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Category: Devices

Is The Impending AI PC Supercycle Another Hype Bubble or a Market Reality?
Olivier Blanchard
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Is The Impending AI PC “Supercycle” Another Hype Bubble or a Market Reality?

Olivier Blanchard, Research Director at The Futurum Group shares his/her insights on the inbound PC refresh supercycle and discusses the four primary drivers of AI PC adoption for the next 6-12 months: Better performance, the end of Windows 10 support, silicon diversity, and future-proofing for AI. Reframing expectations around the term “supercycle” for the PC segment in the context of its transition to on-device AI is also discussed.
T-Mobile Q3 FY2024 Driven by Customer Growth and 5G Leadership
Ron Westfall

T-Mobile Q3 FY2024 Driven by Customer Growth and 5G Leadership

T-Mobile Reports Record Postpaid Growth, Rising Profits, and Expanded 5G Leadership in Q3 2024
Ron Westfall, Research Director at The Futurum Group, shares insights on T-Mobile's Q3 2024 earnings, focusing on its record postpaid growth, profitability, and how innovations like 5G on Demand and expanded broadband services are driving future success.
Qualcomm Launches New Elite Snapdragon Automotive Platforms Powered by Custom Oryon CPU
Olivier Blanchard

Qualcomm Launches New Elite Snapdragon Automotive Platforms Powered by Custom Oryon CPU

New Snapdragon Drive Elite and Snapdragon Cockpit Elite Automotive Platforms Get a Massive Performance Upgrade With Qualcomm’s Custom Oryon CPU
Olivier Blanchard, Research Director with The Futurum Group, provides an overview of Qualcomm’s new Snapdragon Cockpit Elite and Snapdragon Ride Elite flagship tier automotive SOCs, including gen-over-gen performance improvements, the role that Qualcomm’s new custom Oryon CPU plays into this and future Snapdragon Digital Chassis releases, and the growing importance of delivering powerful, flexible, and future-proofed automotive platforms that will leverage multi-modal AI and agentic AI capabilities across Qualcomm’s entire automotive solutions stack.
Weak iPhone Sales?
Daniel Newman

Weak iPhone Sales?

The Six Five team discusses Weak iPhone Sales
New AI-Powered Innovations for Copilot+ PCs and Windows 11
Keith Kirkpatrick

New AI-Powered Innovations for Copilot+ PCs and Windows 11

AI Innovations Coming to Copilot+ PCs and Windows 11 Streamline Tasks, Improve Security, and Elevate the User Experience With Cutting-Edge Tools
Keith Kirkpatrick, Research Director at The Futurum Group, shares his insights on AI in personal computing, exploring how AI-powered innovations in Copilot+ PCs and Windows 11 are set to revolutionize productivity, security, and user experience.
HP Imagine 2024
Daniel Newman

HP Imagine 2024

The Six Five team discusses HP Imagine 2024
5G Factor: T-Mobile Forms Bold AI-RAN Alliance and Orange Pushes Open RAN
Ron Westfall

5G Factor: T-Mobile Forms Bold AI-RAN Alliance and Orange Pushes Open RAN

T-Mobile Capital Market Day Energizes AI-RAN Interest with NVIDIA, Ericsson, and Nokia, and Orange Sees Green Future for Open RAN
In this episode of the Six Five Podcast - The 5G Factor, The Futurum Group’s Ron Westfall examines the Fantastic Four AI-RAN alliance of T-Mobile, NVIDIA, Ericsson, and Nokia and the warrant behind Orange seeing Open RAN proving its sustainability credentials.
iPhone 16 Sales - Are You Not Entertained?
Daniel Newman

iPhone 16 Sales – Are You Not Entertained?

The Six Five team discusses iPhone 16 Sales - Are You Not Entertained?
Intel and Lenovo’s “Aura Edition” partnership brings usefully differentiated features to AI PCs
Olivier Blanchard

Intel and Lenovo’s “Aura Edition” Partnership Brings Usefully Differentiated Features to AI PCs

Does Lenovo and Intel’s “Aura Edition” Partnership Give Us a Glimpse Into the Future of Differentiation in the Copilot+ AI PC Ecosystem?
Olivier Blanchard, Research Director at The Futurum Group, highlights how “Aura Edition” laptops, the result of a partnership between Lenovo and Intel, may give us a glimpse into how PC OEMs and their silicon partners could drive a new era of differentiation in the nascent Copilot+ AI PC ecosystem.
Microsoft Expands Commercial Copilot+ Roster with 5G-Capable Surface Laptops
Olivier Blanchard

Microsoft Expands Commercial Copilot+ Roster with 5G-Capable Surface Laptops

Microsoft Turns Its Sights to the Commercial PC Segment With a New Set of Surface Copilot+ Laptops and 5G Integration
Olivier Blanchard, Research Director at The Futurum Group, provides an overview of Microsoft’s latest Surface Copilot+ PC announcements aimed at the commercial PC segments, and why 5G integration makes more sense in that segment than in the consumer side of the Surface ecosystem.
New Snapdragon X Plus 8-core AI PC Processor Punches Above Its Weight
Olivier Blanchard

New Snapdragon X Plus 8-core AI PC Processor Punches Above Its Weight

Qualcomm’s New Mainstream-Tier Snapdragon X Plus 8-Core AI PC Processor May Be the Key to Scale for Copilot+ Windows-On-Arm Adoption
Olivier Blanchard, Research Director at The Futurum Group, discusses why Qualcomm’s new Snapdragon X Plus 8-core AI PC processor, unveiled at IFA Berlin, could be the scale and adoption accelerator MVP that the Copilot+ Windows-on-Arm AI PC segment needs as the PC refresh cycle begins to gather momentum.
Lenovo Picks Up Copilot+ Momentum with New Consumer PC Releases
Olivier Blanchard

Lenovo Picks Up Copilot+ Momentum with New Consumer PC Releases

Lenovo Announces New Consumer Copilot+ AI PCs Powered by Snapdragon, Ryzen, and Core Ultra Processors at Lenovo Innovation World in Berlin
Olivier Blanchard, Research Director at The Futurum Group, highlights Lenovo’s new consumer Copilot+ AI PC launches at the IFA show in Berlin, which for the first time includes processors from all three Windows PC semiconductor giants: Intel, AMD, and Qualcomm.
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