The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights as SAP revenue for Q1 2023 up 10% to $7.4B euros, cloud up 24%, as the intelligent cloud ERP software vendor sees positive progress despite ongoing macroeconomic challenges around the world.
The Futurum Group's Daniel Newman and Ron Westfall assess why Google is making the strategic moves necessary to meet macroeconomic uncertainties during 2023. Google’s strategic AI moves indicate that it is fully prepared to counter the looming Microsoft-backed ChatGPT threat as well as other AI competitive threats and make AI integral to invigorating revenue streams across its portfolio including Search and Cloud.
The Futurum Group's CEO Daniel Newman dives into the recent announcement coming out of Broadcom. The Broadcom Jericho3-AI, introduced this week, provides a high-performance ethernet for a 32,000 GPU cluster. Newman thinks this will hopefully improve workload balance and performance for AI operation.
The Six Five – In The Booth for RSA 2023, hosts Daniel Newman and Patrick Moorhead welcome Chris Meenan, VP of Product Management, Threat Detection and Response at IBM.
The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights as IBM Q1 revenue hits $14.3B, up 0.4% YoY, and EPS beats estimates as Big Blue continues to see its AI and hybrid cloud strategies playing out well in the market, with IBM maintaining a solid financial performance against a still-difficult macroeconomic environment around the world.
In this third edition of the Honeywell Environmental Sustainability Index, Futurum analysts Shelly Kramer and Daniel Newman provide a quarter-over-quarter comparison and data-centric perspective of sentiment and progress on the prior and current state of environmental sustainability (ES) initiatives.
On this episode of The Six Five – On The Road hosts Daniel Newman and Patrick Moorhead welcome Santiago Giraldo, Senior Director of Product Marketing for Cloudera, and Carolyn Duby, Field CTO and Cybersecurity GTM Lead for Cloudera.
