Category: IoT Devices

Semtech’s Sequential Growth Earnings Point to Recovery, but Inventory Bloat Offsets Semiconductor Gains With a Drag on Hardware
Olivier Blanchard, Research Director at The Futurum Group, shares insights on Semtech Q2 FY 2024 earnings, which point to recovery in high-margin semiconductors and IoT segments despite inventory bloat continuing to drag on module and router revenue.
Additional AI Capabilities Can Be Leveraged Across a Wide Range of Industrial and Manufacturing Use Cases
Keith Kirkpatrick, Research Director at The Futurum Group, covers IFS’ acquisition of Falkonry and discusses how Falkonry’s anomaly detection technology can be utilized across a wide range of industrial use cases and functions.
Walmart Will Reach 60,000 Homes With Alphabet Wing Drone Delivery
Clint Wheelock, Chief Research Officer at The Futurum Group, examines what the Alphabet Wing and Walmart partnership means for Walmart customers with the upcoming launch of drone delivery services from two stores in the Dallas-Fort Worth metroplex.
Daniel Newman, Chief Analyst at The Futurum Group, provides his insights on the U.S. government's increased focus on the potential for Chinese cellular modules to track and potentially control devices on the Internet of Things.
The Futurum Group Industry Analyst, Michael Diamond looks at the Silicon Labs xG27 SoC devices and shares insights on how he expects them to resonate in markets such as warehousing and logistics, smart home, industrial, healthcare, and other markets.