Author: Olivier Blanchard

Radeon RX 9000 Series Launch: AMD Focuses on AI and Raytracing
March 5, 2025

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
March 5, 2025

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...
HP Q1 FY 2025: Commercial PCs Fuel Growth, While Printing Struggles Against Market Pressures
March 5, 2025

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...
Apple Launches the iPhone 16e A Budget Game-Changer or an Overpriced Entry Model
February 28, 2025

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...
HP’s AI PC Push: How Victus 15 Fits into Its Bigger Strategy
February 27, 2025

HP’s AI PC Push: How Victus 15 Fits into Its Bigger Strategy

Olivier Blanchard, Research Director at The Futurum Group, analyzes HP’s AI-powered Victus 15 and its role in HP’s broader AI PC strategy. With AI-driven gaming enhancements and a push into...
Arm Team-Up Aims to Grow Revenues from Software-Defined Vehicles
February 27, 2025

Arm Team-Up Aims to Grow Revenues from Software-Defined Vehicles

Olivier Blanchard, Research Director at The Futurum Group, explores Arm’s latest hybrid prototyping collaboration with S2C, Xylon, and ZC Technology, highlighting its role in accelerating SDV development....
Lenovo Q3 FY 2025 Revenue Jumps 20%, AI Momentum Fuels Expansion
February 24, 2025

Lenovo Q3 FY 2025 Revenue Jumps 20%, AI Momentum Fuels Expansion

Olivier Blanchard, Research Director with The Futurum Group, analyzes Lenovo’s Q3 FY2025 earnings, highlighting AI-driven growth in ISG, premium PC momentum in IDG, and sustained double-digit expansion in SSG....
T-Mobile Starlink, New Nokia CEO & Qualcomm Results - Six Five Webcast: The 5G Factor
February 18, 2025

T-Mobile Starlink, New Nokia CEO & Qualcomm Results – Six Five Webcast: The 5G Factor

Ron Westfall and Olivier Blanchard explore T-Mobile Starlink's Super Bowl debut, Nokia's leadership change, and Qualcomm's revenue surge in the latest episode of the Six Five Webcast - The 5G...
Amazon Delivers Strong Q4 FY 2024 with Record Operating Income, AWS Growth
February 10, 2025

Amazon Delivers Strong Q4 FY 2024 with Record Operating Income, AWS Growth

Olivier Blanchard, Research Director with The Futurum Group, analyzes Amazon’s Q4 2024 earnings, highlighting AWS growth amid supply constraints, the expansion of same-day delivery, and advertising monetization....
DeepSeek Is Disruptive, But Not For The Reasons You Think - Report Summary
February 7, 2025

DeepSeek Is Disruptive, But Not For The Reasons You Think – Report Summary

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on what DeepSeek’s disruption signals for the US tech sector. While many focused on how China’s progress in model...
Futurum Study 62% of AI PC Adoption Supports Efforts To Futureproof Organizations For AI
February 7, 2025

Futurum Study: 62% of AI PC Adoption Supports Efforts To Futureproof Organizations For AI

Olivier Blanchard, Research Director and Practice Lead for AI Devices at The Futurum Group, shares some highlights from the 1H 2025 AI Devices Decision Maker Survey Report, including early AI...
Coherent Reports Robust Q2, Driven by Datacom Strength and Margin Expansion
February 7, 2025

Coherent Reports Robust Q2, Driven by Datacom Strength and Margin Expansion

Olivier Blanchard, Research Director at The Futurum Group, analyzes Coherent’s Q2 FY 2025 earnings, highlighting record networking revenue fueled by AI data center demand, telecom recovery, and margin expansion....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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