Daniel Callahan

Editor’s note: Intel holds the line on processor average selling price in 3Q17, deflecting threats from competitors and ‘good enough’ computing while getting a boost from Internet of Things business, says Technology Business Research Analyst Daniel Callahan. HAMPTON, N.H. – Intel (Nasdaq: INTC) in its earnings report last week that sent shares to a record high grew revenue to $16.1 billion in 3Q17, a year-to-year increase of 2%. Client Computing Group (CCG) maintained its position as the primary source of Intel’s revenue at 54.7% of total revenue, but revenue declined 0.4% year-to-year in 3Q17 to $8.9 billion. The decline...

Editor’s note: Cable giant Comcast’s expanding challenge for Internet of Things network business will be mostly heard by telecom heavyweights in the space such as AT&T, Verizon and Vodafone, says Technology Business Research Analyst Daniel Callahan. HAMPTON, N.H. – After trialing IoT networks in Philadelphia and San Francisco in October 2016, and shortly after expanding to Chicago, Comcast announced a sizeable expansion of its IoT coverage in July 2017, adding 12 metro regions: Atlanta; Baltimore; Boston; Denver; Detroit; Indianapolis; Miami; Minneapolis/St. Paul; Oakland, Calif.; Pittsburgh; Seattle; and Washington, D.C. Comcast is leveraging low-power, wide-area network (LPWAN) technology named LoRa...

Editor’s note: HP, which recently regained the No. 1 ranking for PC sales from Lenovo, shows strong growth across its traditional businesses in its latest financial report. Next up: 3D printing. So says Technology Business Research Analyst Daniel Callahan. HAMPTON, N.H. – HP Inc. grew revenue to $13.1 billion in 2Q17, a year-to-year increase of 10%, in quarterly financials disclosed on Wednesday. Personal systems maintained its position as the primary source of HP Inc.’s revenue growing 12% to $8.4 billion, or 64% of total revenue. Notebooks led the race with a 16% year-to-year growth to $5 billion, supported by...

Editor’s note: Intel generates healthy growth across business segments, including Internet of Things, in delivering record 2nd quarter revenue, says Technology Business Research Analyst Daniel Callahan. HAMPTON, N.H. – In its earnings report last week, Intel grew revenue to $14.8 billion in 2Q17, a year-to-year increase of 14% (excluding divested Intel Security). Client Computing Group maintained its position as the primary source of Intel’s revenue, growing 12% year-to-year in 2Q17 to $8.2 billion which Intel attributes to ASP strength and inventory build. Data Center Group followed at $4.4 billion, up 9% year-to-year in 2Q17. Intel noted that Cloud and...

Editor’s note: City governments looking for ways to utilize the Internet of Things to improve services can learn something by thinking outside the box – as in trash bins. Technology Bushiness Research Analyst Daniel Callahan offers his thoughts based on a recent IoT conference. HAMPTON, N,H, – The “Connecting Your Business to the Smart Cities We All Live In” panel during the recent LiveWorx 2017 included ideas consistent with TBR’s previous views on smart cities. One of the most interesting speakers was Nigel Jacob from the Boston Mayor’s Office presenting on the “Boston Smart City Playbook,” compiled by the...

Editor’s note: Daniel Callahan, an analyst at Technology Business Research, says Microsoft aims to deliver IoT to the masses via IoT Central. HAMPTON, N.H. – Microsoft recently announced  announced IoT Central, a managed SaaS solution that aims to make IoT [Internet of Things] more accessible. IoT Central exists on the Azure cloud and is integrated with Microsoft’s traditional IoT PaaS Azure IoT Suite. Microsoft bills IoT Central as a tool for customers to build and enable IoT scenarios without cloud or deep IT experience, lowering the barriers to engaging with and developing for IoT. Not yet publicly available, IoT Central is...

Editor’s note: Intel’s efforts to become lean while maintaining innovation leadership pays off, delivering an 8% overall year-to-year growth in 1Q17, says Technology Business Research Analyst Daniel Callahan. ​ HAMPTON, N.H. – Intel’s 1Q17 results released last week mark continued growth of a more diversified chipmaker that is no longer seeking to rely on PC and server processors. Intel revenue rose 8% year-to-year to $14.8 billion in 4Q16, marking six quarters of growth after a 0.6% revenue decline in 3Q15. Intel’s traditional businesses, Client Computing and Data Center, defied market trends with growth of 6% and 6% to $8...