Showing posts with label Virtual Reality. Show all posts
Showing posts with label Virtual Reality. Show all posts

2018-08-16

Nvidia $NVDA Q2 FY19 Earnings, LIVE Webcast August 16, 5:30pm EDT

A Tour of NVIDIA Holodeck

Collaborate and create in VR:  NVIDIA Holodeck™ is a virtual reality (VR) innovation platform that brings designers, peers, and stakeholders together from anywhere in the world to build and explore creations in a highly realistic, collaborative, and physically simulated VR environment. See how NVIDIA Holodeck can bring teams together, speed up productivity, and improve an entire creative process at nvidia.com/holodeck.

Since 2014, Nvidia has shifted to become a platform company focused on four markets – gaming, professional visualization, data centers and auto, but is now also focused on artificial intelligence (AI). In addition to GPU manufacturing, Nvidia provides parallel processing capabilities for researchers and scientists to efficiently run high-performance applications deployed in supercomputers around the world. In the mobile computing market, it produces Tegra mobile processors for smartphones and tablets as well as vehicle navigation and entertainment systems.Competitors include AMD, Intel, Qualcomm and Arm (Nvidia also licenses Arm's designs).

 Nvidia Corporation is a U.S.-based technology company incorporated in Delaware with headquarters in Santa Clara, California.
Stock exchange: symbol - NASDAQ: NVDA
$NVDA
Principal domain: nvidia.com
Investor Relations: investor.nvidia.com
After hours trading August 16, 2018: Nvidia Shares Slump on Weak Q3 Guidance--TheStreet.com
UPDATE: Earnings Call Transcript | SeekingAlpha.com

NVIDIA 2nd Quarter FY19 Financial Results 16 Aug 2018, 5:30pm EDT Listen to Webcast

UPDATE Q2 FY19 results: CFO Commentary (pdf) and NVIDIA Quarterly Revenue Trend (pdf) excerpt (emphasis added):
Third Quarter of Fiscal 2019 Outlook Our outlook for the third quarter of fiscal 2019 is as follows: • Revenue is expected to be $3.25 billion, plus or minus two percent. We are including no contribution from crypto in our revenue outlook. • GAAP and non-GAAP gross margins are expected to be 62.6 percent and 62.8 percent, respectively, plus or minus 50 basis points. • GAAP and non-GAAP operating expenses are expected to be approximately $870 million and $730 million, respectively. • GAAP and non-GAAP other income and expense are both expected to be income of approximately $20 million. • GAAP and non-GAAP tax rates are both expected to be 9 percent, plus or minus one percent, excluding any discrete items. GAAP discrete items include excess tax benefits or deficiencies related to stockbased compensation, which are expected to generate variability on a quarter by quarter basis. • Capital expenditures are expected to be approximately $125 million to $150 million.

NVIDIA news release:
NVIDIA will host a conference call on Thursday, August 16, at 2:30 p.m. PT (5:30 p.m. ET) to discuss its financial results for the second quarter of fiscal year 2019, ending July 29, 2018.The call will be webcast live (in listen-only mode) at the following websites: www.nvidia.com and www.streetevents.com. The company’s prepared remarks will be followed by a question and answer session, which will be limited to questions from financial analysts and institutional investors.
Ahead of the call, NVIDIA will provide written commentary on its second-quarter results from its CFO. This material will be posted to investor.nvidia.com immediately after the company’s results are publicly announced at approximately 1:20 p.m. PT.
To listen to the conference call, dial (877) 223-3864 or, for those outside the United States, (574) 990-1377, conference ID 3298827.
A replay of the conference call will be available until August 23, 2018, at (855) 859-2056, conference ID 3298827. The webcast will be recorded and available for replay until the company’s conference call to discuss financial results for its third quarter of fiscal year 2019.


feedback & comments via twitter @DomainMondo


DISCLAIMER
Labels: , , , , , , , , , , , , , , , , ,

2017-02-17

Scott Galloway: Snap IPO $SNAP, This Is the Top of the Market (video)

Scott Galloway: This Is the Top of the Market

Video above published Feb 16, 2017, by L2inc.com: NYU Stern marketing professor Scott Galloway on this week's digital Losers and Winners:

 1. Loser: Snap (snapchat). Despite the hype around their upcoming IPO, we still think the company is a loser.

2. Winner: Amazon, which actually makes more on ad sales than Snap and is also growing its fulfillment business.

 3. Winner: Tinder. With nearly 2 million paying subscribers, the app has convinced millennials not only that they need to use an app to find love, but also that they have to pay for it.

