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Author: Steven Dickens

Consumption Models: How They Have Shifted IT Infrastructure Purchases - Infrastructure Matters Episode 5
Camberley Bates
Krista Case
Camberley Bates, Steven Dickens & Krista Case

Consumption Models: How They Have Shifted IT Infrastructure Purchases – Infrastructure Matters Episode 5

The Futurum Group’s Camberley Bates, Steven Dickens and Krista Macomber cover IT infrastructure consumption models, cloud computing, hybrid approaches, as well as enterprise pricing, procurement, data protection, disaster recovery, security, and compliance.
Endor Labs Secures $70 Million Series A Funding
Krista Case
Krista Case & Steven Dickens

Endor Labs Secures $70 Million Series A Funding

Funding Will Help to Streamline CI/CD Security for DevSecOps With Code and Pipeline Governance Platform
Krista Macomber, Senior Analyst, and Steven Dickens, VP and Practice Lead, of The Futurum Group, share their insights on the news about Endor Labs securing $70M in Series A funding to revolutionize DevSecOps with Code and Pipeline Governance Platform, aiming to address critical vulnerabilities and streamline open-source software development.
OpenText Reports Strong Q4 and FY 2023 Earnings, Driven by Cloud and ARR Growth
Steven Dickens & Keith Kirkpatrick

OpenText Reports Strong Q4 and FY 2023 Earnings, Driven by Cloud and ARR Growth

Strong Revenue Growth Driven by Healthy Enterprise Cloud Bookings and Rising ARR
Steven Dickens, VP and Practice Leader and Keith Kirkpatrick, Research Director at The Futurum Group share their insights on OpenText’s Q4 and FY 2023 earnings. OpenText Inc. has reported strong Q4 and FY 2023 performance, driven by significant growth in ARR and cloud bookings. Notably, the company achieved its tenth consecutive quarter of organic growth in constant currency for both cloud and ARR. OpenText also launched a new version of its customer experience management platform, integrating technology from its acquisition of Micro Focus setting a target to return Micro Focus to organic growth in 2024.
Daniel Newman & Steven Dickens

Amazon Smashes Profit Expectations, Surpasses Sales Projections

Q2 Earnings Report Provides a Positive Outlook for the Future, Insights Into AWS Cloud Growth
Daniel Newman, Chief Analyst and Steven Dickens, VP and Practice Leader at The Futurum Group share their insights on Amazon’s Q2 earnings. Amazon's Q2 2023 financial performance, marked by its largest earnings beat since Q4 2020, reflects the positive impact of CEO Andy Jassy's cost-cutting strategies and the success of AWS.
Steven Dickens

Informatica Earnings: Surpassing Estimates With Strong Growth

AI-Driven DManagement Innovations Fuel Customer Traction and Subscription Revenue Growth
Steven Dickens, VP and Practice Leader at The Futurum Group shares his insights on Informatica's Q2 earnings. Informatica reported quarterly earnings of $0.17 per share, demonstrating robust financial management. Over the last four quarters, the company exceeded consensus EPS estimates three times, showcasing consistent strength in earnings. Looking ahead, the company's ability to innovate in the AI space will be crucial for driving relevance and traction with customers in the ever-evolving data landscape.
IBM Acquires Apptio, BMC Announces AMI, NetApp BlueXP, Zero Trust Architectures, Dell Project Fort Zero — Infrastructure Matters Webcast, Episode 3
Krista Case
Steven Dickens & Krista Case

IBM Acquires Apptio, BMC Announces AMI, NetApp BlueXP, Zero Trust Architectures, Dell Project Fort Zero — Infrastructure Matters Webcast, Episode 3

In this episode of Infrastructure Matters, Steven Dickens and Krista Macomber discuss zero-trust architecture and its implementation, as well as IBM’s acquisition of Apptio and BMC’s new AMI Cloud portfolio.
HPE Discover, Pure Storage Accelerate, MongoDB and Enterprise AI the Next Frontier for Business - Infrastructure Matters Webcast
Camberley Bates
Steven Dickens & Camberley Bates

