Category: IoT Devices

September 15, 2023

Semtech Q2 FY 2024: Recovery Incoming but Inventory Bloat Still a Drag

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.

Business Information, Data Center, Edge Networking, IIoT, IoT, IoT Devices, IoT Security, IT Infrastructure, Processors, Semiconductors and Components

Keith Kirkpatrick

September 11, 2023

Research Note

IFS to Acquire Falkonry, a Provider of AI-Based Anomaly Detection Tech

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.

AI, AI and Data Analytics, Enterprise Applications, IoT Devices, Mergers and Acquisitions

Clint Wheelock

September 11, 2023

Research Note

Alphabet Wing and Walmart Partner for Dallas Drone Delivery

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.

5G, Collaboration, Collaboration Devices and Services, Customer Experience, Emerging Technologies, IoT Devices

Daniel Newman

September 5, 2023

Research Note

U.S. Increasingly Focused on China’s Potential to Infiltrate Connected Devices

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.

5G, IoT, IoT Devices, IoT Security, Regulations and Policy

Daniel Newman and Todd R. Weiss

July 28, 2023

Research Note

Honeywell Revenue Hits $9.15 Billion in Q2, Raises FY2023 Guidance

New Leadership and Focus on Innovation Continue to Drive Progress for a Highly Diversified Global Business

The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights as Honeywell revenue hits $9.15 billion in Q2 and the company raises FY2023 guidance, as the diversified building technologies, performance materials, aerospace, defense, and safety/productivity products vendor released its latest earnings results on July 27. Honeywell’s results show continuing sales progress, especially as challenging pandemic-related global macroeconomic conditions for tech and consumer focused companies are finally beginning to ease up.

Business Information, Environmental, Social, Governance, Industrial Devices, IoT, IoT Devices, Robotics

Michael Diamond

July 24, 2023

Research Note

Silicon Labs xG27 SoCs Powering Intelligent Devices in Key Growth Markets

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.