Category: Devices

November 28, 2023

Olivier Blanchard

Research Note

HP Q4 2023 Earnings Point to Market Recovery for the PC Segment

Fourth Quarter Earnings for HP Indicate Continuing Sequential Growth in the Rebounding PC Market

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on the HP Q4 2023 earnings, which suggest a rebound for PCs in 2024 despite persistent market headwinds.

AI, Business Information, Collaboration Devices and Services, Devices, Digital Transformation, High Performance Computing, PCs and Devices

November 17, 2023

Daniel Newman, Olivier Blanchard & Steven Dickens

Research Note

Lenovo Q2 FY 2024 Earnings

Strong Lenovo Q2 FY 2024 Earnings Boosted by Storage, Services, and AI as Primary Growth Drivers

The Futurum Group’s Daniel Newman, Olivier Blanchard, and Steven Dickens share insights on the Lenovo Q2 FY 2024 earnings, which strengthen the argument for an accelerating sector-wide recovery and highlight storage, AI, and hybrid IT solutions as Lenovo growth drivers.

AI, Business Information, Collaboration Devices and Services, Computing, Data Center, Data Infrastructure, Devices, Digital Transformation, High Performance Computing, PCs and Devices, Storage

November 14, 2023

Olivier Blanchard

Research Note

Can MediaTek’s Dimensity 9300 Take On Qualcomm’s Snapdragon 8 Gen 3?

MediaTek’s Dimensity 9300 Goes After Qualcomm’s Snapdragon 8 Gen 3 with Impressive AI-Forward Specs

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on MediaTek’s new Dimensity 9300 flagship SOC, and how this iteration is its strongest challenge to Qualcomm’s incumbent Snapdragon mobile platform to date.

5G, AI, Customer Experience, Devices, Mobile Devices, PCs and Devices, Processors, Semiconductors and Components

November 6, 2023

Daniel Newman & Olivier Blanchard

Research Note

Qualcomm Q4 2023 Earnings Reflect Start of Device Market Recovery

Despite YoY Revenue Losses, Qualcomm Q4 2023 Earnings Beat Expectations

The Futurum Group’s Daniel Newman and Olivier Blanchard share insights on Qualcomm Q4 2023 earnings, which beat expectations and join other tech sector quarterly earnings in suggesting an improving demand environment for handsets and other devices.

5G, AI, AR/VR, Business Information, Communications Networks, Customer Experience, Devices, Digital Home, Edge Networking, IIoT, IoT, Metaverse, Mobile Devices, PCs and Devices, Processors, Semiconductors and Components

November 3, 2023

Olivier Blanchard

Research Note

AMD Q3 2023 Earnings Signal PC Segment Recovery, Broadening AI Reach

AMD Q3 2023 Earnings Point to a Normalizing Chip Market and Strong Tailwinds for AI

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on why AMD’s Q3 2023 numbers signal an accelerating recovery for the PC market and strong AI-accelerated potential for AMD across all segments.

AI, Business Information, Data Infrastructure, Devices, PCs and Devices, Processors, Semiconductors and Components

October 31, 2023

Olivier Blanchard

Research Note

Qualcomm Snapdragon X Elite and Oryon CPU Aim to Disrupt the PC Market

Qualcomm’s New PC Platform and Custom CPU Could Pose a Real Challenge to x86 and Go Head-to-Head with Apple Silicon

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on how Qualcomm’s impressive new Snapdragon X Elite PC platform and Oryon CPU take aim at x86 and Apple silicon to redefine PCs for the era of on-device AI.

5G, AI, Computing, Customer Experience, Devices, Innovation, Mobile Devices, Processors, Semiconductors and Components

October 27, 2023

Mark Beccue & Daniel Newman

Research Note

With Snapdragon, Qualcomm Sets the Pace for On-Device AI

New SoCs, Snapdragon X Elite and Snapdragon 8 Gen 3, Aim to Bring AI to Massive Market PCs and Smartphones

The Futurum Group’s Mark Beccue and Daniel Newman examine whether Qualcomm is going to set the pace for on-device AI.

AI, Business Information, Devices, Machine Learning, Mobile Devices, Semiconductors and Components

October 27, 2023

Olivier Blanchard

Research Note

Qualcomm Snapdragon 8 Gen 3 Brings Generative AI to Smartphones

Qualcomm’s Snapdragon 8 Gen 3 Premium Mobile Platform Hits the Gas with Powerful On-Device AI Features

Olivier Blanchard, Research Director at The Futurum Group, shares his insights about Qualcomm’s powerful new Snapdragon 8 Gen 3 mobile platform and how its AI-forward specs and features are already redefining mobile experiences and performance.

5G, AI, Customer Experience, Devices, Innovation, Mobile Devices, PCs and Devices, Processors, Semiconductors and Components

October 20, 2023

Olivier Blanchard

Analyst Insight

HP Imagine: A Glimpse Into How Hybrid Work Is Reshaping PC Markets

HP Leans Hard Into Hybrid Work Market With the Latest Wave of Innovative Crossover Designs

Olivier Blanchard, research director at The Futurum Group, shares his thoughts on the inaugural HP Imagine showcase, and digs into why hybrid work’s impact on product design and UX innovation presents a significant market opportunity for HP.

Collaboration Devices and Services, Computing, Customer Experience, Devices, Digital Home, PCs and Devices

October 13, 2023

Olivier Blanchard

Research Note

Google Pixel Watch 2 Showcases Wear OS 4’s Complete Feature Set

Google’s Pixel Watch 2 Sits at the Intersection of Wear OS 4 and Fitbit, and That Is a Very Good Thing

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on why Pixel Watch 2’s complete Wear OS 4 feature set and slick Fitbit integration could be a recipe for success.

AI, Devices, PCs and Devices, Semiconductors and Components

October 13, 2023

Olivier Blanchard

Research Note

Google Tensor G3 SOC Elevates Pixel 8 and Pixel 8 Pro Performance

With Pixel 8 and Pixel 8 Pro, Google’s Vision for the Future of Android Phones Comes Into Clearer Focus

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on why Google’s AI-forward Tensor G3 SOC is a game changer for its Pixel 8 and Pixel 8 Pro phones.