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Tuesday, January 31st, 2017
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| 9:00a | NVIDIA Launches New Game Bundle: For Honor & Ghost Recon Wildlands
The gaming scene tends to be slow this time of the year, and some may still feel burned out from Christmas spending, others still feel like giving. Leading up to two more big budget releases that are fast approaching, NVIDIA has prepared another bundle for those considering an upgrade to their gaming hardware. The “Prepare for Battle” game bundle is launching today. Anyone who purchases a GeForce GTX 1080, GTX 1070, or a PC or laptop equipped with these cards will have the option to download either Ubisoft’s For Honor or Tom Clancy’s Ghost Recon Wildlands for free. For Honor is a fast paced single and multiplayer action game that pits together Knights, Samurai and Vikings in hand-to-hand combat, requiring tactical thinking and fast reflexes. At the other end of the technology spectrum we have Tom Clancy’s Ghost Recon Wildlands, the next step in a franchise that has been running for almost long enough to drive. ‘Wildlands’ is pitched as the very first military shooter in a massive open world that you can play entirely solo or in four-player co-op. For Honor will see release on February 14th, while Ghost Recon Wildlands will arrive on March 7th.
NVIDIA is also debuting a new, and hopefully easier, way to redeem codes through GeForce Experience. Now customers will no longer have to wade through sign up webpages but can simply enter their code within GeForce Experience itself and have their choice of game automatically added to their Uplay account. Though I imagine one would still need to be signed into GeForce Experience, which for some may make the difference moot. We haven’t yet received news to how long this offer will run, though we will update here when we catch news of the end date. Meanwhile it is worth remembering to verify the participation of any vendors purchased from as NVIDIA likely will not give codes for purchases made from sellers that are not participating. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 6:30p | Synology at CES 2017 - RT2600ac Wi-Fi Router, DSM Value Additions, and New Business NAS Units
As part of my usual CES vendor visits, I caught up with Synology and took a look at the new products and DSM features that had been announced around the show's timeframe. The most interesting product was their second generation Wi-Fi router - the RT2600ac. A few business-oriented NAS products were also on display. The new DSM 6.1 (beta at CES, now in the final release candidate stage) and some value additions were also seen at the booth. Synology RT2600ac Wi-Fi RouterA follow-on to the Broadcom-based RT1900ac launched in 2015, the RT2600ac makes the move to a Qualcomm Atheros platform. The AC2600 platform has been around since 2015. Synology has again opted not to ship a cutting-edge hardware platform. While the first set of AC2600 routers used a Qualcomm Atheros QCA9980 radio along with a 1.4 GHz IPQ8064 SoC for network processing duties, Synology's 2017 entry has allowed them to go for a slightly more modern platform. The radio is the QCA9984 - it sports specifications similar to the QCA9980 (4x4:4 802.11abgn+ac), with the primary difference being support for 160MHz-wide channels. Note, however, that the maximum data rate possible is still only 1.7 Gbps because the radio doesn't support four spatial streams in the 160MHz mode. The network processor is the IPQ8065 - a higher-clocked version of the IPQ8064 used in the first set of AC2600 routers. The IPQ8065's dual-core Krait CPU and the network accelerator blocks operate at 1.7 GHz and 800 MHz respectively (compared to the IPQ8064's 1.4 GHz and 730 MHz).
The RT1900ac was praised mainly for its operating system / user experience / add-ons, rather than the Wi-Fi performance. For the RT2600ac, Synology has further fine-tuned the SRM OS (Synology Router Manager). It is also playing up the VPN capabilities. Many Synology NAS owners have taken advantage of the VPN features of the Synology NAS. However, that requires setting up port forwarding in the router, and some challenges related to the subnet configurations that can be accessed from an external network. Placing the VPN server in the router / gateway is the logical solution to the problem, and Synology is aptly promoting their VPN Plus server package for advanced VPN configurations. Other than the VPN features, Synology also supports dual WAN capabilities in the RT2600ac. Readers interested in the detailed specifications can peruse the datasheet (PDF). Business NAS ProductsSynology's DSM is one of the few NAS operating systems to support both btrfs and ext4 for the internal volumes. This allows them to support different business requirements. Their business lineup has benefited quite a bit from this dual file-system support. In order to capitalize further on this aspect, Synology has launched a number of high-end systems targeting SMBs and SMEs.
