The Proposed All-Cash Blockbuster Deal Has Ramifications Across Cloud Security, Security Operations, and More
The Futurum Group analysts Fernando Montenegro, Krista Case, Mitch Ashley, and Alex Smith share their insights on the blockbuster deal announced by Alphabet that it intends to acquire Wiz to improve multi-cloud security capabilities of Google Cloud.
Slight Miss of $60M, but Overall Strong Progress With All Flash and AI
Camberley Bates and Krista Case, analysts at The Futurum Group, share their insights on NetApp Q3 earnings and key momentum on all flash, AI, and VMware decisions.
Hammerspace Expands Its Global Reach as Demand for AI Storage Solutions Grows, Leveraging Its Tier 0 Solution to Optimize Data Movement Across Hybrid Cloud Environments
The Futurum Group’s Krista Case and Camberley Bates analyze Hammerspace’s 10x growth and Tier 0 storage, which eliminates GPU bottlenecks. Can its expansion and innovation reshape AI infrastructure?
Kyndryl’s Latest Results Reflect a Turnaround in Profitability, With Expanding Margins and Rising Contributions From High-Value Contracts and Kyndryl Consult
Krista Case, Research Director at The Futurum Group, analyzes Kyndryl’s Q3 FY 2025 results, highlighting strong margin expansion, higher-value signings, and the company's progress in eliminating unprofitable pre-spinoff contracts.
Krista Case, Research Director at The Futurum Group, examines DeepSeek's cybersecurity implications, leveraging Futurum Cybersecurity Decision Maker IQ data.
AI Investors, Tech Leaders, and Customers Sort Through Short-Term Fallout and Longer-Term Claims By China’s DeepSeek
The Futurum Group analysts share their insights on DeepSeek R1 claims of model training and cost efficiency, questions about the potential use of competitors' models, and security and privacy concerns. Analysts discuss the near and long-term implications of faster and lower-cost LLM development.
Commvault’s Q3 Results Highlight Strong Subscription Growth, Accelerating SaaS Adoption, and Expanding Cloud Workloads, Reinforcing Its ARR-Driven Strategy
Krista Case, Research Director at The Futurum Group, examines Commvault’s Q3 FY2025 results, highlighting SaaS growth, multi-cloud expansion, and cyber resilience innovations driving ARR acceleration.
