HP’s New EliteBook Series Brings AI to the Forefront of Business Laptops

Olivier Blanchard, Research Director at The Futurum Group, explores HP’s new EliteBook series and how AI-driven NPUs, premium displays, and enterprise security position these business laptops in a competitive market.

Coherent Introduces 793nm Pump Laser Diode Solidifies Company’s Integration Strategy

Olivier Blanchard, Research Director at The Futurum Group, analyzes Coherent’s 793nm pump laser diode, a breakthrough in Thulium fiber laser efficiency.

Why Apple’s $7B Modem Exit Won’t Damage Qualcomm – Report Summary

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on the likely revenue impact of Apple moving to equip iPhones with its own in-house cellular modems on Qualcomm as early as 2027 and why Qualcomm’s diversification strategy should easily absorb the blow.

Apple Pushes AI and Performance with New MacBook Air and Mac Studio

Olivier Blanchard, Research Director at The Futurum Group, breaks down Apple’s MacBook Air and Mac Studio updates. With the M4 and M3 Ultra chips, plus a price cut and AI upgrades, how will these changes impact Apple’s market position?

Samsara’s Post-Earnings Drop: Understanding Market Reactions

Olivier Blanchard, Research Director at The Futurum Group, shares insights on Samsara’s strong Q4 FY 2025 earnings, the 11% stock drop, and key investor concerns over CapEx slowdowns and AI-driven edge computing. How will these factors shape Samsara’s growth?

Google’s March Pixel Drop Brings AI Security, Health, and Connectivity Upgrades

Olivier Blanchard, Research Director at The Futurum Group, examines Google’s March Pixel Drop, highlighting AI-powered Scam Detection, Gemini Live’s updates, Pixel Watch 3’s health tracking, and Satellite SOS expansion.

Why the Loss of Apple as a Modem Customer Might Not Even Make Qualcomm Flinch

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on the likely revenue impact of Apple moving to equip iPhones with its own in-house cellular modems on Qualcomm as early as 2027 and why Qualcomm’s diversification strategy should easily absorb the blow.

Qualcomm’s X85 5G Modem Sets New AI-Powered Speed and Efficiency Benchmark

Olivier Blanchard, Research Director at The Futurum Group, examines how Qualcomm’s X85 5G Modem-RF advances AI-driven 5G, delivering faster speeds, better efficiency, and improved connectivity for smartphones, PCs, and IoT.

Radeon RX 9000 Series Launch: AMD Focuses on AI and Raytracing

Olivier Blanchard, Research Director with The Futurum Group, analyzes AMD’s Radeon RX 9000 Series launch, highlighting RDNA 4 advancements, AI acceleration, enhanced raytracing, and FSR 4 upscaling.

Dell Q4 FY 2025 Earnings Show Strong AI Momentum, ISG Revenue Up 22% YoY

Olivier Blanchard, Research Director at The Futurum Group, analyzes Dell’s Q4 FY 2025 earnings, highlighting record AI-driven ISG growth, a $9 billion AI backlog, and CSG challenges. With AI server demand surging, execution remains key in FY 2026.

HP Q1 FY 2025: Commercial PCs Fuel Growth, While Printing Struggles Against Market Pressures

Olivier Blanchard, Research Director with The Futurum Group, analyzes HP’s Q1 FY 2025 earnings, exploring how AI PC adoption and commercial demand are driving growth, while rising costs, tariffs, and supply chain shifts challenge profitability.

Apple Launches the iPhone 16e: A Budget Game-Changer or an Overpriced Entry Model?

Olivier Blanchard, Research Director at The Futurum Group, analyzes Apple’s iPhone 16e launch, its pricing shift, AI integration, in-house modem transition, and the broader impact on Apple’s iPhone strategy amid growing competition.