Category: IoT Security

December 14, 2023

Semtech Q3 FY 2024 Earnings

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.

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

September 29, 2023

Olivier Blanchard

Research Note

Amazon’s New Fire TV Features and the UX Future of Generative AI

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.

AI, Devices, Digital Home, IoT, IoT Security

September 29, 2023

Olivier Blanchard

Research Note

AI-Enabled Features in Amazon Echo Products Point to the Future of UX

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.

AI, Devices, IoT, IoT Security, PCs and Devices, Personalization, Sustainability, Markets, and Policy

September 15, 2023

Olivier Blanchard

Research Note

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

September 5, 2023

Daniel Newman

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

Category: IoT Security

Semtech Q3 FY 2024 Earnings

Amazon’s New Fire TV Features and the UX Future of Generative AI

AI-Enabled Features in Amazon Echo Products Point to the Future of UX

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

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

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