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Author: Olivier Blanchard

Apple Bets on AI Robots, Smart Displays, and Security for Its Comeback
August 29, 2025
 

Apple Bets on AI Robots, Smart Displays, and Security for Its Comeback

Olivier Blanchard, Research Director at Futurum, analyzes Apple’s AI push with robots, smart displays, and security devices, centered on a revamped Siri to restore its innovation edge....
Olivier Blanchard
HP Q3 FY 2025 Earnings Lifted by PC Growth, Printing Remains Soft
August 29, 2025
 

HP Q3 FY 2025 Earnings Lifted by PC Growth, Printing Remains Soft

Olivier Blanchard, Research Director at Futurum, analyzes HP’s Q3 FY 2025 earnings, highlighting momentum in AI PCs and Windows 11 refresh, strong cash flow delivery, and ongoing challenges in the...
Olivier Blanchard
The AI PC Segment’s Glaring Software Problem
August 22, 2025

The AI PC Segment’s Glaring Software Problem

Olivier Blanchard, Research Director at Futurum, shares his insights on the AI PC category’s increasingly dangerous software problem, and discusses why the absence of compelling, remarkable, disruptive on-device AI-enabled features...
Olivier Blanchard
Pebble Time 2 Returns: Will Long Battery Life Win the Market Back?
August 19, 2025
 

Pebble Time 2 Returns: Will Long Battery Life Win the Market Back?

Olivier Blanchard, Research Director at Futurum, shares insights on Pebble’s Time 2 smartwatch reboot, featuring a stainless steel build, e-paper screen, 30-day battery life, and advanced sensors as the brand...
Olivier Blanchard
Lenovo Q1 FY2026 Earnings: Record $18.8B Revenue, 22% Growth on Hybrid AI Momentum
August 18, 2025
 

Lenovo Q1 FY2026 Earnings: Record $18.8B Revenue, 22% Growth on Hybrid AI Momentum

Olivier Blanchard and Daniel Newman at Futurum share insights on Lenovo Q1 FY2025/26 earnings—record $18.8B revenue, AI infrastructure momentum, services margin expansion, and outlook for Hybrid AI execution....
Olivier Blanchard
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AMD Upgrades Ryzen AI Max+ With 128B Parameter Model
August 13, 2025
 

AMD Expands Windows AI Limits With 128B Parameter Model Capability

Olivier Blanchard, Research Director at Futurum, shares his insights on AMD’s Variable Graphics Memory upgrade for the Ryzen AI Max+ 395, enabling up to 128B parameter models with full vision...
Olivier Blanchard
Lenovo Introduces TruScale DaaS to Support Greener IT
August 12, 2025
 

Lenovo Introduces TruScale DaaS to Support Greener IT

Olivier Blanchard, Research Director at Futurum, shares insights on Lenovo TruScale DaaS for Sustainability, a modular, AI-powered offering to cut IT costs, extend device life, and deliver measurable carbon footprint...
Olivier Blanchard
August 7, 2025
 

AMD Q2 FY 2025 Sales Beat Offset by MI308-Linked EPS Decline

Olivier Blanchard and Daniel Newman at Futurum unpack AMD’s Q2 FY 2025 results, where record EPYC and Ryzen sales were offset by export-driven MI308 charges. In focus: the MI355 ramp,...
Olivier Blanchard
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August 5, 2025
 

Amazon Q2 FY 2025 Revenue Tops View; Profit Outlook Disappoints Street

Olivier Blanchard and Brad Shimmin at Futurum examine Amazon’s Q2 FY 2025 results, spotlighting strong retail and ad growth, mixed AI progress, and AWS margin compression amid intensifying cloud competition...
Olivier Blanchard
Brad Shimmin
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August 1, 2025
 

Qualcomm Q3 FY 2025 Earnings Beats Estimates, Driven by Auto and IoT Gains

Olivier Blanchard and Daniel Newman at Futurum break down Qualcomm’s Q3 FY 2025 earnings, focusing on how IoT and automotive strength offset handset softness and where Snapdragon platforms are gaining...
Olivier Blanchard
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July 31, 2025

Futurum Group Highlights Key AI PC Adoption Trends in Q3 2025 State of the PC Market Report

Olivier Blanchard, Research Director at Futurum shares his/her insights on specific AI PC buyer preferences, prioritizing affordability and the prevalent use of cloud-based AI applications rather than cutting-edge system performance....
Olivier Blanchard
July 29, 2025

AI-Capable Devices Slow to Deliver on Cloudless Agentic AI Experiences

Olivier Blanchard, Research Director for AI Devices and Edge Semiconductors at Futurum, shares his insights on how the absence of compelling on-device AI user experiences is beginning to hurt the...
Olivier Blanchard

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