Weakness in the Company’s Intelligent Cloud Segment Could Indicate Slower AI Adoption
The Futurum Group’s Keith Kirkpatrick and Daniel Newman highlights Microsoft’s strong Q4 2024 earnings, driven by cloud and AI investments. Despite Azure’s growth falling short of expectations, the company’s strong revenue performance remains encouraging.
Renen Hallak, CEO at VAST Data, joins Daniel Newman and Patrick Moorhead to share insights on propelling AI forward with breakthrough technologies and enriching customer perspectives.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Q2FY24 earnings for: SAP, Google, IBM, and ServiceNow, rumored NVIDIA B20 for China, and another day, another Apple booting Qualcomm rumor.
Organization Seeing Success with RISE and GROW with SAP
Keith Kirkpatrick and Daniel Newman at The Futurum Group, share their insights on SAP’s Q2 2024 results fueled by strong cloud revenue growth, significant customer wins, AI integration, and strategic restructuring efforts.
