Author: Daniel Newman

March 19, 2024

Daniel Newman

Six Five Webcast

Exploring the Future of AWS Serverless with Holly Mesrobian – The Six Five

Holly Mesrobian, VP Serverless Compute at AWS, joins The Six Five to share her insights on the future of serverless compute, including the holistic integration of services like ECS, Fargate, Lambda, and how AWS is shaping the architecture for Generative AI workloads.

Cloud, Emerging Technologies

March 19, 2024

Daniel Newman & Keith Kirkpatrick

Research Note

Adobe Posts Solid Q1 FY 2024 Quarter on $5.18B in Revenue

Despite Strong Quarter, Concerns Around Q2 FY 2024 Guidance Remain

The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover Adobe’s Q1 FY 2024 earnings, which featured strong overall revenue and subscription revenue growth and record use of generative AI tools.

AI, Business Information, Cloud, Computing, Enterprise Applications

March 19, 2024

Daniel Newman

Futurum Tech Webcast

Uncovering New IT Asset Strategies Hiding in Plain Sight

Daniel Newman sits down with Michael Swan, VP of HPE Integration, and Jolanta Kisiel, Director of Global Accounts Segment Strategy at HPE Financial Services, to discuss how adopting a new mindset focused on IT asset lifecycle stages may be the key to accelerating success.

Environmental, Social, Governance, Hybrid Cloud, Infrastructure, and Operations, Sustainability, Markets, and Policy

March 18, 2024

Daniel Newman

Six Five Webcast

Talking Oracle, Plus, Six Five, AI Innovation, Adobe, Arm & Cadence, MongoDB

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Oracle, Adobe, and MongoDB earnings, Arm & Cadence’s automotive collaboration, AI innovation at SxSW 2024, Plus’s L4 trucking wins with long term partnerships, and the Six Five Summit 2024.

AI, Business Information, Collaboration, Digital Transformation, Emerging Technologies

March 14, 2024

Ron Westfall & Daniel Newman

Research Note

Oracle Fiscal 2024 Q3: Results Fueled by Cloud and Generative AI Surge

Oracle Reported Impressive Fiscal 2024 Q3 Results Uplifted by Massive New Cloud Infrastructure Contracts Signed in Q3 Boosting RPOs Up 29% to Over $80 Billion

The Futurum Group’s Ron Westfall and Daniel Newman assess Oracle’s fiscal 2024 Q3 results and how the company is generating waves across the global cloud market, validating Oracle as a vital player across the cloud and AI ecosystems.