Category: IIoT

Bloated Inventories Still Saddle Recovery with Growth Asymmetries
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Semtech Q3 FY 2024 earnings, which point to continued recovery despite asymmetrical drag on hardware demand.
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.
Semtech’s Sequential Growth Earnings Point to Recovery, but Inventory Bloat Offsets Semiconductor Gains With a Drag on Hardware
Olivier Blanchard, Research Director at The Futurum Group, shares insights on Semtech Q2 FY 2024 earnings, which point to recovery in high-margin semiconductors and IoT segments despite inventory bloat continuing to drag on module and router revenue.
In our latest market insight report, Industrial Internet of Things (IIoT) Platform, we examine the key considerations and market shapers driving IIoT Platform portfolio development and strategic marketing.
Futurum Group Research Director, Ron Westfall and Industry Analyst, Michael Diamond examine Qualcomm’s 212S and 9205S modems, which are designed to help manufacturers build products that need excellent satellite and cellular connectivity in rural environments.
In Part Three of his series on RFFE (RF Front End), Senior Analyst Olivier Blanchard dives into how chipmaker giant Qualcomm is leveraging its global leadership in wireless innovation and recent investments in RF to significantly grow its modem-to-antenna solutions footprint not only in mobile handsets, but also expand that slice of its business into high growth adjacent segments like Automotive, the IoT, and the IIoT. Tying the series to Qualcomm’s 2021 Investor Day provides critical insights into RFFE’s growing importance to Qualcomm’s technology portfolio and business momentum.
Companies have the potential to automate, calibrate, create, and distribute their goods while amassing tons of data to keep doing it better and faster. That's where industrial IIoT comes in.
What we see with Release 16, in addition to improvements to previous fundamental standards, is a shift towards the next market for 5G technologies: industrial networks and applications. That is why, MIMO and IAB improvements aside, private networks, unlicensed spectrum, multi-TRP architecture, high-precision device positioning, efficient new power-saving protocols, and even multicasting between vehicles, constitute the lion’s share of projects in this release.
In this episode of the Futurum Tech Webcast, Futurum’s Daniel Newman and Olivier Blanchard discuss the reframing of AI, from the cloud to the edge and beyond, and how the reach of AI is expanding.
While 3D Systems has grown by acquisition over the course of the last few years and has a diverse product offering, revenues (and profitability) haven’t followed that same trajectory. It looks to us like Graves will be focused on transformation and streamlining offerings and delivering on earnings and profitability in the process.
Siemens continues efforts for IoT with enhancement and combined efforts of its MindSphere IoT system and Mendix low-code software application. Digital twin, advanced analytics, edge-to-cloud and a growing partner ecosystem also add to its IoT offerings.