On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings for Microsoft, Google, AMD, Qualcomm, and Amazon, and Apple extending Qualcomm licensing.
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.
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.
AI, Robotics, and the Evolving Landscape of Electric Vehicles
The Futurum Group’s Steven Dickens and Olivier Blanchard share their insights into Tesla’s Q4 2023 earnings call and highlight some of the company’s most critical challenges and opportunities for 2024 and beyond.
An Assessment of 5G-IoT Developments Including Key CES24 Qualcomm Snapdragon Digital Chassis and Stellantis/Blackberry/AWS Virtual Cockpit Updates
The Futurum Group’s Ron Westfall and Olivier Blanchard review key CES 2024 announcements such as Qualcomm’s Snapdragon Digital Chassis innovations and Stellantis, Blackberry, and AWS collaboration focused on advancing virtual cockpit development.
Ericsson, T-Mobile, and Qualcomm Work Together to Deliver Six-Component Carrier Aggregation Breakthrough on T-Mobile’s Live Production 5G Network
The Futurum Group’s Ron Westfall reviews why Ericsson, T-Mobile, and Qualcomm accomplishing the data call on 6CC over sub-6 GHz provides the performance and coverage breakthroughs key to fulfilling more demanding 5G use cases.
An Assessment of Key 5G-IoT Ecosystem Developments including Open RAN Prospects, Smartphone’s New Lead Role in Mobile Shopping, and 6CA Progress
The Futurum Group’s Ron Westfall and Todd R Weiss review the 5G ecosystem winners of 2023 and investigate key 2024 trends including Open RAN moves by Vodafone, Adobe identifying smartphones ruling mobile shopping, and 6CA advances.
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on why 2024 might be a turning point for the ADAS segment, as automakers begin to favor partnerships with full stack system vendors such as Qualcomm.
How Reckless Regulators Could Inadvertently Harm Competition
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on why pressure from antitrust regulators caused Adobe and Figma to abandon their merger deal.
