Olivier Blanchard and Daniel Newman at Futurum analyse Arm’s Q4 FY25 results, highlighting how Armv9 and CSS adoption are driving record royalty and licensing growth across smartphones, AI infrastructure, and...
Olivier Blanchard, Research Director at Futurum, shares insights on Coherent’s record Q3 FY 2025 results, driven by strong AI datacenter momentum, next-gen optical product launches, and the upcoming commercialization of...
Olivier Blanchard and Daniel Newman at Futurum break down AMD’s Q1 FY 2025 earnings, highlighting EPYC and Instinct-driven Data Center growth, record Ryzen ASPs, and how AI momentum is powering...
Kareem Yusuf, Ph.D. at IBM joins Tiffani Bova to discuss how IBM is enabling partners to deploy AI with ease, leveraging open ecosystems for innovation and growth....
Futurum's Ron Westfall shares his insights on why Juniper Networks' AI-native platform enhancements set a high standard for end-to-end visibility and proactive management in the modern network ecosystem....
In our latest Research Brief, Oracle Database@Azure: The Genesis of Oracle’s Multi-Cloud Leadership, completed in partnership with Oracle, The Futurum Group explores how enterprises can simplify migration, reduce costs, and...
Rob Thomas, SVP Software & Chief Commercial Officer at IBM, joins Daniel Newman to share his insights on transforming AI challenges into opportunities for value creation....
Sheree Britt discusses the importance of DevOps in modernizing application development at TD Bank, highlighting the journey and cultural shifts entailed....
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss ServiceNow's Knowledge conference, IBM's Think event, and the UK-US trade deal. The hosts analyze AMD...
Nick Patience and Brad Shimmin, analysts at Futurum, share insights on IBM Think 2025, where IBM showcased advancements in its watsonx platform, focusing on IBM Agentic AI, unstructured data, and...
Keith Kirkpatrick, Research Director at Futurum, provides his perspective on the news from Epicor Insights 2025, including agentic AI to streamline ERP workflows, carbon tracking in Kinetic, and expansion of...
Fernando Montenegro, VP and Practice Lead at Futurum, reviews Kyndryl's Q4 FY2025 earnings. Key highlights: Constant-currency growth, notable rise in pretax income, how 'three-A' initiatives drive results, and strategic tailwinds....
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