Amongst the new business-oriented NAS products on display was the FS3017 (PDF) - a 24-bay 2U rackmount NAS equipped with two Xeon E5-2620 v3 CPUs and 64GB (expandable to 512GB) of DDR4 ECC DRAM. There are two 10GBASE-T ports, with spare PCIe slots to integrate 10GbE / 25GbE / 40 GbE network cards. Both 2.5" SATA and SAS drives are supported, with the primary focus being delivery of high IOPS for performance-sensitive applications. The DS3617xs (PDF) is a Xeon D-based tower form-factor NAS with 12 bays. The Xeon D-1527 used in the system is a 4C/8T model. It is complemented by 16GB of DDR4 ECC DRAM (expandable to 48GB). The system also supports two DX1215 expansion chassis (with Infiniband connections). There are only four 1GbE LAN ports, though a PCIe 3.0 x8 slot is available (for installation of 10GbE cards, if needed). The RS4017xs+ (PDF) is a Xeon D-1541 (8C/16T)-based 3U rackmount with 16 3.5" bays. It ships with 8GB of DDR4 ECC RAM (expandable to 64GB). There are two native 10GBASE-T ports and four 1GbE ports. Two PCIe 3.0 x8 slots are available to add more high-performance LAN interfaces. The system can scale up to 40 bays with two RX1217(RP) expansion chassis. The RS18017xs+ (PDF) is a Xeon D-1531 (6C/12T)-based 2U rackmount with 12 3.5" bays. It ships with 16GB of DDR4 ECC RAM (expandable to 128GB). There are two native 10GBASE-T ports with four 1GbE ports, as well as two PCIe 3.0 x8 slots for additional network interface cards. The 12-bay unit can pair with up to 7 expansion units (RX1217sas for 84 bays, and RX2417sas for 168 bays) over its single SAS expansion slot. It is interesting to see that Synology is mainly using the Xeon D SKUs for their rackmounts, compared to QNAP and Netgear's primary push using the tower form factor. The support for multiple expansion chassis with huge bay counts differentiates Synology's Xeon D offerings from the rest of the vendors. It is not clear if IT administrators might prefer a more powerful CPU (like the Xeon used in the FS3017) to handle large number of physical drives, though dedicating some of the bays for cold storage might make Xeon D an attractive solution. New DSM 6.1 FeaturesThe next version of the Disk Station Manager (DSM 6.1) is slated to come out around mid-February 2017. At CES, Synology was showing off some of the new features such as Universal Search (couldn't help drawing similarities to QNAP's QSirch). Surveillance Station 8.0 has also been released, and the native Windows client support (also available in a portable version) definitely improves usability. The traditional web view is still supported - so, it is overall a welcome addition.
DSM 6.1 also has some features that work exclusively with the Seagate IronWolf drives for better health monitoring than what is done with just S.M.A.R.T alone. The Seagate IronWolf Health Manager (IHM) takes advantage of the hardware sensors and firmware features that are present in the new IronWolf drives. Synology also played up their frequent security and feature updates to DSM. Having recently set up the testbed to evaluate the software features of various COTS NAS units, I can say that Synology units are the ones that prompt me to upgrade most frequently. I would prefer avoiding the associated reboots, but, there is definitely some peace of mind in knowing that Synology is being proactive in handling security threats. Given the Synolocker issue that affected some Synology users back in 2014, it is good to see the company taking efforts to prevent the recurrence of any similar attacks. Synology had a number of interesting announcements before and after the show, with the CES booth allowing us to take a look at the products and software features in person. Frequent OS updates and focused hardware launches bode well on the NAS side. On the consumer router side, the shipping of the RT2600ac MU-MIMO Wi-Fi router with a focus on Synology's strengths (VPN and other value additions) shows that the company is in the highly competitive market segment for the long haul. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 9:15p | Apple Announces Record Q1 2017 Results
Today Apple announced their earnings for the first quarter of their 2017 fiscal year. As is normally the case now that the iPhone has moved to a fall launch, Q1 tends to be their big quarter, and this one was the biggest yet for revenue, with Apple announcing $78.351 billion in revenue for the quarter. This is up 9% from a year ago. Gross margin was not as strong though, down $247 million despite the almost $2.5 billion more in revenue, but as a percentage it is still a strong 38.5%. Operating income was also down for the quarter, at $23.359 billion, compared to $24.171 billion a year ago. Net income was down 2.56% to $17.891 billion, but thanks to the share buyback program, Apple has less outstanding shares, meaning Apple set a record for earnings per diluted share of $3.36, despite the drop in net income. Apple has announced a dividend of $0.57 per share as well.
With the launch of the latest iPhone 7, there was certainly controversy over the loss of the headphone jack, but that did not stop people from buying it. Apple sold 78.29 million iPhones this quarter, up 5% from a year ago. This is a new record for iPhone sales in the quarter, up about 3.5 million units, which is a good sign for Apple after had several quarters in a row of slowed iPhone sales. We’ll see if they can keep it up for fiscal year 2017. As far as revenue, iPhone is still the juggernaut of Apple’s financials with $54.378 billion in revenue for the quarter. That is 69.4% of all of the revenue for Apple. iPad continues to struggle, at least compared to the rest of Apple, with sales dropping another 19% this quarter to 13.081 million, and despite the higher priced iPads in the lineup, revenue dropped even further to $5.533 billion, which is down 22%. That puts an average selling price of just $422 on the iPad, down from $439 a year ago, despite the addition of the 9.7-inch iPad Pro last year with it’s $100 higher asking price of $599. New iPad models haven’t really saved this segment from continuing to contract, but with the addition of the larger iPhone I suppose this makes some sense. Mac sales for the quarter were up 1% only, despite the launch of the refreshed MacBook Pro models in October, but they were not shipping in volume until later in the quarter, so there may be some impact from that. Despite the sales only being up 1%, revenue was up 7% to a new record high of $7.244 billion this quarter, and the Mac has slowly worked itself back up to being the second largest source of revenue for Apple. But I don’t think that’s going to last for much longer.