HPE Discover, Pure Storage Accelerate, MongoDB and Enterprise AI the Next Frontier for Business – Infrastructure Matters Webcast

HPE Discover 2023 advances GreenLake offerings, Pure Storage brings more to FlashArray and FlashBlade, MongoDB takes off and what is in with the noise and news around generative AI? Steven Dickens and Camberley Bates dive in on this Infrastructure Matters podcast.
AI Lifts Microsoft to Highest-Ever Earnings Results, Fueled by AI
Daniel Newman & Steven Dickens

AI Lifts Microsoft to Highest-Ever Earnings Results, Fueled by AI

Daniel Newman, CEO and Steven Dickens, VP and Practice Leader at The Futurum Group, share their insights on Microsoft earnings. Microsoft's Q4 earnings showcased the significant impact of AI across its portfolio, with impressive profits and revenues exceeding expectations. While the Azure cloud revenue growth slightly declined, CEO Satya Nadella remains optimistic about sustained high growth, emphasizing the early stages of cloud migration and AI's potential. Microsoft's commitment to AI research and development positions it as a leader in the digital age, with a promising future of innovation and transformation. However, investors closely monitor Azure's performance amid rising interest rates and cost-cutting measures.
Broadcom.Breaking Down the Myths on Broadcom-VMware
Steven Dickens

Breaking Down the Myths on Broadcom-VMware

In our latest research brief, Breaking Down the Myths on Broadcom-VMWare — done in partnership with Broadcom — we explore some of the synergies and potential pitfalls as Broadcom and VMware navigate the acquisition, as well as shed light on some of the myths surrounding the same.
Alphabet's Impressive Q2 Results Surpass Expectations, Driven by Advertising and Cloud Growth
Daniel Newman & Steven Dickens

Alphabet’s Impressive Q2 Results Surpass Expectations, Driven by Advertising and Cloud Growth

Google Earnings Provide Insights Into Cloud Growth
The Futurum Group analysts Daniel Newman and Steven Dickens share their insights on Q2 earnings from Alphabet, parent company of Google. Alphabet's Q2 earnings surpassed expectations, driven by strong advertising and Google Cloud growth. The company reported a substantial increase in YouTube ads revenue and a record operating income for Google Cloud, indicating a positive trajectory for future growth. Additionally, CEO Sundar Pichai highlighted the growing adoption of generative AI among startups, signaling a promising trend for AI adoption and revenue growth for the Google Cloud Platform in the future.
Dynatrace's Hypermodal AI: Revolutionizing Observability and Security in the Digital Age
Steven Dickens

Dynatrace’s Hypermodal AI: Revolutionizing Observability and Security in the Digital Age

Observability and Security Get Uplift From Generative AI
Steven Dickens, VP & Practice Leader at The Futurum Group shares his insights on the Dynatrace’s announcement of its Hypermodal AI capability, which is designed to improve observability and security in the digital age. By combining predictive, causal, and generative AI insights, Dynatrace Davis empowers businesses to automate issue identification and resolution, gain comprehensive security insights, and drive innovative improvements across their operations.
Splunk Goes All in on AI: New Innovations to Enhance Security, Customer Experience, and Visibility
Steven Dickens

Splunk Goes All in on AI: New Innovations to Enhance Security, Customer Experience, and Visibility

The Futurum Group VP & Practice Leader Steven Dickens offers his take on the latest news from Splunk. Splunk recently announced significant updates and a strategic shift toward AI during its annual user conference, .conf23. The innovations introduced include Splunk Attack Analyzer, a threat analysis tool powered by machine learning, and the integration of Splunk Observability Cloud and Splunk Cloud Platform to provide a unified view of customer-facing systems. Additionally, Splunk is entering the hardware market with Splunk Edge Hub, enabling organizations to gain valuable insights from diverse industries through advanced analytics and data-driven solutions. These developments are aimed at enhancing security operations, improving customer experiences, and providing greater visibility across hybrid cloud environments.
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