Strategy in TECH...
Universal Electronics Inc. (Nasdaq: UEIC) – one of the industry’s leading manufacturers of remote controls – made several consequential announcements at the end of last week, including its second quarter of Fiscal 2026 financial results, a significant management shakeup, the launch of an infringement lawsuit against Amazon, and the issuance of a special dividend for investors.
That’s a lot of change for one company…
Marantz, a Sound United brand, and both of which are part of Harman International Industries, Inc., which itself is part of Samsung Electronics, announced today that it has launched a new series of the popular Cinema Series AV receivers (AVRs). This new “Series 2” builds upon the technologies and techniques of the original series, as well as moves the ball down the field with several new advancements.
In retrofit projects, lighting conversations often begin with a limitation. The client wants a more polished, layered environment. They want rooms that feel warmer at night, more comfortable during the day, and more intentional overall. But the house itself may not cooperate.
The ceilings may not be worth opening. The existing wiring may only support a few fixtures. The architecture may be too valuable, too delicate, or simply too expensive to disrupt in pursuit of a full lighting rebuild.
On Tuesday, ADI Global was officially launched as an independent company listed on the New York Stock Exchange (NYSE) with the symbol ADIG. Up to now, it was part of Resideo Technologies. This splitting of the parties was, of course, widely reported and expected, but has now been completed.
With the launch of ADIG stock on the NYSE, a new dawn emerges for both ADI Global Distribution and Resideo Technologies.
On Wednesday, Sonos, Inc (Nasdaq: SONO) released the results for the third quarter of Fiscal 2026 and, on the face of it, things looked pretty good. The company reported revenues in the quarter increased by 9% and net income was $29.9 million versus a loss in the quarter last year of $3.4 million. Investors reacted strongly, driving up the value of the stock by, 8% at one point – and that was on a down day on Wall Street. Shares of SONO closed up 4.3% after flying higher earlier in the day.
Then on Thursday, the value of Sonos stock reversed course and sank by a startling 17.6%!
Savant Systems, Inc. (Savant), a leading smart home and smart energy solutions provider, has been selected by real estate developer U.S. Development to be the exclusive smart home technology provider for two of its ultra-luxury residential complexes. These two complexes are both based in Florida, and they are Salato Pompano Beach and Viceroy Residences Clearwater Beach.
The Taiwan Semiconductor Manufacturing Company (TSMC), the largest contract manufacturer in the world of chips used in a wide variety of tech products, including for data centers for AI solutions, has informed clients that it will be raising prices for both advanced and mature chip production services by as much as 10% or more in 2027. The reason for the increase is to offset rising costs for materials, manufacturing equipment, and construction of new overseas chip plants, multiple sources told Nikkei Asia.
In a case filed back in January of 2020 in the United States District Court, Central District of California before the Honorable James V. Selna, Masimo accused Apple, Inc. of patent infringement, misappropriation of trade secrets, and more. After almost six years of wrangling, a jury found in Masimo’s favor in November 2025. Since that time, Apple has used every means possible to try and convince the court to dismiss the jury’s findings, or otherwise order a new trial.
Now we have the court’s final judgment, finding for Masimo on four patent infringement claims. Yet even though an apparent win for Masimo, it has appealed the judge’s ruling. Read on to see why.
In a surprising exposé resulting from a deep investigation by the Nikkei, we have learned that Big Tech is engaged in questionable practices in order to conceal from investors the true amount of debt they are taking on to pursue building out their AI infrastructure with more and bigger…and more expensive…data centers. How big of a deal is this? Huge! In the last four years, debt not reflected on five of the big AI tech companies’ balance sheets – known as “hidden debt” – totals an estimated $1.65 trillion. Yes…trillion, with a “t”.
HTSA, the Home Technology Specialists of America buying group, announced today that Jon Robbins, its current Executive Director, is leaving the organization. Robbins has held this role since he first assumed it in December of 2015.
