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.

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 and MCP support on Windows devices.

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 reductions.

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, China license risks, and margin recovery in Q3.

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 and infrastructure limitations.

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 traction across AI PCs and data center.

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.

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 adoption of AI-capable devices such as AI PCs and Smart glasses.

Is T-Mobile’s T-Satellite the First Real Step Toward Eliminating Dead Zones?

Olivier Blanchard, Research Director at Futurum, shares insights on T-Mobile’s T-Satellite launch, enabling satellite-based texting and alerts in dead zones, with broad device support and plans to expand features and coverage.

T-Mobile Q2 FY 2025 Results Top Estimates With Record Subscriber Gains

Olivier Blanchard, Research Director at Futurum, explores T-Mobile’s Q2 FY 2025 results, highlighting record subscriber growth, broadband expansion, and how satellite and fiber strategies are positioning the company for long-term leadership.

Can Intel and HP Finally Make AI PCs a Must-Have for Business?

Olivier Blanchard, Research Director at Futurum shares insights on how Intel and HP’s AI PCs deliver productivity gains through local AI workloads, with up to 223% faster app performance and privacy-first compute for enterprise users.

Meta and Oakley Launch Performance AI Glasses With 3K Video and Built-in Meta AI

Olivier Blanchard, Research Director at Futurum, shares insights on Oakley Meta HSTN – smart glasses from Meta and Oakley that blend AI, 3K video, and sport-focused design for hands-free performance and real-world utility.