 10 consecutive quarters of robust growth.
Free cash flow was $7 billion, representing 44% of revenue, with capital expenditures of $142 million.
Gross margin was 78.4%, better than guided, supported by higher software revenue and semiconductor product mix.
Infrastructure Software revenue was $6.8 billion, up 17% year over year, with a 77% operating margin reflecting VMware integration completion.
Inventory increased 8% sequentially to $2.2 billion, with days of inventory at 66 days, reflecting anticipation of revenue growth next quarter.
Q3 consolidated adjusted EBITDA was a record $10.7 billion, up 30% year over year, representing 67% of revenue, exceeding guidance.
Q3 total revenue reached a record $16 billion, up 22% year over year, driven by strong AI semiconductor and VMware growth.
Semiconductor Solutions segment revenue was $9.2 billion, growing 26% year over year, with a 57% operating margin.