Author: Olivier Blanchard

Stellantis Q1 FY 2026 Earnings Return to Profitability
May 8, 2026

Stellantis Q1 FY 2026 Earnings Return to Profitability

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, reviews Stellantis Q1 FY 2026 earnings, focusing on early execution gains, North America margin trajectory, and Europe pricing pressure....
MediaTek Q1 FY 2026 Earnings Driven by AI ASIC Ramp Visibility
May 7, 2026

MediaTek Q1 FY 2026 Earnings Driven by AI ASIC Ramp Visibility

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, reviews MediaTek’s Q1 FY 2026 earnings, focusing on AI accelerator ASIC revenue timing, and Smart Edge growth....
Physical AI
May 6, 2026

Intel’s Client Computing Refresh: Leadership Announcements Signal Clear Trajectory

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, Intel consolidates client computing and physical AI under new leadership to compete against GPU-accelerated rivals in fragmented markets....
Lenovo’s AI Strategy Drives Enterprise Transformation in a Crowded Market
May 4, 2026

Lenovo’s AI Strategy Drives Enterprise Transformation in a Crowded Market

Lenovo announces advanced AI integration across operations to support enterprise digital transformation. As competitors like Microsoft and Dell vie for AI budgets, Lenovo's differentiation depends on execution and measurable outcomes...
Phoenix Technologies Acquisition
May 4, 2026

Lenovo’s Phoenix Technologies Acquisition Signals a Firmware Power Play

Lenovo's completion of the Phoenix Technologies Acquisition marks a strategic move to control critical firmware layers, positioning the company to lead in AI PC security and enterprise device manageability as...
Cloud Enterprise
April 30, 2026

Microsoft’s Xbox Slide Puts Pressure on Cloud and Enterprise Ambitions

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, analyzes how Microsoft's sharp Xbox contraction is forcing the company to lean harder on cloud and enterprise software as...
Automotive Industrial Momentum
April 30, 2026

NXP’s Q1 2026: Can Automotive and Industrial Momentum Outrun Semiconductor Volatility?

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, NXP Semiconductors leveraged automotive and industrial momentum to deliver a 12% year-over-year revenue surge in Q1 2026, despite broader...
ABB Q1 FY 2026 Earnings Driven by Data Center and Grid Demand
April 28, 2026

ABB Q1 FY 2026 Earnings Driven by Data Center and Grid Demand

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at The Futurum Group, analyzes ABB’s Q1 FY 2026 earnings, focusing on electrification demand tied to data centers and grid upgrades....
Industrial AI
April 23, 2026

Can Lenovo’s AI Manufacturing Push at Hannover Messe Rewrite the Playbook for Industrial Scale?

Lenovo showcases AI solutions at Hannover Messe 2026, claiming 85% faster lead times. With 94% of manufacturers planning AI investment increases, competition intensifies between Lenovo, Siemens, and Rockwell Automation....
Qualcomm’s Snapdragon Wear Elite Redefines the AI Wearable Stakes—But Who Wins the Wrist War?
April 22, 2026

Qualcomm’s Snapdragon Wear Elite Redefines the AI Wearable Stakes—But Who Wins the Wrist War?

Qualcomm's Snapdragon Wear Elite marks a turning point in wearable AI, delivering a dedicated neural processing unit for on-device intelligence, privacy, and real-time voice interactions—positioning the company against Apple and...
pple’s CEO Transition- Can John Ternus Build on Tim Cook’s Legacy or Rewrite It?
April 21, 2026

Apple’s CEO Transition: Can John Ternus Build on Tim Cook’s Legacy or Rewrite It?

Apple's leadership transition to hardware veteran John Ternus signals a strategic shift. Analysts question whether his product-focused background can match Tim Cook's operational excellence while navigating AI disruption and intensifying...
Edge AI
April 21, 2026

Can Qualcomm’s Arduino Ventuno Q Break Nvidia’s Grip on Edge AI for Robotics?

Qualcomm's Arduino Ventuno Q single-board computer challenges NVIDIA Jetson by delivering edge AI for robotics at under $300, leveraging the Dragonwing IQ8 processor for cost-effective vertical integration....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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