Apple topped expectations in Q2 FY25, buoyed by resilient iPhone sales and a stabilizing China business. But beneath the headline beat, the tech giant faces mounting challenges—from delayed AI rollouts to regulatory pressure on its high-margin services business. Why This Stands Out Apple posted revenue of $95.36Bn (+5% YoY) beating estimates. iPhone revenue rose 1% …
Strong quarter, stronger signalAmazon’s Q1 2025 cloud results show AWS growing at a slower pace than expected, with 17% YoY growth to $29.27Bn, falling slightly short of analyst expectations of $29.42Bn. While this marks a third consecutive revenue miss, AWS remains a dominant player in the global cloud space. Why this stands outAWS continues to …
Qualcomm posted a robust Q2 2025, with $9.5Bn in chipset revenue—driven by solid handset performance and expanding strength in automotive, IoT, and adjacencies. Strong quarter, stronger signal Qualcomm continues to grow beyond smartphones, setting a target of $22Bn in non-handset revenues by FY29. AI and ecosystem-wide innovation are the new frontiers. Why this stands out …
Strong quarter, stronger signal: Meta delivered a standout Q1 2025—$42.3Bn in revenue (+16% YoY) and $16.6Bn in net income (+35%)—powered by monetization momentum across Facebook, Instagram, WhatsApp, and Threads. Why this stands out: The numbers underscore Meta’s early success in turning AI into real business impact. The company raised its 2025 capex guidance to $64B–$72B, …
Industry leaders and experts on Sunday welcomed the Donald Trump administration’s decision to exempt smartphones, computers and other electronics imported to the country from reciprocal tariffs — a move which has given India a definitive edge over China. “The US tariff exclusions provide much-needed relief for the global technology sector, easing pressure across consumer electronics, …
Tamil Nadu has cemented its lead in electronics exports further, with the state setting a new record of $12.62Bn in shipment value in the first 11 months of this fiscal year, as per data from NIRYAT (the National Import-Export Record for Yearly Analysis of Trade). The state accounted for 37.09% of India’s electronics goods exports …
The iPhone 16e brings flagship-level upgrades at a more accessible price point, powered by the latest A18 chipset. With Apple Intelligence features now extending across a broader lineup, Apple is strengthening its AI-powered ecosystem and competitive positioning. While Gen Z consumers may be drawn to the appeal of a new 2025 iPhone, the infusion of …
Cyber Resilience
Key Highlights of the General Budget 2025: Focus on GCCs, AI, and Start-up Entrepreneurship
The formation of the x86 Ecosystem Advisory Group by Intel and AMD marks a pivotal shift in the semiconductor industry. This collaboration underscores the rising competition from ARM architecture, particularly in datacenters and PCs, where ARM’s influence has been growing. The partnership is strategically aimed at preserving x86’s dominance in key markets such as automotive, …