Futurum’s Ron Westfall and Daniel Newman examine Micron’s financial results for the fourth quarter 2022 and full year of fiscal 2022 and why they believe that Micron is making the strategic moves critical to address rapidly weakening consumer demand and significant customer inventory adjustments across all its end markets until macroeconomic and semiconductor segment conditions improve.
Dell Q2 Revenue Hits $26.4B, Up 9% YoY As Growth Continues
Futurum analysts Daniel Newman and Todd R. Weiss share their insights as Dell Q2 revenue hits $26.4B, up 9% YoY, and growth continues in a cautious and tumultuous post-pandemic global market.
Lenovo’s ThinkPad X13s Powered by Qualcomm is now Available at U.S. Verizon Stores
Futurum analyst Michael Diamond discusses Lenovo’s partnership with Verizon that is now distributing the new Lenovo ThinkPad X13s, powered by the Qualcomm Snapdragon 8cx gen 3 chip. It’s a winner all the way around.
Intel Q2 2022: The Good, The Bad, and the CHIPS Act
Futurum’s Daniel Newman and Ron Westfall examine Intel’s Q2 2022 financial results including the bad, the good, and the implications of the CHIPs Act passage. Intel’s CCG and DCAI units reported substantial declines that contributed directly to missing consensus outlooks related to its Q2 top-line and bottom-line expectations and revising full-year guidance, however progress in the NEX, AXG, and Mobileye units along with advancement of the CHIPs Act in the U.S. Congress indicate how Intel can mount a much-needed comeback before near-term and long-term.
Qualcomm and Samsung Up Their Alliance with Seven-Year Extension of Patent Licensing Agreement
Futurum’s Ron Westfall explores why the reaffirmation and expansion of the Qualcomm and Samsung partnership, including a seven-year patent licensing extension and Snapdragon platform collaboration in co-developing future Galaxy mobile devices, provides mobile ecosystem supply chain stability amidst recent turbulence due to global pandemic and geopolitical factors and provides a marked contrast to the Qualcomm Apple patent licensing relationship.
Google Launches ChromeOS Flex Aimed at Sustainability and Offering More Affordable Consumer Solutions
Futurum analyst Michael Diamond discusses Google’s ChromeOS Flex, a free operating system targeted at reducing e-waste and which provides some interesting, affordable solutions to consumers and businesses with less discretionary income or budgets.
Lenovo’s Smartphone Strategy is Paying Dividends to its Intelligent Devices Group
Futurum analyst Michael Diamond looks at how Lenovo’s smartphone strategy is paying off for the firm as it isolates the 5G segment, coupled with what he sees in the future for rivals in the PC market.
HP’s New Spectre and Envy Notebooks Are Making Life Easier for Hybrid Workers and Prosumers
Futurum analyst Michael Diamond takes a look at HP’s new Spectre and Envy notebooks, which feature 2-in-1 and clamshell form factors that offer hybrid or remote workers a more seamless experience which include more processing power, better collaboration, longer battery life, and increased security.
Dell Q1 2023 Revenue Up 16%, Topping Analyst Estimates
Futurum analysts Daniel Newman and Todd R. Weiss review Dell Technologies’ latest Q1 2023 earnings report, which shows a healthy record Q1 revenue jump of 16 percent to $26.1 billion as well as increases in revenue for its critical server and networking and business and consumer PC divisions.
Lenovo Posts $71.6B Record FY2021/22 Revenue, Up 18% YoY
Futurum analysts Daniel Newman and Todd R. Weiss examine Lenovo’s $71.6B record FY2021/22 revenue, up 18% YoY as the Chinese computer, storage, software, services, and HPC vendor unveils its latest earnings numbers.
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