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Tag: gaming

Apple Arcade's Bluey Playdate: A Strategic Move to Capture Family Engagement
May 19, 2026
 

Apple Arcade’s Bluey Playdate: A Strategic Move to Capture Family Engagement

Apple Arcade is launching a limited-time Bluey crossover event featuring integration across five popular games, positioning the platform as a family-friendly gaming destination while enhancing user retention and competitive market...
Will Apple Arcade's Nick Jr. Replay! Redefine Family Gaming?
May 4, 2026
 

Will Apple Arcade’s Nick Jr. Replay! Redefine Family Gaming?

Apple Arcade strengthens its position in family gaming with the May 7 launch of Nick Jr. Replay!, featuring educational play and beloved characters. The expansion reflects Apple's competitive push against...
Will MediaTek Dimensity 9500 Raise the Bar for Flagship Smartphone AI and Gaming?
September 24, 2025
 

Will MediaTek Dimensity 9500 Raise the Bar for Flagship Smartphone AI and Gaming?

Olivier Blanchard, Research Director at Futurum, shares insights on MediaTek’s Dimensity 9500, a flagship chipset delivering top-tier AI, gaming, and efficiency, debuting in OPPO’s Find X9 series and competing directly...
Olivier Blanchard
NVIDIA Q2 FY 2026 Earnings: Networking Steals the Spotlight and Q3 Ramp Will Be Key To Watch
August 28, 2025
 

NVIDIA Q2 FY 2026 Earnings: Networking Steals the Spotlight and Q3 Ramp Will Be Key To Watch

Futurum’s Ray Wang and Daniel Newman examine NVIDIA’s Q2 FY 2026 earnings, highlighting strong Blackwell adoption, record networking revenue, and accelerating AI demand across data center, gaming, and professional visualization....
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August 7, 2025
 

AMD Q2 FY 2025 Sales Beat Offset by MI308-Linked EPS Decline

Olivier Blanchard and Daniel Newman at Futurum unpack AMD’s Q2 FY 2025 results, where record EPYC and Ryzen sales were offset by export-driven MI308 charges. In focus: the MI355 ramp,...
Olivier Blanchard
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NVIDIA Q1 FY 2026 Revenue Jumps 69% Despite China Export Setback
June 2, 2025
 

NVIDIA Q1 FY 2026 Revenue Jumps 69% Despite China Export Setback

Olivier Blanchard and Daniel Newman at Futurum analyse NVIDIA’s Q1 FY 2026 results. Despite a $4.5 billion export hit, Blackwell-fueled data center and gaming momentum underscores NVIDIA’s dominant position in...
Olivier Blanchard
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Nvidia Q4 FY 2025: AI Momentum Strengthens Despite Margin Pressures
February 28, 2025

Nvidia Q4 FY 2025: AI Momentum Strengthens Despite Margin Pressures

Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, analyzes Nvidia’s Q4 FY 2025 earnings, highlighting record-breaking AI-driven growth, Blackwell’s rapid adoption, and margin pressures amid supply constraints....
Richard Gordon
HP's Q4 FY24 Earnings: A Resilient Finish to a Challenging Year
December 3, 2024

HP’s Q4 FY24 Earnings: A Resilient Finish to a Challenging Year

Olivier Blanchard, Research Director at The Futurum Group, examines HP Inc.'s Q4 FY24 earnings, highlighting revenue gains in Personal Systems and Printing alongside strategic investments to drive growth in high-potential...
Olivier Blanchard
5G Factor VRN: Qualcomm Makes Waves with Snapdragon G Series Launch
September 8, 2023

5G Factor VRN: Qualcomm Makes Waves with Snapdragon G Series Launch

Futurum Group’s Ron Westfall and Olivier Blanchard assess why the launch of the Qualcomm Snapdragon G series handheld gaming portfolio, now spanning the G1, G2, and G3 tier, can meet...
Olivier Blanchard
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May 5, 2023

AMD Q1 2023 Earnings, down 9% on a Weaker PC Market

The Futurum Group’s Daniel Newman and Michael Diamond examine AMD’s recent first quarter earnings and what it means for the industry and company moving forward....
February 28, 2023

NVIDIA Revenue for Q4 2023 Hits $6.05B, Beating Estimates

Futurum analysts Daniel Newman and Todd R. Weiss share their insights as NVIDIA revenue for Q4 2023 hits $6.05B, beating estimates as the GPU, AI, HPC, and supercomputing vendor reported...
February 22, 2023

Lenovo Q3 2022-2023: Diverse Growth Engines Aid Weathering Global PC Downturn

Futurum’s Daniel Newman and Ron Westfall assess Lenovo’s third quarter 2022-2023 and why they believe the company’s ability to grow its non-PC businesses, now more than 41% of total group...

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