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Category: Computing

Dell Q2 FY 2025 Earnings Deliver Record Server and Networking Revenues
Olivier Blanchard
Olivier Blanchard

Dell Q2 FY 2025 Earnings Deliver Record Server and Networking Revenues

Latest Dell Earnings Point to Growth Acceleration in Server and Networking Solutions
Olivier Blanchard, Research Director with The Futurum Group, digs into Dell’s Q2 FY2025 earnings. In focus: How growing demand for AI solutions and Dell’s partnership with NVIDIA are already producing record results for Dell’s Infrastructure Solutions Group, and why softness in Dell’s Client Solutions Group numbers for the quarter suggests that the PC refresh supercycle, which kicked off just a few weeks ago, may take a few more quarters to gain momentum.
HP’s FY 2024 Q3 Results The AI PC Supercycle Starts Now
Olivier Blanchard
Olivier Blanchard

HP’s FY 2024 Q3 Results: The AI PC Supercycle Starts Now

HP Fiscal 2024 Q3 Results: The Last of the Calm Before the AI PC Supercycle’s First Hints of Acceleration and Encouraging Numbers in the Printing Segment
Olivier Blanchard, Research Director with The Futurum Group, digs into HP’s FY 2024 Q3 earnings report: 1) Understanding where HP’s Personal Systems segment is on the AI PC supercycle’s timeline and what to expect in terms of acceleration in upcoming quarters. 2) HP’s printing segment’s downward trend has slowed considerably since Q2, and further improvements could be seen as the PC refresh cycle creates new UX and attaches opportunities for printing solutions.
AMD to Acquire ZT Systems and Expand Data Center AI Systems Capabilities
Olivier Blanchard
Olivier Blanchard

AMD to Acquire ZT Systems and Expand Data Center AI Systems Capabilities

AMD to Significantly Expand Data Center AI Systems Capabilities with Acquisition of Hyperscale Solutions Provider ZT Systems
Olivier Blanchard, Research Director at The Futurum Group, digs into the motivations and potential upsides of AMD’s plans to acquire ZT Systems, particularly as AMD ramps up efforts to expand its leadership in high-growth AI-driven IT market segments.
Lenovo FY Q1: Hybrid AI Opportunity Delivers Profitability and Growth Across All Segments
Olivier Blanchard
Olivier Blanchard

Lenovo FY Q1: Hybrid AI Opportunity Delivers Profitability and Growth Across All Segments

Lenovo’s Infrastructure Solutions Group Posts Record Revenues as Demand for AI Continues to Grow
Olivier Blanchard, Research Director with The Futurum Group, digs into Lenovo’s latest quarterly earnings report and explains why the company’s device-to-cloud approach to the larger hybrid AI opportunity is already yielding impressive YoY growth at scale across its three main business segments.
Qualcomm FYQ3 2024 Earnings
Olivier Blanchard
Olivier Blanchard

Qualcomm FYQ3 2024 Earnings

Olivier Blanchard, Research Director with The Futurum Group, drills down into Qualcomm’s FYQ3 2024 earnings. Highlights include Qualcomm’s impressive YoY growth in the automotive segment, steady growth in handsets despite the segment’s relative maturity, and how the company’s investments in edge AI in the PC, XR, IOT and IIOT segments is already starting to pay off.
Alphabet's Strong Q2 2024: Highlighting Revenue Growth and AI Impact
Keith Kirkpatrick

Alphabet’s Strong Q2 2024: Highlighting Revenue Growth and AI Impact

Growth Powered by Strength and Momentum in Cloud, Search Products
Keith Kirkpatrick, Research Director with The Futurum Group, shares his insights on Alphabet's Q2 2024 earnings, focusing on significant revenue growth, the impact of generative AI, and impressive Google Cloud performance.
HP’s New OmniStudio X AIO PCs Deliver AI Performance to Desktop Users
Olivier Blanchard
Olivier Blanchard

HP’s New OmniStudio X AIO PCs Deliver AI Performance to Desktop Users

Olivier Blanchard, Research Director with The Futurum Group, highlights some of the key features and specs of HP’s new OmniStudio X AIO line from HP.
HP’s New OmniBook Ultra 14-inch Next Gen AI PC Promises a Whopping 55 TOPS on the NPU
Olivier Blanchard
Olivier Blanchard

HP’s New OmniBook Ultra 14-inch Next Gen AI PC Promises a Whopping 55 TOPS on the NPU

Olivier Blanchard, Research Director with The Futurum Group, shares his insights on why HP’s new 14” OmniBook Ultra next-gen AI PC hints to HP’s AI PC market differentiation strategy, and to how silicon diversity in the AI PC/Copilot+ PC ecosystem is already creating specific performance niches and unique value proposition tracks for top PC semiconductor vendors namely Qualcomm, AMD, and Intel.
Galileo Integration Brings Built-In LLM Trust Platform to HP Dev Workstations
Olivier Blanchard
Olivier Blanchard

Galileo Integration Brings Built-In LLM Trust Platform to HP Dev Workstations

Olivier Blanchard, Research Director at The Futurum Group, discusses the first LLM trust platform for AI-enabled developer workstations with built-in generative AI to detect and correct bias, drift and hallucinations. Galileo integration with Z by HP AI Studio is slated to be available this fall.
Has Apple Missed the On-Device AI Market Opportunity in Mobile and PC?
Olivier Blanchard
Olivier Blanchard

Has Apple Missed the On-Device AI Market Opportunity in Mobile and PC?

Olivier Blanchard, Research Director at The Futurum Group, shares his notes about Apple’s recent AI partnership announcements and rumors, and frames how disruption of the competitive landscape in the Mobile and PC segments by next-gen on-device AI capabilities may have blindsided the tech giant.
HPE Enters the Virtualization Market
Keith Townsend
Keith Townsend

HPE Enters the Virtualization Market

The Futurum Group Chief Technology Advisor, Keith Townsend examines HPE’s entry into the data center hypervisor space and if the solution is mature enough to replace VMware by Broadcom’s market leading solution.
The Copilot+ PC Disruption Is Here: What Happens Now?
Olivier Blanchard
Olivier Blanchard

The Copilot+ PC Disruption Is Here: What Happens Now?

Olivier Blanchard, Research Director at The Futurum Group, digs into the market implications of the Copilot+ PC launch, including Microsoft vs Apple, Windows on Arm’s long-overdue big moment, the disruptive potential of Qualcomm’s Snapdragon X PC platform, and the threat it represents to Intel’s PC segment incumbency, and whether or not the PC segment is truly ready for new AI features and experiences.
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