Qualcomm’s New AI-Optimized Connectivity System Rings in the Era of On-Device AI, Multi-Device Connectivity, and Wi-Fi 7
The Futurum Group’s Olivier Blanchard highlights features, benefits, and industry firsts packed into Qualcomm’s new FastConnect 7900 and discusses how Wi-Fi 7 joins on-device AI to reset refresh cycles for the mobile handset space.
Earnings Highlight a Strong Growth Path for the PC Giant and Point to Accelerating Recovery for the Tech Sector
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Lenovo Q3 FY 23/24 earnings, which confirm the accelerating sector-wide AI-driven recovery and make a strong case for the company’s growth opportunities.
An Assessment of Key 5G-IoT Alliance Developments Including Dell Nokia P5G Use Case Focus, Intel Enlisting P5G Partners, and Vonage AWS Network API Push
The Futurum Group’s Ron Westfall examines key new 5G alliances that he sees as having the most impact pre-MWC24 including Dell and Nokia teaming up to advance private 5G network use cases, Intel enlisting an array of major partners to accelerate private 5G network adoption, and Ericsson’s Vonage and AWS working together to use network APIs to onboard millions of AWS developers through AWS Marketplace.
An Assessment of Key 5G-IoT Developments Including On-Device AI Progress, Voice and Gesture Innovations, and Foldable Screens Unfolding Across the Ecosystem
The Futurum Group’s Ron Westfall and Olivier Blanchard scrutinize key innovations leading into 2024 and MWC 24 including how on-device AI will begin to reset expectations for everyday tech products’ features, capabilities, and UX, voice and gesture recognition innovations redefining the AR and smart glasses categories, and foldable screens ready to proliferate across the entire device space.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Zoho Day 2024, Arm earnings, Cohesity and Veritas’ deal, Apple Vision Pro first impressions, Google Bard becoming Gemini, and NVIDIA selecting Intel IFS.
NXP Finds Solid Ground in Automotive, IoT, and Mobile Despite a Challenging Year for Semiconductors
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on NXP Q4 and FY 2023 earnings, which generally beat expectations and point to automotive, IoT/IIoT, and Mobile segments as likely vectors of growth in 2024.
An Assessment of Key 5G-IoT Developments Including GSMA IBM Telco AI Collaboration, Juniper’s AI-Native Networking Platform, and Nokia AVA Energy Efficiency.
The Futurum Group’s Ron Westfall explores key 5G AI and GenAI move to watch in 2024 including GSMA IBM collaboration on assisting telco AI adoption using IBM’s watsonx platform and training, Juniper’s debut its AI-Native Networking Platform and Nokia’s AVA Energy Efficiency solution aimed at advancing operator sustainability objectives.
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on why major app developers may be saying no to Apple’s Vision pro launch, at least for now.
A Return to Growth and a Validation of the Company’s Diversification Strategy
The Futurum Group’s Daniel Newman and Olivier Blanchard share their insights on Qualcomm Q1 2024 earnings, which beat expectations and point to an upcycle for the company.
The Company’s Earnings Point to AI Driving Both Data Center and PC Segment Growth In 2024
The Futurum Group’s Olivier Blanchard shares his insights on why AMD’s Q4 2023 numbers highlight how the company’s AI bets in data center and PC segments are already starting to pay off.
