Author: tweiss@futurumresearch.com

Open Source Success Means Tying Open Source to Your Core Business at Every Step
Todd R. Weiss, senior analyst with The Futurum Group, shares his insights after talking open source with Intel’s Arun Gupta at Open Source Summit 2023, including what enterprise IT leaders must analyze about how their developers should participate in contributing code to open source development projects.
Lattice Continues 13 Consecutive Quarters of Record Revenue Gains
The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights as Lattice Semiconductor Q2 2023 revenue hit $190.08 million, up 18% YoY, as the low-power programmable FPGA maker reported its latest earnings figures on July 31. The company’s Q2 revenue total marks 13 consecutive quarters of record revenue increases for the company.
The Futurum Group analysts Daniel Newman and Todd R. Weiss examine ServiceNow’s increase in revenue during Q2 2023 to $2.15 billion, beating estimates, as the cloud digital workflow automation software vendor announced its latest earnings on July 26. ServiceNow is bringing powerful new generative AI features to its offerings, which will be a big lever of growth for ServiceNow as customers seek these new capabilities.
The Futurum Group analyst Todd R. Weiss looks at how Arm is fighting the semiconductor skills shortage with a new education alliance that aims to find and train the next generations of skilled semiconductor workers. The Alliance brings together Arm and its partners and stakeholders from industry, education, and government to broaden the pool of workers amid a shortage of skilled labor.
Daniel Newman and Todd R. Weiss, analysts at The Futurum Group, share their insights as SAP Q2 revenue reaches €7.55 billion, up 5%, as cloud revenue climbs again. SAP’s Q2 revenue came in a bit lower than analyst consensus estimates of €7.6 billion for the quarter, but the company clearly sees progress as it raised its second half earnings guidance for cloud and software revenue and non-IFRS operating profit through the end of fiscal year 2023.
In our latest research brief, Using Technology to Stay Ahead of Advanced Air Mobility Developments, published in partnership with IFS, The Futurum Group's Todd R. Weiss analyzes the changing market, from traditional jet-engine-powered aircraft of today to proof-of-concept aircraft designs and aviation propulsion systems of tomorrow.
IBM posted a solid second quarter for fiscal year 2023, with revenue of $15.48 billion, which just missed analyst estimates, and earnings per share of $2.18 that handily beat analyst estimates of $2.01 per share
Daniel Newman and Todd R. Weiss of The Futurum Group share their insights as IBM’s Q2 earnings beat EPS estimates, just missing on analyst revenue estimates, as the company launches its new watsonx generative AI and data platform into general availability. The nascent watsonx platform is positioned to help drive broad enterprise success in generative AI for the company.
The Futurum Group analyst Todd R. Weiss shares his insights about Honeywell acquiring Saab’s aviation heads-up display technology to integrate the Saab technology into its Anthem and Primus Epic flight deck offerings to improve aviation safety.
The Futurum Group analyst Todd R. Weiss shares his insights about the generative AI capabilities coming to Pega Infinity in Q3 as the low-code, AI-powered decisioning and workflow automation platform gains expanded features to help customers take advantage of the power of generative AI.
In our latest research brief, IBM’s Opportunity for Generative AI in the Enterprise, done in partnership with IBM, we analyze IBM’s approach to generative AI and foundation models, including key IBM differentiators, such as its full technology stack – inclusive of models and model management, data store and governance tools – that enables businesses to seamlessly implement and scale generative AI throughout their organizations’ workflows, regardless of cloud environment.
The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights about IBM acquiring FinOps vendor Apptio to boost IT automation in a $4.6 billion deal to deliver deeper IT automation and actionable insights for business customers.

Thank you, we received your request, a member of our team will be in contact with you.