Author: Daniel Newman

Salesforce Q2 FY 2026 Earnings Show EPS Beat, CRPO Growth, Margin Expansion
September 4, 2025

Salesforce Q2 FY 2026 Earnings Show EPS Beat, CRPO Growth, Margin Expansion

Keith Kirkpatrick and Daniel Newman at Futurum analyze Salesforce’s Q2 FY 2026 earnings, highlighting subscription growth, margin expansion, AI adoption, and capital return, with guidance raised as the company pivots...
VMware Explore 2025 Recap: Broadcom’s Big Announcements and What’s Next - Six Five On The Road
September 3, 2025

VMware Explore 2025 Recap: Broadcom’s Big Announcements and What’s Next – Six Five On The Road

Broadcom’s leadership joins Six Five hosts to break down the biggest VMware Explore 2025 announcements – including VCF 9.0, new AI partnerships, and strategies for secure hybrid infrastructure. Discover the...
Dell Q2 FY 2026 Results Show 19% Revenue Jump, AI Server Shipments Surge
September 2, 2025

Dell Q2 FY 2026 Results Show 19% Revenue Jump, AI Server Shipments Surge

Olivier Blanchard and Daniel Newman at Futurum, examine Dell’s Q2 FY 2026 earnings, highlighting record ISG growth fueled by AI servers and why margin pressures and soft CSG results show...
The Six Five Pod | EP 274: Balancing Hype and Reality: The True Impact of AI on Tech Earnings
September 1, 2025

The Six Five Pod | EP 274: Balancing Hype and Reality: The True Impact of AI on Tech Earnings

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the recent Federal Reserve comments, Nvidia's impressive Q2 earnings, and Dell's strong AI server performance....
How Open Banking Tools are Democratizing and Transforming the Financial Industry - The Main Scoop
August 29, 2025

How Open Banking Tools are Democratizing and Transforming the Financial Industry – The Main Scoop

Jorge Carrera, Mainframe Infrastructure Technical Leader at Banco de Crédito BCP, joins Daniel Newman and Greg Lotko to share insights on the growth of open banking and democratic tools like...
NVIDIA Q2 FY 2026 Earnings: Networking Steals the Spotlight and Q3 Ramp Will Be Key To Watch
August 28, 2025

NVIDIA Q2 FY 2026 Earnings: Networking Steals the Spotlight and Q3 Ramp Will Be Key To Watch

Futurum’s Ray Wang and Daniel Newman examine NVIDIA’s Q2 FY 2026 earnings, highlighting strong Blackwell adoption, record networking revenue, and accelerating AI demand across data center, gaming, and professional visualization....
VMware Explore 2025 General Session Live Recap with Paul Turner - Six Five On The Road
August 27, 2025

VMware Explore 2025 General Session Live Recap with Paul Turner – Six Five On The Road

Paul Turner, VP at Broadcom, joins Daniel Newman to recap VMware Explore 2025 highlights—covering Private AI, developer agility, cyber resilience, and strategic partnerships driving VMware Cloud Foundation innovation....
Broadcom CEO Hock Tan from VMware Explore 2025 Live Recap with Six Five on The Road
August 27, 2025

Broadcom CEO Hock Tan from VMware Explore 2025 Live Recap with Six Five on The Road

Broadcom President & CEO Hock Tan joins Daniel Newman live at VMware Explore 2025 to discuss the impact of VMware Cloud Foundation 9.0 on unifying IT and development teams and...
Why Infosys & Telstra Are Betting Big on Sovereign Al and Digital Transformation – Six Five Media
August 26, 2025

Why Infosys & Telstra Are Betting Big on Sovereign Al and Digital Transformation – Six Five Media

Anand Swaminathan, EVP at Infosys, joins host Patrick Moorhead to reveal how the company's new venture with Telstra and Versent is reshaping AI-driven cloud and digital transformation in Australia, setting...
NVIDIA Earnings Preview: Blackwell Demand Set to Fuel Another Blowout—and China’s Loyalty Isn’t Going Anywhere
August 26, 2025

NVIDIA Earnings Preview: Blackwell Demand Set to Fuel Another Blowout—and China’s Loyalty Isn’t Going Anywhere

Futurum’s Daniel Newman and Ray Wang share insights on the outlook of NVIDIA’s next earnings release....
America’s Bet on Intel: Why This Investment Is Existential for National Security and Tech Leadership
August 26, 2025

America’s Bet on Intel: Why This Investment Is Existential for National Security and Tech Leadership

Futurum’s Daniel Newman shares his insights on the US’s multi-billion-dollar investment in Intel to bolster domestic semiconductor manufacturing, vital for national security, economic competitiveness, and technological sovereignty....
The Six Five Pod | EP 273: Silicon Strategies: Government Stakes, AI Chips, and Market Volatility
August 25, 2025

The Six Five Pod | EP 273: Silicon Strategies: Government Stakes, AI Chips, and Market Volatility

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Intel's potential government stake, China's reliance on Nvidia, and the impact of Fed interest rate...

Welcome

The vision behind everything in Futurum’s Custom Research practice is this: research should show you what is happening, what comes next, and what to do about it. It should be personal to each audience, easy for people to grasp, and structured so LLMs can reason over it accurately. And it should be fast and turnkey; you want answers now, not another project to carry for quarters.

Whether you are defining business, channel, or go-to-market strategy; evaluating vendors or justifying ROI; or commissioning research to fill an emerging market need, we have your back, with a program that answers your questions with the objectivity and credibility to drive real decisions.

To do it, we bring unmatched data to bear: Futurum research, surveys, and market projections; validated market feeds; ETR’s 15 years of insight from 10,000 technology decision-makers; G2’s buyer and user data; and what our analysts hear every day. Add leading primary collection, from AI-moderated voice interviews to surveys and analyst-led interviews, all turnkey, and every project comes out credible, nuanced, and actionable.

And we don’t just drop the results in your lap. For internal work, we provide analyst-led sessions, interactive dashboards, and a range of formats. For market-facing work, Futurum delivers turnkey activation and amplification that actually gets seen, by people and by LLMs, through our media and share of voice. This is research that moves decisions and markets.

We will meet you wherever you are, from a fast-turn brief to a multi-year program, and shape the work to your goals, timeline, and budget. The right program for your moment.

If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

Newsletter Sign-up Form

Get important insights straight to your inbox, receive first looks at eBooks, exclusive event invitations, custom content, and more. We promise not to spam you or sell your name to anyone. You can always unsubscribe at any time.

All fields are required






Thank you, we received your request, a member of our team will be in contact with you.