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Author: Olivier Blanchard

HP Q2 2024 Earnings: HP’s PC Refresh Supercycle Opportunity Comes Into Clearer Focus
June 4, 2024

HP Q2 2024 Earnings: HP’s PC Refresh Supercycle Opportunity Comes Into Clearer Focus

Olivier Blanchard, Research Director with The Futurum Group, shares his insights into HP’s Q2 2024 earnings and makes the case for why the PC segment’s recovery has dragged in anticipation...
Olivier Blanchard
Dell Technologies Delivers Q1 Fiscal 2025 Financial Results
June 3, 2024

Dell Technologies Delivers Q1 Fiscal 2025 Financial Results

Olivier Blanchard, Research Director with The Futurum Group, shares his insights into Dell’s Q1 2025 earnings, and sheds some light into how Dell’s complete end-to-end AI ecosystem play, from data...
Olivier Blanchard
Lenovo Q4 FY 2324 Insights Growth Accelerates with Hybrid AI Opportunities
May 28, 2024

Lenovo Q4 FY 23/24 Insights: Growth Accelerates with Hybrid AI Opportunities

Olivier Blanchard, Research Director with the Futurum Group, and Steven Dickens, VP and Practice Lead, share their insights into Lenovo’s Q4 and FY 23/24 earnings and drill down into how...
Olivier Blanchard
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New Snapdragon-Powered Copilot+ Windows PCs Redefine the PC Market
May 21, 2024

New Snapdragon-Powered Copilot+ Windows PCs Redefine the PC Market

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Microsoft’s Copilot+ PC announcement and explains why Qualcomm’s Windows-on-Arm AI-accelerated Snapdragon X PC platform is set to radically...
Olivier Blanchard
Qualcomm Q2 2024 Earnings
May 6, 2024

Qualcomm Q2 2024 Earnings

The Futurum Group’s Daniel Newman and Olivier Blanchard share their insights into Qualcomm’s Q2 2024 earnings and discuss why steady growth, measured pace, and lean execution may set the stage...
Olivier Blanchard
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AMD Q1 2024 Earnings Showcase Its Data Center and PC Solutions
May 3, 2024

AMD Q1 2024 Earnings Showcase Its Data Center and PC Solutions

Olivier Blanchard, Research Director at The Futurum Group, shares his insights about AMD’s Q1 2024 earnings and how its investments in AI solutions sets up the company for growth early...
Olivier Blanchard
Lenovo’s New AI-Powered LISSA: The Era of the ESG Accelerator Is Here
May 2, 2024

Lenovo’s New AI-Powered LISSA: The Era of the ESG Accelerator Is Here

The Futurum Group’s Stephen Dickens and Olivier Blanchard share their insights on Lenovo’s new Intelligent Sustainability Solutions Advisor, dubbed LISSA, and its potential impact on ESG programs....
Olivier Blanchard
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5G Factor: Q1 2024 Earnings Implications and Pay Phones
May 1, 2024

5G Factor: Q1 2024 Earnings Implications and Pay Phones

The Futurum Group’s Ron Westfall and Olivier Blanchard review the Q1 2024 earnings of T-Mobile, Verizon, and AT&T and their impact on the 5G ecosystem, BT’s partnership with Global to...
Olivier Blanchard
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onsemi Q1 2024 Results Exceed Expectations
May 1, 2024

onsemi Q1 2024 Results Exceed Expectations

The Futurum Group’s Daniel Newman and Olivier Blanchard share their insights about onsemi’s Q1 2024 results and frame what to expect from the semiconductor industry for the rest of the...
Olivier Blanchard
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Lenovo’s New ThinkCentre Desktops Showcase On-Device AI Improvements
April 25, 2024

Lenovo’s New ThinkCentre Desktops Showcase On-Device AI Improvements

Olivier Blanchard, Research Director at The Futurum Group, shares his insights about Lenovo’s decision to lean into on-device AI’s system improvement value proposition for the enterprise....
Olivier Blanchard
Meta's Horizon OS Aims to Scale, Speed App Development for XR Segment
April 25, 2024

Meta’s Horizon OS Aims to Scale, Speed App Development for XR Segment

Olivier Blanchard, Research Director at The Futurum Group, shares his insights about Meta’s Horizon OS announcement, outlines how its app developer ecosystem may be the missing link in Meta’s mainstream...
Olivier Blanchard

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