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Author: Olivier Blanchard

Dell Q3 FY2025- Strong Growth Driven by Infrastructure Solutions and AI
Olivier Blanchard
Olivier Blanchard

Dell Q3 FY2025: Strong Growth Driven by Infrastructure Solutions and AI

Dell Posts a 10% Revenue Increase in Q3 FY2025, Powered by Record-Breaking ISG Performance and Expanding AI Demand
Olivier Blanchard, Research Director at The Futurum Group, analyzes Dell’s Q3 FY2025 earnings, including record AI-driven ISG performance, ongoing challenges in the consumer market, and Dell’s strategic focus on AI.
HP's Q4 FY24 Earnings: A Resilient Finish to a Challenging Year
Olivier Blanchard
Olivier Blanchard

HP’s Q4 FY24 Earnings: A Resilient Finish to a Challenging Year

An Analysis of HP’s Fiscal 2024 Performance, Emphasizing Revenue Trends, EPS, and Strategic Growth Areas
Olivier Blanchard, Research Director at The Futurum Group, examines HP Inc.'s Q4 FY24 earnings, highlighting revenue gains in Personal Systems and Printing alongside strategic investments to drive growth in high-potential areas.
Is The Impending AI PC Supercycle Another Hype Bubble or a Market Reality?
Olivier Blanchard
Olivier Blanchard

Is The Impending AI PC “Supercycle” Another Hype Bubble or a Market Reality?

Olivier Blanchard, Research Director at The Futurum Group shares his/her insights on the inbound PC refresh supercycle and discusses the four primary drivers of AI PC adoption for the next 6-12 months: Better performance, the end of Windows 10 support, silicon diversity, and future-proofing for AI. Reframing expectations around the term “supercycle” for the PC segment in the context of its transition to on-device AI is also discussed.
Qualcomm’s Q4 FY2024 Earnings: Strong Growth and Strategic Diversification
Olivier Blanchard
Olivier Blanchard

Qualcomm’s Q4 FY2024 Earnings: Strong Growth and Strategic Diversification

Qualcomm’s Remarkable Fourth-Quarter Results Highlight Its Automotive, IoT, and Handsets Advancements, Reinforcing Its Technological Leadership and Diversified Growth Approach
Olivier Blanchard, Research Director at The Futurum Group, delves into Qualcomm’s Q4 FY 2024 earnings, focusing on how strategic diversification across automotive, IoT, and handsets drove record growth and positioned the company for continued success in advanced technology markets.
Lenovo Q2 FY24/25 Earnings: Growth in AI Segments and Strategic Investments
Olivier Blanchard
Olivier Blanchard

Lenovo Q2 FY24/25 Earnings: Growth in AI Segments and Strategic Investments

Lenovo Achieves 24% Revenue Growth and a 48% Net Income Surge, With AI Innovation Leading the Charge
Olivier Blanchard, Research Director at The Futurum Group, discusses Lenovo’s Q2 FY24/25 earnings, focusing on how Lenovo’s investments in hybrid AI and strong growth in its Intelligent Devices Group drive market leadership.
Coherent Q1 FY2025 Earnings: Driven by AI and Advanced Laser Innovation
Olivier Blanchard
Olivier Blanchard

Coherent Q1 FY2025 Earnings: Driven by AI and Advanced Laser Innovation

A Detailed Look at How AI-Driven Data Solutions, Advanced Materials, and Innovative Laser Technology Powered Coherent’s Q1 FY2025 Growth
Olivier Blanchard, Research Director at The Futurum Group, discusses how Coherent’s Q1 FY2025 earnings were driven by AI-enabled Datacom transceivers and advanced laser innovations, positioning the company for growth across data and industrial markets.
AMD’s Q3 2024 Earnings Highlights Growth in AI and Data Center Solutions
Olivier Blanchard
Olivier Blanchard

