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Category: PCs and Devices

Apple Abandoning Home-Grown Modems
Daniel Newman

Apple Abandoning Home-Grown Modems?

The Six Five team discusses Apple Abandoning Home-Grown Modems.
HP Q4 Earnings
Daniel Newman

HP Q4 Earnings

The Six Five team discusses HP Q4 Earnings.
Dell Q3 FY 24 Earnings
Daniel Newman

Dell Q3 FY 24 Earnings

The Six Five team discusses Dell Q3 FY 24 Earnings.
Talking AWS, VMWare & Broadcom, Apple, Synopsys, Salesforce, Pure Storage, Zoom, NVIDIA, HP, Open AI
Daniel Newman

Talking AWS, VMware & Broadcom, Apple, Synopsys, Salesforce, Pure Storage, Zoom, NVIDIA, HP, Open AI

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss AWS re:Invent 2023, Broadcom and VMware, Apple, the OpenAI debacle, and the latest earnings from Salesforce, Synopsys, Pure Storage, HPE, Zoom, NVIDIA, HP, and Dell.
Dell Q3 FY24 Earnings Show Strength in AI Demand But Sluggish Recovery
Olivier Blanchard
Olivier Blanchard

Dell Q3 FY24 Earnings Show Strength in AI Demand But Sluggish Recovery

Dell Q3 2024 Earnings Feel Like Two Steps Forward, One Step Back But Points to Generative AI Momentum
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Dell Q3 2024 earnings, which, despite reflecting a sluggish and inconsistent recovery, highlight the importance of generative AI to the company’s growth.
Craig Durr
Craig Durr

Lenovo and EPOS Unite to Transform Hybrid Work

The Unique Partnership Will Leverage EPOS’s Advanced Audio Technology in Today’s Increasingly Challenging Hybrid Work Scenarios
Craig Durr, Research Director at The Futurum Group, highlights the strategic Lenovo and EPOS partnership as a game-changer in professional audio for hybrid work environments.
HP Q4 2023 Earnings Point to Market Recovery for the PC Segment
Olivier Blanchard
Olivier Blanchard

HP Q4 2023 Earnings Point to Market Recovery for the PC Segment

Fourth Quarter Earnings for HP Indicate Continuing Sequential Growth in the Rebounding PC Market
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on the HP Q4 2023 earnings, which suggest a rebound for PCs in 2024 despite persistent market headwinds.
Lenovo Q2 FY 2024 Earnings
Daniel Newman

Lenovo Q2 FY 2024 Earnings

The Six Five team discusses Lenovo Q2 FY 2024 Earnings.
Qualcomm AI 100 Ultra Card
Daniel Newman

Qualcomm AI 100 Ultra Card

The Six Five team discusses Qualcomm AI 100 Ultra Card.
Talking Microsoft, Synopsys, Qualcomm, Supercomputing 2023, Lenovo, Cisco
Daniel Newman

Talking Microsoft, Synopsys, Qualcomm, Supercomputing 2023, Lenovo, Cisco

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Microsoft’s custom silicon announcement at Ignite 2023, Synopsys, Qualcomm, Supercomputing 2023, and the latest earnings releases from Cisco and Lenovo.
AMD Announces New Radeon PRO W7700 Workstation Graphics Card
Olivier Blanchard
Olivier Blanchard

AMD Announces New Radeon PRO W7700 Workstation Graphics Card

The New Workstation Graphics Card Targets Next-Generative AI Design, Engineering, and Content Creator Market
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on AMD’s new sub-$1K Radeon Pro W7700 graphics card designed for next-gen AI-powered design, engineering, and creative applications.
Lenovo Q2 FY 2024 Earnings
Olivier Blanchard
Daniel Newman, Olivier Blanchard & Steven Dickens

Lenovo Q2 FY 2024 Earnings

Strong Lenovo Q2 FY 2024 Earnings Boosted by Storage, Services, and AI as Primary Growth Drivers
The Futurum Group’s Daniel Newman, Olivier Blanchard, and Steven Dickens share insights on the Lenovo Q2 FY 2024 earnings, which strengthen the argument for an accelerating sector-wide recovery and highlight storage, AI, and hybrid IT solutions as Lenovo growth drivers.
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