Olivier Blanchard, Research Director at Futurum, shares insights on Qualcomm’s Dragonwing Q-6690, the first processor with integrated RFID, AI, and 5G, redefining retail, logistics, and industrial mobility....
Keith Kirkpatrick, Research Director at Futurum, shares his insights on GSA’s OneGov agreement with ServiceNow, which delivers discounts up to 70% on ITSM Pro bundles and positions AI at the...
Ray Wang, Research Director at Futurum, analyzes Broadcom’s Q3 FY2025 earnings, highlighting AI semiconductor momentum, VMware Cloud Foundation growth, and record backlog that reinforce Broadcom’s position in semiconductors and software....
Olivier Blanchard, Research Director at Futurum, shares insights on the Google Pixel 10, highlighting its 5x telephoto camera, larger 4,970 mAh battery, and on-device AI features that enhance reliability and...
Fernando Montenegro, VP & Practice Lead for Cybersecurity & Resilience at Futurum, examines HPE’s Q3 FY 2025 results, where record revenue, Juniper integration, and AI-driven momentum position the company for...
Keith Kirkpatrick and Daniel Newman at Futurum analyze Salesforce’s Q2 FY 2026 earnings, highlighting subscription growth, margin expansion, AI adoption, and capital return, with guidance raised as the company pivots...
Ray Wang, Research Director at Futurum, shares insights on IBM and AMD’s partnership to build quantum-centric supercomputing architectures, merging quantum systems with HPC and AI accelerators to solve complex global...
Ray Wang, Research Director at Futurum, shares insights on Marvell’s Q2 FY2026 earnings, highlighting how AI-driven custom silicon, electro-optics, and recovery in enterprise and carrier markets are fueling broad-based growth....
Olivier Blanchard and Daniel Newman at Futurum, examine Dell’s Q2 FY 2026 earnings, highlighting record ISG growth fueled by AI servers and why margin pressures and soft CSG results show...
Olivier Blanchard, Research Director at Futurum, analyzes Apple’s AI push with robots, smart displays, and security devices, centered on a revamped Siri to restore its innovation edge....
Olivier Blanchard, Research Director at Futurum, analyzes HP’s Q3 FY 2025 earnings, highlighting momentum in AI PCs and Windows 11 refresh, strong cash flow delivery, and ongoing challenges in the...
Brad Shimmin, VP & Practice Lead at Futurum, examines Pure Storage’s Q2 FY26 earnings, spotlighting new product launches, hyperscaler traction, and subscription momentum driving its raised full-year outlook....
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