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Category: Intelligent Devices

Qualcomm Unveils Future of Intelligence at CES 2026, Pushes the Boundaries of On-Device AI
January 16, 2026

Qualcomm Unveils Future of Intelligence at CES 2026, Pushes the Boundaries of On-Device AI

Olivier Blanchard, Research Director at Futurum, shares his/her insights on Qualcomm’s CES 2026 announcements, which highlight both the breadth of Qualcomm’s Snapdragon and Dragonwing portfolios, and the velocity with which...
SiMa.ai and Synopsys Unveil Automotive AI SoC Blueprint. Is Pre-Silicon the New Baseline
January 15, 2026

SiMa.ai and Synopsys Unveil Automotive AI SoC Blueprint. Is Pre-Silicon the New Baseline?

Olivier Blanchard, Research Director at Futurum, shares his insights on the joint SiMa.ai–Synopsys blueprint, which targets earlier architecture exploration and software development for ADAS and IVI SoCs....
Lenovo Makes a Splash at CES; Debuts Tech World with Major Device and AI Infrastructure Announcements
January 9, 2026

Lenovo Makes a Splash at CES; Debuts Tech World with Major Device and AI Infrastructure Announcements

Alex Smith and Olivier Blanchard at The Futurum Group share their insights on the key announcements at Lenovo Tech World 2026....
Micron Technology Q1 FY 2026 Sets Records; Strong Q2 Outlook
December 18, 2025

Micron Technology Q1 FY 2026 Sets Records; Strong Q2 Outlook

Futurum Research analyzes Micron’s Q1 FY 2026, focusing on AI-led demand, HBM commitments, and a pulled-forward capacity roadmap, with guidance signaling continued strength into FY 2026 amid persistent industry supply...
Dell’s Strategic Convergence How Innovation in Sustainable Product Design Delivers Quantifiable ROI and Reduced TCO
December 9, 2025

Dell’s Strategic Convergence: How Innovation in Sustainable Product Design Delivers Quantifiable ROI and Reduced TCO

In our latest market brief, Dell’s Strategic Convergence: How Innovation in Sustainable Product Design Delivers Quantifiable ROI and Reduced TCO, completed in partnership with Dell Technologies, Futurum Research explores how...
Dell Technologies Q3 FY 2026 AI Orders, Backlog, and Outlook Rise
December 1, 2025

Dell Technologies Q3 FY 2026: AI Orders, Backlog, and Outlook Rise

Futurum Research analyzes Dell’s Q3 FY 2026 results, highlighting accelerating AI server demand, rack-scale deployment differentiation, and supply-chain execution amid rising memory costs....
HP Q4 FY 2025 Earnings Rise on PC Strength; FY 2026 EPS Soft
November 26, 2025

HP Q4 FY 2025 Earnings Rise on PC Strength; FY 2026 EPS Soft

Futurum Research analyzes HP’s Q4 FY 2025 results, highlighting AI PC momentum, Print subscription/industrial traction, and an AI-enabled cost program shaping FY 2026 execution amid memory inflation headwinds....
Lenovo Q2 FY 2026 Earnings Highlight Hybrid AI Mix Gains
November 25, 2025

Lenovo Q2 FY 2026 Earnings Highlight Hybrid AI Mix Gains

Futurum Research analyzes Lenovo’s Q2 FY 2026 results, highlighting AI-driven momentum across devices, infrastructure, and services....
Arm Q2 FY 2026 Earnings Highlight AI-Driven Royalty Momentum
November 10, 2025

Arm Q2 FY 2026 Earnings Highlight AI-Driven Royalty Momentum

Futurum Research analyzes Arm’s Q2 FY 2026 results, focusing on Neoverse data center momentum, CSS-driven mix shift, and ecosystem-led licensing growth as AI demand expands from smartphones to hyperscale....
Qualcomm Q4 FY 2025 Record QCT, AutoIoT Growth, Solid Outlook
November 7, 2025

Qualcomm Q4 FY 2025: Record QCT, Auto/IoT Growth, Solid Outlook

Futurum Research analyzes Qualcomm’s Q4 FY 2025 earnings, focusing on QCT’s record year, Android premium and AI PC momentum, and scaling in automotive, IoT, and XR....
Silicon Labs Q3 FY 2025 Delivers YoY Growth, Margin Expansion
November 6, 2025

Silicon Labs Q3 FY 2025 Delivers YoY Growth, Margin Expansion

Futurum Research analyzes Silicon Labs’ Q3 FY 2025 results, highlighting IoT demand in industrial and smart home, new AI-enabled developer tools, and expanded U.S. foundry capacity supporting margin and design-win...
Amazon Q3 FY 2025 Earnings AWS Reaccelerates, Retail and Ads Grow
November 4, 2025

Amazon Q3 FY 2025 Earnings: AWS Reaccelerates, Retail and Ads Grow

Futurum Research analyzes Amazon’s Q3 FY 2025 results, highlighting AWS growth reacceleration, AI-driven capacity expansion, and the retail/ads flywheel, with Q4 guidance signaling continued momentum into the holiday period....

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