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Category: Intelligent Devices

Talking NVIDIA, Amazon, Cisco & NVIDIA, Qualcomm, and More
March 3, 2025

Talking NVIDIA, Amazon, Cisco & NVIDIA, Qualcomm, and More

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss NVIDIA, Amazon, Qualcomm and more....
Ericsson Open RAN, Apple C1 & Telstra Open Programmable 5G Advanced Moves - Six Five Webcast - The 5G Factor
March 3, 2025

Ericsson Open RAN, Apple C1 & Telstra Open Programmable 5G Advanced Moves – Six Five Webcast – The 5G Factor

On this episode of The 5G Factor, hosts cover Ericsson's Open RAN initiatives, Apple's entry into modem design with the iPhone 16e, Qualcomm's modem technology leadership, and Telstra's 5G Advanced...
Nvidia Q4 FY 2025: AI Momentum Strengthens Despite Margin Pressures
February 28, 2025

Nvidia Q4 FY 2025: AI Momentum Strengthens Despite Margin Pressures

Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, analyzes Nvidia’s Q4 FY 2025 earnings, highlighting record-breaking AI-driven growth, Blackwell’s rapid adoption, and margin pressures amid supply constraints....
Focus on Execution as Synopsys Reports Solid 1Q FY 2025 Financial Results
February 28, 2025

Focus on Execution as Synopsys Reports Solid 1Q FY 2025 Financial Results

Richard Gordon, Vice President & Practice Lead, Semiconductors at The Futurum Group shares his insights on Synopsys’ 1Q FY 2025 earnings report, where the company demonstrated that strong design activity...
Snowflake Q4 FY25 Shows Strong Momentum in Core Business and AI Initiatives
February 28, 2025

Snowflake Q4 FY25 Shows Strong Momentum in Core Business and AI Initiatives

Nick Patience, AI Practice Lead at The Futurum Group shares his insights on Snowflake’s Q4 2025 earnings & what they mean for the broader AI and data analytics space....
Apple Launches the iPhone 16e A Budget Game-Changer or an Overpriced Entry Model
February 28, 2025

Apple Launches the iPhone 16e: A Budget Game-Changer or an Overpriced Entry Model?

Olivier Blanchard, Research Director at The Futurum Group, analyzes Apple’s iPhone 16e launch, its pricing shift, AI integration, in-house modem transition, and the broader impact on Apple's iPhone strategy amid...
Zendesk to Acquire Local Measure to Strengthen Its AI-Driven Contact Center Solutions
February 27, 2025

Zendesk to Acquire Local Measure to Strengthen Its AI-Driven Contact Center Solutions

Keith Kirkpatrick, Research Director at The Futurum Group, analyzes Zendesk’s acquisition of Local Measure and its impact on AI-powered contact centers, enterprise growth, and AWS integration....
Maximizing ROI with Agentic AI: Why Agentforce Is the Fast Path to Enterprise Value
February 27, 2025

Maximizing ROI with Agentic AI: Why Agentforce Is the Fast Path to Enterprise Value

In the latest study by Futurum Research, Maximizing ROI with Agentic AI: Why Agentforce Is the Fast Path to Enterprise Value, completed in partnership with Salesforce, Futurum Research explores why...
HP’s AI PC Push: How Victus 15 Fits into Its Bigger Strategy
February 27, 2025

HP’s AI PC Push: How Victus 15 Fits into Its Bigger Strategy

Olivier Blanchard, Research Director at The Futurum Group, analyzes HP’s AI-powered Victus 15 and its role in HP’s broader AI PC strategy. With AI-driven gaming enhancements and a push into...
Arm Team-Up Aims to Grow Revenues from Software-Defined Vehicles
February 27, 2025

Arm Team-Up Aims to Grow Revenues from Software-Defined Vehicles

Olivier Blanchard, Research Director at The Futurum Group, explores Arm’s latest hybrid prototyping collaboration with S2C, Xylon, and ZC Technology, highlighting its role in accelerating SDV development....
Lenovo Q3 FY 2025 Revenue Jumps 20%, AI Momentum Fuels Expansion
February 24, 2025

Lenovo Q3 FY 2025 Revenue Jumps 20%, AI Momentum Fuels Expansion

Olivier Blanchard, Research Director with The Futurum Group, analyzes Lenovo’s Q3 FY2025 earnings, highlighting AI-driven growth in ISG, premium PC momentum in IDG, and sustained double-digit expansion in SSG....
Talking Lenovo, Intel & TSMC & Broadcom, Groq, and More
February 24, 2025

Talking Lenovo, Intel & TSMC & Broadcom, Groq, and More

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Lenovo, Intel, TSMC, Broadcom, Groq, and more....

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