Olivier Blanchard, Research Director at Futurum, explores how Synopsys continues to benefit from AI-led design momentum and IP strength, even as new export restrictions introduce near-term uncertainty....
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss recent developments like the US chip software ban on China, Meta's AI team restructuring, and...
Krista Case, Research Director at Futurum, examines how NetApp’s record Q4 margins, all-flash growth, and AI reference wins position the company for resilient performance and continued enterprise....
Keith Kirkpatrick and Daniel Newman at Futurum unpack Salesforce’s Q1 FY 2026 results, highlighting AI-led growth, Agentforce and Data Cloud traction, and why 60% of large deals now bundle AI...
Futurum's Keith Kirkpatrick and Brad Shimmin share their insights on Salesforce’s planned acquisition of ERP vendor Informatica, and discuss the implications for the vendor and the SaaS market....
Stefano Pallard, Head of Fan Development at Ferrari, and Daniel Newman explore how AI and data are redefining fan engagement in Formula 1, showcasing Ferrari's collaboration with IBM....
Alastair Cooke, Tech Field Day Event Lead at Futurum, shares his insights on the Juniper Networks presentation at AI Infrastructure Field Day. Intent-based design and deployment using Apstra delivers 800...
Keith Kirkpatrick, Research Director at Futurum, examines Workday’s Q1 FY 2026 results, spotlighting accelerating AI adoption, partner-driven growth, and platform expansion across customer tiers and global markets....
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the recent Dell Tech World conference, Computex announcements, and Microsoft Build highlights. The hosts analyze...
Futurum's Keith Kirkpatrick and Brad Shimmin share their insights on SAP’s annual Sapphire event, and discuss how the company’s revamped strategy helps to redefine the company in the age of...
Keith Kirkpatrick, Research Director at Futurum, explores Zendesk’s completed acquisition of Local Measure and what it means for enterprise contact centers and AI voice deployment....
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