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 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, 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, Research Director at The Futurum Group, analyzes Dell’s Q3 FY2025 earnings, including record AI-driven ISG performance, ongoing challenges in the consumer market, and Dell’s strategic focus on AI....
Olivier Blanchard, Research Director with The Futurum Group, digs into Dell’s Q2 FY2025 earnings. In focus: How growing demand for AI solutions and Dell’s partnership with NVIDIA are already producing...
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