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Category: Intelligent Devices

July 25, 2025

Alphabet’s Q2 FY 2025 Earnings Top Estimates, Led by Strong Cloud Revenue

Keith Kirkpatrick and Daniel Newman explore how Alphabet’s strong Q2 FY 2025 results reflect deepening AI integration across Search, Cloud, and YouTube, and what its $85 billion CapEx guidance says...
July 25, 2025

T-Mobile Q2 FY 2025 Results Top Estimates With Record Subscriber Gains

Olivier Blanchard, Research Director at Futurum, explores T-Mobile’s Q2 FY 2025 results, highlighting record subscriber growth, broadband expansion, and how satellite and fiber strategies are positioning the company for long-term...
July 21, 2025

The Six Five Pod | EP 268: The Fed, Inflation, and AI: Decoding Market Signals

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss recent developments in AI chip exports to China, the Synopsys-Ansys deal, and TSMC's earnings. The...
July 15, 2025

Inside Samsung’s Business Play: AI, Foldables, and the Power of Mobile Transformation- Six Five On The Road

Tyler Gipson, GM and Head of Samsung Mobile B2B at Samsung Electronics America, joins Patrick Moorhead to discuss the latest innovations revealed at Galaxy Unpacked in Brooklyn....
July 14, 2025

Can Micron’s New 2600 SSD Exceed QLC SSD Expectations?

Ray Wang, Research Director at Futurum, shares his insights on how Micron’s 2600 SSD combines Adaptive Write Technology and G9 QLC NAND to close the performance gap between QLC and...
July 8, 2025

Can Intel and HP Finally Make AI PCs a Must-Have for Business?

Olivier Blanchard, Research Director at Futurum shares insights on how Intel and HP’s AI PCs deliver productivity gains through local AI workloads, with up to 223% faster app performance and...
Meta and Oakley Launch Performance AI Glasses With 3K Video and Built-in Meta AI
June 27, 2025

Meta and Oakley Launch Performance AI Glasses With 3K Video and Built-in Meta AI

Olivier Blanchard, Research Director at Futurum, shares insights on Oakley Meta HSTN - smart glasses from Meta and Oakley that blend AI, 3K video, and sport-focused design for hands-free performance...
Can HP Dimension with Google Beam Justify a $25K Price Tag for 3D Collaboration?
June 27, 2025

Can HP Dimension with Google Beam Justify a $25K Price Tag for 3D Collaboration?

Olivier Blanchard, Research Director at Futurum, shares his insights on HP Dimension with Google Beam and how it aims to transform executive collaboration with AI-powered 3D meetings, without wearables or...
New Coherent Femtosecond Laser Targets Medical, Bioimaging Integrations
June 27, 2025

New Coherent Femtosecond Laser Targets Medical, Bioimaging Integrations

Ray Wang, Research Director at Futurum, explores how Coherent’s Osprey laser brings precision and efficiency to microsurgery, optogenetics, and device manufacturing....
Will Coherent’s Air-Cooled Laser Raise the Bar in Polymer Welding?
June 26, 2025

Will Coherent’s Air-Cooled Laser Raise the Bar in Polymer Welding?

Ray Wang, Research Director at Futurum, shares his insights on Coherent’s launch of the COMPACT EVOLUTION AC laser system and its implications for polymer welding, industrial integration, and production line...
Can Arm’s Zena CSS Reshape Automotive AI Development Timelines
June 24, 2025

Can Arm’s Zena CSS Reshape Automotive AI Development Timelines?

Olivier Blanchard, Research Director at Futurum, shares insights on Arm’s Zena Compute Subsystems, which help automakers cut vehicle launch time by a year and scale AI capabilities across software-defined vehicles....
Lenovo Targets Hybrid Productivity with New Workstation and Device Management Solutions
June 24, 2025

Lenovo Targets Hybrid Productivity with New Workstation and Device Management Solutions

Olivier Blanchard, Research Director at Futurum, shares his insights on Lenovo’s new workstation offerings and ThinkStation upgrades designed to optimize remote performance, AI development, and spatial computing workflows....

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