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Category: PCs and Devices

Amazon Q1 FY 2025 Earnings Reflect Cloud Momentum, Operating Margin Gains
Olivier Blanchard
Olivier Blanchard

Amazon Q1 FY 2025 Earnings Reflect Cloud Momentum, Operating Margin Gains

AWS Leads Amazon’s Q1 FY 2025 With 17% Yoy Revenue Growth; Retail Business Remains Steady
Olivier Blanchard, Research Director at Futurum, breaks down Amazon’s Q1 FY 2025 results. The focus is on AWS growth, rising ad revenues, cost efficiencies, and tariff risk shaping the outlook for Amazon’s operating margin and cloud scale-up.
Qualcomm’s Q2 FY 2025 Earnings: YoY QCT Revenue Growth Momentum Continues
Olivier Blanchard
Olivier Blanchard

Qualcomm’s Q2 FY 2025 Earnings: YoY QCT Revenue Growth Momentum Continues

Automotive, PC, and IOT Drive Encouraging YoY Revenue Growth as Qualcomm’s Diversification Strategy Expands
Olivier Blanchard, Research Director at Futurum, analyzes Qualcomm’s record Q1 FY 2025 earnings, highlighting strong YoY growth AI-driven IoT and automotive.
The Six Five Pod | EP 259: Tech Titans Under Scrutiny: Antitrust, AI, and Global Competition
Daniel Newman

The Six Five Pod | EP 259: Tech Titans Under Scrutiny: Antitrust, AI, and Global Competition

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Google's antitrust issues, IBM and Nvidia's White House announcements, Taiwan's semiconductor regulations, and Intel's Foundry Day. The hosts debate the consolidation of AI into big tech and its need for regulation. They analyze recent earnings reports from major tech companies, highlighting strong performances in enterprise AI and cloud services. The podcast concludes with a preview of their upcoming Six Five Summit, featuring industry leaders like Michael Dell.
Tariff Watch 2025 - Has the Tech Community Dodged a Bullet?
Alex Smith
Alex Smith

TariffWatch 2025 – Has the Tech Community Dodged a Bullet?

Based on the Most Recent Announcements Regarding Tariffs, an Overview of Which Sectors and Vendors Will Be Most Impacted
Alex Smith, VP Channels Research at The Futurum Group, shares his insights on how tariffs impact different technology sectors and vendors. It will explore how the industry is looking to respond, and what potential tariffs are still to come.
The Six Five Pod | EP 258: From Intel's Altera Sale to HPE's Elliot Shake-up: Tech's Turbulent Week
Daniel Newman

The Six Five Pod | EP 258: From Intel’s Altera Sale to HPE’s Elliot Shake-up: Tech’s Turbulent Week

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the whiplash-inducing tariff announcements affecting US-China trade, Intel's strategic move to sell a majority stake in Altera to Silver Lake, and activist investor Elliott Management's stake in HPE. The hosts engage in a lively debate on the merits of selling AI chips to China, exploring the complex interplay between national security, economic interests, and technological advancement.
The Six Five Pod | EP 257: Google Cloud Next, Tariff Tango, and the Market Whipsaw
Daniel Newman

The Six Five Pod | EP 257: Google Cloud Next, Tariff Tango, and the Market Whipsaw

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Google Cloud's infrastructure advancements, IBM's new mainframe capabilities, and the potential impact of tariffs on tech companies, particularly Apple. The hosts debate the effectiveness of Trump's trade policies and explore how various tech sectors might fare amid economic uncertainty.
AMD Brings Ryzen AI Max Processors to Desktops: A Shift in Mainstream PC Design?
Olivier Blanchard
Olivier Blanchard

AMD Brings Ryzen AI Max Processors to Desktops: A Shift in Mainstream PC Design?

AMD Expands Its AI-Focused Processor Line Beyond Laptops, Promising Strong Gaming and AI Capabilities Without Discrete GPUs
Olivier Blanchard, Research Director at The Futurum Group, examines AMD’s Ryzen AI Max+ 395 entering desktop PCs, delivering strong AI and gaming performance that could reshape the role of discrete GPUs in the mainstream segment.
The Six Five Pod | EP 256: Wall Street Meltdowns, Intel Vision, Tech Rumors & the AI Energy Challenge
Daniel Newman

The Six Five Pod | EP 256: Wall Street Meltdowns, Intel Vision, Tech Rumors & the AI Energy Challenge

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Microsoft's consumer Copilot announcements, Qualcomm's IoT acquisitions, Intel's Vision event featuring new, the potential TSMC-Intel partnership, its implications for the semiconductor, and current market volatility.
HP Introduces EliteStudio 8 AiO With Built-in KVM for Business Flexibility
Olivier Blanchard
Olivier Blanchard

HP Introduces EliteStudio 8 AiO With Built-in KVM for Business Flexibility

The EliteStudio 8 AiO G1i Combines Desktop Performance, AI Features, and a KVM Switch in One Device
Olivier Blanchard, Research Director at The Futurum Group, shares insights on HP’s EliteStudio 8 AiO G1i, highlighting its built-in KVM switch, expandability, and AI-driven features aimed at hybrid work environments and BYOD enterprise setups.
The Six Five Pod | EP 255: From Intel to Innovation: Pat Gelsinger's New Ventures
Daniel Newman

The Six Five Pod | EP 255: From Intel to Innovation: Pat Gelsinger’s New Ventures

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss recent AI model announcements from OpenAI, Microsoft, and Google, and debate the $300 billion valuation of OpenAI. The show features a special guest, Pat Gelsinger, who shares insights on his new roles as executive chairman of Gloo, and reflects on his time at Intel.
HP Launches More Than 80 AI-integrated Products at its Amplify Event
Olivier Blanchard
Olivier Blanchard

HP Launches More Than 80 AI-integrated Products at its Amplify Event

HP Unveils Over 80 AI-Powered Products, Emphasising Edge AI, Local LLMs, and Enterprise Security at Amplify 2025
Olivier Blanchard, Research Director at The Futurum Group, examines HP’s AI-first strategy - spanning edge-based LLMs, quantum-safe printers, and enterprise AI - to drive a commercial PC refresh supercycle.
HP’s New EliteBook Series Brings AI to the Forefront of Business Laptops
Olivier Blanchard
Olivier Blanchard

HP’s New EliteBook Series Brings AI to the Forefront of Business Laptops

HP Launches EliteBook Ultra G1i, EliteBook X G1i, EliteBook X Flip G1i, and EliteBook X G1a with AI-Driven NPUs, 3K OLED Display, and Enhanced Security
Olivier Blanchard, Research Director at The Futurum Group, explores HP’s new EliteBook series and how AI-driven NPUs, premium displays, and enterprise security position these business laptops in a competitive market.
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