4. Loser: Virtual reality. Just three years after buying Oculus, Facebook is closing many of its pop-up stores due to poor performance.

 Principal domains | stock symbols of companies referenced above:
  1. Snap.com, snapchat.com, spectacles.com | SNAP (IPO pending)
  2. Amazon.com | AMZN
  3. GoTinder.com, Tinder.com | IAC (Tinder is majority-owned by IAC/InterActiveCorp)
  4. Oculus.com, Facebook.com | FB
Auto-generated youtube.com transcript:
0:00  a loser snap this IPO is generated a lot
0:05  of hype but we stand by our original
0:06  prediction that snap is a loser and will
0:09  ring the bell at the top of the social
0:10  media market the company lost 373
0:14  million in 2015 and over a half a
0:17  billion dollars in 2016 meaning that its
0:20  losses exceed its top-line revenues its
0:24  IPO filing warrant snap may quote never
0:27  achieve profitability snaps biggest
0:29  problem relying too much on the genius
0:31  of evan spiegel who shows up an Italian
0:33  bow by the way you're on the cover of
0:35  vogue or end up in jcrew ads it's a
0:37  negative leading indicator that says
0:40  your ceo has his or her priorities all
0:42  f*cked up in addition when facebook
0:45  launched Instagram stories snaps growth
0:48  rate decelerator it
0:50  this is the top of the market this is
0:52  the frenzy and we believe that snap is a
0:55  loser who is winning the media race
0:58  amazon believe it or not even the
1:00  everything store is beating snap-on ad
1:03  sales revenue amazon other revenue
1:05  consisting mostly of AD sales brought in
1:08  1.3 billion in 2016 three times more
1:11  than snap
1:13  amazon is also building a fulfillment
1:15  business with a model similar to amazon
1:17  cloud computing business
1:18  AWS still dressed space to other
1:21  retailers squarely going after UPS and
1:23  FedEx with not innovated and have also
1:26  raised prices a winner tender the most
1:28  downloaded dating app in 16 countries
1:30  tinder has over 1.75 million paid
1:34  subscribers and 275 million in what is
1:37  largely recurring revenue the app
1:39  success with its premium offering which
1:41  comes with unlimited slides no
1:43  Geographic limits has pushed competitors
1:45  to launch their own subscription
1:47  services the loser Millennials that you
1:49  now don't just have to download an app
1:51  to find love you also have to pay for a
1:54  loser and we've been saying this for two
1:56  years
1:56  virtual reality we are officially at the
1:58  beginning of the end mark zuckerberg
2:01  called virtual reality the next big
2:03  thing and predicted vr would unlock new
2:06  world unfortunately consumers don't seem
2:08  to agree
2:11  just three years after buying oculus 42
2:15  billion dollars facebook is closing 200
2:18  of its 500 oculus pop-ups and Best Buy's
2:21  due to poor performance some going days
2:24  without a single demonstration
2:26  this is an example of how one man who's
2:28  supposed to be the jesus christ of
2:29  technology can inspire and waste
2:32  billions of dollars of other people's
2:34  money guys worried about an unwanted
2:36  pregnancy I have the answer
2:39  take your day to an olive garden pay
2:41  with it
2:42  discover card and show up with your
2:45  oculus around your neck I promise you no
2:48  kids no sex what is the big dog carry
2:50  the gold card that's right
2:52  unfettered access on on blackout days to
2:55  Delta lounges mr. wrong like both will
3:02  be next week ….

feedback & comments via twitter @DomainMondo


DISCLAIMER
Labels: , , , , , , , , , , , , , , , , ,

2017-01-07

TechReview | 2017 Will Be The Year Of Amazon $AMZN (video)

Domain Mondo's weekly review of technology news:

Feature •  This will be the year of Amazon.com, Inc. (NASDAQ: AMZN):

Amazon: The Case For A $1 Trillion Market Cap & Debunking The No Profit Misconception - Amazon.com, Inc. | SeekingAlpha.com: "2018 revenue and operating cash flow are on pace to hit $200B+ and $35B+, respectively, paving the way for a $1T valuation."

