Author: Olivier Blanchard

Google’s Latest Pixel Update Brings AI-Driven Scam Detection, Live Video Capabilities in Gemini Live, and Expanded Health and Safety Features to Pixel Devices
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.
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 Latest 5G Modem Features AI-Driven Optimization, Delivering 12.5 Gbps Speeds, Enhanced Power Efficiency, and Connectivity for Smartphones, PCs, and IoT Devices
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.
AMD Unveils Radeon RX 9000 Series Graphics Cards, Bringing AI Acceleration and Next-Gen Raytracing to Enthusiast Gamers
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’s Q4 FY 2025 Results Show Strong AI Infrastructure Demand, Boosting ISG Growth While CSG Continues to Face Softness in Consumer Sales
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.
Commercial PC Momentum and AI PC Demand Drive HP’s Q1 FY 2025 Revenue Growth, Offset by Weak Consumer PC Sales and Soft Printing Demand
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 Aims to Redefine Its Budget Lineup with AI and In-House Modem
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.
HP Launches the Victus 15 Gaming Laptop in India, Featuring AMD Ryzen AI-Powered Enhancements, NVIDIA GeForce RTX Graphics, and a 144Hz Display, Signaling a Deeper Push Into AI-Integrated Personal Computing
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 premium AI PCs, can HP maintain its competitive edge?
Arm’s Latest Automotive Initiative Streamlines MCU Development, Supporting Next-Gen Zonal E/E Architectures for SDVs
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.
AI Acceleration and Hybrid Infrastructure Strategy Lift Lenovo’s Earnings
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.
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 Factor.
AWS Continues to Scale as Amazon Accelerates AI Investments, While Same-Day Delivery Expansion and Cost Control Drive Retail Profitability
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.

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