22 Feb 2023
Here are 6 profiles from the Mapping listing: @Wingtra, @Esri, @AugmentedPixels, @showit360, @local_logic, @Norkart
More on our website!
#Mapping #ProptechMapping #PropTech #Startup #Service #Provider
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6 Feb 2023
The bottom of the pyramid sub -10K has been declining, people are either not upgrading or buying used/refurb phones.
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4 Feb 2023
@MediaTek David Ku on the inventory situation to ease as early as start of Q2. Already seeing some encouraging "sell-out" signs.
We believe the inventory situation will last through mid- to late Q2 23 (early June). All eyes on China.
#CPInsights $MDTKF #semiconductors #chipsets
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4 Feb 2023
Pandemic has propelled @MediaTek smartphone biz to be the key contributor to the overall top & bottom lines.
Smartphones segment revenues run-rate has gone from:
Pre-Pandemic: $3B/yr
Post-Pandemic: $10B/yr
#CPInsights $MDTKF #semiconductors #chipsets
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539
4 Feb 2023
@MediaTek also had a tough quarter similar to other semi peers.
💰Revenues: $3.45Bn (-25% Y/Y)
💰Gross income: $1.67Bn (-27% Y/Y) @ 48%
💰Operating Income : $0.6Bn (-46% Y/Y) @ 17%
The earnings back to pre-pandemic level!
#CPInsights $MDTKF #semiconductors #chipsets #5G
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602
3 Feb 2023
@Qualcomm @cristianoamon excited about 5G FWA opportunity globally and especially in India which could contribute to a significant portion over the mid- to long-term across all spectrum bands.
#CPInsights $QCOM #semiconductors #chipsets #5G #5Gmmwave
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3 Feb 2023
@Qualcomm R&D as a % of its Licensing business (QTL) has consistently been >100%.
Showcases, importance of monetizing the IP to continue to fuel the innovation, scale and diversification initiatives.
#CPInsights $QCOM #semiconductors #chipsets #5G
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3 Feb 2023
Since $QCOM - QCT (chipsets) biz now reports RFFE revenues folded into respective segments - gives more clear splits of chip revenues for $QCOM per segment.
🌟Auto IoT now consistently more than 25% of the total revenues.
#CPInsights $QCOM #semiconductors #chipsets #5G
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3 Feb 2023
@Qualcomm Q1FY23 (Q4CY22)
📱Handsets: $5.8B (-18% Y/Y) 🔻
🚗Auto: $0.5B ( 58% Y/Y) 🔥
🌐IoT: $1.7B ( 7% Y/Y) 👍
🧪QTL Licensing: $1.5B (-16% Y/Y) 🔻
⚒️QSI Services & Recon: $47M ( 18% Y/Y)
*RFFE now divided across📱🚗🌐
#CPInsights $QCOM #semiconductors #chipsets #5G
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3 Feb 2023
$QCOM:
🔹Maintaining ~$10B/ qrtr run-rate
🔹Handsets unit demand decline but $$ somewhat offsetted by higher ASP & premium mix of chipsets
🔹Auto & IoT remain bright spots & on growth trajectory
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363
3 Feb 2023
As expected across the semi space, strong "short-term" inventory & macro headwinds affect Dec qrtr for $QCOM
💰Revenues: $9.46 Bn (-12% Y/Y)
💰Gross Margin: $5.4B ⬇️57% (-15% Y/Y in $$)
💰Oper. Margin: $2.5B ⬇️26% (-36% Y/Y in $$)
🧑🔬R&D: $2.3B 📈24% ( 17% Y/Y in $$)
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3 Nov 2022
Apart from closing the @Veoneer acquisition, @Qualcomm also spent $792 million in FY22 to acquire eight other businesses to strengthen QCT business.
Some of the key ones include:
🛒@cellwize (5G Infra Open RAN)
🛒@AugmentedPixels (XR)
🛒Clay Air Inc (XR)
and more..
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28 Feb 2022
I gave an interview for @radicalvcfund newsletter about Ukrainian AI - strong community, which works now under the bombs and creates high-tech AI startups regardless whatever.
I have featured
@ucu_apps, @ELEKSSoftware,
recently acquired
@AugmentedPixels @AposteraGmbH & others
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17 Jan 2022
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Потужний початок року для нашої венчурної команди - компанію @AugmentedPixels з портфоліо ICU Ventures придбав американський технологічний гігант @Qualcomm!
Детально про угоду: bit.ly/3fuA6lh
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1 Nov 2021
Thank you so much for joining us, @vactivity, CEO of
@AugmentedPixels. It was a great session!
Don't forget to check Augmented Pixels!
Augmented Pixels: lnkd.in/erTYdehE
Vitaliy's Linkedin: lnkd.in/eKe65ye7
Upcoming events in a thread.
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1 Nov 2021
[This will start in 1 hour]
Pitch and Q&A for AR/VR founders with @vactivity, CEO of @AugmentedPixels
@michaelagustin from Curie
Naor from CityGuyd
James from Lodestoneoptics
@pbhani from @CADtoXR will pitch!
Don't miss it!
lnkd.in/eAi6sj-z
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22 Oct 2021
Location-based advertising for the metaverse
x.com/AugmentedPixels/status…
via @AugmentedPixels
#metaverse #immersive #AugmentedReality #AR #coding #100DaysOfCode
@SpirosMargaris @mvollmer1 @labordeolivier @Shi4Tech @PawlowskiMario @CurieuxExplorer @FrRonconi @Nicochan33
Augmented Pixels
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16 Sep 2021
Next Tuesday join our FREE Demo Day. Without leaving your desk you can see the most innovative technology in commercial real estate. Click to Register - bit.ly/3lv30El
@Apto
@buildingengines
@Dottid_
@WeAreVTS
@HelloPackage
@AugmentedPixels
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25 Aug 2021
In case you missed the #ARCloud Challenge Workshop with @AugmentedPixels here is the recording on our YouTube Channel!
hubs.li/H0V-xrg0
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