Tech names AMD, Apple, Google, and Microsoft all saw their results significantly outperform guidance and expectations this week.
36 States Sue Google Over Aggressive Terms As Big Tech Remains In Focus
This summer has seen a wave of antitrust lawsuits and proposed bills targeting Big Tech—and there are no signs of slowing. Google is now the target of 36 states that are suing the company for its aggressive app store terms.
The Great Siege of Qualcomm: How Three Waves of Assaults on Qualcomm from 2013 to 2020 Helped Strengthen U.S. Technology Leadership – Part Two
Who tried to take down Qualcomm? What were they after? Why didn’t they prevail? What does Qualcomm’s resilience mean for the future? These are the questions that Futurum Senior Analyst, Olivier Blanchard, dives into in the second episode of this 3-part series, in which Apple weaponized the courts in an attempt to weaken the value of Qualcomm’s technology portfolio, and Broadcom took advantage of a moment of perceived vulnerability to try and acquire Qualcomm outright. Both Apple and Broadcom would ultimately fail.
Democrats’ New Bills to Regulate Big Tech are a Reckless Rewriting of Antitrust Law — and They Won’t Protect Consumers
House Democrats, with bipartisan support, have introduced a series of completely misguided antitrust bills aimed at giving lawmakers and certain agencies greater power to control “Big Tech.”
President Biden’s New Executive Order Zeroes in on Big Tech
Joe Biden issued a new executive order focused on more than 72 items where the White House wants to see greater scrutiny of Big Tech.
The Great Siege of Qualcomm: How Three Waves of Assaults on Qualcomm from 2013 to 2020 Helped Strengthen US Technology Leadership – Part 1
Who tried to take down Qualcomm? What were they after? Why didn’t they prevail? What does Qualcomm’s resilience mean for the future? These are the questions that Futurum Senior Analyst, Olivier Blanchard, dives into in the first episode of this three-part series, in which regulators challenged the company’s technology licensing model. Under the guise of investigating potential “anti-competitive” behavior, the Chinese, Taiwanese, Korean, Japanese, and European equivalents of the United States’ FTC all took turns attempting to paint Qualcomm’s technology licensing and/or business practices as anti-competitive, when they, in fact, were not.
New Report Points to Samsung and Vivo as World’s Fastest Growing 5G Smartphone Vendors in Q1 2021
A new report from Strategy Analytics indicates that Samsung and Vivo were the fastest growing 5G smartphone vendors in Q1 2021, but Apple still leads the charge in net units with over 40 million 5G phones shipped to Samsung’s 17 million units. Futurum’s Olivier Blanchard breaks down four key 5G smartphone market trends confirmed by this report and shares his insights on what these Q1 numbers suggest for the market segment FY2021.
The Problem with Congress’s 5 New Antitrust Bills Aimed at Reining In U.S. Big Tech
Last Friday, House Democrats introduced five new antitrust-style bills aimed at curtailing the market dominance of U.S. technology companies. Futurum’s Olivier Blanchard breaks down the nuances of the bills, outlines the problems with each, and shares thoughts on the challenges ahead.
HP and Samsung See Fastest Growth in Q1 as US PC Shipments Explode
Contextualizing the most recent PC shipment numbers from Canalys. HP and Samsung grew fastest in Q1 on increased demand for Chromebooks.
EU to Introduce Digital Wallet Initiative Ahead of US, Sets First Major Milestone for 2022
The EU will introduce a digital wallet initiative ahead of the US, setting a first major milestone for 2022. Futurum’s Olivier Blanchard covers the many nuances of that initiative, including Qualcomm’s prescient 2019 updates to its Snapdragon 855 Mobile Platform and subsequent security clearance, what’s likely ahead there, as well as whether the EC will back down at all in its crusade against major US tech companies, whose assistance will no doubt be needed here.