Olivier Blanchard, Research Director with The Futurum Group, digs into HP’s FY 2024 Q3 earnings report: 1) Understanding where HP’s Personal Systems segment is on the AI PC supercycle’s timeline...
Olivier Blanchard shares insights on the Snapdragon 7s Gen 3 mobile platform announcement, market positioning, strategy, and timing as Qualcomm gives its on-device AI roadmap more gas....
Olivier Blanchard, Research Director with The Futurum Group, digs into Lenovo’s latest quarterly earnings report and explains why the company’s device-to-cloud approach to the larger hybrid AI opportunity is already...
The Futurum Group's Research Director Olivier Blanchard takes a look at the new Google Pixel 9 lineup and how Google intends to use its hybrid AI mobile solutions to disrupt...
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on how the Pixel 9 launch clarifies Google’s expanding AI monetization strategy....
Olivier Blanchard, Research Director at The Futurum Group, shares his thoughts on why the tech selloff trend doesn’t align with the tech sector’s overall year-on-year performance, AI-driven chip-to-cloud opportunity, or...
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Q2CY24 earnings for Intel, AMD, and Lattice, Q2 earnings for Amazon, Q3FY24 earnings for Qualcomm,...
Olivier Blanchard, Research Director with The Futurum Group, drills down into Qualcomm’s FYQ3 2024 earnings. Highlights include Qualcomm’s impressive YoY growth in the automotive segment, steady growth in handsets despite...
Olivier Blanchard, Research Director at The Futurum Group, zooms in on AMD’s Q2 2024 financial results and discusses the opportunities, threats, velocity, and momentum of AMD’s opportunity across all business...
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Q2FY24 earnings for: SAP, Google, IBM, and ServiceNow, rumored NVIDIA B20 for China, and another...
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