Category: Intelligent Devices

August 26, 2024

AMD to Acquire ZT Systems and Expand Data Center AI Systems Capabilities

Olivier Blanchard, Research Director at The Futurum Group, digs into the motivations and potential upsides of AMD’s plans to acquire ZT Systems, particularly as AMD ramps up efforts to expand...

<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-48x48.png.webp" class="attachment-36x36 size-36x36" alt="Olivier Blanchard" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-74x74.png.webp 74w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Olivier Blanchard

August 26, 2024

Market Coverage

Ring’s New Battery Doorbell Strikes Balance Between Budget and Premium Features

Olivier Blanchard, Research Director at The Futurum Group, provides a competitive overview of Ring’s new Battery Doorbell offering, and discusses its balance of pricing and features for three critical customer...

<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-48x48.png.webp" class="attachment-36x36 size-36x36" alt="Olivier Blanchard" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-74x74.png.webp 74w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Olivier Blanchard

August 20, 2024

Video Research Note

Lenovo Q1FY24/25 Earnings

The Six Five team discusses Lenovo Q1FY24/25 Earnings...

<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Daniel Newman

August 20, 2024

Video Research Note

Cisco Q4FY24 Earnings

The Six Five team discusses Cisco Q4FY24 Earnings...

<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Daniel Newman

August 20, 2024

Six Five Webcast

Talking AMD, ZT Systems, Google, Cisco, Lenovo, HPE & Morpheus Data, Huawei & NVIDIA, Coherent

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss AMD’s acquisition of ZT Systems, the DOJ consideration of breaking up Google, Cisco Q4FY24 Earnings,...

<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Daniel Newman

August 19, 2024

Market Coverage

Lenovo FY Q1: Hybrid AI Opportunity Delivers Profitability and Growth Across All Segments

Olivier Blanchard, Research Director with The Futurum Group, digs into Lenovo’s latest quarterly earnings report and explains why the company’s device-to-cloud approach to the larger hybrid AI opportunity is already...

<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-48x48.png.webp" class="attachment-36x36 size-36x36" alt="Olivier Blanchard" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-74x74.png.webp 74w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Olivier Blanchard

August 16, 2024

Market Coverage

Why The New AI-Enabled Pixel 9 Lineup Is Google’s Strongest Play Against Apple Yet

The Futurum Group's Research Director Olivier Blanchard takes a look at the new Google Pixel 9 lineup and how Google intends to use its hybrid AI mobile solutions to disrupt...

<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-48x48.png.webp" class="attachment-36x36 size-36x36" alt="Olivier Blanchard" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-74x74.png.webp 74w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Olivier Blanchard

August 16, 2024

Market Coverage

How The Pixel 9 Launch Clarifies Google’s Expanding AI Monetization Strategy

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on how the Pixel 9 launch clarifies Google’s expanding AI monetization strategy....

<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-48x48.png.webp" class="attachment-36x36 size-36x36" alt="Olivier Blanchard" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-74x74.png.webp 74w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Olivier Blanchard

August 14, 2024

The 5G Factor

5G Factor: Arrcus, T-Mobile, Ericsson Boost 5G Readiness

In this episode of The 5G Factor, The Futurum Group’s Ron Westfall and Tom Hollingsworth examine new moves made by Arrcus, NVIDIA, T-Mobile, and Ericsson to advance 5G readiness....

<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Ron Westfall

August 14, 2024

Marketing: Art and Science

The Impact of Marketing AI Councils on Businesses – Marketing Art and Science – Episode 9

In this episode of Marketing Art and Science, we discuss modern marketing leadership and the impact CMO Laura Heisman has made at multiple companies with Marketing AI Councils....

<img alt='Lisa Martin' src='https://futurumgroup.com/wp-content/uploads/2024/02/cropped-Lisa-Martin-2023_wpbio-36x36.jpg' srcset='https://futurumgroup.com/wp-content/uploads/2024/02/cropped-Lisa-Martin-2023_wpbio-72x72.jpg 2x' class='avatar avatar-36 photo' height='36' width='36' itemprop=  "image" decoding='async'/>
Lisa Martin

August 8, 2024

Market Coverage

8 Reasons Why This Summer’s Tech Stock Selloff Trend Makes No Sense

Olivier Blanchard, Research Director at The Futurum Group, shares his thoughts on why the tech selloff trend doesn’t align with the tech sector’s overall year-on-year performance, AI-driven chip-to-cloud opportunity, or...

<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-48x48.png.webp" class="attachment-36x36 size-36x36" alt="Olivier Blanchard" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-74x74.png.webp 74w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Olivier Blanchard

August 7, 2024

Video Research Note

Intel Q2CY24 Earnings

The Six Five team discusses Intel Q2CY24 earnings....

<img loading="lazy" width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
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Category: Intelligent Devices

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