On this episode of The Main Scoop, Daniel Newman, Greg Lotko, and Joe Doria discuss their favorite topics explored in past episodes–from generative AI, to hybrid cloud, and more–and what they mean for digital transformation.
The Futurum Group’s Daniel Newman and Olivier Blanchard break down the news surrounding Intel Foundry Services’ partnership with Tower Semiconductor, offering insight into how this move could impact semiconductor production.
Eye-Popping Quarter Points to the Critical Role Data Platforms Play in Enabling AI
The Futurum Group's Daniel Newman and Mark Beccue examine MongoDB’s 2Q earnings report, which included a revenue increase of 40% year-over-year, and assesses how the company’s growth trajectory and positioning will impact the market.
Platform Consolidation and Einstein AI-Enabled Products Are Attracting New Customers, With 11% Year-Over-Year Growth
Daniel Newman, CEO and Chief Analyst at The Futurum Group, and Keith Kirkpatrick, Research Director at The Futurum Group, cover Salesforce’s Q2 2024 earnings, and discuss why the company is well-positioned for future profitable growth.
Daniel Newman, Chief Analyst at The Futurum Group, provides his insights on the U.S. government's increased focus on the potential for Chinese cellular modules to track and potentially control devices on the Internet of Things.
Positive Sequential Growth Signals Rebound for PCs and Improving Demand for AI-Driven Infrastructure
Daniel Newman and Olivier Blanchard, analysts at The Futurum Group, share their insights on Dell’s Q2 2024 earnings, which suggest an improving demand environment for PCs and AI-driven infrastructure.
Broadcom’s Revenue Increase for Q3 Was Up 5% Year-over-Year
Daniel Newman and Todd R. Weiss, analysts with The Futurum Group, share their insights as Broadcom revenue in Q3 2023 hits $8.88 billion, beating estimates. Now Broadcom waits to see if it gains approval for its proposed $61B VMware acquisition.
