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Category: PCs and Devices

Dell Technology Earnings
Daniel Newman

Dell Technology Earnings

The Six Five team discusses Dell Technology Earnings
HP Earnings
Daniel Newman

HP Earnings

The Six Five team discusses HP Earnings.
HPE Earnings
Daniel Newman

HPE Earnings

The Six Five team discusses HPE Earnings.
Dell Technologies Delivers Q4 and Full FY 2024 Financial Results
Olivier Blanchard
Olivier Blanchard

Dell Technologies Delivers Q4 and Full FY 2024 Financial Results

Dell Q4 and FY 2024 Earnings Reflect the Proverbial Calm Before the Impending AI Storm
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Dell’s Q4 and FY 2024 earnings, which point to a rebound for PCs in H2 2024 with the arrival of AI PCs and to gathering strength in AI-optimized servers and services.
HP Q1 2024 Earnings: The Calm Before the Start of the AI PC Supercycle
Olivier Blanchard
Olivier Blanchard

HP Q1 2024 Earnings: The Calm Before the Start of the AI PC Supercycle

HP Q1 2024 Earnings Could Be Hiding a Demand Easter Egg Ahead of the Impending AI-Driven PC Refresh Cycle Reset
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on HP Q1 2024 earnings, which send mixed messages about PC demand ahead of the impending PC segment’s refresh cycle reset, driven by the new AI PCs.
Qualcomm Unveils AI-Optimized FastConnect 7900
Olivier Blanchard
Olivier Blanchard

Qualcomm Unveils AI-Optimized FastConnect 7900

Qualcomm’s New AI-Optimized Connectivity System Rings in the Era of On-Device AI, Multi-Device Connectivity, and Wi-Fi 7
The Futurum Group’s Olivier Blanchard highlights features, benefits, and industry firsts packed into Qualcomm’s new FastConnect 7900 and discusses how Wi-Fi 7 joins on-device AI to reset refresh cycles for the mobile handset space.
Qualcomm Creates Opportunities for the On-Device Generative AI Market
Olivier Blanchard
Olivier Blanchard

Qualcomm Creates Opportunities for the On-Device Generative AI Market

A Comprehensive List of Qualcomm’s Most Relevant Generative AI Announcements at Mobile World Congress Barcelona 2024
Olivier Blanchard, Research Director at The Futurum Group, discusses Qualcomm’s latest on-device generative AI announcements at MWC 2024, hinting at the massive market opportunity for OEMs and ISPs.
Qualcomm AI Hub Brings Scale, Velocity to On-Device AI Developers
Olivier Blanchard
Olivier Blanchard

Qualcomm AI Hub Brings Scale, Velocity to On-Device AI Developers

Qualcomm’s New AI Hub Solves Two Key Challenges for On-Device AI’s Market Opportunity: Velocity and Scale
Olivier Blanchard, Research Director at The Futurum Group, discusses why the Qualcomm AI Hub is exactly what the company and its OEM partners needed to accelerate the on-device AI app ecosystem to boost market adoption of AI-capable devices.
Samsung’s Galaxy Book4 AI PCs Add Momentum to PC Market Recovery
Olivier Blanchard
Olivier Blanchard

Samsung’s Galaxy Book4 AI PCs Add Momentum to PC Market Recovery

Intel’s Core Ultra Chipset Helps Shape PC Recovery with New On-Device AI Features and Gives Intel and OEM Partners an Early Market Advantage
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on the importance of Intel and Samsung’s AI PC partnership in the PC market in the age of ubiquitous AI, seamless interoperability, and UX.
Lenovo Q3 FY2024 Earnings
Daniel Newman

Lenovo Q3 FY2024 Earnings

The Six Five team discusses Lenovo Q3 FY2024 Earnings
5G Factor: MWC24 Preview – P5G and API Alliances Flourishing
Ron Westfall

5G Factor: MWC24 Preview – P5G and API Alliances Flourishing

An Assessment of Key 5G-IoT Alliance Developments Including Dell Nokia P5G Use Case Focus, Intel Enlisting P5G Partners, and Vonage AWS Network API Push
The Futurum Group’s Ron Westfall examines key new 5G alliances that he sees as having the most impact pre-MWC24 including Dell and Nokia teaming up to advance private 5G network use cases, Intel enlisting an array of major partners to accelerate private 5G network adoption, and Ericsson’s Vonage and AWS working together to use network APIs to onboard millions of AWS developers through AWS Marketplace.
5G Factor: MWC24 Preview – AI, Devices, and UX Shine
Olivier Blanchard
Ron Westfall & Olivier Blanchard

5G Factor: MWC24 Preview – AI, Devices, and UX Shine

An Assessment of Key 5G-IoT Developments Including On-Device AI Progress, Voice and Gesture Innovations, and Foldable Screens Unfolding Across the Ecosystem
The Futurum Group’s Ron Westfall and Olivier Blanchard scrutinize key innovations leading into 2024 and MWC 24 including how on-device AI will begin to reset expectations for everyday tech products’ features, capabilities, and UX, voice and gesture recognition innovations redefining the AR and smart glasses categories, and foldable screens ready to proliferate across the entire device space.
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