AMD’s Q3 2024 Earnings Highlights Growth in AI and Data Center Solutions

AMD Is Developing AI-Focused Infrastructure Solutions and Competitive AI PC Processors, Positioning Itself in the Enterprise and Personal Computing Markets
Olivier Blanchard, Research Director at The Futurum Group, analyzes AMD's Q3 2024 performance and AI advancements from the Advancing AI event, emphasizing AMD’s competitive push in data centers and AI PCs against Intel and Qualcomm.
Amazon’s Q3 2024 Earnings: How Technology Fueled Growth in AWS and E-commerce
Olivier Blanchard
Olivier Blanchard

Amazon’s Q3 2024 Earnings: How Technology Fueled Growth in AWS and E-commerce

Amazon’s Q3 FY2024 Earnings Driven by AI, Cloud Innovation, and Enhanced Retail Capabilities
Olivier Blanchard, Research Director at The Futurum Group, discusses Amazon’s Q3 2024 earnings, including the pivotal role of AI and cloud technology, AWS growth, and innovative AI shopping tools reshaping Amazon’s revenue and customer experience.
Taking a Look at Coherent’s EDGE FL™ Series for Industrial Fiber Laser Solutions
Olivier Blanchard
Olivier Blanchard

Taking a Look at Coherent’s EDGE FL™ Series for Industrial Fiber Laser Solutions

Coherent Announces the Edge FL™ Series, Which Delivers Powerful, Affordable Laser-Cutting Technology
Olivier Blanchard, Research Director at The Futurum Group, discusses Coherent’s new EDGE FL™ fiber laser series, which offers machine tool manufacturers unprecedented power and precision at accessible price points.
Qualcomm Launches New Elite Snapdragon Automotive Platforms Powered by Custom Oryon CPU
Olivier Blanchard
Olivier Blanchard

Qualcomm Launches New Elite Snapdragon Automotive Platforms Powered by Custom Oryon CPU

New Snapdragon Drive Elite and Snapdragon Cockpit Elite Automotive Platforms Get a Massive Performance Upgrade With Qualcomm’s Custom Oryon CPU
Olivier Blanchard, Research Director with The Futurum Group, provides an overview of Qualcomm’s new Snapdragon Cockpit Elite and Snapdragon Ride Elite flagship tier automotive SOCs, including gen-over-gen performance improvements, the role that Qualcomm’s new custom Oryon CPU plays into this and future Snapdragon Digital Chassis releases, and the growing importance of delivering powerful, flexible, and future-proofed automotive platforms that will leverage multi-modal AI and agentic AI capabilities across Qualcomm’s entire automotive solutions stack.
Qualcomm Launches Snapdragon 8 Elite: Android’s Smartest Flagship Tier Mobile SOC
Olivier Blanchard
Olivier Blanchard

Qualcomm Launches Snapdragon 8 Elite: Android’s Smartest Flagship Tier Mobile SOC

The New Snapdragon 8 Elite Mobile Platform Shows off Qualcomm’s Custom Oryon CPU and Delivers True On-Device Multimodal AI to the Android Ecosystem
Olivier Blanchard, Research Director with The Futurum Group, provides an overview of Qualcomm’s new Snapdragon 8 Elite flagship tier mobile SOC, including gen-over-gen performance improvements, the role that Qualcomm’s new custom Oryon CPU plays into this and future releases, and the growing importance of delivering platforms that will drive rapid agentic AI innovations and next-gen ultra-personalized experiences.
Ford's Broadened EV Strategy with Focus on Profitability and New Models
Olivier Blanchard
Olivier Blanchard

Ford’s Broadened EV Strategy with Focus on Profitability and New Models

Ford Unveils Broader Electrification Plans With New Commercial Vans, Pickup Trucks, and Cost-Efficient Battery Solutions, Prioritizing Profitability and Sustainability
Olivier Blanchard, Research Director at The Futurum Group, shares insights on Ford's expanding electrification strategy, focusing on profitability and sustainability with new commercial vans, pickup trucks, and hybrid SUVs, as well as Ford Pro’s popular suite of solutions and services.
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