Vantiva eyes H2 recovery after 15% sales decline in January-June
GLOBAL 31 JUL

Vantiva eyes H2 recovery after 15% sales decline in January-June

Vantiva has indicated it expects customer demand to recover in the second half of FY26, after struggling to overcome supply chain volatility caused by memory component shortages in January to June. First-half revenues of EUR 734 million were 14.7 percent lower year-on-year, and also fell 8.9 percent in organic currency terms. That sales dip matches a nominal contraction of around 14 percent in Q1.

MaxLinear prepares live demo of Panther Storage Accelerator
GLOBAL 31 JUL

MaxLinear prepares live demo of Panther Storage Accelerator

MaxLinear will showcase the benefits of its Panther Storage Accelerator platform at the upcoming Future of Memory and Storage (FMS) conference in Santa Clara, which runs from 04 to 06 August.. The presentation will incorporate a live demo of Panther's hardware-accelerated data compression applied to AI datasets. This feature helps AI operators reduce CPU overheads without undermining throughput into modern AI applications. 

Radcom trims FY forecast to reflect lower Q2 turnover due to purchasing delays
GLOBAL 31 JUL

Radcom trims FY forecast to reflect lower Q2 turnover due to purchasing delays

Radcom has downgraded its full-year sales outlook to reflect expected lower second-quarter revenues due to delayed purchase orders. Radcom's preliminary financial update indicates June quarter revenues of around USD 12 million, down 32.2 percent from USD 17.7 million in Q2 2025. Consequently, Radcom now anticipates 2026 revenues will be in the USD 57- 63 million range, implying a 16 percent decline at midpoint.

Xbox app starts appearing on Hisense and VidaaOS-powered TV sets
GLOBAL 31 JUL

Xbox app starts appearing on Hisense and VidaaOS-powered TV sets

Micrsoft said the Xbox app has become available on Hisense and Vidaa OS-powered television sets to enable computer gamers to play in new ways, especially those who may not be able to afford or justify buying dedicated gaming hardware. Roll-out to smart TVs from 2024-2026 running on Vidaa OS 9.6 or higher has begun over the past month, including supported Hisense models. Players need a compatible Bluetooth controller such as the Xbox Wireless Controller, Adaptive Controller or Elite Wireless Controller Serie

Global enterprise cloud infrastructure spending rises 43% in Q2
GLOBAL 31 JUL

Global enterprise cloud infrastructure spending rises 43% in Q2

Enterprise spending on cloud infrastructure services increased by over USD 43 billion from the second quarter of 2025 to USD 143 billion in Q2 2026, according to Synergy Research Group, now part of TechInsights. Over the last eleven quarters, the market has doubled in size, with GenAI as the primary driver. Amazon leads the market with a 28 percent share, followed by Microsoft with 20 percent and Google with 15 percent, but the latter two had much higher growth rates.

Nscale agrees Anyscale takeover to boost workload optimisation in GPU infrastructure
GLOBAL 31 JUL

Nscale agrees Anyscale takeover to boost workload optimisation in GPU infrastructure

Hyperscale AI infrastructure developer Nscale has clinched a definitive agreement to acquire Anyscale, creators of a software layer for enhancing AI data centre workloads. Subject to conditions and regulatory approvals, the transaction should be finalised before end-2026. Financial terms were not disclosed, however Nscale will be taking on Anyscale's 200-person workforce spread across the US, Europe and India.

Vantiva board votes in favour of Euronext Growth listing
GLOBAL 31 JUL

Vantiva board votes in favour of Euronext Growth listing

Vantiva's board of directors has agreed to begin the process of transferring its common stock listing from the mainstream Euronext Paris exchange to an unregulated trading facility with the same operator. At this stage, the transfer is currently expected to be finalised on or after 23 November though Vantiva still needs to confirm the support of its shareholders.

Mediatek realises surprise increase in Q2 sales and forecasts stronger FY growth
GLOBAL 31 JUL

Mediatek realises surprise increase in Q2 sales and forecasts stronger FY growth

MediaTek reported better-than-expected sales for the second quarter, as expansion into new product segments helped offset the slowdown in the smartphone market. Revenue rose 2.0 percent quarter-over-quarter and 1.2 percent year-over-year to TWD 152.2 billion, exceeding the chipmaker's guidance. The trend is expected to continue in Q3, leading to strong growth in the full year.

