Category: PCs and Devices

December 1, 2023

Craig Durr

Research Note

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.

AI, Business Information, Collaboration Devices and Services, Computing, Data Center, Data Infrastructure, Devices, Digital Transformation, High Performance Computing, PCs and Devices, Storage

November 28, 2023

Olivier Blanchard

Research Note

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.

AI, Business Information, Collaboration Devices and Services, Devices, Digital Transformation, High Performance Computing, PCs and Devices

November 20, 2023

Daniel Newman

Video Research Note

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.

AI, Business Information, Cloud, Hybrid Cloud, Infrastructure, and Operations, Machine Learning, PCs and Devices, Semiconductors and Components

November 20, 2023

Olivier Blanchard

Research Note

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.

AI, Computing, PCs and Devices, Processors, Semiconductors and Components

November 17, 2023

Daniel Newman, Olivier Blanchard & Steven Dickens

Research Note

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.

AI, Business Information, Collaboration Devices and Services, Computing, Data Center, Data Infrastructure, Devices, Digital Transformation, High Performance Computing, PCs and Devices, Storage

November 15, 2023

Diana Blass

Six Five Webcast

The Six Five Connected with Diana Blass: On-Device AI: The Next Battleground for Chips

On this episode of The Six Five Connected, host Diana Blass takes you to Hawaii, where Qualcomm announced new chips for PCs and phones, the Snapdragon X Elite and the Snapdragon 8 Gen 3, which bring AI directly on-to the device.

AI, IoT, PCs and Devices, Semiconductors and Components

November 14, 2023

Mark Beccue

The AI Moment

On-Device AI – The AI Moment, Episode 4

Mark Beccue, Research Director, AI at The Futurum Group shares his insights on the latest developments in enterprise AI.

AI, Enterprise Applications, PCs and Devices

November 14, 2023

Olivier Blanchard

Research Note

Can MediaTek’s Dimensity 9300 Take On Qualcomm’s Snapdragon 8 Gen 3?

MediaTek’s Dimensity 9300 Goes After Qualcomm’s Snapdragon 8 Gen 3 with Impressive AI-Forward Specs

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on MediaTek’s new Dimensity 9300 flagship SOC, and how this iteration is its strongest challenge to Qualcomm’s incumbent Snapdragon mobile platform to date.

5G, AI, Customer Experience, Devices, Mobile Devices, PCs and Devices, Processors, Semiconductors and Components

November 6, 2023

Daniel Newman & Olivier Blanchard

Research Note

Qualcomm Q4 2023 Earnings Reflect Start of Device Market Recovery

Despite YoY Revenue Losses, Qualcomm Q4 2023 Earnings Beat Expectations

The Futurum Group’s Daniel Newman and Olivier Blanchard share insights on Qualcomm Q4 2023 earnings, which beat expectations and join other tech sector quarterly earnings in suggesting an improving demand environment for handsets and other devices.