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.
Apple iPhone 14 Pro Still Behind Snapdragon in Camera Wars
Futurum analysts Todd R. Weiss and Michael Diamond discuss how Apple’s iPhone 14 Pro is still behind Qualcomm in the camera wars, as Qualcomm’s Snapdragon 8+ mobile chip delivers superior 8K video and up to 200MP performance. What’s up with that, Apple?
Samsung Galaxy Unpacked Recap: Get into the Fold and Watch Out
Futurum analyst Michael Diamond discusses announcements at the recent Samsung Galaxy Unpacked event, where Samsung launched its next-generation foldable smartphones, the Samsung Galaxy Z Fold 4 and Samsung Galaxy Z Flip 4, along with its new Galaxy Buds 2 Pro and Galaxy Watch 5, and Galaxy Watch 5 Pro. When it comes to foldables, the competition had best be paying attention — Samsung has officially thrown down the gauntlet.
Lenovo Q1 2022-2023: Finding New Engines to Drive Growth and Profitability
Futurum’s Daniel Newman and Ron Westfall examine Lenovo’s first quarter 2022/23 results that produced improved profitability and revenue for the ninth consecutive quarter and why Lenovo’s strategic vision, R&D prioritization, portfolio development commitments, and operations have enabled the company to make notable strides across its three main SSG, IFG, and IDG business units.
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.
Moving on from Huawei, Honor May Find The Perfect 5G Mobile Platform Partner In Qualcomm
In the wake of becoming independent from Huawei last year, the company is now free to work with U.S. chipmakers. While the company reports multiple partnership with key global chipmakers, Futurum’s Olivier Blanchard has his eye on Honor and Qualcomm and the ability of Qualcomm’s mid-range and budget SOCs as early as next year. Why? The Snapdragon platform’s ability to deliver mmWave-ready modems and complete SOCs across a range of price-points is an advantage that may prove difficult for Mediatek to overcome.
Qualcomm’s New Quick Charge 5 Technology Can Safely Charge Your Phone to 100% in the Time it Takes to Shower
Qualcomm’s Quick Charge was already the number one fast-charging solution in mobile, with over 1,000 unique accessories, over 250 mobile devices, and healthy expansion into adjacent technology categories like tablets, speakers, and drones. By leaning more on USB-PD, Qualcomm appears to be looking more to enable the entire industry than unique OEMs.
Samsung’s New 5G-Ready 12Gb LPDDR5 Mobile DRAM Gives a Glimpse Into the Future
While some might interpret this announcement as Samsung keeping its A+ chip to itself while serving up its A- chip to Qualcomm, and see its timing as a slight, I don’t see this as an attempt to undermine or one-up Qualcomm in any way. Here’s why.
#SMACtalk 80: The Failures and Successes of Enterprise Software with Pega CEO Alan Trefler
In this week’s episode of SMACtalk, hosts Brian Fanzo and Daniel Newman had the opportunity to speak with Pega CEO, Alan Trefler. Known for his “Pull no punches” approach to business, Alan makes for the perfect “SMAC” guest because he’s going to take questions head on and leave the audience wanting more. At Pegaworld, we found out that Mr. Trefler isn’t only the CEO at Pega, he is also a chess master …
How Businesses are Capturing the Moments In-Between with Mobile
This post is sponsored by Samsung Business. All thoughts and opinions are my own. Mobile has changed how we live and work, allowing us to engage with our contacts and collateral whenever and wherever we want. Smartphones have led the charge—two thirds of Americans have one, after all—but there’s more to it than that. Mobile has become integrated into some workplace …
- Page 1 of 2
- 1
- 2