Introducing Amazon Go and the world’s most advanced shopping technology:

Amazon Go is a new kind of store featuring the world’s most advanced shopping technology. No lines, no checkout – just grab and go! Learn more at http://amazon.com/go. Video above published Dec 5, 2016, by Amazon.com, Inc.

NYU Stern marketing professor Scott Galloway’s 2017 predictions:
Loser: subscription based businesses--despite the hype only three percent of U.S. shoppers have signed up for a subscription program and fifty-nine percent say they're not interested. The most overhyped acquisition of 2016: Shave Club for which Unilever paid six million dollars per employee. Subscriptions are not the disruption we'd all expected.
Winner: Amazon--the move to open stores [see Amazon Go video above] puts pressure on brick-and-mortar retailers to rethink the checkout experience. This will be the year of Amazon--a third of all batteries and  of all baby wipes sold online are from Amazon's private label. This is the end of the brand era, people now shop by category not by brand, especially with voice search devices such as Alexa, removing price and brand from the equation. Amazon has brought together artificial intelligence, fulfillment, your purchase history, and now it's going to be the first trillion dollar market cap company, offering you click ordering, and even sending you your stuff before you even ask for it. This is the year of Amazon. The pecking order of  in terms of market cap was 1. Apple, 2. Google, 3, Amazon, and 4. Facebook, but as Amazon leapfrogs Siri with Alexa and Google loses traction as consumers spend more time in mobile apps, the new order will be 1. Amazon, 2. Facebook, 3. Google, and 4. Apple, with Amazon becoming the most valuable company in the world.
See also: Apple Doesn’t Hear The Echo | Lefsetz.com: "... you’re gonna control your music via voice, you just don’t know it yet. And the first mover here is Amazon."
Other Tech News:

•  CES 2017: These are the 7 big trends everyone will be talking about | CNET.com: "... the main topic of conversation this year will be the incoming administration of Donald Trump, who takes office later this month [Jan. 20]. That means a huge swath of laws and regulations that directly affect the global tech industry -- everything from trade policy, tariffs, information security, network neutrality rules, tax policies, encryption, financial regulations and immigration, to name just a few -- could well be changing, some radically ..."

•  Layoffs announced at Medium.com: "... it’s clear that the broken system is ad-driven media on the internet. It simply doesn’t serve people. In fact, it’s not designed to. The vast majority of articles, videos, and other “content” we all consume on a daily basis is paid for — directly or indirectly — by corporations who are funding it in order to advance their goals. And it is measured, amplified, and rewarded based on its ability to do that. Period. As a result, we get…well, what we get. And it’s getting worse ..."--Ev Williams, Renewing Medium’s focus | blog.medium.com  (emphasis added).

•  T-Mobile added more than 8.2 million new wireless customers in 2016. T-Mobile's larger competitors, AT&T and Verizon, haven't grown their phone customer base according to T-Mobile CEO John Legere who added that T-Mobile has been responsible for most of the industry's growth in new phone subscribers over the past four years--CNET.com.

•  Information Overload, Chaos Syndrome, Smartphone Addiction: a recent study reported young adult mobile smartphone users were using their phones five hours a day, at 85 separate times. Most interactions were for less than 30 seconds, and the users weren’t fully aware of how addicted they were, thinking they picked up their phones half as much as they actually did, the technology had seized control of around one-third of the young adults’ waking hours--blogs.cfainstitute.org. 

Labels: , , , , , , , , , , , , , , , , , , ,

2017-01-03

Scott Galloway: 2016 Digital Winners & Losers, 2017 Predictions (video)

Scott Galloway: Accountability is a Bitch:

Video above published Dec 22, 2016 by L2inc.com. Scott Galloway's 2016 Digital Winners & Losers and some 2017 predictions.

"We were right on: 
  • Wearables and 3D printing - calling them out as headfakes months before their respective stocks plunged.
  • Jet.com. The startup was purchased by Walmart as an acquihire, just as we forecast on Winners & Losers last October.
  • Messaging. Brands are flocking to messaging platforms, particularly Facebook Messenger, just as we predicted in March.
"Too early to tell: Slack could still be the executioner of email, as we predicted - or it could disrupt workplace communication entirely."

