HP Q1 2024 Earnings Could Be Hiding a Demand Easter Egg Ahead of the Impending AI-Driven PC Refresh Cycle Reset
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on HP Q1 2024 earnings, which send mixed messages about PC demand ahead of the impending PC segment’s refresh cycle reset, driven by the new AI PCs.
Company Banking on Significant Revenue Growth in 2024 with Upcoming Volvo Launch
Daniel Newman and Keith Kirkpatrick of The Futurum Group cover Luminar’s Q4 2023 and FY 2023 earnings and discuss the challenges and opportunities that lie ahead for the LiDAR provider.
The Earnings Report, Coupled with Its Pending Acquisition by Cisco, Serve as a Testament to Splunk’s Continued Leadership Within the Cybersecurity and Observability Field
Steven Dickens, VP and Practice Lead, and Sam Holschuh, Analyst, at The Futurum Group share their insights on Splunk’s earnings and future outlook in preparation for the acquisition by Cisco.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings for NVIDIA, Lenovo, and Synopsys, what to expect at MWC 2024, third generation Arm Neoverse, and the Intel Foundry Direct Connect event.
Earnings Highlight a Strong Growth Path for the PC Giant and Point to Accelerating Recovery for the Tech Sector
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Lenovo Q3 FY 23/24 earnings, which confirm the accelerating sector-wide AI-driven recovery and make a strong case for the company’s growth opportunities.
