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Category: AI and Data Analytics

Cisco Q2 FY 2025 Earnings Benefit from AI Infrastructure & Security Growth
Ron Westfall

Cisco Q2 FY 2025 Earnings Benefit from AI Infrastructure & Security Growth

Strong Demand From Webscale and Enterprise Segments Positions Cisco for Continued AI-Driven Growth
Ron Westfall, Research Director at The Futurum Group, shares insights on Cisco’s Q2 FY 2025 results, focusing on AI infrastructure growth, Splunk’s impact on security, and innovations like AI PODs and HyperFabric driving future opportunities.
Lattice Semiconductor Sees Stabilization Signs Despite Q4 FY 2024 Revenue Decline
Richard Gordon
Richard Gordon

Lattice Semiconductor Sees Stabilization Signs Despite Q4 FY 2024 Revenue Decline

Revenue in Line With Expectations; Stronger Backlog, New Product Ramps, and Double-Digit Growth in New FPGAs Set a Positive Tone for FY 2025
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, highlights Lattice Semiconductor’s Q4 FY 2024 results, covering Nexus and Avant growth, market stabilization, and expanding software capabilities driving future performance.
Zoho Analyst Day 2025: Zoho Readies Agentic AI to Elevate IoT Proposition
Ron Westfall

Zoho Analyst Day 2025: Zoho Readies Agentic AI to Elevate IoT Proposition

Zoho Unveiled a New Agentic Platform to Deliver AI-enhanced Portfolio-wide Improvements Including Zoho IoT
Futurum’s Ron Westfall explores how Zoho is positioned to develop AI-enhanced solutions that can drive customer value including the optimization and full security of IoT assets that improve business outcomes and overall experience.
End of Free Preview: Microsoft 365 Copilot Agents Move to Paid Metered Model
Keith Kirkpatrick

End of Free Preview: Microsoft 365 Copilot Agents Move to Paid Metered Model

Microsoft Adopts a Paid Metered Approach for Autonomous Agents, Highlighting Evolving AI Monetization in Microsoft 365 Copilot
Keith Kirkpatrick, Research Director at The Futurum Group, examines Microsoft’s shift to metered pricing for autonomous agents in Microsoft 365 Copilot and its impact on enterprise AI adoption.
Amazon Delivers Strong Q4 FY 2024 with Record Operating Income, AWS Growth
Olivier Blanchard
Olivier Blanchard

Amazon Delivers Strong Q4 FY 2024 with Record Operating Income, AWS Growth

AWS Continues to Scale as Amazon Accelerates AI Investments, While Same-Day Delivery Expansion and Cost Control Drive Retail Profitability
Olivier Blanchard, Research Director with The Futurum Group, analyzes Amazon’s Q4 2024 earnings, highlighting AWS growth amid supply constraints, the expansion of same-day delivery, and advertising monetization.
OpenText Q2 FY 2025: Solid Margins, Record Cloud Bookings, & Growth Uncertainty
Keith Kirkpatrick

OpenText Q2 FY 2025: Solid Margins, Record Cloud Bookings, & Growth Uncertainty

OpenText Shifts Focus to Growth After Margin-Driven Execution, With AI and Cloud Leading the Strategy
Keith Kirkpatrick, Research Director at The Futurum Group, examines OpenText’s Q2 FY 2025 results, highlighting strong profitability, record cloud bookings, and a strategic pivot toward AI-driven growth.
Coherent Reports Robust Q2, Driven by Datacom Strength and Margin Expansion
Olivier Blanchard
Olivier Blanchard

Coherent Reports Robust Q2, Driven by Datacom Strength and Margin Expansion

Q2 Revenue and Margin Expansion Driven by AI-Powered Data Center Demand, Telecom Recovery, and Industrial Resilience
Olivier Blanchard, Research Director at The Futurum Group, analyzes Coherent’s Q2 FY 2025 earnings, highlighting record networking revenue fueled by AI data center demand, telecom recovery, and margin expansion.
Qualcomm’s Q1 FY 2025 Earnings: Record QCT Revenue and Expanding AI Adoption
Olivier Blanchard
Olivier Blanchard

Qualcomm’s Q1 FY 2025 Earnings: Record QCT Revenue and Expanding AI Adoption

Strong Handset Demand and Automotive Growth Propel Record QCT Revenues
Olivier Blanchard, Research Director at The Futurum Group, analyzes Qualcomm’s record Q1 FY 2025 earnings, highlighting strong growth in premium-tier smartphones, AI-driven IoT, and automotive.
Arm Q3 FY 2025 Results: Armv9 and CSS Adoption Accelerates
Richard Gordon
Richard Gordon

Arm Reports Record Q3 Revenue as Armv9 and CSS Adoption Accelerates

The Latest Earnings Reinforce Arm’s Competitive Momentum, Driven by the Increasing Integration of Its Technology in AI Workloads and High-Performance Computing
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, examines Arm’s Q3 FY 2025 earnings, highlighting AI-driven royalty growth, Compute Subsystem expansion, and key AI collaborations.
Can Hammerspace’s Tier 0 Unlock the Full Potential of AI GPUs?
Krista Case
Camberley Bates
Krista Case & Camberley Bates

Can Hammerspace’s Tier 0 Unlock the Full Potential of AI GPUs?

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?
Alphabet Q4 2024: Ad Strength Overshadowed by Cloud Revenue Miss
Keith Kirkpatrick & Nick Patience

Alphabet Q4 2024: Ad Strength Overshadowed by Cloud Revenue Miss

Alphabet’s Q4 Saw Solid Gains in Search and YouTube, Yet Google Cloud’s Revenue Fell Short, and a $75 Billion Capex Forecast Raised Investor Concerns
The Futurum Group’s Keith Kirkpatrick and Nick Patience analyze Alphabet’s Q4 2024 earnings, highlighting strong ad revenue from Search and YouTube, concerns over Google Cloud’s growth miss, and the company’s aggressive $75 billion capex plan.
Kyndryl Delivers Strong Q3 FY 2025 Signing Growth and Margin Expansion
Krista Case
Krista Case

Kyndryl Delivers Strong Q3 FY 2025 Signing Growth and Margin Expansion

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.
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