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Category: Intelligent Devices

Apple Extends Qualcomm Licensing
February 6, 2024

Apple Extends Qualcomm Licensing

The Six Five team discusses Apple extends Qualcomm licensing....
3 Key Reasons App Developers May Be Ignoring Apple Vision Pro…For Now
February 5, 2024

3 Key Reasons App Developers May Be Ignoring Apple Vision Pro…For Now

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on why major app developers may be saying no to Apple’s Vision pro launch, at least for now....
Market Insight Report: 9 Key Technology Sector Trends That Will Impact the Device, Automotive, and Semiconductor Segments in 2024
February 5, 2024

Market Insight Report: 9 Key Technology Sector Trends That Will Impact the Device, Automotive, and Semiconductor Segments in 2024

Our latest brief, Market Insight Report: 9 Key Technology Sector Trends That Will Impact the Device, Automotive, and Semiconductor Segments in 2024, analyzes the devices, semiconductors, automotive, and the policy...
Qualcomm Q1 2024 Earnings
February 5, 2024

Qualcomm Q1 2024 Earnings

The Futurum Group’s Daniel Newman and Olivier Blanchard share their insights on Qualcomm Q1 2024 earnings, which beat expectations and point to an upcycle for the company....
AMD Q4 2023 Earnings Highlight a Strong Finish
February 1, 2024

AMD Q4 2023 Earnings Highlight a Strong Finish

The Futurum Group’s Olivier Blanchard shares his insights on why AMD’s Q4 2023 numbers highlight how the company’s AI bets in data center and PC segments are already starting to...
Microsoft Q2 2024 Earnings Set the Tone for Tech in 2024
February 1, 2024

Microsoft Q2 2024 Earnings Set the Tone for Tech in 2024

The Futurum Group’s Daniel Newman and Mark Beccue examine how Microsoft Q2 2024 earnings set the tone for tech in 2024....
Alphabet Posts Strong Q4 and FY 2023 Revenue and Earnings
January 31, 2024

Alphabet Posts Strong Q4 and FY 2023 Revenue and Earnings

Daniel Newman and Keith Kirkpatrick, analysts from The Futurum Group covers Alphabet’s Q4 and FY 2023 earnings, which featured strong overall revenue, cloud revenue, and subscription revenue growth....
5G Factor: MWC24 Preview – Innovations on the Rise
January 31, 2024

5G Factor: MWC24 Preview – Innovations on the Rise

The Futurum Group’s Ron Westfall explores key 5G ecosystem innovations to watch in 2024 including DTaaS readiness for global 5G deployments, the Multi-G initiative’s boost from major players, and Wind...
Micron's LPCAMM2 Offering and the Path to Being First to Market with this New Industry Standard
January 30, 2024

Micron’s LPCAMM2 Offering and the Path to Being First to Market with this New Industry Standard

On this episode of The Six Five – In the Booth, host Patrick Moorhead welcomes Praveen Vaidyanathan, VP and GM of the Compute Products Group at Micron to discuss Micron’s...
Empowering Digital Business with New Relic's Pathpoint Observability
January 30, 2024

Empowering Digital Business with New Relic’s Pathpoint Observability

The Futurum Group’s Paul Nashawaty discusses Pathpoint, New Relic's innovative business observability solution that revolutionizes the digital landscape by seamlessly bridging the gap between technical operations and real-world business outcomes....
5 Market-Defining Technology Trends Hiding In Plain Sight at CES 2024
January 29, 2024

5 Market-Defining Technology Trends Hiding In Plain Sight at CES 2024

Olivier Blanchard, Research Director at The Futurum Group, shares his short list of most significant market-defining tech trends driving growth trajectories for semiconductor vendors and OEMs at CES 2024....
Unpacking Tesla's 2023 Earnings
January 29, 2024

Unpacking Tesla’s 2023 Earnings

The Futurum Group’s Steven Dickens and Olivier Blanchard share their insights into Tesla’s Q4 2023 earnings call and highlight some of the company’s most critical challenges and opportunities for 2024...

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