Technology - Google News |
- Some Samsung Galaxy Z Fold3 and Galaxy Watch4 pre-orders face delays to high demand - Android Police
- Is It Too Late to Buy Nvidia Stock? - Motley Fool
- iPhone 13 to Launch on September 17, AirPods 3 on September 30, Claims Report - MacRumors
Some Samsung Galaxy Z Fold3 and Galaxy Watch4 pre-orders face delays to high demand - Android Police Posted: 25 Aug 2021 03:35 AM PDT Some will be lucky enough to have already received their pre-orders of Samsung's shiny new toys, including the Galaxy Z Fold3 and Galaxy Watch4, but some will have to wait a little longer than expected. Reports suggest that Samsung isn't able to keep up with demand and is having to delay certain shipments of its latest products. As reported by German blog AllAboutSamsung, the company is sending out emails to some pre-order customers informing them that it cannot meet the promised delivery date. This is only affecting certain models, seemingly the LTE versions of the Galaxy Watch4 Classic with the 46mm band and the 512GB configuration of the Galaxy Z Fold3. If you ordered accessories, they may still show up earlier. Buyers who were given a late August shipment date may now have to wait until mid-September — that's going to be painful for those keen to play with Samsung's highly-anticipated new hardware. The delays are due to higher-than-expected demand, which isn't too surprising. Foldable phones are hitting the mainstream, with more interest than ever before, and the Galaxy Watch4 range is the first to ship with the new Google/Samsung co-developed version of Wear OS. Fingers crossed you won't have to wait too much longer to get yours. |
Is It Too Late to Buy Nvidia Stock? - Motley Fool Posted: 25 Aug 2021 04:25 AM PDT Nvidia (NASDAQ:NVDA) delivered another blowout earnings report last week, with revenue and earnings per share up 68% and 276%, respectively. The stock surged to a new high and has returned 70% over the last year. Analysts expect Nvidia to grow earnings per share at a compound annual rate of 30% over the next five years. If Nvidia delivers on those expectations, the stock could still deliver big gains from these levels. Here are three reasons why it's not too late to buy Nvidia stock. 1. Improving gross marginIn the fiscal second quarter, non-GAAP gross margin improved by 70 basis points year over year to reach 66.7%. Management credited higher average selling prices for desktop GeForce gaming graphics processing units (GPUs). This trend is partly responsible for fueling Nvidia's gross margin over the last five years. An expanding margin indicates that Nvidia's competitive moat is widening. Nvidia commands the top market share spot in discrete add-in board GPUs. The latest report from Jon Peddie Research shows Nvidia's add-in board market share holding at 80% in first-quarter 2021, slightly down from 83% in the previous quarter, but up from 69% in Q1 2020. This is despite the efforts of competitor Advanced Micro Devices and its CEO, Lisa Su, to be more competitive in the market. Nvidia is also a leading supplier of graphics chips for self-driving cars and data centers. It has racked up more than $8 billion of design wins in automotive now that some of the world's leading car manufacturers are using the Nvidia Drive platform to work on autonomous technology. Moreover, data center continues to look like a massive market for the company, with segment revenue up 35% year over year in the last quarter, which is on top of triple-digit growth in the year-ago quarter. The growth in the data center segment has been the primary driver of Nvidia's gross margin improvement in recent years, but with data center alone representing a potential $100 billion market opportunity, Nvidia's margin expansion story is not over. Trailing 12-month data-center revenue totaled just $8.2 billion. The long-term upside here bodes well for future earnings growth, which could justify a higher stock price. 2. Software opportunityNvidia has increased its capital spending more than eightfold to $1.2 billion over the last five years. One of the results of that increase in investment is the recent unveiling of new software-as-a-service platforms, such as Nvidia AI Enterprise and Nvidia Omniverse. The AI Enterprise platform will be offered either through a perpetual or annual license fee. It combines state-of-the-art software tools to help IT professionals bring AI solutions to market in a much shorter timeframe. It's currently in early access and will be available soon. Nvidia Omniverse will be available later this year on a subscription basis. It's a simulation and collaboration platform for graphics artists who work on 3D content, such as the virtual shared worlds that have driven increasing user engagement at Roblox. Omniverse essentially opens the door for Nvidia to ride the growing popularity of the metaverse that Roblox has helped bring into the mainstream. How big is Nvidia's software opportunity? On the recent earnings call, CEO Jensen Huang said it "could represent billions of dollars of business opportunity for us." Most importantly, as software revenue increases, it should improve margins and bring a recurring revenue stream that can offset fluctuations in demand for hardware chips. Investors tend to reward companies with long growth runways and recurring revenue streams with higher valuations, so these opportunities could justify Nvidia's expensive-looking price-to-earnings ratio of 52 based on this year's earnings projections. 3. Fastest gaming upgrade cycle in Nvidia's historyDespite ongoing supply shortages, gaming revenue jumped 85% year over year in the last quarter. Over 80% of Ampere-based GeForce gaming GPU shipments were from low hash rate chips. The latter were released earlier this year to discourage cryptocurrency miners from buying chips intended for PC gamers. Overall, the numbers show that Nvidia is experiencing very high demand from PC gamers. A sharp fall in cryptocurrency prices in late 2018 caused a collapse in gaming revenue, but Nvidia is currently experiencing its fastest ramp in history with the new Ampere gaming graphics cards, and it's just getting started in this upgrade cycle. Management estimates that 80% of the GeForce user base has yet to upgrade to a RTX GPU. What's more, it's estimated that the number of PC gamers grew by 20% over the last year. So, Nvidia not only has millions of GeForce users who have yet to upgrade, but there are new players in the market that could point to more growth in the gaming segment, which is still Nvidia's largest revenue source. Nvidia is still a good investmentManagement is calling for revenue to increase by approximately 44% year over year in the next quarter. Nvidia is serving large markets that could keep the business growing for a long time. New opportunities in robotics, automated factories, and other advanced applications of its products are more great reasons to consider buying shares. So to put it simply, no, it is definitely not too late to buy Nvidia stock. This article represents the opinion of the writer, who may disagree with the "official" recommendation position of a Motley Fool premium advisory service. We're motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer. |
iPhone 13 to Launch on September 17, AirPods 3 on September 30, Claims Report - MacRumors Posted: 25 Aug 2021 02:42 AM PDT Apple may be planning to launch the iPhone 13 on Friday, September 17 and third-generation AirPods on Thursday, September 30, according to an image of an e-commerce app discovered by Chinese language site IT Home.
Apart from the image, which could be easily faked, IT Home offers no other information to back up the claim, and the website has shared screenshots in the past that turned out to be inaccurate, so the above information should be taken with a hefty dose of salt. That said, with Apple returning to its traditional September launch timeline, the above dates could easily turn out to be correct. Wedbush analyst Daniel Ives has suggested the iPhone will launch in the third week of September, which would be the week of September 13 to 17. Based on past launch events, September 7, September 14, and September 21 are all likely event dates where we could see the new iPhone models unveiled. The new iPhone 13 models will focus heavily on camera capabilities, including ProRes and portrait mode for videos. The new handsets will also include a smaller notch, larger batteries, and improved performance. Apple's third-generation AirPods are expected to have a form factor similar to the AirPods Pro, featuring a new case, a shorter stem, and perhaps replaceable ear tips. |
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