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Category: Intelligent Devices

Amazon Delivers Strong Q4 FY 2024 with Record Operating Income, AWS Growth
February 10, 2025

Amazon Delivers Strong Q4 FY 2024 with Record Operating Income, AWS Growth

Olivier Blanchard, Research Director with The Futurum Group, analyzes Amazon’s Q4 2024 earnings, highlighting AWS growth amid supply constraints, the expansion of same-day delivery, and advertising monetization....
February 8, 2025

Alastair Cooke

February 8, 2025

Ron Westfall

Dion Hinchcliffe
February 7, 2025

Dion Hinchcliffe

Qualcomm’s Q1 FY 2025 Earnings: Record QCT Revenue and Expanding AI Adoption
February 7, 2025

Qualcomm’s Q1 FY 2025 Earnings: Record QCT Revenue and Expanding AI Adoption

Olivier Blanchard, Research Director at The Futurum Group, analyzes Qualcomm’s record Q1 FY 2025 earnings, highlighting strong growth in premium-tier smartphones, AI-driven IoT, and automotive....
Arm Q3 FY 2025 Results: Armv9 and CSS Adoption Accelerates
February 6, 2025

Arm Reports Record Q3 Revenue as Armv9 and CSS Adoption Accelerates

Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, examines Arm’s Q3 FY 2025 earnings, highlighting AI-driven royalty growth, Compute Subsystem expansion, and key AI collaborations....
HPE Private Cloud AI with NVIDIA AI Computing by HPE Essential to Accelerating GenAI Industrial Transformation
February 4, 2025

HPE Private Cloud AI with NVIDIA AI Computing by HPE: Essential to Accelerating GenAI Industrial Transformation

The Futurum Group’s latest research report, HPE Private Cloud AI with NVIDIA AI Computing by HPE: Essential to Accelerating GenAI Industrial Transformation, completed in partnership with HPE and NVIDIA, assesses...
Unlocking the Power of Private Cloud With NVIDIA AI Computing by HPE A Smarter Approach
February 4, 2025

Unlocking the Power of Private Cloud With NVIDIA AI Computing by HPE: A Smarter Approach

In our latest brief, Unlocking the Power of Private Cloud With NVIDIA AI Computing by HPE: A Smarter Approach, completed in partnership with HPE and NVIDIA, delves into HPE’s Private...
Oracle Bets on AI-Driven Sales and Supply Chain Transformation
February 4, 2025

Oracle Bets on AI-Driven Sales and Supply Chain Transformation

Keith Kirkpatrick, Research Director at The Futurum Group, analyzes Oracle's AI-driven enhancements in Fusion Cloud Sales and SCM, evaluating how embedded AI agents streamline sales, optimize supply chains, and improve...
How AI is Transforming the Economics of Customer Service
February 3, 2025

How AI is Transforming the Economics of Customer Service

In our latest brief, How AI is Transforming the Economics of Customer Service, completed in partnership with Zendesk, The Futurum Group explores how AI is revolutionizing customer support by automating...
Talking DeepSeek, Microsoft, IBM, Intel, and More
January 31, 2025

Talking DeepSeek, Microsoft, IBM, Intel, and More

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss DeepSeek, Azure, IBM, Intel, and more!...
Why Lenovo Smart Manufacturing Solutions Are Ready to Drive AI-enabled Transformation
January 31, 2025

Why Lenovo Smart Manufacturing Solutions Are Ready to Drive AI-enabled Transformation

The Futurum Group’s latest research report, Why Lenovo Smart Manufacturing Solutions Are Ready to Drive AI-enabled Transformation, completed in partnership with Lenovo and Intel, explores why smart manufacturing solutions offer...

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