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Category: IoT Security

Bloated Inventories Still Saddle Recovery with Growth Asymmetries
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Semtech Q3 FY 2024 earnings, which point to continued recovery despite asymmetrical drag on hardware demand.
Amazon’s Newest Fire TV Features Open the Door to Generative AI’s UX Capabilities for Alexa-Enabled Products
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Amazon’s newest Fire TV features, and particularly how its Alexa-enabled ecosystem may be the perfect UX on-ramp for generative AI.
Understanding the Future of UX Through the Newest AI-Enabled Features in Amazon’s Echo Product Line
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on what the newest AI-enabled features in Amazon’s Echo products suggest about the future of Alexa-powered UX.
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.
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.