Category: Semiconductors, Supply Chain, & Emerging Tech

Talking Cisco, DOGE, Lattice Semi, OpenAI, and More
February 17, 2025

Talking Cisco, DOGE, Lattice Semi, OpenAI, and More

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Cisco, DOGE, Lattice, OpenAI and more....
Lattice Semiconductor Sees Stabilization Signs Despite Q4 FY 2024 Revenue Decline
February 12, 2025

Lattice Semiconductor Sees Stabilization Signs Despite Q4 FY 2024 Revenue Decline

Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, highlights Lattice Semiconductor’s Q4 FY 2024 results, covering Nexus and Avant growth, market stabilization, and expanding software capabilities driving...
Talking Qualcomm, Arm, AMD, Coherent, and More
February 10, 2025

Talking Qualcomm, Arm, AMD, Coherent, and More

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Qualcomm, Arm, AMD, Amazon, Alphabet, Coherent as well as IBM Investor Day!...
Olivier Blanchard
February 8, 2025

Olivier Blanchard

Alex Smith
February 8, 2025

Alex Smith

Richard Gordon
February 7, 2025

Richard Gordon

Coherent Reports Robust Q2, Driven by Datacom Strength and Margin Expansion
February 7, 2025

Coherent Reports Robust Q2, Driven by Datacom Strength and Margin Expansion

Olivier Blanchard, Research Director at The Futurum Group, analyzes Coherent’s Q2 FY 2025 earnings, highlighting record networking revenue fueled by AI data center demand, telecom recovery, and margin expansion....
Qualcomm’s Q1 FY 2025 Earnings: Record QCT Revenue and Expanding AI Adoption
February 7, 2025

Qualcomm’s Q1 FY 2025 Earnings: Record QCT Revenue and Expanding AI Adoption

Olivier Blanchard, Research Director at The Futurum Group, analyzes Qualcomm’s record Q1 FY 2025 earnings, highlighting strong growth in premium-tier smartphones, AI-driven IoT, and automotive....
Can Hammerspace’s Tier 0 Unlock the Full Potential of AI GPUs?
February 6, 2025

Can Hammerspace’s Tier 0 Unlock the Full Potential of AI GPUs?

The Futurum Group’s Krista Case and Camberley Bates analyze Hammerspace’s 10x growth and Tier 0 storage, which eliminates GPU bottlenecks. Can its expansion and innovation reshape AI infrastructure?...
IBM on the Upswing, Intel Struggles, and the DeepSeek Saga Continues - Six Five Webcast - Infrastructure Matters
February 5, 2025

IBM on the Upswing, Intel Struggles, and the DeepSeek Saga Continues – Six Five Webcast – Infrastructure Matters

Camberley Bates, Keith Townsend, and Dion Hinchcliffe share their insights on IBM's resurgence, Intel's hurdles, and the intriguing developments of DeepSeek technology, outlining the potential impacts on the industry....
Stargate - The $500 Billion Money Grab - Six Five Webcast: Infrastructure Matters
February 3, 2025

Stargate – The $500 Billion Money Grab – Six Five Webcast: Infrastructure Matters

Camberley Bates, Keith Townsend, and Dion Hinchcliffe dive into the $500 billion Project Stargate, the competitive AI landscape, and infrastructural shifts in the era of AI....
Talking DeepSeek, Microsoft, IBM, Intel, and More
January 31, 2025

Talking DeepSeek, Microsoft, IBM, Intel, and More

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss DeepSeek, Azure, IBM, Intel, and more!...

Welcome

The vision behind everything in Futurum’s Custom Research practice is this: research should show you what is happening, what comes next, and what to do about it. It should be personal to each audience, easy for people to grasp, and structured so LLMs can reason over it accurately. And it should be fast and turnkey; you want answers now, not another project to carry for quarters.

Whether you are defining business, channel, or go-to-market strategy; evaluating vendors or justifying ROI; or commissioning research to fill an emerging market need, we have your back, with a program that answers your questions with the objectivity and credibility to drive real decisions.

To do it, we bring unmatched data to bear: Futurum research, surveys, and market projections; validated market feeds; ETR’s 15 years of insight from 10,000 technology decision-makers; G2’s buyer and user data; and what our analysts hear every day. Add leading primary collection, from AI-moderated voice interviews to surveys and analyst-led interviews, all turnkey, and every project comes out credible, nuanced, and actionable.

And we don’t just drop the results in your lap. For internal work, we provide analyst-led sessions, interactive dashboards, and a range of formats. For market-facing work, Futurum delivers turnkey activation and amplification that actually gets seen, by people and by LLMs, through our media and share of voice. This is research that moves decisions and markets.

We will meet you wherever you are, from a fast-turn brief to a multi-year program, and shape the work to your goals, timeline, and budget. The right program for your moment.

If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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