A Return to Growth and a Validation of the Company’s Diversification Strategy
The Futurum Group’s Daniel Newman and Olivier Blanchard share their insights on Qualcomm Q1 2024 earnings, which beat expectations and point to an upcycle for the company.
The Company’s Earnings Point to AI Driving Both Data Center and PC Segment Growth In 2024
The Futurum Group’s Olivier Blanchard shares his insights on why AMD’s Q4 2023 numbers highlight how the company’s AI bets in data center and PC segments are already starting to pay off.
Automotive Tech, Micromobility, AI, and the Shift from Device Design to Space-Defined Experiences Dominated at This Year’s Show
Olivier Blanchard, Research Director at The Futurum Group, shares his short list of most significant market-defining tech trends driving growth trajectories for semiconductor vendors and OEMs at CES 2024.
AI, Robotics, and the Evolving Landscape of Electric Vehicles
The Futurum Group’s Steven Dickens and Olivier Blanchard share their insights into Tesla’s Q4 2023 earnings call and highlight some of the company’s most critical challenges and opportunities for 2024 and beyond.
In our latest brief, Market Insight Report: Electric Vehicle Market, we analyze the rapid growth, technological innovation, and competitive landscape in the EV market.
An Assessment of 5G-IoT Developments Including Key CES24 Qualcomm Snapdragon Digital Chassis and Stellantis/Blackberry/AWS Virtual Cockpit Updates
The Futurum Group’s Ron Westfall and Olivier Blanchard review key CES 2024 announcements such as Qualcomm’s Snapdragon Digital Chassis innovations and Stellantis, Blackberry, and AWS collaboration focused on advancing virtual cockpit development.
The Market Constraints for Suitable AI Compute Workload Accelerators Could Ease Up in 2024 with Competitive Offerings to NVIDIA from Intel and AMD
Research Directors Mark Beccue and Olivier Blanchard of The Futurum Group examine AI whether Intel Gaudi 2 Databricks Testing indicates compute relief in 2024.
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on why 2024 might be a turning point for the ADAS segment, as automakers begin to favor partnerships with full stack system vendors such as Qualcomm.
How Reckless Regulators Could Inadvertently Harm Competition
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on why pressure from antitrust regulators caused Adobe and Figma to abandon their merger deal.
How Epic v. Google, Epic v. Apple, and Google’s Historic 50-States Settlement Are Reshaping the App Marketplace Competitive Landscape
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on what the Epic Games v. Google decision and Google’s historic antitrust settlement with all 50 US states means for the future of app stores.
Bloated Inventories Still Saddle Recovery with Growth Asymmetries
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Semtech Q3 FY 2024 earnings, which point to continued recovery despite asymmetrical drag on hardware demand.
