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Category: PCs and Devices

Arm Q4 FY 2025 Delivers Record Revenue as Armv9 and CSS Ramp Up
Olivier Blanchard
Olivier Blanchard & Daniel Newman

Arm Q4 FY 2025 Delivers Record Revenue as Armv9 and CSS Ramp Up

Armv9 Adoption and Smartphone Royalty Growth Drive Top-Line Performance
Olivier Blanchard and Daniel Newman at Futurum analyse Arm’s Q4 FY25 results, highlighting how Armv9 and CSS adoption are driving record royalty and licensing growth across smartphones, AI infrastructure, and automotive compute.
AMD Q1 FY 2025 Financial Results Highlight AI-Led Growth Across Core Segments
Olivier Blanchard
Olivier Blanchard & Daniel Newman

AMD Q1 FY 2025 Financial Results Highlight AI-Led Growth Across Core Segments

Strong EPYC and Instinct Demand Drive 36% YoY Growth; Data Center Revenue Up 57%
Olivier Blanchard and Daniel Newman at Futurum break down AMD’s Q1 FY 2025 earnings, highlighting EPYC and Instinct-driven Data Center growth, record Ryzen ASPs, and how AI momentum is powering AMD’s performance despite China export curbs.
The Six Five Pod EP 260: The AI Chip Race and the Trade Deal Gamble: Analyzing AMD, ARM
Daniel Newman

The Six Five Pod EP 260: The AI Chip Race and the Trade Deal Gamble: Analyzing AMD, ARM

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss ServiceNow's Knowledge conference, IBM's Think event, and the UK-US trade deal. The hosts analyze AMD and ARM's recent earnings, highlighting their strong performance in the AI and data center markets. They debate the effectiveness of AI diffusion laws and touch on recent tech industry layoffs. The episode also covers updates from Coherent, Lattice, and Astera Labs.
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.
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