Author: Olivier Blanchard

HP’s FY 2024 Q3 Results The AI PC Supercycle Starts Now
September 3, 2024

HP’s FY 2024 Q3 Results: The AI PC Supercycle Starts Now

Olivier Blanchard, Research Director with The Futurum Group, digs into HP’s FY 2024 Q3 earnings report: 1) Understanding where HP’s Personal Systems segment is on the AI PC supercycle’s timeline...
New Snapdragon 7s Gen 3 Mobile Platform: Premium AI Features, Budget-Friendlier Tier
August 27, 2024

New Snapdragon 7s Gen 3 Mobile Platform: Premium AI Features, Budget-Friendlier Tier

Olivier Blanchard shares insights on the Snapdragon 7s Gen 3 mobile platform announcement, market positioning, strategy, and timing as Qualcomm gives its on-device AI roadmap more gas....
AMD to Acquire ZT Systems and Expand Data Center AI Systems Capabilities
August 26, 2024

AMD to Acquire ZT Systems and Expand Data Center AI Systems Capabilities

Olivier Blanchard, Research Director at The Futurum Group, digs into the motivations and potential upsides of AMD’s plans to acquire ZT Systems, particularly as AMD ramps up efforts to expand...
Ring’s New Battery Doorbell Strikes Balance Between Budget and Premium Features
August 26, 2024

Ring’s New Battery Doorbell Strikes Balance Between Budget and Premium Features

Olivier Blanchard, Research Director at The Futurum Group, provides a competitive overview of Ring’s new Battery Doorbell offering, and discusses its balance of pricing and features for three critical customer...
Lenovo FY Q1: Hybrid AI Opportunity Delivers Profitability and Growth Across All Segments
August 19, 2024

Lenovo FY Q1: Hybrid AI Opportunity Delivers Profitability and Growth Across All Segments

Olivier Blanchard, Research Director with The Futurum Group, digs into Lenovo’s latest quarterly earnings report and explains why the company’s device-to-cloud approach to the larger hybrid AI opportunity is already...
Why The New AI-enabled Pixel 9 Lineup Is Google’s Strongest Play Against Apple Yet
August 16, 2024

Why The New AI-Enabled Pixel 9 Lineup Is Google’s Strongest Play Against Apple Yet

The Futurum Group's Research Director Olivier Blanchard takes a look at the new Google Pixel 9 lineup and how Google intends to use its hybrid AI mobile solutions to disrupt...
How The Pixel 9 Launch Clarifies Google’s Expanding AI Monetization Strategy
August 16, 2024

How The Pixel 9 Launch Clarifies Google’s Expanding AI Monetization Strategy

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on how the Pixel 9 launch clarifies Google’s expanding AI monetization strategy....
8 Reasons Why This Summer’s Tech Stock Selloff Trend Makes No Sense
August 8, 2024

8 Reasons Why This Summer’s Tech Stock Selloff Trend Makes No Sense

Olivier Blanchard, Research Director at The Futurum Group, shares his thoughts on why the tech selloff trend doesn’t align with the tech sector’s overall year-on-year performance, AI-driven chip-to-cloud opportunity, or...
Qualcomm FYQ3 2024 Earnings
August 2, 2024

Qualcomm FYQ3 2024 Earnings

Olivier Blanchard, Research Director with The Futurum Group, drills down into Qualcomm’s FYQ3 2024 earnings. Highlights include Qualcomm’s impressive YoY growth in the automotive segment, steady growth in handsets despite...
AMD Q2 2024 Financial Results Highlight Strong Momentum in Data Center and PC Segments
July 31, 2024

AMD Q2 2024 Financial Results Highlight Strong Momentum in Data Center and PC Segments

Olivier Blanchard, Research Director at The Futurum Group, zooms in on AMD’s Q2 2024 financial results and discusses the opportunities, threats, velocity, and momentum of AMD’s opportunity across all business...
AI PCs - June 2024Market Snapshot Report
July 26, 2024

AI PCs – June 2024 Market Snapshot Report

The Futurum Group’s Research Director Olivier Blanchard covers the highlights in the AI PC market for H1 2024, focusing on the Copilot+ PC launch, which is setting the stage for...

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Benjamin Brown

VP, Custom Research · The Futurum Group

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