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iot: Archive

Supriyo Bose

Corning Growth Outlook Hinges on AI Optics and Solar Profitability

Corning's growth outlook rests on AI-driven optical demand and a solar ramp that must turn surging sales into consistent profits.

GLWPositive Net Change AMZNPositive Net Change NVDAPositive Net Change METAPositive Net Change

Supriyo Bose

IBM's Enterprise AI Strategy Targets Security, Data Control and Trust

IBM's enterprise AI strategy centers on governance, security and hybrid control, but converting demand into durable revenue remains gradual.

IBMPositive Net Change NOWPositive Net Change GOOGLPositive Net Change

Arijit Sarkar

InterDigital Is Riding AI Streaming and IoT Licensing Growth Trends

IDCC is expanding beyond smartphones with AI, streaming and IoT licensing, opening new royalty opportunities across fast-growing technology markets.

IDCCPositive Net Change DLBPositive Net Change QCOMNegative Net Change

Arijit Sarkar

Is IDCC Stock a Buy After Strong Earnings and Higher Revenue Guidance?

IDCC beat Q2 estimates, raised 2026 revenue guidance and posted record recurring revenue, but investors still face valuation and licensing-related risks.

IDCCPositive Net Change QCOMNegative Net Change NOKPositive Net Change

Arijit Sarkar

How InterDigital Is Expanding Beyond Smartphones With New Growth Drivers

IDCC is expanding beyond smartphone licensing into streaming, IoT, automotive and cloud markets to build recurring revenue from a broader patent portfolio.

IDCCPositive Net Change QCOMNegative Net Change NOKPositive Net Change

Zacks Equity Research

InterDigital Q2 Earnings Beat Estimates Despite Lower Y/Y Revenues

IDCC tops Q2 2026 estimates as a new Amazon licensing agreement boosts streaming revenues, even as smartphone licensing sales and earnings decline.

IDCCPositive Net Change MSIPositive Net Change ANETPositive Net Change HUBSPositive Net Change

Zacks Equity Research

Monolithic Power Beats Q2 Earnings Estimates on Enterprise Data Growth

MPWR topped Q2 estimates as Enterprise Data revenue surged 164.3% and margins widened. Q3 sales are projected to be $1.14-$1.16 billion.

MPWRPositive Net Change AKAMPositive Net Change ANETPositive Net Change PINSNegative Net Change

Zacks Equity Research

Qualcomm Misses Q3 Earnings Estimates, Revenues Beat on Auto Growth

QCOM's Q3 revenues beat estimates as auto and IoT growth offset handset weakness, but higher costs weighed on earnings and squeezed margins.

QCOMNegative Net Change AKAMPositive Net Change ANETPositive Net Change PINSNegative Net Change