Category: PCs and Devices

Last Friday, House Democrats introduced five new antitrust-style bills aimed at curtailing the market dominance of U.S. technology companies. Futurum’s Olivier Blanchard breaks down the nuances of the bills, outlines the problems with each, and shares thoughts on the challenges ahead.
Contextualizing the most recent PC shipment numbers from Canalys. HP and Samsung grew fastest in Q1 on increased demand for Chromebooks.
A quick run through of some of this week's biggest tech stories including NVIDIA, Arm, Oracle Earnings Preview and Apple's Privacy Woes?
The EU will introduce a digital wallet initiative ahead of the US, setting a first major milestone for 2022. Futurum’s Olivier Blanchard covers the many nuances of that initiative, including Qualcomm’s prescient 2019 updates to its Snapdragon 855 Mobile Platform and subsequent security clearance, what’s likely ahead there, as well as whether the EC will back down at all in its crusade against major US tech companies, whose assistance will no doubt be needed here.
Futurum’s Daniel Newman and Fred McClimans break down first quarter results for fiscal 2022 from Dell Technologies. Dell delivered both record revenue and adjusted earnings above consensus estimates.
Apple's changes to its opt-in policy is shifting the landscape of tracking users and leveraging 3rd party data. This shift means CMOs have a big task in front of them to continue to deliver best of class customer experiences.
Futurum’s Olivier Blanchard on why the European Commission’s antitrust case against Apple is a lot more dangerous to the tech sector than it seems.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week including the latest earnings from Poly, announcements from IBM Think 2021 and Lattice Semiconductor's Analyst Day, and more.
Recent news has broken that Qualcomm was in big trouble based upon Apple planning to build its own 5G modem, but the headlines are misleading
Microsoft delivered a beat on top and bottom line and grew across all of its segments in a Q3 route, however, investors sold off on the news.
In this video short the Six Five team discusses Apple’s recent event and the announcements that came out of it.

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