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Category: Artificial Intelligence Devices

Ericsson Open RAN, Apple C1 & Telstra Open Programmable 5G Advanced Moves - Six Five Webcast - The 5G Factor
Ron Westfall

Ericsson Open RAN, Apple C1 & Telstra Open Programmable 5G Advanced Moves – Six Five Webcast – The 5G Factor

On this episode of The 5G Factor, hosts cover Ericsson's Open RAN initiatives, Apple's entry into modem design with the iPhone 16e, Qualcomm's modem technology leadership, and Telstra's 5G Advanced network launch. The episode explores the implications of these advancements for the mobile ecosystem and the transformative role of 5G Advanced programmability
Nvidia Q4 FY 2025: AI Momentum Strengthens Despite Margin Pressures
Richard Gordon
Richard Gordon

Nvidia Q4 FY 2025: AI Momentum Strengthens Despite Margin Pressures

Record Blackwell Sales of $11 Billion in Q4 FY 2025 Push Nvidia’s Data Center Revenue up 93% YoY
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, analyzes Nvidia’s Q4 FY 2025 earnings, highlighting record-breaking AI-driven growth, Blackwell’s rapid adoption, and margin pressures amid supply constraints. Key insights on gaming, automotive, and professional visualization trends.
Focus on Execution as Synopsys Reports Solid 1Q FY 2025 Financial Results
Richard Gordon
Richard Gordon

Focus on Execution as Synopsys Reports Solid 1Q FY 2025 Financial Results

Latest Synopsys Financial Report Shows Solid Performance and Continued Innovation Across Key Segments
Richard Gordon, Vice President & Practice Lead, Semiconductors at The Futurum Group shares his insights on Synopsys’ 1Q FY 2025 earnings report, where the company demonstrated that strong design activity remained a cornerstone of the company’s performance, driven by its leadership in hardware-assisted verification (HAV) solutions, advancements in EDA software, AI-driven innovations, and Design IP solutions.
Snowflake Q4 FY25 Shows Strong Momentum in Core Business and AI Initiatives
Nick Patience

Snowflake Q4 FY25 Shows Strong Momentum in Core Business and AI Initiatives

Snowflake Reports Healthy Q4 Results as AI Investments Begin Paying Dividends
Nick Patience, AI Practice Lead at The Futurum Group shares his insights on Snowflake’s Q4 2025 earnings & what they mean for the broader AI and data analytics space.
Apple Launches the iPhone 16e A Budget Game-Changer or an Overpriced Entry Model
Olivier Blanchard
Olivier Blanchard

Apple Launches the iPhone 16e: A Budget Game-Changer or an Overpriced Entry Model?

Apple Aims to Redefine Its Budget Lineup with AI and In-House Modem
Olivier Blanchard, Research Director at The Futurum Group, analyzes Apple’s iPhone 16e launch, its pricing shift, AI integration, in-house modem transition, and the broader impact on Apple's iPhone strategy amid growing competition.
Zendesk to Acquire Local Measure to Strengthen Its AI-Driven Contact Center Solutions
Keith Kirkpatrick

Zendesk to Acquire Local Measure to Strengthen Its AI-Driven Contact Center Solutions

The Deal Accelerates Zendesk’s AI-Powered Voice Strategy and Expands Its Amazon Connect Integration
Keith Kirkpatrick, Research Director at The Futurum Group, analyzes Zendesk’s acquisition of Local Measure and its impact on AI-powered contact centers, enterprise growth, and AWS integration.
Maximizing ROI with Agentic AI: Why Agentforce Is the Fast Path to Enterprise Value
Dion Hinchcliffe
Dion Hinchcliffe & Nick Patience

Maximizing ROI with Agentic AI: Why Agentforce Is the Fast Path to Enterprise Value

In the latest study by Futurum Research, Maximizing ROI with Agentic AI: Why Agentforce Is the Fast Path to Enterprise Value, completed in partnership with Salesforce, Futurum Research explores why Agentforce outperforms DIY (do-it-yourself) approaches, offering a currently unparalleled combination of speed, scalability, and lower Total Cost of Ownership.
HP’s AI PC Push: How Victus 15 Fits into Its Bigger Strategy
Olivier Blanchard
Olivier Blanchard

HP’s AI PC Push: How Victus 15 Fits into Its Bigger Strategy

HP Launches the Victus 15 Gaming Laptop in India, Featuring AMD Ryzen AI-Powered Enhancements, NVIDIA GeForce RTX Graphics, and a 144Hz Display, Signaling a Deeper Push Into AI-Integrated Personal Computing
Olivier Blanchard, Research Director at The Futurum Group, analyzes HP’s AI-powered Victus 15 and its role in HP’s broader AI PC strategy. With AI-driven gaming enhancements and a push into premium AI PCs, can HP maintain its competitive edge?
Arm Team-Up Aims to Grow Revenues from Software-Defined Vehicles
Olivier Blanchard
Olivier Blanchard

Arm Team-Up Aims to Grow Revenues from Software-Defined Vehicles

Arm’s Latest Automotive Initiative Streamlines MCU Development, Supporting Next-Gen Zonal E/E Architectures for SDVs
Olivier Blanchard, Research Director at The Futurum Group, explores Arm’s latest hybrid prototyping collaboration with S2C, Xylon, and ZC Technology, highlighting its role in accelerating SDV development.
Lenovo Q3 FY 2025 Revenue Jumps 20%, AI Momentum Fuels Expansion
Olivier Blanchard
Olivier Blanchard

Lenovo Q3 FY 2025 Revenue Jumps 20%, AI Momentum Fuels Expansion

AI Acceleration and Hybrid Infrastructure Strategy Lift Lenovo’s Earnings
Olivier Blanchard, Research Director with The Futurum Group, analyzes Lenovo’s Q3 FY2025 earnings, highlighting AI-driven growth in ISG, premium PC momentum in IDG, and sustained double-digit expansion in SSG.
Talking Lenovo, Intel & TSMC & Broadcom, Groq, and More
Daniel Newman

Talking Lenovo, Intel & TSMC & Broadcom, Groq, and More

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Lenovo, Intel, TSMC, Broadcom, Groq, and more.
T-Mobile Starlink, New Nokia CEO & Qualcomm Results - Six Five Webcast: The 5G Factor
Olivier Blanchard
Ron Westfall & Olivier Blanchard

T-Mobile Starlink, New Nokia CEO & Qualcomm Results – Six Five Webcast: The 5G Factor

Ron Westfall and Olivier Blanchard explore T-Mobile Starlink's Super Bowl debut, Nokia's leadership change, and Qualcomm's revenue surge in the latest episode of the Six Five Webcast - The 5G Factor.
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