Author: Daniel Newman

June 2, 2021

Daniel Newman

Six Five Webcast

We Build for the Future – The Six Five Webcast

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week including earnings reports from Dell Technologies, NVIDIA and Salesforce, announcements from the Microsoft Build 2021 Event and more.

Cloud, CRM, Hybrid Cloud, Infrastructure, and Operations

June 2, 2021

Daniel Newman

Research Report

How AI Price Optimization Can Play a Significant Role in Both Business Growth and Customer Experience

Customer Experience

June 1, 2021

Daniel Newman

Research Note

HPE Sees Strong Q2 Growth Led By XaaS and Edge

Cloud, Hybrid Cloud, Infrastructure, and Operations

June 1, 2021

Daniel Newman

Research Note

Zoom Unsurprisingly Delivers Another Triple Digit Growth Quarter

In what has become the norm, Zoom delivered another massive beat to the top and bottom line while adding big to its TTM $100,000 customer base

Workplace Collaboration

June 1, 2021

Daniel Newman

Research Note

Dell Delivers Record Revenue for FY 2022

Futurum’s Daniel Newman and Fred McClimans break down first quarter results for fiscal 2022 from Dell Technologies. Dell delivered both record revenue and adjusted earnings above consensus estimates.

PCs and Devices

June 1, 2021

Daniel Newman

Research Note

Cloudera Will Go Private in a Private Equity Deal Valued at $5.3 Billion

Cloudera, in a $5.3 billion deal is going private, which should provide the company runway to focus on innovation and shifting cloud demand.

Data Analytics

June 1, 2021

Daniel Newman

Analyst Insight

Why You Need a Customer Data Platform for First-Party Data

Increasing pressure on data privacy is putting more necessity on enterprise CMOs and leaders to facilitate first-party data and CDP solutions will be key to enabling enterprises to unlock customer data and experiences without being intrusive or relying on no longer available third-party data.

Customer Data Platform

May 28, 2021

Daniel Newman

Research Note

Salesforce Kicks Off Its Fiscal 2022 Campaign With a Big Q1

Salesforce continued its FY 21 momentum with a strong first quarter for its fiscal 2022 campaign touting growth in Tableau and MuleSoft.

May 28, 2021

Daniel Newman

Research Note

Microsoft Build Updates: Power Platform, Power FX, and Azure Synapse Link

Earlier this week, Microsoft published it’s Book of News at Microsoft Build. It’s an annual guide to upgrades and enhancements that were announced at the event. These spanned the entire Microsoft developer platform including Visual Studio, GitHub, Microsoft Azure, Power Platform, Windows, and Microsoft 365.

Cloud, Hybrid Cloud, Infrastructure, and Operations

May 26, 2021

Daniel Newman

Research Note

NVIDIA Keeps Its Record Breaking Run in its Fiscal Q1

NVIDIA followed up back to back record-breaking quarters with a third taking its datacenter and gaming numbers to new high on demand for AI and Gaming.

May 26, 2021

Daniel Newman

Analyst Insight

Apple’s Privacy Updates Push CMOs Into A Cookie-Less World

Apple's changes to its opt-in policy is shifting the landscape of tracking users and leveraging 3rd party data. This shift means CMOs have a big task in front of them to continue to deliver best of class customer experiences.