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Category: Processors

HP Q2 2024 Earnings: HP’s PC Refresh Supercycle Opportunity Comes Into Clearer Focus
Olivier Blanchard

HP Q2 2024 Earnings: HP’s PC Refresh Supercycle Opportunity Comes Into Clearer Focus

Olivier Blanchard, Research Director with The Futurum Group, shares his insights into HP’s Q2 2024 earnings and makes the case for why the PC segment’s recovery has dragged in anticipation of the PC refresh supercycle.
NVIDIA Q1 FY25 Earnings
Daniel Newman

NVIDIA Q1 FY25 Earnings

The Six Five team discusses NVIDIA Q1 FY25 earnings.
New Snapdragon-Powered Copilot+ Windows PCs Redefine the PC Market
Olivier Blanchard

New Snapdragon-Powered Copilot+ Windows PCs Redefine the PC Market

Acer, Asus, Dell, HP, Lenovo, Microsoft, and Samsung Coordinate Global Launch of Snapdragon X-Powered Windows Copilot+ PCs
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Microsoft’s Copilot+ PC announcement and explains why Qualcomm’s Windows-on-Arm AI-accelerated Snapdragon X PC platform is set to radically transform the PC space.
AMD Q1 2024 Earnings Showcase Its Data Center and PC Solutions
Olivier Blanchard

AMD Q1 2024 Earnings Showcase Its Data Center and PC Solutions

AMD’s AI-Enabling Solutions Portfolio Gains Traction in All the Right Places
Olivier Blanchard, Research Director at The Futurum Group, shares his insights about AMD’s Q1 2024 earnings and how its investments in AI solutions sets up the company for growth early in the AI disruption cycle.
China’s Crackdown on AMD & Intel Chips
Daniel Newman

China’s Crackdown on AMD & Intel Chips

The Six Five team discusses China’s Crackdown on AMD & Intel Chips.
Apple Extends Qualcomm Licensing
Daniel Newman

Apple Extends Qualcomm Licensing

The Six Five team discusses Apple extends Qualcomm licensing.
Market Insight Report: 9 Key Technology Sector Trends That Will Impact the Device, Automotive, and Semiconductor Segments in 2024
Olivier Blanchard

Market Insight Report: 9 Key Technology Sector Trends That Will Impact the Device, Automotive, and Semiconductor Segments in 2024

Our latest brief, Market Insight Report: 9 Key Technology Sector Trends That Will Impact the Device, Automotive, and Semiconductor Segments in 2024, analyzes the devices, semiconductors, automotive, and the policy and regulatory spaces, and explores how 2024 promises to be a significant year for the technology sector.
Qualcomm Q1 2024 Earnings
Daniel Newman and Olivier Blanchard

Qualcomm Q1 2024 Earnings

A Return to Growth and a Validation of the Company’s Diversification Strategy
The Futurum Group’s Daniel Newman and Olivier Blanchard share their insights on Qualcomm Q1 2024 earnings, which beat expectations and point to an upcycle for the company.
AMD Q4 2023 Earnings Highlight a Strong Finish
Olivier Blanchard

AMD Q4 2023 Earnings Highlight a Strong Finish

The Company’s Earnings Point to AI Driving Both Data Center and PC Segment Growth In 2024
The Futurum Group’s Olivier Blanchard shares his insights on why AMD’s Q4 2023 numbers highlight how the company’s AI bets in data center and PC segments are already starting to pay off.
5 Market-Defining Technology Trends Hiding In Plain Sight at CES 2024
Olivier Blanchard

5 Market-Defining Technology Trends Hiding In Plain Sight at CES 2024

Automotive Tech, Micromobility, AI, and the Shift from Device Design to Space-Defined Experiences Dominated at This Year’s Show
Olivier Blanchard, Research Director at The Futurum Group, shares his short list of most significant market-defining tech trends driving growth trajectories for semiconductor vendors and OEMs at CES 2024.
Arm’s “Blackhawk” New CPU Core
Daniel Newman

Arm’s “Blackhawk” New CPU Core

The Six Five team discusses Arm’s “blackhawk” new CPU core.
Semtech Q3 FY 2024 Earnings
Olivier Blanchard

Semtech Q3 FY 2024 Earnings

Bloated Inventories Still Saddle Recovery with Growth Asymmetries
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Semtech Q3 FY 2024 earnings, which point to continued recovery despite asymmetrical drag on hardware demand.
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