Category: Intelligent Devices

AMD Unveils Radeon RX 9000 Series Graphics Cards, Bringing AI Acceleration and Next-Gen Raytracing to Enthusiast Gamers
Olivier Blanchard, Research Director with The Futurum Group, analyzes AMD’s Radeon RX 9000 Series launch, highlighting RDNA 4 advancements, AI acceleration, enhanced raytracing, and FSR 4 upscaling.
Niklas Heuveldop and Åsa Tamsons from Ericsson join Daniel Newman and Patrick Moorhead to discuss the pivotal role of digital transformation in shaping agile and intelligent enterprises.
Commercial PC Momentum and AI PC Demand Drive HP’s Q1 FY 2025 Revenue Growth, Offset by Weak Consumer PC Sales and Soft Printing Demand
Olivier Blanchard, Research Director with The Futurum Group, analyzes HP’s Q1 FY 2025 earnings, exploring how AI PC adoption and commercial demand are driving growth, while rising costs, tariffs, and supply chain shifts challenge profitability.
WalkMe’s 2025 State of Digital Adoption Report Highlights the AI Readiness Gap
Keith Kirkpatrick, Research Director at The Futurum Group, examines WalkMe’s 2025 report on the AI adoption gap, enterprise inefficiencies, and the role of digital adoption in maximizing AI ROI.
Qualcomm and IBM Unveil Expanded Collaboration to Drive Enterprise-Ready Generative AI Solutions Across Cloud and Edge Devices
Futurum’s Ron Westfall examines how the Qualcomm IBM alliance can spur broader enterprise adoption of on-device inferencing and low-power features key to sustainable GenAI deployment that improves energy efficiencies, performance, and user experiences.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss NVIDIA, Amazon, Qualcomm and more.
On this episode of The 5G Factor, hosts cover Ericsson's Open RAN initiatives, Apple's entry into modem design with the iPhone 16e, Qualcomm's modem technology leadership, and Telstra's 5G Advanced network launch. The episode explores the implications of these advancements for the mobile ecosystem and the transformative role of 5G Advanced programmability
Record Blackwell Sales of $11 Billion in Q4 FY 2025 Push Nvidia’s Data Center Revenue up 93% YoY
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, analyzes Nvidia’s Q4 FY 2025 earnings, highlighting record-breaking AI-driven growth, Blackwell’s rapid adoption, and margin pressures amid supply constraints. Key insights on gaming, automotive, and professional visualization trends.
Latest Synopsys Financial Report Shows Solid Performance and Continued Innovation Across Key Segments
Richard Gordon, Vice President & Practice Lead, Semiconductors at The Futurum Group shares his insights on Synopsys’ 1Q FY 2025 earnings report, where the company demonstrated that strong design activity remained a cornerstone of the company’s performance, driven by its leadership in hardware-assisted verification (HAV) solutions, advancements in EDA software, AI-driven innovations, and Design IP solutions.
Snowflake Reports Healthy Q4 Results as AI Investments Begin Paying Dividends
Nick Patience, AI Practice Lead at The Futurum Group shares his insights on Snowflake’s Q4 2025 earnings & what they mean for the broader AI and data analytics space.
Apple Aims to Redefine Its Budget Lineup with AI and In-House Modem
Olivier Blanchard, Research Director at The Futurum Group, analyzes Apple’s iPhone 16e launch, its pricing shift, AI integration, in-house modem transition, and the broader impact on Apple's iPhone strategy amid growing competition.
The Deal Accelerates Zendesk’s AI-Powered Voice Strategy and Expands Its Amazon Connect Integration
Keith Kirkpatrick, Research Director at The Futurum Group, analyzes Zendesk’s acquisition of Local Measure and its impact on AI-powered contact centers, enterprise growth, and AWS integration.

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