Brendan Burke, Research Director at Futurum, shares his insights on Broadcom’s broadband Edge AI portfolio and why seeding NPUs across the home makes connectivity, not compute, the real constraint on...
Futurum Research reviews HP’s Q2 FY 2026 earnings, focusing on AI PC mix shift, pricing and configuration actions, and how memory cost pressure shapes second-half execution....
Futurum Research analyzes NetApp’s Q4 FY 2026 earnings, focusing on AI-driven infrastructure demand, hybrid cloud execution, public cloud mix, and what FY 2027 guidance implies for growth durability....
Olivier Blanchard, Research Director at Futurum, shares his insights on Google's intelligent eyewear and whether Gemini-powered smart glasses can overcome the privacy and adoption issues that hurt Google Glass....
Futurum Research analyzes Lenovo’s Q4 FY 2026 results, focusing on AI mix expansion, ISG profitability progress, premium device mix, and services momentum tied to TruScale and Hybrid AI Advantage....
Brendan Burke, Research Director at Futurum, shares how AMD's 6th Generation EPYC Venice processor on TSMC's 2nm technology addresses critical data center power and efficiency demands in agentic AI workloads....
In this Market Study, Futurum Research examines how consumer PC buyers respond to rising prices and why most remain addressable through adjustments in timing, configuration, or channel....
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....
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