HP Q1 2024 Earnings Could Be Hiding a Demand Easter Egg Ahead of the Impending AI-Driven PC Refresh Cycle Reset
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on HP Q1 2024 earnings, which send mixed messages about PC demand ahead of the impending PC segment’s refresh cycle reset, driven by the new AI PCs.
Company Banking on Significant Revenue Growth in 2024 with Upcoming Volvo Launch
Daniel Newman and Keith Kirkpatrick of The Futurum Group cover Luminar’s Q4 2023 and FY 2023 earnings and discuss the challenges and opportunities that lie ahead for the LiDAR provider.
On this episode of The Six Five In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Stephen Rose, General Manager for Global Industries at IBM and Alex Sinclair, CTO at GSMA at MWC 2024 for a conversation on generative AI adoption in the telecom industry.
Qualcomm’s New AI-Optimized Connectivity System Rings in the Era of On-Device AI, Multi-Device Connectivity, and Wi-Fi 7
The Futurum Group’s Olivier Blanchard highlights features, benefits, and industry firsts packed into Qualcomm’s new FastConnect 7900 and discusses how Wi-Fi 7 joins on-device AI to reset refresh cycles for the mobile handset space.
A Comprehensive List of Qualcomm’s Most Relevant Generative AI Announcements at Mobile World Congress Barcelona 2024
Olivier Blanchard, Research Director at The Futurum Group, discusses Qualcomm’s latest on-device generative AI announcements at MWC 2024, hinting at the massive market opportunity for OEMs and ISPs.
Qualcomm’s New AI Hub Solves Two Key Challenges for On-Device AI’s Market Opportunity: Velocity and Scale
Olivier Blanchard, Research Director at The Futurum Group, discusses why the Qualcomm AI Hub is exactly what the company and its OEM partners needed to accelerate the on-device AI app ecosystem to boost market adoption of AI-capable devices.
Intel’s Core Ultra Chipset Helps Shape PC Recovery with New On-Device AI Features and Gives Intel and OEM Partners an Early Market Advantage
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on the importance of Intel and Samsung’s AI PC partnership in the PC market in the age of ubiquitous AI, seamless interoperability, and UX.
Earnings Highlight a Strong Growth Path for the PC Giant and Point to Accelerating Recovery for the Tech Sector
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Lenovo Q3 FY 23/24 earnings, which confirm the accelerating sector-wide AI-driven recovery and make a strong case for the company’s growth opportunities.
The Futurum Group’s Steven Dickens reviews the latest announcement from BMC and Amdocs. Unveiling a landmark strategic alliance, Amdocs and BMC join forces to redefine digital operations in telecommunications and financial services.
An Assessment of Key 5G-IoT Alliance Developments Including Dell Nokia P5G Use Case Focus, Intel Enlisting P5G Partners, and Vonage AWS Network API Push
The Futurum Group’s Ron Westfall examines key new 5G alliances that he sees as having the most impact pre-MWC24 including Dell and Nokia teaming up to advance private 5G network use cases, Intel enlisting an array of major partners to accelerate private 5G network adoption, and Ericsson’s Vonage and AWS working together to use network APIs to onboard millions of AWS developers through AWS Marketplace.
Understanding Integration, Impact, and Innovations Cloud
The Futurum Group’s Paul Nashawaty and Sam Holschuh discuss Broadcom's strategic update, as the focus sharpens on coherence in VMware integration, emphasizing scalability and radical simplification.
