Brendan Burke, Research Director at Futurum, examines how SiFive's P570 Gen 3 brings fully out-of-order vector execution and RVA23 compliance to consumer and edge markets, challenging Arm's decade-old midrange dominance....
Olivier Blanchard is the Research Director & Practice Lead, Intelligent Devices at Futurum, reviews Acer’s Q1 2026 results, focusing on diversification, PC momentum, and operating profit pressure....
Brendan Burke, Research Director at Futurum, reviews Silicon Labs’ Q1 FY 2026 results, focusing on improving industrial demand signals, design win momentum, and how the pending acquisition affects guidance and...
Brendan Burke, Research Director at Futurum, reviews Microchip’s Q4 FY 2026 earnings, focusing on recovery execution and data center connectivity wins....
Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, reviews Stellantis Q1 FY 2026 earnings, focusing on early execution gains, North America margin trajectory, and Europe pricing pressure....
Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, reviews MediaTek’s Q1 FY 2026 earnings, focusing on AI accelerator ASIC revenue timing, and Smart Edge growth....
Brendan Burke, Research Director at Futurum, analyzes AMD’s Q1 FY 2026 earnings, focusing on data center-driven growth, expanding server CPU demand tied to agentic AI, and second-half execution factors around...
Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, Intel consolidates client computing and physical AI under new leadership to compete against GPU-accelerated rivals in fragmented markets....
Lenovo's completion of the Phoenix Technologies Acquisition marks a strategic move to control critical firmware layers, positioning the company to lead in AI PC security and enterprise device manageability as...
Futurum Research analyzes Qualcomm Q2 FY 2026 results, focusing on data center entry progress, agentic AI positioning across platforms, and continued handset constraints tied to memory supply dynamics....
Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, analyzes how Microsoft's sharp Xbox contraction is forcing the company to lean harder on cloud and enterprise software as...
Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, NXP Semiconductors leveraged automotive and industrial momentum to deliver a 12% year-over-year revenue surge in Q1 2026, despite broader...
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