GlobalFoundries Q1 2024 Delivered Beats on Top and Bottom Results Gaining Momentum from Mobility Recovery and GenAI-Fueled Power Management Demand
The Futurum Group’s Ron Westfall and Daniel Newman examine GlobalFoundries’ solid Q1 2024 results due to funding from the US Department of Commerce and New York State that enables the company to expand and build new manufacturing capacity.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Q1 2024 earnings for AMD, Amazon, and Lattice; Q2 earnings for Qualcomm and Apple; and Q4 earnings for Commvault.
Strong Automotive Growth Ahead of Snapdragon X PC Launches
The Futurum Group’s Daniel Newman and Olivier Blanchard share their insights into Qualcomm’s Q2 2024 earnings and discuss why steady growth, measured pace, and lean execution may set the stage for Qualcomm’s next growth cycle.
Oracle Databases 23ai Unleashes Breakthrough Enterprise AI Capabilities Across AI Vector Search, App Dev Acceleration, and Mission-Critical Data Domains
The Futurum Group’s Ron Westfall and Steven Dickens examine why Oracle's comprehensive suite of enhancements in Oracle Database 23ai positions it uniquely in the marketplace.
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.
onsemi Joins Other Semiconductors’ Positive Earnings While Remaining Guarded About Expectations This Year
The Futurum Group’s Daniel Newman and Olivier Blanchard share their insights about onsemi’s Q1 2024 results and frame what to expect from the semiconductor industry for the rest of the year, particularly as AI continues to cause disruption.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Q1 2024 earnings for Google, ServiceNow, SAP, Meta, and Intel, and Q3 2024 earnings for Microsoft.
Intel Showed Progress in Q1 2024 Results Led by Double-Digit Growth in Intel Products and Intel Foundry Delivering Breakthrough Intel 3 Production
The Futurum Group’s Ron Westfall and Daniel Newman assess Intel Q1 2024 results and why Intel’s new foundry operating model provides transparency and the new Intel Products immediately bolster the Intel enterprise AI proposition.
The New ThinkCentre Desktops Are Powered by AMD Ryzen PRO 8000 Series Desktop Processors
Olivier Blanchard, Research Director at The Futurum Group, shares his insights about Lenovo’s decision to lean into on-device AI’s system improvement value proposition for the enterprise.
Horizon OS Is Meta’s Overdue Horse-Before-Cart Moment for XR Adoption
Olivier Blanchard, Research Director at The Futurum Group, shares his insights about Meta’s Horizon OS announcement, outlines how its app developer ecosystem may be the missing link in Meta’s mainstream market XR adoption strategy.
