Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, reviews MediaTek’s Q1 FY 2026 earnings, focusing on AI accelerator ASIC revenue timing, and Smart Edge growth....
Brendan Burke, Research Director at Futurum, analyzes AMD’s Q1 FY 2026 earnings, focusing on data center-driven growth, expanding server CPU demand tied to agentic AI, and second-half execution factors around...
Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, Intel consolidates client computing and physical AI under new leadership to compete against GPU-accelerated rivals in fragmented markets....
Lenovo's completion of the Phoenix Technologies Acquisition marks a strategic move to control critical firmware layers, positioning the company to lead in AI PC security and enterprise device manageability as...
Futurum Research analyzes Qualcomm Q2 FY 2026 results, focusing on data center entry progress, agentic AI positioning across platforms, and continued handset constraints tied to memory supply dynamics....
Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, analyzes how Microsoft's sharp Xbox contraction is forcing the company to lean harder on cloud and enterprise software as...
Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, NXP Semiconductors leveraged automotive and industrial momentum to deliver a 12% year-over-year revenue surge in Q1 2026, despite broader...
KORE Group's proposed sale faces shareholder investigations over board conduct and deal fairness, potentially reshaping enterprise IoT security vendors' risk assessment and platform stability....
Brave's new Shred button for Android lets users control tracking data, pressuring Chrome and Firefox to improve privacy protections and meet growing demands for transparent data management....
Qualcomm's Snapdragon Wear Elite marks a turning point in wearable AI, delivering a dedicated neural processing unit for on-device intelligence, privacy, and real-time voice interactions—positioning the company against Apple and...
Apple's leadership transition to hardware veteran John Ternus signals a strategic shift. Analysts question whether his product-focused background can match Tim Cook's operational excellence while navigating AI disruption and intensifying...
Qualcomm's Arduino Ventuno Q single-board computer challenges NVIDIA Jetson by delivering edge AI for robotics at under $300, leveraging the Dragonwing IQ8 processor for cost-effective vertical integration....
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