SaaS valuation Rule of 40 – October ’23 Update
As we head into earnings season, we have analyzed the Rule of 40 relavative to valuation for the major software…
Intel to Spin Off FPGA Business
Intel disclosed in a press release and conference call that it will spin off its PSG business unit (Programmable Solutions…
Broadcom FQ3’23 Earnings – Largely in line quarter. Gen AI on track to be 25% of semi business in FY24.
Quick take: October Q revenue guidance largely in line at $9.3B, up 5% y/y. Gen AI driving y/y growth, with Gen…