Category: Artificial Intelligence Devices

May 12, 2023

Daniel Newman

Market Coverage

Luminar Technologies Q1 2023 Revenue Rises to $14 million, up 112% YoY

The Futurum Group Chief Analyst, Daniel Newman and analyst Michael Diamond discuss Luminar Technologies Q1 2023 earnings and company strategies as they seek to drive the adoption of the advanced driver assistance system (ADAS) category.

Artificial Intelligence Devices

May 11, 2023

Daniel Newman

Market Coverage

GlobalFoundries Q1 2023 Financials: Meeting Macro Challenges to Assure Profitable Path

Futurum’s Daniel Newman and Ron Westfall assess why GlobalFoundries has the leadership team and portfolio diversity key to maintaining disciplined focus on profitability by managing costs while driving an augmented mix of business to its customers. GlobalFoundries’ continued investments in capacity can continue to drive its ability to fulfill new agreements, further differentiate solutions, as well as grow its end market mix.

Artificial Intelligence Devices, CIO Insights, Hybrid Cloud, Infrastructure, and Operations, Semiconductors

May 8, 2023

Daniel Newman & tweiss@futurumresearch.com

Market Coverage

Qualcomm Revenue in Q2 Hits $9.27B, Beating Analyst Estimates

The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights as Qualcomm revenue in Q2 hits $9.27B, beating analyst estimates as the Snapdragon mobile processor, 5G, RF system, and Wi-Fi tech vendor unveils its Q2 earnings, and as the expected growth impacts of Generative AI begin looming on the company’s horizon.

Artificial Intelligence Devices, Artificial Intelligence Software and Tools, CIO Insights, Semiconductors

May 2, 2023

Daniel Newman & tweiss@futurumresearch.com

Market Coverage

ServiceNow Revenue Up in Q1 2023 to $2.1B, Beating Estimates

The Futurum Group Analysts Daniel Newman and Todd R. Weiss report that ServiceNow revenue up in Q1 2023 to $2.1B, beating estimates, as the cloud workflow automation software vendor announced its latest earnings on April 26, including non-GAAP net income of $483 million, up 37 percent from $352 million one year ago.

Artificial Intelligence Devices, CIO Insights, Hybrid Cloud, Infrastructure, and Operations

May 1, 2023

mdiamond@futurumresearch.com

Market Coverage

Amazon Trade-In Program: Adding to The Circular Economy

The Futurum Group analyst Michael Diamond discusses the Amazon Devices team’s Amazon Trade-In Program, which promotes a circular economy by incentivizing customers to trade in devices, but which also offers consumers the opportunity to opt for refurbished devices that are less expensive than buying new — and that’s a win all the way around.

Artificial Intelligence Devices, Environmental, Social, Governance, Sustainability, Markets, and Policy

May 1, 2023

Daniel Newman

Market Coverage

Juniper Fiscal Q1 2023 Earnings: Solid Revenue Results Pave Way for Healthy 2023 Revenue Forecast

The Futurum Group’s Ron Westfall and Daniel Newman assess Juniper’s financial results for fiscal Q1 2023, which showed solid revenue results, generating YoY growth across all customer solutions and all geographies as well as why Juniper’s strategic focus on advancing experience-first networking and cloud metro portfolio innovation can enable the company to expand its market influence and presence across key segments such as 5G, data center, and enterprise environments throughout 2023.

Artificial Intelligence Devices, Artificial Intelligence Software and Tools, CIO Insights, Cybersecurity, Sustainability, Markets, and Policy

May 1, 2023

Daniel Newman

Market Coverage

Intel Q1 2023 Results: Adversity Sharpens Focus on Turnaround Strategy

Futurum’s Daniel Newman and Ron Westfall assess Intel’s financial results for the first quarter of fiscal 2023, including $11.7 billion revenue, down 36% year over year, and why they believe the company is meeting the top challenge of executing a strategic plan that requires vigilance but also a great deal of patience, such as delivering on its IDM 2.0 roadmap as well as meeting process and product portfolio objectives that can entail or require a horizon beyond 2023 to bear more enduring fruit.

Artificial Intelligence Devices, Artificial Intelligence Software and Tools, Data Management & Analytics, Semiconductors

April 28, 2023

mdiamond@futurumresearch.com

Market Coverage

Qualcomm Snapdragon Wear 1300 Platform: Cellular Connectivity for Wearable Tracking Devices

The Futurum Group analyst Michael Diamond discusses Qualcomm’s Snapdragon Wear 1300 Platform targeting wearable IoT devices that need both cellular connectivity and excellent battery life. Qualcomm continues to widen its wearable partner ecosystem at a rapid pace, and by way of example, Diamond explores the partnership between Qualcomm and Tractive on its Tractive Dog XO tracking device targeting pet owners.

Artificial Intelligence Devices, CIO Insights

April 27, 2023

Daniel Newman

Market Coverage

Microsoft Revenue Hits $52.9B for Q3 FY23, Beating Estimates

The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights as Microsoft revenue hits $52.9B for Q3 FY23, beating estimates as the software giant and competitors continue to fight difficult global macroeconomic conditions.

Artificial Intelligence Devices, CIO Insights, Hybrid Cloud, Infrastructure, and Operations

April 27, 2023

Craig Durr

Market Coverage

Microsoft to Release a Version of Android Through its New Microsoft Device Ecosystem Platform

Craig Durr, senior analyst with The Futurum Group, covers news out of Enterprise Connect around Microsoft’s move to release a version of Android through its new Microsoft Device Ecosystem Platform (MEDP), and explores how this is a win for customers and OEMs alike.