R "Ray" Wang
R "Ray" Wang
Quips: The Long Tail On Intel's Latest Earnings
Latest Earnings Reflect Macro Trends In PC Shipments, Data Center Growth, and IOT
Industry bellwether, Intel, reported earnings per share of 41 cents versus 38 cents per share year over year. Revenue came in flat at $12.78 billion versus $12.76 billion. The continued secular PC slump and late entry into mobile chips still drives into the flat revenues of the recent earnings at Intel.
However, the bright side is the investment and diversification into data center showed a 19% jump in revenue! The secular growth in cloud and networking drove these gains. And more importantly, Intel is much better positioned for the future of sensors and analytical ecosystems related to IOT. From security at the core chip level to analytics of sensor data, Intel is poised for long tail. Moreover, the strategic investments from Intel Capital appear to be paying off.
The Bottom Line: Intel's Outlook Reflects A Broader Secular Outlook On Digtialization
Constellation sees a market with 80B sensors in devices by 2020. Those sensors will get smarter and that’s where Intel’s future lies in bringing things to life from the chip level and then back into the sensor and analytical ecosystems. These advancements and movement to mobile gives Intel a platform that builds on its strengths through alliances and partnerships building on top of Intel’s platform. The adoption of Windows 10 may head off the currency head winds with the stronger dollar.
Your POV.
Do you see the impact on digital disruption to Intel? Can you see the macro effects on disrupting digital business? Add your comments to the blog or reach me via email: R (at) ConstellationR (dot) com or R (at) SoftwareInsider (dot) org.
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Resources
- Event Report: Inside The Apple #SpringForward Event
- Event Report: Inside the #SXSW2015 Phenom – Meerkat
- Personal Log: Our Alliance With Digital Clarity Group
- Research Report: Enterprise Healthcare Management (EHM) – Healthcare Meets Analytics
- News Analysis: Rumors On Apple’s Foray Into Cars “Project Titan”
- News Analysis: Inside the First Industry-Specific Mobile Apps by the IBM MobileFirst for Apple iOS Partnership
- News Analysis: Going Deeper Into The Apple And IBM New Business Model Alliance
- Quips: Digital Transformation – Defining The Fundamental Elements For Digital CXOs
- Personal Log: Coming soon! Disrupting Digital Business – The Book
- News Analysis: Adobe EchoSign’s Electronic Signatures Goes 100% Mobile
- Monday’s Musings: Who Gets To Be A Chief Digital Officer?
- Monday’s Musings: The Seven Rules For Digital Business And Digital Transformation
- Tuesday’s Tip: Five Steps To Starting Your Digital Transformation Initiative
- Monday’s Musings: What Organizations Want From Mobile
- Research Summary: Economic Trends Exacerbate Digital Business Disruption And Digital Transformation (The Futurist Framework Part 3)
- Research Summary: Five Societal Shifts Showcase The Digital Divide Ahead (The Futurist Framework Part 2)
- Research Summary: Sneak Peaks From Constellation’s Futurist Framework And 2014 Outlook On Digital Disruption
- Research Report: Digital ARTISANs – The Seven Building Blocks Behind Building A Digital Business DNA
- Research Summary: Five Societal Shifts Showcase The Digital Divide Ahead (The Futurist Framework Part 2)
- Research Summary: Next Generation CIOs Aspire To Focus More On Innovation And The Chief Digital Officer Role
- Trends: [VIDEO] The Digital Business Disruption Ahead Preview – NASSCOM India Leadership Forum (#NASSCOM_ILF)
- News Analysis: New #IBMWatson Business Group Heralds The Commercialization Of Cognitive Computing. Ready For Augmented Humanity?
- Harvard Business Review: What a Big Data Business Model Looks Like
- Monday’s Musings: How The Five Consumer Tech Macro Pillars Influence Enterprise Software Innovation
- Tuesday’s Tip: Understand The Five Generation Of Digital Workers And Customers
- Monday’s Musings: The Chief Digital Officer In The Age Of Digital Business
- Slide Share: The CMO vs CIO – Pathways To Collaboration
- Event Report: CRM Evolution 2013 – Seven Trends In The Return To Digital Business And Customer Centricity
- News Analysis: Sitecore Acquires Commerce Server In Quest Towards Customer Experience Management
- News Analysis: Salesforce 1 Signals Support For Digital Business at #DF13
- Research Summary And Speaker Notes: The Identity Manifesto – Why Identity Is At The Heart of Digital Business
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