Strategic Focus on High-Value Technologies and Portfolio Rationalization
onsemi is actively exiting noncore businesses and repositioning its sensing portfolio towards higher value segments such as ADAS and machine vision.
The company is ending the end-of-life of certain legacy products, with an expected $50-100 million revenue impact in 2026 that won't repeat.
Investments are focused on next-generation technologies where the company has clear competitive advantages, including intelligent power, sensing, and analog mixed signal technologies.
Akamai's Cloud Infrastructure Services Portfolio and AI Market Opportunities
Akamai's cloud infrastructure services (CIS) revenue in Q2 was $71 million, growing at 30% year-over-year, driven by AI application deployments.
Management highlighted the strategic focus on AI-related solutions like Edge Workers and Linode-based compute and storage solutions.
The company introduced an AI gateway to address latency, security, and cost challenges of deploying large language models at scale.
AI gateway enables processing requests closer to users at the edge, improving speed, energy efficiency, and user experience.
Akamai's platform spans over 4,300 points of presence globally, supporting AI applications such as image classification, speech-to-text, chatbots, and inference engines.
Management emphasized the synergy between cloud computing, security, and delivery lines, with large contracts signed for AI-driven applications.
Emerging Companion Chip Role in AI and Edge Applications
Lattice's FPGA solutions are increasingly positioned as companion chips for AI accelerators, sensors, and networking chips, supporting functions like bridging, sensor fusion, and board management.
Focus on small to midrange FPGAs optimized for near-sensor AI, less than 1 TOPS and under 1 watt, targeting industrial, automotive, and emerging humanoid robotics markets.
Management emphasizes the strategic shift to a support role in complex AI infrastructure, with a focus on contextual intelligence and near-edge AI.
Introduction of Qualys' AI-Powered Risk Management Platform
Qualys announced the launch of a fully reimagined Agentic AI platform built on a unified fiber, designed to seamlessly manage cyber risk across multi-vendor environments.
The platform features autonomous AI agents that automate complex processes, adapt to customer environments, and are available in a marketplace for risk management, enabling rapid augmentation of security teams.
This innovation aims to reduce remediation time, increase accuracy, and lower costs, representing a significant leap in proactive cybersecurity automation.
Bandwidth's investments in AI voice are translating into customer adoption, with new $1 million-plus multiyear deals.
Platforms like Maestro and AI Bridge are enabling enterprises to integrate AI voice into customer call flows.
Major clients in financial services, healthcare, and hospitality are leveraging these AI capabilities.
AI is not replacing voice but enriching it, potentially increasing revenue 3x to 4x per call through added services like transcription, fraud detection, and orchestration.
Every new enterprise win this quarter included Maestro, emphasizing its role as a core differentiator and revenue driver.
Progress and Challenges in TiVo One Ad Platform Expansion
The company has built a cross-screen advertising platform connecting smart TVs and IPTV set-top boxes, supporting monetization through ad-supported viewing, data, and engagement.
As of Q2 2025, the platform has 3.7 million monthly active users, nearing the 5 million goal for 2025, with 9 of 10 targeted partners signed.
Recent partnerships with Wurl, Kargo, and FreeWheel are expected to increase scale and attract more advertisers, with a focus on expanding inventory and viewership data.
The company aims to reach $10 of annual revenue per user by year-end, with advertising revenue already recognized as the footprint grows.
Differentiators include a best-in-class OS, independent platform not competing with TV partners, revenue sharing, and lower-cost hardware solutions.
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