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Category: AI and Data Analytics

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.
DOJ Blocks HPE’s $14 billion Juniper Deal – A Competitive Setback or Market Win?
Ron Westfall

DOJ Blocks HPE’s $14 billion Juniper Deal – A Competitive Setback or Market Win?

Antitrust Suit Challenges HPE’s Bid to Acquire Juniper, Raising Questions on Competition, Innovation, and Market Dynamics
Ron Westfall, Research Director at The Futurum Group, shares insights on the DOJ’s lawsuit blocking HPE’s Juniper acquisition. He examines its impact on competition, innovation, and whether blocking the deal benefits Cisco more than the market.
How AI is Transforming the Economics of Customer Service
Keith Kirkpatrick

How AI is Transforming the Economics of Customer Service

In our latest brief, How AI is Transforming the Economics of Customer Service, completed in partnership with Zendesk, The Futurum Group explores how AI is revolutionizing customer support by automating repetitive tasks, optimizing workflows, and enabling businesses to shift focus from outdated productivity metrics to customer-centric KPIs.
Exploring Lenovo's Globalization and AI Strategies - The View From Davos
Daniel Newman

Exploring Lenovo’s Globalization and AI Strategies – The View From Davos

Ken Wong, President for Solutions & Services Group at Lenovo, shares his insights on Lenovo's globalization journey and its pivotal role in leveraging AI to solve global challenges, drawing from his experiences at the Davos forum.
Microsoft Q2 FY 2025: Cloud and AI Strength Offset Margin Pressures from Rising Capex
Keith Kirkpatrick & Nick Patience

Microsoft Q2 FY 2025: Cloud and AI Strength Offset Margin Pressures from Rising Capex

Cloud and AI Services Saw Strong Adoption, While Heightened Capex for AI Infrastructure Affected Margin Performance
The Futurum Group’s Keith Kirkpatrick and Nick Patience analyze Microsoft’s Q2 FY 2025 results, highlighting strong cloud and AI-driven growth, a surge in commercial bookings, and record-high AI infrastructure investments.
ServiceNow Q4 FY 2024: Sales Outlook Falls Short on AI Adoption Focus
Keith Kirkpatrick

ServiceNow Q4 FY 2024: Sales Outlook Falls Short on AI Adoption Focus

ServiceNow’s AI Strategy Shifts to Usage-Based Pricing, Impacting Near-Term Revenue
Keith Kirkpatrick, Research Director at The Futurum Group, examines ServiceNow’s Q4 FY 2024 earnings, focusing on its AI pricing shift, key partnerships, and enterprise adoption impact.
The View from Davos with Groq's Jonathan Ross
Daniel Newman

The View from Davos with Groq’s Jonathan Ross

Jonathan Ross, CEO & Founder at Groq, joins Daniel Newman and Patrick Moorhead to share his insights on pioneering developments in computing technology and AI's critical role in the future.
The View from Davos with Qualcomm's Cristiano Amon
Daniel Newman

The View from Davos with Qualcomm’s Cristiano Amon

Cristiano Amon, President and CEO at Qualcomm, joins host Daniel Newman to share his insights on the technological foresights and innovations discussed at Davos, highlighting Qualcomm's role in pushing the boundaries of connectivity and AI.
The View from Davos with Meta‘s Yann LeCun – The Future of AI is Open and Human-Level Intelligent
Daniel Newman

The View from Davos with Meta‘s Yann LeCun – The Future of AI is Open and Human-Level Intelligent

Yann LeCun, VP & Chief AI Scientist at Meta, joins Daniel Newman and Patrick Moorhead, sharing his insights on AI's transformative potential as seen at Davos. LeCun discusses Meta's AI advancements and their impact on global issues.
AI Agent and Hybrid Architecture: What It Means for Software Development
Mitch Ashley
Mitch Ashley

AI Agent and Hybrid Architecture: What It Means for Software Development

Microsoft CEO Satya Nadella Predicts Business Applications Will Be Created With AI Agents
Mitch Ashley, VP and Practice Lead, DevOps and AppDev at The Futurum Group, explores how AI agents are set to redefine SaaS by automating workflows, enhancing efficiency, and reshaping enterprise software architecture.
IBM’s Rob Thomas on Generative AI, LLMs, and the Path to Value Creation at the World Economic Forum in Davos, Switzerland - The View from Davos
Daniel Newman

IBM’s Rob Thomas on Generative AI, LLMs, and the Path to Value Creation at the World Economic Forum in Davos, Switzerland – The View from Davos

Rob Thomas, Senior VP and Chief Commercial Officer at IBM, joins hosts Daniel Newman and Patrick Moorhead, sharing his insights on IBM's strategies and the technological advancements shaping our future. A compelling overview from the heart of Davos.
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