CyrusOne replaces CEO
GLOBAL 31 JUL

CyrusOne replaces CEO

Data centre company CyrusOne has announced the appointment of John Hatem as CEO and board member with immediate effect, replacing Eric Schwartz, who is stepping down after successfully leading the company through a period of significant expansion. Hatem joined CyrusOne in 2011 and has held a series of increasingly senior roles there, most recently as president responsible for global sales, global procurement, and for design, engineering and construction in the US.

Belden achieves record Q2 with sales up 12%
GLOBAL 31 JUL

Belden achieves record Q2 with sales up 12%

Belden reported a record turnover of USD 750 million for the second quarter, driven by sharp growth in its automation subsidiary and modest rises in broadband platforms and smart buildings. Group sales grew by about 12 percent year-on-year and 8 percent organically. Revenues finished at the top of Belden's USD 735-750 million estimate and just ahead of Q1's 11 percent growth rate. The earnings per share was USD 1.74, up roughly 24 percent year-on-year, with net profits rising 12 percent to USD 68.5 million.

Veon raises guidance again after 17% revenue growth in Q2
GLOBAL 31 JUL

Veon raises guidance again after 17% revenue growth in Q2

Veon is raising its full-year guidance again after solid growth in the second quarter. Revenues for the three months to June rose 17.0 percent to USD 1.27 billion, and EBITDA was up 6.2 percent to USD 552 million. Veon now expects annual revenue growth of 15–18 percent, up from a previous forecast of 11-14 percent, and EBITDA growth of 9-12 percent, up from 7-10 percent under its outlook issued in May.

Intel Capital backs USD 300 mln funding for connectivity and switch silicon developer Xsight Labs
GLOBAL 31 JUL

Intel Capital backs USD 300 mln funding for connectivity and switch silicon developer Xsight Labs

Connectivity silicon developer Xsight Labs has announced the completion of a USD 300 million+ funding round at a post-money valuation of around USD 2.8 billion. The transaction is led by Fidelity Management & Research Company with participation from unnamed investors in Xsight's existing shareholder base, as well as new participants. These include chipmaker Intel's corporate venturing arm, Intel Capital, in addition to Aliya Capital Partners, Atreides Management, Artisan Partners, Battery Ventures and Diago

GLOBAL 31 JUL

Netflix and AMC ink global deal for 'The Walking Dead' franchise

Netflix and AMC Global Media have agreed a multi-year global licensing deal that gives the two companies co-exclusive streaming rights to the original The Walking Dead series and all six spin-offs in The Walking Dead Universe. The agreement extends the show's presence on Netflix beyond its longstanding US home to new territories including the UK, Italy, Australia and New Zealand, with licences for each series rolling out in different markets as existing deals expire.

GLOBAL 31 JUL

Amazon beats Q2 forecasts on AWS demand, early Prime Day

Amazon.com reported net sales up 20 percent year-on-year to USD 200.6 billion in the second quarter. The growth was stronger than forecast and led by a 37 percent increase in revenues at Amazon Web Services to USD 42.2 billion. Amazon said both its AI and chips business had exceeded an annual run rate of USD 25 billion, driving the growth at AWS. Operating profit from the cloud business jumped 63 percent year-on-year to USD 16.6 billion, and total operating profit was up 43 percent to USD 27.5 billion, beat

GLOBAL 31 JUL

Apple achieves record quarterly sales but sees slower growth ahead

Apple reported record results for its fiscal third quarter to June, with sales up 16 percent year-on-year to USD 109.4 billion. The company realised double-digit growth across iPhone, Mac and services revenues, and in every geographic segment. It also got a boost from US trade tariff refunds, leading to a 27 percent increase in net profit to USD 29.8 billion. However, the company predicted growth will slow from the next quarter, due in part to supply-chain constraints. 

