Engadget Podcast: A taste of iOS 26, iPadOS 26, macOS 26 and more
We've been playing around with the developer betas of Apple's latest software, and now that we've spent time with iOS 26, Liquid Glass and more on actual devices, we have thoughts. From representation in Genmoji and Live Translation adventures to Apple Intelligence musings, our hosts Cherlynn Low and Mat Smith share what you can expect on your iPhones later this year. We also go over our reviews of the Samsung Galaxy Watch 8 and Galaxy Z Flip 7, as well as Microsoft's SharePoint server vulnerabilities.
Check out the episode below or find the Engadget Podcast on your favorite podcast platform. We're pretty much everywhere. If you'd like to interact with our hosts live, make sure to join us on Thursday mornings on the Engadget YouTube channel for the livestream of this podcast. We're taking a break for the rest of July but will resume that broadcast in August. Come through, we can't wait to talk to you!
Subscribe!
iTunes
Spotify
Pocket Casts
Stitcher
Google Podcasts
Credits
Hosts: Cherlynn Low and Mat SmithProducer: Ben EllmanMusic: Dale North and Terrence O'Brien
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
11 minutes ago
- Yahoo
Jabil (JBL) Registers a Bigger Fall Than the Market: Important Facts to Note
In the latest trading session, Jabil (JBL) closed at $218.56, marking a -2.07% move from the previous day. The stock trailed the S&P 500, which registered a daily loss of 1.6%. Meanwhile, the Dow experienced a drop of 1.23%, and the technology-dominated Nasdaq saw a decrease of 2.24%. Heading into today, shares of the electronics manufacturer had lost 1.26% over the past month, lagging the Computer and Technology sector's gain of 4.45% and the S&P 500's gain of 2.25%. Market participants will be closely following the financial results of Jabil in its upcoming release. The company's upcoming EPS is projected at $2.92, signifying a 26.96% increase compared to the same quarter of the previous year. At the same time, our most recent consensus estimate is projecting a revenue of $7.6 billion, reflecting a 9.17% rise from the equivalent quarter last year. JBL's full-year Zacks Consensus Estimates are calling for earnings of $9.39 per share and revenue of $29.15 billion. These results would represent year-over-year changes of +10.6% and +0.93%, respectively. Any recent changes to analyst estimates for Jabil should also be noted by investors. These revisions help to show the ever-changing nature of near-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability. Based on our research, we believe these estimate revisions are directly related to near-term stock moves. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system. The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 0.21% higher. Currently, Jabil is carrying a Zacks Rank of #1 (Strong Buy). With respect to valuation, Jabil is currently being traded at a Forward P/E ratio of 23.78. This valuation marks a premium compared to its industry average Forward P/E of 21.71. It's also important to note that JBL currently trades at a PEG ratio of 1.44. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. As of the close of trade yesterday, the Electronics - Manufacturing Services industry held an average PEG ratio of 1.44. The Electronics - Manufacturing Services industry is part of the Computer and Technology sector. This industry currently has a Zacks Industry Rank of 9, which puts it in the top 4% of all 250+ industries. The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1. Make sure to utilize to follow all of these stock-moving metrics, and more, in the coming trading sessions. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Jabil, Inc. (JBL) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
11 minutes ago
- Yahoo
IPGP Set to Report Q2 Earnings: What's in Store for the Stock?
