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Category: Computing

Intel Delivers Flat Q1 FY 2025 Revenue Amid Ongoing Turnaround Efforts
Richard Gordon
Richard Gordon & Daniel Newman

Intel Delivers Flat Q1 FY 2025 Revenue Amid Ongoing Turnaround Efforts

Q1 FY 2025 Results Show Intel Maintaining Topline but Facing Margin Pressure
Richard Gordon and Daniel Newman explore Intel’s Q1 FY 2025 results, highlighting flat revenue, margin challenges, and CEO Lip-Bu Tan’s early turnaround actions.
Hammerspace Tier 0: Unlocking Greater Efficiency in GPU-Driven Computing
Mitch Lewis

Hammerspace Tier 0: Unlocking Greater Efficiency in GPU-Driven Computing

In our latest Research Brief, Hammerspace Tier 0: Unlocking Greater Efficiency in GPU-Driven Computing, The Futurum Group explores how organizations can overcome latency and storage inefficiencies by unlocking stranded NVMe capacity within GPU servers.
T-Mobile Q1 FY 2025: Delivers Wireless and Broadband Milestones
Ron Westfall

T-Mobile Q1 FY 2025: Delivers Wireless and Broadband Milestones

T-Mobile Q1 2025 Earnings Shine with Revenue Growth and Record Customer Additions
Ron Westfall at The Futurum Group analyzes T-Mobile’s Q1 FY 2025 earnings, highlighting why it delivered robust results, including revenue growth, record customer additions, and new 5GA, T-Fiber, and T-Satellite updates.
HP’s New EliteBook Series Brings AI to the Forefront of Business Laptops
Olivier Blanchard
Olivier Blanchard

HP’s New EliteBook Series Brings AI to the Forefront of Business Laptops

HP Launches EliteBook Ultra G1i, EliteBook X G1i, EliteBook X Flip G1i, and EliteBook X G1a with AI-Driven NPUs, 3K OLED Display, and Enhanced Security
Olivier Blanchard, Research Director at The Futurum Group, explores HP’s new EliteBook series and how AI-driven NPUs, premium displays, and enterprise security position these business laptops in a competitive market.
Apple Pushes AI and Performance with New MacBook Air and Mac Studio
Olivier Blanchard
Olivier Blanchard

Apple Pushes AI and Performance with New MacBook Air and Mac Studio

Apple Updates Its Bestselling Laptop and Pro Desktop with M4 and M3 Ultra Chips
Olivier Blanchard, Research Director at The Futurum Group, breaks down Apple's MacBook Air and Mac Studio updates. With the M4 and M3 Ultra chips, plus a price cut and AI upgrades, how will these changes impact Apple’s market position?
Broadcom Q1 FY 2025: AI and Software Power 25% Revenue Growth
Richard Gordon
Richard Gordon & Daniel Newman

Broadcom Q1 FY 2025: AI and Software Power 25% Revenue Growth

AI-Driven Semiconductor Demand and Infrastructure Software Expansion Fueled Broadcom’s 25% YoY Revenue Growth in Q1 FY 2025
Richard Gordon and Daniel Newman at The Futurum Group break down Broadcom’s Q1 FY 2025 earnings, highlighting AI semiconductor growth, hyperscaler demand for XPUs, and VMware’s software transition driving 25% YoY revenue growth and strong Q2 guidance.
Marvell Q4 FY 2025 Reports 27% Revenue Growth, AI Custom Chips Drive Momentum
Richard Gordon
Richard Gordon & Daniel Newman

Marvell Q4 FY 2025 Reports 27% Revenue Growth, AI Custom Chips Drive Momentum

Strong AI Adoption Propels Marvell’s Revenue Growth, With Custom Silicon Ramping Up
Richard Gordon and Daniel Newman analyze Marvell’s Q4 FY 2025 earnings, highlighting AI growth, custom silicon momentum, and evolving semiconductor trends amid rising demand for efficiency-focused AI models.
HPE Q1 FY 2025: Server Boom Fuels Revenue Jump, But Margins Pressured
Ron Westfall & Daniel Newman

HPE Q1 FY 2025: Server Boom Fuels Revenue Jump, But Margins Pressured

AI-Driven Server Growth Lifts HPE’s Revenue, but Profit Margins Disappoint
Ron Westfall and Daniel Newman at The Futurum Group analyze HPE’s Q1 FY 2025 earnings, highlighting AI-driven server growth, GreenLake expansion, margin pressures, weak guidance, cost cuts, and Juniper deal uncertainty.
HP Q1 FY 2025: Commercial PCs Fuel Growth, While Printing Struggles Against Market Pressures
Olivier Blanchard
Olivier Blanchard

HP Q1 FY 2025: Commercial PCs Fuel Growth, While Printing Struggles Against Market Pressures

Commercial PC Momentum and AI PC Demand Drive HP’s Q1 FY 2025 Revenue Growth, Offset by Weak Consumer PC Sales and Soft Printing Demand
Olivier Blanchard, Research Director with The Futurum Group, analyzes HP’s Q1 FY 2025 earnings, exploring how AI PC adoption and commercial demand are driving growth, while rising costs, tariffs, and supply chain shifts challenge profitability.
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.
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.
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?
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