Futurum Research analyzes Amazon’s Q3 FY 2025 results, highlighting AWS growth reacceleration, AI-driven capacity expansion, and the retail/ads flywheel, with Q4 guidance signaling continued momentum into the holiday period....
Futurum Research analyzes NXP’s Q3 FY 2025 results, highlighting early-cycle recovery signals, channel inventory strategy, and strategic moves in automotive networking and edge AI that support the company’s long-term margin...
Futurum Research analyzes Intel’s Q3 FY 2025 revenue beat, AI partnerships, supply prioritization, and 18A/packaging progress, with Q4 guidance reflecting server mix and early next-gen client ramps....
Olivier Blanchard, Research Director at Futurum, shares insights on how new Amazon Alexa+ devices and companion product updates reflect Amazon’s expanding AI-driven smart home strategy anchored in purpose-built hardware....
Olivier Blanchard, Research Director at Futurum, shares his insights on “Qualcomm acquires Arduino,” launching UNO Q and Arduino App Lab to give 33+ million developers access to a full-stack edge...
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss recent developments in the tech industry. They cover Oracle's financial analyst day, highlighting the company's...
Olivier Blanchard, Research Director at Futurum, shares his insights on how Amazon’s Alexa+ redefines the AI assistant market by prioritizing voice-first, home-centered intelligence over productivity and search-driven models....
Olivier Blanchard, Research Director at Futurum, shares insights on how Amazon AZ3 chips and AZ3 Pro enable on-device AI acceleration, sensor fusion, and advanced language model execution for Alexa+....
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss AMD's groundbreaking deal with OpenAI, Cisco's advancements in AI networking, Intel's foundry progress, and Qualcomm's...
Olivier Blanchard, Research Director at Futurum, shares insights on Qualcomm’s Snapdragon Guardian, an always-on PC management platform with built-in cellular connectivity that challenges Intel vPro and reshapes enterprise security....
Olivier Blanchard, Research Director at Futurum, shares his insights on Snapdragon 8 Elite Gen 5 - 20% faster CPU, 23% stronger GPU, 37% faster NPU, first APV video, and AI-enhanced...
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