IPG Photonics IPGP is scheduled to release second-quarter 2025 results on Aug. the to-be-reported quarter, IPGP expects non-GAAP earnings to be between a loss of 5 cents and earnings of 25 cents per share. Revenues are anticipated between $210 million and $240 million, indicating a roughly $15 million negative impact from shipment delays due to higher Zacks Consensus Estimate for second-quarter earnings is pegged at 10 cents per share, unchanged over the past 30 days, indicating a 77.78% year-over-year decline. The consensus mark for revenues is pegged at $224.1 million, indicating a year-over-year decrease of 13.02%.IPGP has a mixed earnings surprise history. It missed the Zacks Consensus Estimate in two of the trailing four quarters and beat in the remaining two, resulting in an average surprise of 25.49%. IPG Photonics Corporation Price and EPS Surprise IPG Photonics Corporation price-eps-surprise | IPG Photonics Corporation Quote In terms of share price movement, since first-quarter 2025 results (May 6), IPGP shares have jumped 24.8%, outperforming the broader Zacks Computer and Technology sector's appreciation of 13.7% and the Zacks Laser Systems and Components industry's return of 21.8%. Let us see how things have shaped up for the upcoming announcement. Key Factors to Consider for IPG Photonics' Q2 Earnings IPG Photonics is expected to have faced revenue headwinds in the second quarter of 2025 due to shipment delays caused by newly imposed tariffs. Profitability is likely to have come under pressure as tariffs are expected to have negatively impacted gross margins by 150 to 200 basis points. Combined with elevated operating expenses ($86-$88 million) from ongoing investments in strategic areas, this is likely to have negatively impacted the bottom-line figure in the to-be-reported welding business saw signs of stabilization with share gains in e-mobility in the first quarter of 2025. Cutting business saw order increase in Japan, Europe, and North America markets, which began to stabilize. Cleaning and some other materials processing applications businesses are benefiting from the cleanLASER acquisition and continuing growth in additive manufacturing. These trends are expected to have continued in the second quarter of momentum in medical (Urology end-market), micromachining and advanced applications bodes well for IPGP's to-be-reported quarter results. Newly launched micromachining is expected to have driven top-line growth in this market Photonics' expanding partner base that includes the likes of AkzoNobel is noteworthy. The companies are collaborating to apply laser technology to cure powder coatings. A strong partner base bodes well for IPGP's near-term prospects. What Our Model Says According to the Zacks model, the combination of a positive Earnings ESP and Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that is not the exact case has an Earnings ESP of 0.00% and a Zacks Rank #2 at present. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. Stocks to Consider Here are a few companies worth considering, as our model indicates that these possess the right combination of factors to exceed earnings expectations in their upcoming releases:Arista Networks ANET has an Earnings ESP of +0.96% and sports a Zacks Rank of #1 at present. You can see the complete list of today's Zacks #1 Rank stocks Networks shares have appreciated 67.8% year to date. Arista Networks is set to report its second-quarter 2025 results on Aug. BMBL presently has an Earnings ESP of +37.01% and a Zacks Rank #1. Bumble shares have plunged 12.4% year to date. Bumble is scheduled to report its second-quarter 2025 results on Aug. Inc. MKSI currently has an Earnings ESP of +1.33% and a Zacks Rank # shares are up 45.8% year to date. MKS is set to report its second-quarter 2025 results on Aug. 6. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report MKS Inc. (MKSI) : Free Stock Analysis Report Arista Networks, Inc. (ANET) : Free Stock Analysis Report IPG Photonics Corporation (IPGP) : Free Stock Analysis Report Bumble Inc. (BMBL) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
11 minutes ago
- Yahoo
Buy, Sell or Hold Navitas Stock? Key Tips Ahead of Q2 Earnings
