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.
An Assessment of Key 5G-IoT Innovation Developments Including DTaaS’ Growing Readiness, Multi-G Progress, and Wind River’s Role in NTT DOCOMO vRAN Launch.
The Futurum Group’s Ron Westfall explores key 5G ecosystem innovations to watch in 2024 including DTaaS readiness for global 5G deployments, the Multi-G initiative’s boost from major players, and Wind River’s pivotal role in NTT DOCOMO’s first vRAN commercial service.
AI, Robotics, and the Evolving Landscape of Electric Vehicles
The Futurum Group’s Steven Dickens and Olivier Blanchard share their insights into Tesla’s Q4 2023 earnings call and highlight some of the company’s most critical challenges and opportunities for 2024 and beyond.
An Assessment of 5G-IoT Developments Including Key CES24 Qualcomm Snapdragon Digital Chassis and Stellantis/Blackberry/AWS Virtual Cockpit Updates
The Futurum Group’s Ron Westfall and Olivier Blanchard review key CES 2024 announcements such as Qualcomm’s Snapdragon Digital Chassis innovations and Stellantis, Blackberry, and AWS collaboration focused on advancing virtual cockpit development.
An Assessment of Key 5G-IoT Ecosystem Developments with a Focus on the HPE $14 Billion Acquisition of Juniper and Its Ecosystem-wide Impact
The Futurum Group’s Ron Westfall and Steven Dickens review why HPE’s game changing $14 billion acquisition of Juniper represents an important inflection point in the industry that can redefine how the 5G ecosystem connects, protects, and analyzes data.
An Assessment of Key 5G-IoT Ecosystem Developments including Open RAN Prospects, Smartphone’s New Lead Role in Mobile Shopping, and 6CA Progress
The Futurum Group’s Ron Westfall and Todd R Weiss review the 5G ecosystem winners of 2023 and investigate key 2024 trends including Open RAN moves by Vodafone, Adobe identifying smartphones ruling mobile shopping, and 6CA advances.
An Assessment of Key 5G-IoT Ecosystem Developments Including Ericsson AT&T Breakthrough $14B Deal, Nokia DT Open RAN Gig, and 1&1 O-RAN Launch
The Futurum Group’s Ron Westfall and Todd R Weiss review major new Open RAN developments including the massive $14 billion Ericsson AT&T Open RAN Deal, Nokia’s return to Deutsche Telekom, and 1&1 promoting its innovative Open RAN push.