GLOBAL 30 JUL

New trustees appointed at BBC's international charity

The BBC has announced the appointment of eight new trustees at its international charity, BBC Media Action (formerly BBC World Service Trust). The new trustees have over 200 years of experience in global philanthropy, media, technology and business. The charity supports over 400 media outlets worldwide, including in Asia, Africa, Central Asia, Eastern Europe and the Pacific - helping them provide information and storytelling to 250 million people. They join a board chaired by Rhodri Talfan Davies, BBC Deput

GLOBAL 30 JUL

Capgemini raises FY revenue target after growth momentum continues in Q2

IT services and consulting group Capgemini has upgraded its full-year revenue outlook after delivering a third consecutive quarter of double-digit growth in the three months to June. Full-year revenue is now expected to increase by around 8.5-9.0 percent year-on-year at constant currency, including an inorganic contribution of approximately 5 percentage points, compared with previous guidance of +6.5-8.5 percent, which assumed an inorganic contribution of 4.5-5 percentage points.

GLOBAL 30 JUL

Quectel introduces high-end Wi-Fi 7 modules with built in Bluetooth, Zigbee support

Quectel has announced the launch of two new connectivity modules for tri-band Wi-Fi 7 applications. Product codes FCE870X and FME170X target high-end Wi-Fi clients such as TV set-top boxes, smart home hubs and gaming devices, but are engineered to function correctly in most Android and Linux-based OEM deployments. The modules are based on Synaptics' SYN4384 chipset.

GLOBAL 30 JUL

Atos narrows FY revenue guidance downwards, posts smaller net loss in H1

France-based ICT group Atos has further narrowed its full-year revenue guidance after previously abandoning the ambition to return to positive annual growth due to a "slightly softer" than expected first-quarter performance. Full-year revenue is now expected to decline by 5 percent organically, at the lower end of the revised guidance range issued in April (-1% to -5%). The group generated EUR 1.66 billion in revenue during the three months to June, representing an organic decline of 6.3 percent.

GLOBAL 30 JUL

Silicom lifts FY guidance amid Q2 growth surge

Networking hardware vendor Silicom benefited from strong order activity in the second quarter, resulting in a group turnover of USD 23.8 million against USD 15 million one year earlier. Silicom has responded with a significant hike in its FY growth target, now projecting over 50 percent growth year-on-year based on a USD 93-95 million turnover, up from 33 percent growth and USD 82-83 million revenue previously. The firm is targeting a Q3 sales increase of up to 66 percent with revenues of USD 25-26 million.

GLOBAL 30 JUL

Google launches age check API for Play Store developers

Google is introducing an age-check API that helps Google Play Store app developers verify the age range of end users. Play Age Signals API is programmed to automatically retrieve age data supplied by the parent or guardian in Google's existing Family Link console, a parental control dashboard that supports supervised app usage.

GLOBAL 30 JUL

Samsung, Apple strengthen lead as global smartphone market contracts 6% in Q2

Omdia has downgraded its estimate for global smartphone shipments in the second quarter, putting the market drop at 6 percent year-on-year compared to an estimated 4 percent decline announced earlier this month. In total 272.0 million units were shipped in Q2 2026, according to the market researcher. Demand seen in Q1 in anticipation of memory price hikes has disappeared, and the impact of the higher chip costs is now flowing through the market. Samsung and Apple have done best at withstanding the market ef

GLOBAL 30 JUL

Broadband access equipment market to grow little through 2030 on higher component costs - Dell'Oro

The worldwide market for broadband access equipment will achieve annual sales growth of about 0.5 percent on average from 2026 to 2030, according to Dell'Oro Group forecasts. The estimate has been upgraded slightly since the January forecast to factor in higher prices for access equipment in the coming year due to component cost inflation. Global revenues will peak in 2028 amid ongoing Docsis 4.0 spends in the cable broadband segment, as well as fibre infrastructure builds by both cable and fibre ISPs.

GLOBAL 30 JUL

Qualcomm lands BMW deal to supply next-gen automotive compute

Qualcomm has clinched a ten-year deal to become BMW's main supplier of computing components enabling the automaker's upcoming digital cockpit, advanced driver assistant (ADAS), and automated driving systems. The agreement sees Qualcomm supply silicon system-on-chips (SoCs) and broader silicon solutions based on its Snapdragon Digital Chassis suite and the Snapdragon Elite automotive SoC platform. 

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