Navitas Semiconductor NVTS is set to release its second-quarter 2025 results on Aug. the second quarter of 2025, net revenues are expected to be between $18 and $20 million. The Zacks Consensus Estimate for second-quarter revenues is pegged at $14.5 million, suggesting a year-over-year decline of 29.1%. The consensus mark for loss is pegged at 5 cents per share for the second quarter of 2025, unchanged over the past 30 days. NVTS reported a loss of 7 cents per share in the year-ago quarter. Navitas Semiconductor Corporation Price and EPS Surprise Navitas Semiconductor Corporation price-eps-surprise | Navitas Semiconductor Corporation Quote Let's see how things have shaped up for this announcement. Key Factors to Note for NVTS Earnings Navitas Semiconductor is a well-known provider of power semiconductors driven by its GaN (gallium nitride) business, under GaNFast, GaNSafe and GaNSense brands. Investments by NVIDIA NVDA and Tesla in GaN technology, as well as expanding footprint across mobile, electric vehicle (EV), and energy sectors, bode well for Navitas' prospects. However, sluggishness in solar, EV and industrial end-markets is expected to have negatively impacted second-quarter 2025 results. Unfavorable product mix is expected to have hurt gross margin in the to-be-reported quarter. Uncertainty over tariffs and trade issues between the United States and China has been a headwind for Navitas. NVTS Shares Outperform Sector Navitas Semiconductor shares have jumped 97.8% year to date, outperforming the broader Zacks Computer and Technology sector's return of 11.4% and the Zacks Electronics Semiconductors industry's return of 16.7%. NVTS Stock's Performance Image Source: Zacks Investment Research Navitas Semiconductor stock is not so cheap, as the Value Score of F suggests a stretched valuation at this terms of the forward 12-month Price/Sales, NVTS is trading at 16.92X, higher than the broader sector's 6.71X. Price/Sales (F12M) Image Source: Zacks Investment Research Navitas Semiconductor stock is currently trading above the 50-day and 200-day moving averages, indicating a bullish trend. NVTS Stock Trades Above 50-Day and 200-Day SMAs Image Source: Zacks Investment Research NVTS' Strong Portfolio Aids Growth Amid Stiff Competition Navitas Semiconductor is ramping up new 80 - 120V GaN devices in 2025 to target the 48V DC-DC converter market. In Solar & Energy Storage, the launch of NVTS' bidirectional GaN ICs – GaN BDS, in the first quarter of 2025, is enabling single-stage power conversion. This disrupts traditional two-stage architectures used in more than 70% of power electronics, reducing cost, size and power loss by 30% or more. The innovation reveals high-efficiency applications across solar microinverters, EV onboard chargers, energy storage and motor control systems, with customer ramp-ups expected in late 2025 and the EV domain, NVTS has secured more than 40 design wins across China, Europe, the United States and Korea. With a rapidly expanding $900 million EV pipeline, Navitas is poised to scale in high-voltage, high-efficiency onboard and roadside chargers beginning in expanding relationship with NVIDIA is noteworthy. In May, Navitas Semiconductor collaborated with NVIDIA to support the development of NVIDIA's new 800V high-voltage DC (HVDC) architecture. NVIDIA's 800V HVDC approach is designed for next-generation AI data centers, including systems like NVIDIA Rubin Ultra. NVIDIA 800V HVDC architecture will improve end-to-end power efficiency up to 5%, reduce maintenance costs by 70%, and lower cooling costs, all using NVTS' GaNFast and GeneSiC power Navitas Semiconductor faces significant competition from the likes of Wolfspeed WOLF and Power Integrations POWI. These rivals continue to invest aggressively in wide bandgap technologies, supported by stronger revenue bases and deeper customer relationships. Power Integrations' GaN portfolio includes InnoSwitch3, InnoMux-2 ICs, HiperPFS and Scale-2 Gate Drivers. Power Integrations is the only GaN supplier offering devices rated at 900V, 1250V and 1700V, giving it an advantage in grid-tolerant and high-voltage applications. Wolfspeed has been taking initiatives to expand manufacturing capacity. A state-of-the-art, automated 200-millimeter (mm) capable silicon carbide device fabrication facility in New York (the Mohawk Valley fab) is noteworthy. Wolfspeed enjoys a first-mover advantage in 200-mm wafer volume production, which is the silicon carbide industry's most advanced technology. Conclusion NVTS' muted revenue growth outlook in the near term, along with a stretched valuation, makes the stock risky for investors. Navitas Semiconductor currently has a Zacks Rank #4 (Sell), which implies that investors should avoid the stock ahead of second-quarter 2025 results. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Power Integrations, Inc. (POWI) : Free Stock Analysis Report Wolfspeed (WOLF) : Free Stock Analysis Report Navitas Semiconductor Corporation (NVTS) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
