Author: Daniel Newman

November 22, 2023

Daniel Newman & tweiss@futurumresearch.com

Research Note

Zoom Revenue Up 3.2% to $1.4 Billion in Q3, Beating Analyst Estimates

Zoom Revenue Was Solid Again in Q3 of FY 2024, Showing Steady Growth and Providing Positive Momentum Heading Into 2024 for the Video Conferencing and Collaboration Software Vendor

Daniel Newman and Todd R. Weiss, analysts with The Futurum Group, share their insights as Zoom revenue is up 3.2% to $1.4 billion in Q3, beating estimates as the video conferencing and collaboration vendor reported its latest earnings.

Business Information, Contact Center, Unified Communications, Workplace Collaboration

November 22, 2023

Daniel Newman

Six Five Webcast

VMware Acquisition Close: Q&A with Sanjay Uppal, VP & GM, Software-Defined Edge Division – Six Five Insider

On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Broadcom’s Sanjay Uppal for an inside look at how the now combined Broadcom and VMware are approaching opportunities at the edge, including the need for infrastructure, management and security.

Cloud, Edge Networking, Hybrid Cloud, Infrastructure, and Operations, Innovation, Mergers and Acquisitions, Semiconductors and Components

November 22, 2023

Daniel Newman

Six Five Webcast

VMware Acquisition Close: Q&A with Purnima Padmanabhan, VP & GM, Tanzu Division – Six Five Insider

On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Broadcom’s Purnima Padmanabhan for an inside look at how Tanzu furthers VMware, and now Broadcom’s hybrid cloud strategy, the next evolution of the Tanzu Application Platform, and more.

AI, Cloud, Hybrid Cloud, Infrastructure, and Operations, Innovation, Mergers and Acquisitions, Semiconductors and Components

November 22, 2023

Daniel Newman

Six Five Webcast

VMware Acquisition Close: Q&A with Krish Prasad, SVP & GM, VMware Cloud Foundation Division – Six Five Insider

On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Broadcom’s Krish Prasad for an inside look at how VMware Cloud Foundation fits into Broadcom’s larger strategy of delivering private and hybrid cloud solutions for customers.

AI, Cloud, Data Management, Hybrid Cloud, Infrastructure, and Operations, Innovation, Mergers and Acquisitions, Security, Semiconductors and Components

November 22, 2023

Daniel Newman

Six Five Webcast

VMware Acquisition Close: Q&A with Hock Tan, President and CEO, Broadcom – Six Five Insider

On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Hock Tan, President and CEO of Broadcom for an inside look at the future of a combined Broadcom and VMware, the company’s multi-cloud strategy, security, and more.

Cloud, Hybrid Cloud, Infrastructure, and Operations, Innovation, Mergers and Acquisitions, Semiconductors and Components

November 21, 2023

Daniel Newman

Six Five Webcast

Google Cloud Using AI to Supercharge Frontline Intelligence, Security Operations and Secure Cloud Platforms – Six Five Insider

On this episode of The Six Five – Insider hosts Daniel Newman and Patrick Moorhead welcome Google Cloud’s Jeff Reed for a conversation on using AI to supercharge Google Cloud Security’s unique combination of capabilities, including front line intelligence, security operations, and a secure cloud platform.

AI, AI and Data Analytics, Cloud, Hybrid Cloud, Infrastructure, and Operations, Security

November 21, 2023

Daniel Newman

Six Five Webcast

The Next Wave of Gen AI Runs on Cloudera – Six Five On the Road

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Cloudera CEO, Charles Sansbury, for a conversation on how the next wave of generative AI runs on Cloudera, and how the company plans to drive this wave of innovation.