Category: Intelligent Devices

AMD Q1 FY 2025 Financial Results Highlight AI-Led Growth Across Core Segments
May 13, 2025

AMD Q1 FY 2025 Financial Results Highlight AI-Led Growth Across Core Segments

Olivier Blanchard and Daniel Newman at Futurum break down AMD’s Q1 FY 2025 earnings, highlighting EPYC and Instinct-driven Data Center growth, record Ryzen ASPs, and how AI momentum is powering...
Oracle Database@Azure: The Genesis of Oracle’s Multi-Cloud Leadership
May 12, 2025

Oracle Database@Azure: The Genesis of Oracle’s Multi-Cloud Leadership

In our latest Research Brief, Oracle Database@Azure: The Genesis of Oracle’s Multi-Cloud Leadership, completed in partnership with Oracle, The Futurum Group explores how enterprises can simplify migration, reduce costs, and...
The Six Five Pod EP 260: The AI Chip Race and the Trade Deal Gamble: Analyzing AMD, ARM
May 12, 2025

The Six Five Pod EP 260: The AI Chip Race and the Trade Deal Gamble: Analyzing AMD, ARM

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss ServiceNow's Knowledge conference, IBM's Think event, and the UK-US trade deal. The hosts analyze AMD...
Kyndryl Q4 FY 2025 Earnings Show Growth, Margin Expansion
May 8, 2025

Kyndryl Q4 FY 2025 Earnings Show Growth, Margin Expansion

Fernando Montenegro, VP and Practice Lead at Futurum, reviews Kyndryl's Q4 FY2025 earnings. Key highlights: Constant-currency growth, notable rise in pretax income, how 'three-A' initiatives drive results, and strategic tailwinds....
Lattice Delivers Q1 FY 2025 Results With Record Design Win Momentum
May 8, 2025

Lattice Delivers Q1 FY 2025 Results With Record Design Win Momentum

Olivier Blanchard, Research Director at Futurum, examines Lattice’s Q1 FY 2025 earnings, highlighting record design wins across AI, robotics, and automotive, and how new products are paving the way for...
Amazon Q1 FY 2025 Earnings Reflect Cloud Momentum, Operating Margin Gains
May 6, 2025

Amazon Q1 FY 2025 Earnings Reflect Cloud Momentum, Operating Margin Gains

Olivier Blanchard, Research Director at Futurum, breaks down Amazon’s Q1 FY 2025 results. The focus is on AWS growth, rising ad revenues, cost efficiencies, and tariff risk shaping the outlook...
Qualcomm’s Q2 FY 2025 Earnings: YoY QCT Revenue Growth Momentum Continues
May 5, 2025

Qualcomm’s Q2 FY 2025 Earnings: YoY QCT Revenue Growth Momentum Continues

Olivier Blanchard, Research Director at Futurum, analyzes Qualcomm’s record Q1 FY 2025 earnings, highlighting strong YoY growth AI-driven IoT and automotive....
The Six Five Pod | EP 259: Tech Titans Under Scrutiny: Antitrust, AI, and Global Competition
May 5, 2025

The Six Five Pod | EP 259: Tech Titans Under Scrutiny: Antitrust, AI, and Global Competition

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Google's antitrust issues, IBM and Nvidia's White House announcements, Taiwan's semiconductor regulations, and Intel's Foundry...
Tariff Watch 2025 - Has the Tech Community Dodged a Bullet?
April 30, 2025

TariffWatch 2025 – Has the Tech Community Dodged a Bullet?

Alex Smith, VP Channels Research at The Futurum Group, shares his insights on how tariffs impact different technology sectors and vendors. It will explore how the industry is looking to...
Intel Delivers Flat Q1 FY 2025 Revenue Amid Ongoing Turnaround Efforts
April 29, 2025

Intel Delivers Flat Q1 FY 2025 Revenue Amid Ongoing Turnaround Efforts

Richard Gordon and Daniel Newman explore Intel’s Q1 FY 2025 results, highlighting flat revenue, margin challenges, and CEO Lip-Bu Tan’s early turnaround actions....
Hammerspace Tier 0: Unlocking Greater Efficiency in GPU-Driven Computing
April 28, 2025

Hammerspace Tier 0: Unlocking Greater Efficiency in GPU-Driven Computing

In our latest Research Brief, Hammerspace Tier 0: Unlocking Greater Efficiency in GPU-Driven Computing, The Futurum Group explores how organizations can overcome latency and storage inefficiencies by unlocking stranded NVMe...
T-Mobile Q1 FY 2025: Delivers Wireless and Broadband Milestones
April 25, 2025

T-Mobile Q1 FY 2025: Delivers Wireless and Broadband Milestones

Ron Westfall at The Futurum Group analyzes T-Mobile’s Q1 FY 2025 earnings, highlighting why it delivered robust results, including revenue growth, record customer additions, and new 5GA, T-Fiber, and T-Satellite...

Welcome

The vision behind everything in Futurum’s Custom Research practice is this: research should show you what is happening, what comes next, and what to do about it. It should be personal to each audience, easy for people to grasp, and structured so LLMs can reason over it accurately. And it should be fast and turnkey; you want answers now, not another project to carry for quarters.

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And we don’t just drop the results in your lap. For internal work, we provide analyst-led sessions, interactive dashboards, and a range of formats. For market-facing work, Futurum delivers turnkey activation and amplification that actually gets seen, by people and by LLMs, through our media and share of voice. This is research that moves decisions and markets.

We will meet you wherever you are, from a fast-turn brief to a multi-year program, and shape the work to your goals, timeline, and budget. The right program for your moment.

If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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