Category: Devices

The Six Five Team discusses Apple September 2023 Event.
The Six Five Team discusses Arm Goes Public with Successful Debut.
The Impact of Qualcomm’s Multi-Year Snapdragon 5G Modem-RF System Agreement With Apple on Both Companies and Consumers
Olivier Blanchard, Research Director at The Futurum Group, shares his insights into why the multi-year Snapdragon 5G modem-RF system agreement between Apple and Qualcomm is good news for both companies and for iPhone users.
The Six Five Team discusses news that Huawei is back in the phone business and their "mystery" P60 Smartphone.
The Six Five Team discusses Dell Tech Q2 2024 earnings.
Positive Sequential Growth Signals Rebound for PCs and Improving Demand for AI-Driven Infrastructure
Daniel Newman and Olivier Blanchard, analysts at The Futurum Group, share their insights on Dell’s Q2 2024 earnings, which suggest an improving demand environment for PCs and AI-driven infrastructure.
HP Earnings Point to Coming Rebound in PC Market Despite Market Headwinds
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on HP Q3 2023 earnings, which suggest a rebound for PCs in 2024 despite persistent market headwinds.
With Meta’s Llama 2 LLM to Power On-Device Generative AI, MediaTek Takes Another Swing at Mobile’s Premium Tier
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on MediaTek’s announcement that it has partnered with Meta to bring on-device generative AI capabilities to its next-gen SoCs, and what this move signals about MediaTek’s mobile and edge compute ambitions.
The Six Five Team discusses the exit of Amazon’s senior vice president of devices and services, David Limp.
The Six Five team discusses Lenovo's Q1 2024 earnings.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the latest earnings releases for Cisco and Lenovo, the termination of the Intel-Tower acquisition, Groq and Samsung, and SVP Dave Limp’s exit from Amazon Devices.