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Tag: AI PC

Intel Q4 FY 2025 AI PC Ramp Meets Supply Constraints
January 26, 2026
 

Intel Q4 FY 2025: AI PC Ramp Meets Supply Constraints

Futurum Research analyzes Intel’s Q4 FY 2025 results, highlighting AI PC and data center demand, 18A/14A progress, and near-term supply constraints with guidance improving as supply recovers from Q2 FY...
Futurum Research
Lenovo Makes a Splash at CES; Debuts Tech World with Major Device and AI Infrastructure Announcements
January 9, 2026
 

Lenovo Makes a Splash at CES; Debuts Tech World with Major Device and AI Infrastructure Announcements

Alex Smith and Olivier Blanchard at The Futurum Group share their insights on the key announcements at Lenovo Tech World 2026....
Alex Smith
Olivier Blanchard
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HP Q3 FY 2025 Earnings Lifted by PC Growth, Printing Remains Soft
August 29, 2025
 

HP Q3 FY 2025 Earnings Lifted by PC Growth, Printing Remains Soft

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...
Olivier Blanchard
August 1, 2025
 

Qualcomm Q3 FY 2025 Earnings Beats Estimates, Driven by Auto and IoT Gains

Olivier Blanchard and Daniel Newman at Futurum break down Qualcomm’s Q3 FY 2025 earnings, focusing on how IoT and automotive strength offset handset softness and where Snapdragon platforms are gaining...
Olivier Blanchard
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Dell Q1 FY 2026: Robust AI Server Sales, Guidance Lift Despite EPS Miss
June 3, 2025
 

Dell Q1 FY 2026: Robust AI Server Sales, Guidance Lift Despite EPS Miss

Olivier Blanchard and Daniel Newman of Futurum explore how Dell’s record AI server momentum and rising backlog are fueling its infrastructure lead, even as consumer softness delays broader PC refresh...
Olivier Blanchard
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Dell’s Pro Max Plus Laptop Broadens Local AI Development Opportunity
May 29, 2025
 

Dell’s Pro Max Plus Laptop Broadens Local AI Development Opportunity

Olivier Blanchard, Research Director at Futurum, shares insights on Dell’s Pro Max Plus mobile workstation and its enterprise-grade NPU powering on-device AI development without cloud reliance....
Olivier Blanchard
Qualcomm’s Q2 FY 2025 Earnings: YoY QCT Revenue Growth Momentum Continues
May 5, 2025
 

Qualcomm’s Q2 FY 2025 Earnings: YoY QCT Revenue Growth Momentum Continues

Olivier Blanchard, Research Director at Futurum, analyzes Qualcomm’s record Q1 FY 2025 earnings, highlighting strong YoY growth AI-driven IoT and automotive....
Olivier Blanchard
Intel Delivers Flat Q1 FY 2025 Revenue Amid Ongoing Turnaround Efforts
April 29, 2025
 

Intel Delivers Flat Q1 FY 2025 Revenue Amid Ongoing Turnaround Efforts

Richard Gordon and Daniel Newman explore Intel’s Q1 FY 2025 results, highlighting flat revenue, margin challenges, and CEO Lip-Bu Tan’s early turnaround actions....
Richard Gordon
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Can Intel’s Panther Lake and 18A Process Reset the Chipmaker’s Competitive Position
April 10, 2025
 

Can Intel’s Panther Lake and 18A Process Reset the Chipmaker’s Competitive Position?

Olivier Blanchard, Research Director at The Futurum Group, shares insights on Intel’s Panther Lake CPU and 18A risk production – key milestones that will test Intel’s turnaround efforts under new...
Olivier Blanchard
HP Introduces EliteStudio 8 AiO With Built-in KVM for Business Flexibility
April 1, 2025

HP Introduces EliteStudio 8 AiO With Built-in KVM for Business Flexibility

Olivier Blanchard, Research Director at The Futurum Group, shares insights on HP’s EliteStudio 8 AiO G1i, highlighting its built-in KVM switch, expandability, and AI-driven features aimed at hybrid work environments...
Olivier Blanchard
Dell Q4 FY 2025 Earnings Show Strong AI Momentum, ISG Revenue Up 22% YoY
March 5, 2025

Dell Q4 FY 2025 Earnings Show Strong AI Momentum, ISG Revenue Up 22% YoY

Olivier Blanchard, Research Director at The Futurum Group, analyzes Dell’s Q4 FY 2025 earnings, highlighting record AI-driven ISG growth, a $9 billion AI backlog, and CSG challenges. With AI server...
Olivier Blanchard
HP Q1 FY 2025: Commercial PCs Fuel Growth, While Printing Struggles Against Market Pressures
March 5, 2025

HP Q1 FY 2025: Commercial PCs Fuel Growth, While Printing Struggles Against Market Pressures

Olivier Blanchard, Research Director with The Futurum Group, analyzes HP’s Q1 FY 2025 earnings, exploring how AI PC adoption and commercial demand are driving growth, while rising costs, tariffs, and...
Olivier Blanchard

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