The Futurum Group’s Ron Westfall shares his insights on why Intel’s Q2 2024 earnings release demonstrates significant challenges amid strategic industry shifts while its new cost reductions are key to...
Olivier Blanchard, Research Director with The Futurum Group, drills down into Qualcomm’s FYQ3 2024 earnings. Highlights include Qualcomm’s impressive YoY growth in the automotive segment, steady growth in handsets despite...
Olivier Blanchard, Research Director at The Futurum Group, zooms in on AMD’s Q2 2024 financial results and discusses the opportunities, threats, velocity, and momentum of AMD’s opportunity across all business...
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Q2FY24 earnings for: SAP, Google, IBM, and ServiceNow, rumored NVIDIA B20 for China, and another...
The Futurum Group’s Research Director Olivier Blanchard covers the highlights in the AI PC market for H1 2024, focusing on the Copilot+ PC launch, which is setting the stage for...
Keith Kirkpatrick and Steven Dickens from The Futurum Group emphasize that Scandit Express 3.0 represents a significant leap in smart data capture technology, providing businesses with enhanced efficiency and accuracy...
Steven Dickens, Chief Technology Advisor from The Futurum Group, shares insights on IBM's strong Q2 2024 performance, driven by strategic investments in AI and hybrid cloud solutions....
Keith Kirkpatrick, Research Director with The Futurum Group, shares his insights on Alphabet's Q2 2024 earnings, focusing on significant revenue growth, the impact of generative AI, and impressive Google Cloud...
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss CrowdStrike Global meltdown, Meta won't do GAI in EU or Brazil, HP Imagine AI 2024,...
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