More in the video and transcript below.

Without Google and Facebook, digital advertising is in decline (source: L2inc.com video above)
Google and Facebook accounted for the majority share of U.S. digital ad revenue in 2016 (source: eMarketer.com, Bloomberg.com):
  • Google 41%
  • Facebook 17%
  • Microsoft 4%
  • Yahoo 3%
  • Twitter 2%
  • Others 33%
See also: Google and Facebook Killed Free Media | Bloomberg.com: "Television, newspapers and other media industries are struggling with slow-to-declining advertising revenue. Google and Facebook are taking advantage."

 YouTube.com auto-generated transcipt:
0:02  At the end of the year, we look back at our predictions for 2016.
0:06  In fact, one of the biggest losers of '16 was wearables.
0:10  When Fitbit emerged from its 2015 IPO with a $4 billion valuation we weren't convinced, and neither was the market.
0:18  With Fitbit stock at record lows,
0:19  it looks like we got this one right.
0:21  Last January we also predicted headwinds for 3D printing and VR.
0:26  3D printing - that's my favorite.
0:28  Build anything you want, right away, real-time?
0:30  Well, guess what. We have the world's best 3D printer right now - and it's called China.
0:35  The next big headfake?
0:37  Virtual reality.
0:39  For $600 you can buy the Facebook Oculus.
0:42  Porn and gaming may take off here, but that's it.
0:44  3D printer stocks have plunged to record lows
0:46  and the Oculus CEO's move to a new project at Facebook is the death knell for virtual reality.
0:54  In October 2015, we predicted Jet.com was a loser
0:57  and would be bought as an acquihire.
0:59  Our prediction: Jet.com has absolutely no hope of success against Amazon.
1:04  Walmart in fact acquired the company in August,
1:07  at a cost of - get this - $12.5 million per employee and a 6x multiple on revenues.
1:15  At the time of the acquisition, Jet was spending $5 million per week on advertising
1:19  and would be operating at a loss until they reached $20 billion in sales, with 15 million paying customers.
1:27  So Walmart paid $3.5 billion for a company that needs to reach $20 billion in sales to break even.
1:33  This is what you call panic. In a digital age, that costs shareholders billions.
1:38  This will be one of the biggest writedowns in retail history.
1:42  So our prediction on Slack?
1:43  Too early to tell.
1:44  In September 2015, we posited that email for internal communications would be replaced by Slack.
1:51  So we hear a lot about the death of email, but who's the executioner?
1:55  One culprit might be Slack.
1:57  The platform's recent integration with Google Drive makes clear that it's gaining momentum.
2:02  However, there are still 625 million active business email accounts.
2:06  Slack recently added video calling capability,
2:08  suggesting they're not just going after email, but broader workplace communications.
2:13  On messaging, we definitely got the trend correct.
2:16  In March, we predicted that messaging was the next frontier for brands.
2:20  What is the final frontier?
2:21  We don't know, but the next frontier: messaging.
2:26  We've already seen that prediction take hold,
2:27  particularly on Facebook Messenger,
2:30  which an increasing number of brands are using to connect with their customers.
2:34  And the celebrity death match for '17?
2:36  Facebook's Instagram taking on Snapchat.
2:39  Our prediction?
2:39  Snapchat will lose value in 2017 at the hands of the most agile, impressive company in the world - Facebook.
2:49  We did in fact predict Facebook would expedite the death of the industrial ad complex.
2:53  The advertising industrial complex is coming to an end.
2:57  Advertising has become a tax that poor people pay.
3:00  For twenty bucks a year, we should be able to opt out of your sh*tty advertising, Facebook.
3:06  News of this year is that the firewall of live TV, specifically sports, has been breached.
3:12  It's clear that two players own the future: Google and Facebook.
3:14  If you look at the incremental revenue Facebook and Google each command,
3:20  it adds up to 103%.
3:22  You think, wait, that doesn't make any sense.
3:23  It does because, sans Google and Facebook, digital marketing is now officially in decline.
3:30  .....


