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Category: PCs and Devices

Lenovo Q2 FY 2024 Earnings
Daniel Newman, Olivier Blanchard and 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.
The Six Five Connected with Diana Blass: On-Device AI: The Next Battleground for Chips
Diana Blass

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.
On-Device AI - The AI Moment, Episode 4
Mark Beccue

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

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.
Qualcomm Q4 2023 Earnings Reflect Start of Device Market Recovery
Daniel Newman and Olivier Blanchard

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.
Apple Spooky Event and M3
Daniel Newman

Apple Spooky Event and M3

The Six Five team discusses Apple Spooky Event and M3 in this highlight from episode 191 of the Six Five Webcast.
We are Live! Talking Cloudera, Lattice, Qualcomm, AMD, AWS, and Apple
Daniel Newman

We are Live! Talking Cloudera, Lattice, Qualcomm, AMD, AWS, and Apple

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Cloudera Evolve 2023, the latest earnings from Lattice, Qualcomm, and AMD, as well as news from AWS and Apple.
AMD Q3 2023 Earnings Signal PC Segment Recovery, Broadening AI Reach
Olivier Blanchard

AMD Q3 2023 Earnings Signal PC Segment Recovery, Broadening AI Reach

AMD Q3 2023 Earnings Point to a Normalizing Chip Market and Strong Tailwinds for AI
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on why AMD’s Q3 2023 numbers signal an accelerating recovery for the PC market and strong AI-accelerated potential for AMD across all segments.
Intel Earnings
Daniel Newman

Intel Earnings

The Six Five team discusses Intel Earnings results in this highlight from episode 190 of the Six Five Webcast.
Google Earnings
Daniel Newman

Google Earnings

The Six Five team discusses Google Earnings results in this highlight from episode 190 of the Six Five Webcast.
Qualcomm Snapdragon Summit 2023
Daniel Newman

Qualcomm Snapdragon Summit 2023

The Six Five team discusses Qualcomm Snapdragon Summit 2023 in this highlight from episode 190.
Talking Qualcomm, Microsoft, NVIDIA and Arm, Google, Intel, IBM
Daniel Newman

We are Live! Talking Qualcomm, Microsoft, NVIDIA and Arm, Google, Intel, IBM

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Qualcomm Snapdragon Summit 2023, NVIDIA creating Arm-based SOC, and the latest earnings from Microsoft, Google, Intel and IBM.
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