Key Takeaways: Samsara entered the second half of FY27 with a larger recurring-revenue base, stronger enterprise adoption and an improved profitability profile. The connected-operations company reported Q2 FY27 annual recurring revenue, or ARR, of $2.1 billion, up 30% from a year earlier, while quarterly revenue r
Key Takeaways: Zacks Equity Research has highlighted MACOM Technology Solutions, Monolithic Power Systems, Inc. and Semtech Corporation as three companies positioned to benefit from improving conditions in analog and mixed-signal semiconductors. The call reflects a broader shift in the semiconductor cycle. Global
Key Takeaways: Fibocom has introduced the RU311 module series, expanding its 5G RedCap portfolio with a product intended to make 4G-to-5G migration more manageable for mid-tier Internet of Things equipment. Built on the UNISOC V527 platform, the RU311 supports both 5G RedCap and LTE Cat.4. That dual-mode approach
Key Takeaways: GI Partners is placing a significant bet on the less visible side of industrial IoT. Otodata Holdings supplies remote tank monitoring and IoT vehicle tracking systems, with much of its business serving North American fuel resellers that need timely information about inventories, deliveries and mobil
Key Takeaways: Sony Electronics and VITEC have formed a strategic global collaboration that brings IPTV and digital signage functions directly to Sony BRAVIA professional displays. The integration places VITEC’s Avedia player software on the displays’ system-on-chip, creating a native Android-based setup without a
Key Takeaways: Qualcomm (NASDAQ: QCOM) shares have advanced approximately 8.7% in the month since its latest earnings report, outperforming the S&P 500 even though the underlying fiscal third-quarter results were mixed. Investors appear to be looking beyond near-term handset weakness and assigning more weight to a
Key Takeaways: Outdoor wireless projects often encounter a basic engineering problem: a strong router and a capable antenna do not automatically produce a reliable installation. Long RF cables, awkward mounting positions, weather exposure and inconsistent field work can erode performance before a network goes live
Key Takeaways: Redstone has reached the first close of Redstone Blue, a new €25 million fund focused on early-stage ocean technology ventures. Based in the Nordics but carrying a European investment mandate, the fund will back companies from pre-seed through Series A. The investment scope is broad by design. Redst
Key Takeaways: Demand for automotive and IoT camera modules delivered a solid top-line result, with revenue rising 12.4% year on year to RMB9.92 billion. The bottom line moved in the opposite direction. Net profit dropped 10.5% to RMB276 million, exposing a widening gap between shipment-driven growth and actual ea
Key Takeaways: Qualcomm Technologies Inc. has selected five winning startups in the Qualcomm Vietnam Innovation Challenge, or QVIC, putting $255,000 in total prizes behind a new group of Vietnamese technology ventures. The winners were announced during the InnoEx 2026 Business Innovation Forum, held in Ho Chi Minh