feedback & comments via twitter @DomainMondo


DISCLAIMER
Labels: , , , , , , , , , , , , , , , , ,

2015-11-30

Nokia Bets On Virtual Reality: OZO Launch Nov 30th (video)



Nokia Bets On virtual reality: Nokia hopes its camera OZO sparks a consumer revolution.
(Published on Nov 12, 2015)

Domain name: nokia.com

Nokia OZO: ozo.nokia.com

OZO: The Future of Filmmaking - The new Virtual Reality Camera from Nokia - OZO, the VR camera designed for professional creators and storytellers - Filmmaking of the future will take audiences on a truly immersive journey. Ahead of the official launch of #OZO on November 30, innovators Ted Schilowitz, Sid Ganis and Steve Schklair expounded on how #OZO will affect the entire film industry.





DISCLAIMER
Labels: , , , , , , , , ,

2015-07-25

One Plus 2, 2016 Flagship Killer, Launch Video Replay, Updates (videos)


OnePlus 2 - 2016 Flagship Killer - The OnePlus One is a cult favorite among tech enthusiasts around the globe. Now, meet its successor - a force to be reckoned with. Published on Jul 27, 2015

Faces of the OnePlus Community video above

 July 27th Launch Video Replay below:
OnePlus 2: World’s First Product Launch in VR - Jul 27, 2015: Learn about the OnePlus 2, explore the company's headquarters, and immerse yourself in a one-of-a-kind 360 experience.

Domain name: oneplus.net

Ahead of its time: 2016 Flagship Killer | OnePlus Blog: "... the OnePlus 2 was not created to compete with the flagships from 2015. We’re more interested in looking further into the future. The past few weeks, we’ve made several announcements about what components are going into our next device: a powerful 64-bit processor, USB Type-C with our patented cable, 4GB of LPDDR4 RAM, and a fingerprint sensor faster than the iPhone. Other things we haven’t spoken about, such as our ROM, OxygenOS, are equally pioneering. It comes with features that won’t be available on other devices until Android M. These are merely glimpses into the entire experience of the OnePlus 2. What we are unveiling on July 27 is so much more than specs. It’s about seeing more than what’s right in front of you, chasing more than just benchmarks, and doing more than just competing. We’ve combined hardware, software, and design into a total, forward-thinking package with features that matter to our users. This is the 2016 Flagship Killer ..." (emphasis added)
See also on Domain Mondo: Startup OnePlus Disrupts Smartphone Industry, iPhone Killer? (videos)

on.wsj.com/1VDtFvM


Labels: , , , , , , , , , , , , , , , , , , ,

2015-05-29

LIVE: Google I/O Day 2 Video from San Francisco Moscone Center

LIVE from San Francisco--Day 2 (May 29, 2015) of Google I/O (Day 1 can be reviewed here).
Current date/time in San Francisco:

Check out the schedules for each of the 3 separate Channels below. Twitter feed further below. Enjoy!

Google I/O 2015 - Day 2 - Channel 1:
9AM PDT: A little badass. Beautiful. Tech and human. Work and love. ATAP.
11AM PDT: Helping Moonshots Survive Contact with the Real World
1PM PDT: Developing for the living room with Google
2PM PDT: Android Wear: Your app and the always-on screen
3PM PDT: Democratizing Education

Google I/O 2015 - Day 2 - Channel 2:
9AM PDT: Smarter user acquisition with App Indexing, AdWords and Google Analytics
10AM PDT: Project Tango - Mobile 3D tracking and perception
11AM PDT: Designing for virtual reality
1PM PDT: Developers connecting the world through Google Play
2PM PDT: Android best practices for data transparency
3PM PDT: Developing with Google on iOS

Google I/O 2015 - Day 2 - Channel 3:
9AM PDT: Polymer and modern web APIs: In production at Google scale
10AM PDT: Tech for a better world, faster: A discussion with Google.org's social innovators
11AM PDT: Firebase: An overview
1PM PDT: Improve your Android app's accessibility
2PM PDT: Ubiquitous Computing with Google
3PM PDT: Engineering for the Stratosphere - Presented by Women Techmakers



Labels: , , , , , , , , ,
Subscribe to: Posts (Atom)

Domain Mondo archive