Apple’s Services segment, which includes digital content from iTunes, app revenue, AppleCare, Apple Pay, and other services, is now the fastest growing segment of Apple, with revenues for the quarter of $7.172 billion, which is up 13% from last quarter and up 18% from last year. At this rate, it will overtake the Mac revenue next quarter, depending on how Mac sales go. This has been a very strong market for Apple over the last while, and I would think the addition of Apple Music must be helping as well. Other Products include Apple TV, Apple Watch, Beats, and accessories, and although the segment overall is down 8% to $4.024 billion, Apple did announce they sold a record for Apple Watch revenue, although they’ve never announced numbers for that. Apple is projecting revenue for next quarter of $51.5 to $53.5 billion, and margins between 38 and 39 percent. Source: Apple Investor Relations | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 10:00p | AMD Announces Q4 2016 Earnings
This afternoon, AMD announced their fourth quarter earnings for the 2016 fiscal year. 2016 was a challenging year for AMD, as they continue to expand their business away from only focusing on the PC market, and although they still have a long way to go, 2016 was an improvement on 2015. For Q4 AMD had revenues of $1.11 billion, which is up 15% from Q4 2015. Gross margin for the quarter was $351 million, up from $283 million a year ago. As a percentage, AMD’s gross margin was 32%, compared to 30% in Q4 2015. AMD had an operating loss of $3 million for the quarter, compared to a loss of $49 million a year ago, while net loss improved as well, from $102 million in Q4 2015 to $51 million this quarter. This resulted in a loss per share of $0.06, compared to a loss of $0.13 last year. AMD makes note that Q4 2016 was a 14-week quarter, compared to a 13-week quarter for Q3 2016 and Q4 2015.
For the full fiscal year, AMD had revenues of $4.27 billion, which is up 7%, but a sixth amendment to their wafer supply agreement hit their margins very hard in 2016. For the full year, AMD had margins of just 23%, which is a drop of 4% compared to 2015. Operating loss was $372 million for the year, compared to $481 million in 2015, and net loss was $497 million, compared to $660 million a year ago. For the full year, AMD had a net per share loss of $0.60, which is an improvement from the $0.84 loss in 2015. AMD also reports Non-GAAP results, which exclude stock-based compensation, restructuring charges, node transition costs, and wafer agreement charges, to give a look at their core business. On a Non-GAAP basis, AMD had revenues of $1.11 billion, just like their GAAP numbers, but they posted operating income of $26 million for the quarter, compared to an operating loss of $39 million a year ago. Net loss was $8 million, compared to $79 million in Q4 2015, and loss per share was $0.01 compared to $0.10 a year ago.
AMD attributes their increase in revenue primarily due to increased GPU sales. AMD’s Computing and Graphics segment had revenues for the quarter of $600 million, which is up 28% year-over-year. Polaris seems to be doing quite well, which is great to see. The segment still had an operating loss of $21 million, but that is a big improvement from the operating loss of $99 million a year ago. CPU average selling price fell year-over-year, but GPU average selling price increased year-over-year, thanks to higher desktop and professional graphics pricing. We eagerly await the launch of Ryzen, which AMD showed off last quarter, and expect to hear more about it this quarter.
AMD branched into Enterprise, Embedded, and Semi-Custom designs and it has proven to be a strong source of revenue for them. With wins in both the Xbox One and PlayStation 4, AMD continues to be the beneficiary of both of those consoles outselling their predecessors. For Q4, this segment had revenue of $506 million, which is up 4% year-over-year, thanks to higher embedded and semi-custom SoC revenue. This segment does have it’s ups and downs annually with consoles peaking and ebbing, but annually it has been a strong market for AMD to branch into. This segment had an operating income of $47 million for the quarter, which is down from $59 million a year ago, which AMD attributes to higher R&D investments this quarter.
Finally, All Other had an operating loss of $29 million, compared to $9 million a year ago. The increased loss is attributed to higher stock-based compensation charges for Q4 2016. AMD had strong margins for this quarter, and if they are going to have a strong 2017, that needs to be their focus. Ryzen may help as well, depending on how it compares, but Dr. Lisa Su, AMD’s president and CEO, has been slowly but surely bringing AMD back to a point of profitability. Looking ahead, AMD expects revenues to decrease 11% for next quarter, plus or minus 3%, which would put them at an 18% increase in revenue for Q1 2017 compared to Q1 2016, if you pick the mid-point in their target. Source: AMD Investor Relations | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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