Category: AI Platforms

Microsoft Q3 FY 2024 Earnings: Revenue Up 15% Year over Year
April 29, 2024

Microsoft Q3 FY 2024 Earnings: Revenue Up 15% Year over Year

The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover Microsoft’s Q3 FY 2024 earnings and discuss how the company is balancing functionality and pricing to deliver innovation and customer satisfaction....
The Rise of Sovereign Cloud in a Dynamic Geopolitical Landscape
April 29, 2024

The Rise of Sovereign Cloud in a Dynamic Geopolitical Landscape

Steven Dickens, VP and Practice Leader, comments on the strategic importance of Oracle's integration of NVIDIA AI Enterprise into Oracle’s U.S. Government Cloud, which supercharges their sovereign cloud capabilities....
GPU Giant Grabs AI Acceleration: NVIDIA's Acquisition of Run:ai
April 29, 2024

GPU Giant Grabs AI Acceleration: NVIDIA’s Acquisition of Run:ai

The Futurum Group’s Paul Nashawaty and Russ Fellows provide insights into NVIDIA's acquisition of Run.ai and the aim to enhance customer efficiency in managing AI computing resources through Kubernetes-based workload...
Snowflake and the AI Landscape Amid Databricks Competition
April 29, 2024

Snowflake and the AI Landscape Amid Databricks Competition

The Futurum Group’s Steven Dickens and Dr. Bob Sutor add context to Snowflake’s Arctic announcement and compare where it stands relative to Databricks and its products and approach....
How to Work Securely from Virtually Anywhere with 5G Connected Laptops
April 29, 2024

How to Work Securely from Virtually Anywhere with 5G Connected Laptops

Ken Williams, National Senior Manager of Partner Solutions at T-Mobile for Business, joins Ron Westfall and Krista Macomber to discuss the rapidly evolving threat landscape and steps decision makers can...
T-Mobile Q1 2024: Breakthrough Service Revenue and Profitability
April 26, 2024

T-Mobile Q1 2024: Breakthrough Service Revenue and Profitability

The Futurum Group’s Ron Westfall and Daniel Newman examine T-Mobile’s Q1 2024 results and why they expect T-Mobile to fulfill its raised 2024 guidance as the company is outperforming its...
ServiceNow Posts Strong Q1, Driven by Big Deals and Subscriptions
April 26, 2024

ServiceNow Posts Strong Q1, Driven by Big Deals and Subscriptions

The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover ServiceNow’s Q1 2024 earnings and discuss how the company has successfully leveraged generative AI across its platform to drive revenue growth....
IBM's Anticipated Acquisition of HashiCorp
April 26, 2024

IBM’s Anticipated Acquisition of HashiCorp

The Futurum Group’s Paul Nashawaty and Sam Holschuh provide their insights on the convergence of IBM, Red Hat, and now potentially HashiCorp and the compelling synergy in terms of developer...
Alphabet Earnings Analysis: Navigating AI and Cloud Computing
April 26, 2024

Alphabet Earnings Analysis: Navigating AI and Cloud Computing

The Futurum Group’s Steven Dickens and Keith Kirkpatrick cover Google’s Q1 2024 earnings and discuss how the company’s innovations across cloud, workflows, and AI are helping it to drive success....
Intel Q1 2024 Results: New Reporting Structure with Top Bottom Beat
April 26, 2024

Intel Q1 2024 Results: New Reporting Structure with Top Bottom Beat

The Futurum Group’s Ron Westfall and Daniel Newman assess Intel Q1 2024 results and why Intel’s new foundry operating model provides transparency and the new Intel Products immediately bolster the...
AWS's Bold New Tools Combine Customization and Security
April 26, 2024

AWS’s Bold New Tools Combine Customization and Security

Steven Dickens, Vice President and Practice Lead at The Futurum Group, provides his insights into the announcements from AWS on the enhancements to Amazon Bedrock, including Custom Model Import, Model...
IBM Q1 2024 Earnings: A Deep Dive into Hybrid Cloud and AI Strategy
April 25, 2024

IBM Q1 2024 Earnings: A Deep Dive into Hybrid Cloud and AI Strategy

Steven Dickens, Vice President and Practice Lead, at The Futurum Group, provides his insights into IBM’s earnings and how the announcement of the HashiCorp acquisition is playing into continued growth...

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The vision behind everything in Futurum’s Custom Research practice is this: research should show you what is happening, what comes next, and what to do about it. It should be personal to each audience, easy for people to grasp, and structured so LLMs can reason over it accurately. And it should be fast and turnkey; you want answers now, not another project to carry for quarters.

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If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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