Author: Daniel Newman

June 5, 2023

Daniel Newman & tweiss@futurumresearch.com

Research Note

Dell Revenue Hits $20.9B for Q1 FY2024, Beating Estimates

The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights as Dell revenue hits $20.9 billion for Q1 FY2024, beating estimates as the server, networking, PC, and storage vendor navigates tough global macroeconomic conditions across all its market segments.

AI, Cloud, Hybrid Cloud, Infrastructure, and Operations, PCs and Devices, Storage

June 2, 2023

Daniel Newman

Six Five Webcast

The Six Five – On The Road with Sam Grocott at Dell Tech World

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead sit down with Dell Tech’s Sam Grocott, SVP of Product Marketing during Dell Tech World 2023.

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

June 2, 2023

Daniel Newman

Six Five Webcast

The Six Five – On The Road with Varun Chhabra at Dell Tech World

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead sit down with Varun Chhabra, SVP, Product Marketing, Infrastructure Solutions Group & Telecom to discuss Generative AI and Dell’s Project Helix at Dell Tech World 2023.

AI, Digital Transformation

June 2, 2023

Daniel Newman

Six Five Webcast

The Six Five – On The Road with Cassandra Garber at Dell Tech World

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead sit down with Dell Tech's Cassandra Garber, VP of ESG to discuss how ESG is showing up at Dell Tech World 2023.

Environmental, Social, Governance, Sustainability, Markets, and Policy

June 2, 2023

Daniel Newman

Six Five Webcast

The Six Five – On The Road with Mindy Cancila at Dell Tech World

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead sit down with Dell Tech’s Mindy Cancila, VP, Corporate Strategy, Strategic Growth and Activation during Dell Tech World 2023.

Cloud, Digital Transformation, Hybrid Cloud, Infrastructure, and Operations

June 2, 2023

Daniel Newman

Research Note

Salesforce Q1 FY 2024 Revenue Up 11% YoY and Improving Profitability

The Futurum Group’s Chief Analyst Daniel Newman looks at Salesforce’s Q1 FY 2024 earnings that handily beat analyst estimates, and at how the company’s leaner cost structure and AI product developments mean for its customers moving forward.

AI, CRM, Customer Experience

June 2, 2023

Daniel Newman & Ron Westfall

Research Note

Pure Storage Q1 FY 2024 Results: Subscription and All-Flash Breakthroughs Boost Performance

The Futurum Group’s Ron Westfall and Daniel Newman explore why they believe Pure Storage is demonstrating the portfolio-wide innovation in key areas such as AI, the partnership dexterity, and data storage ecosystem momentum needed to fulfill its Q2 and FY24 guidance including revenue of $680M in Q2 FY24 and mid to high single digital YoY revenue growth across FY24. Pure is firmly positioned to deliver the modern data experience that puts data to use and enables customers to run their operations on an automated, storage as-a-service model throughout the multi-cloud realm.