What ARM, Intel, AMD Earnings Reports Aren’t Saying
Investors listen carefully, but there are still important signals left unsaid (or revealed months earlier).
Liftr Insights, a pioneer in market intelligence about hyperscale cloud infrastructure, has identified market share changes and valuable insights which were buried during the earnings season.
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“We listen to the earnings reports for details we know have not been stated,” says Tab Schadt, CEO of Liftr Insights. “Delivery of our semi-monthly data set helps improve transparency during and in-between earnings seasons. There is too much change within cloud infrastructure for investors to rely on quarterly updates.”
For example, while Intel and AMD continue to show increases in sales to public cloud providers like AWS, Azure, Aliyun, and Google Cloud, what is missing from that landscape is the impact of in-house designed accelerators and processors, like AWS’s Graviton, which are consuming the sales those suppliers could have had. Liftr’s data provides the underlying numbers impacting Intel, AMD, ARM and other leading supply chain companies.
Also, while it is no surprise that deployments trail announcements, these delays may last longer than most believe. Liftr’s data shows delays in deployments of new chips as well as new regions which can sometimes last over a year. Learning the objective, quantifiable reality from a company like Liftr Insights is valuable for TMT investors. Liftr Insights identifies what hyperscale components have been deployed and are for sale, compared to announcements and subjective resources.
“Our clients value the early signals they see in our data—often within days of actual activity,” says Schadt. “Our timely data makes waiting months for earnings reports seem like a lifetime for investors seeking an edge.”
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