Author: Daniel Newman

May 27, 2022

Daniel Newman

Market Coverage

NVIDIA Q1 2023 Earnings Hit $8.29B Quarterly Revenue Record

Futurum analysts Daniel Newman and Todd R. Weiss review NVIDIA's Q1 2023 earnings, which posted a new NVIDIA quarterly revenue record at $8.29B for the GPU maker in a turbulent global marketplace, and explore what’s likely ahead.

AI Platforms, Semiconductors, Supply Chain, & Emerging Tech

May 26, 2022

Daniel Newman

Market Coverage

Splunk Q1 Result Delivers Robust Cloud Growth as Losses Narrow

Splunk Inc. the data platform leader for security and observability, announced results for its fiscal first quarter ending April 30, 2022. Futurum's Daniel Newman dives into the earnings and believes the results are a continued indication of Splunk’s transformation to Cloud and ARR as a successful one, and the first under new CEO Gary Steele.

Cybersecurity & Resilience

May 25, 2022

Daniel Newman

Market Coverage

Microsoft Power Platform Released with New Low Code Updates at Microsoft Build

Futurum’s principal analyst Daniel Newman covers the news out of Microsoft Build 2022 around The Microsoft Power Platform Updates. The releases and updates to the platform continue to solidify Microsoft’s commitment to the low-code space.

Digital Leadership & CIO

May 23, 2022

Daniel Newman

Market Coverage

Seeking Diversification, Broadcom Reportedly in Talks to Acquire Cloud Service Provider VMware

Futurum’s principal analyst Daniel Newman reacts to breaking news of talks between Broadcom and VMware surrounding a potential acquisition that would have considerable implications for Broadcom as well as the cloud computing and enterprise software spaces.

Digital Leadership & CIO, Hybrid Cloud, Infrastructure, and Operations

May 20, 2022

Daniel Newman

Making Markets

Making Markets EP36: Five9 CEO Rowan Trollope — Tech’s Big Comeback? Crypto Believer?

In this episode of Making Markets, host Daniel Newman is joined by Five9 CEO Rowan Trollope to discuss the company’s recent earnings results, the strong secular tailwinds that position the company to perform uniquely well even in an economic downturn, AND a dive into Trollope’s takes on Crypto and whether the recent capitulation of Terra has created a dark moment for the future of cryptocurrency.

Digital Leadership & CIO

May 19, 2022

Daniel Newman

Market Coverage

Cisco Q3 Revenue Hits $12.8B, Flat Year-over-Year, While Non-GAAP EPS Up 5%, as Financial Impacts Arrive Due to Covid-19 Lockdowns in China and the War in Ukraine

Futurum analysts Daniel Newman and Todd R. Weiss examine Cisco’s Q3 results, with revenue hitting $12.8B, which was flat year-over-year, as financial impacts arrive due to Covid-19 lockdowns in China and the war in Ukraine.

Enterprise Software, & Digital Workflows

May 19, 2022

Daniel Newman

Six Five Webcast

The Road to PegaWorld – A Conversation With Pega CEO Alan Trefler – The Six Five Insiders

On this episode of The Six Five – Insiders Edition hosts Patrick Moorhead and Daniel Newman are joined by Alan Trefler, CEO of Pegasystems for a conversation on the upcoming PegaWorld iNspire — a 2 and half hour virtual event on May 24, 2022.

Digital Leadership & CIO

May 19, 2022

Daniel Newman

Six Five Webcast

Six Five Insider SAP Sapphire Edition with Julia White, Chief Marketing and Solutions Officer at SAP

On this episode of The Six Five – Insiders Edition host Daniel Newman is am joined by Julia White, SAP's Chief Marketing Officer, Head of Marketing for a conversation around digital cloud, ERP and other SAP solutions.

Digital Leadership & CIO, Sustainability, Markets, and Policy

May 19, 2022

Daniel Newman

Market Coverage

New Google Cloud Organization, Global Strategic Customers and Industries, to be Led by Umesh Vemuri

Futurum’s principal analyst Daniel Newman responds to the announcement of a new Google Cloud group, Global Strategic Customers and Industries, to be led by Umesh Vemuri, a Google veteran whose expertise in building enterprise partnerships will enhance Google Cloud’s rapid growth.