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Category: AI Platforms

Lattice Delivers Q1 FY 2025 Results With Record Design Win Momentum
May 8, 2025

Lattice Delivers Q1 FY 2025 Results With Record Design Win Momentum

Olivier Blanchard, Research Director at Futurum, examines Lattice’s Q1 FY 2025 earnings, highlighting record design wins across AI, robotics, and automotive, and how new products are paving the way for...
OpenAI Windsurf Acquisition Sends Shot Heard Around the AI World
May 7, 2025

OpenAI Windsurf Acquisition Sends Shot Heard Around the AI World

Analysts Mitch Ashley, VP of DevOps and Application Development, and Nick Patience, VP of AI Software and Tools, at Futurum, share their insights on the implications of OpenAI’s agreement to...
Keith Townsend
May 6, 2025

Keith Townsend

Amazon Q1 FY 2025 Earnings Reflect Cloud Momentum, Operating Margin Gains
May 6, 2025

Amazon Q1 FY 2025 Earnings Reflect Cloud Momentum, Operating Margin Gains

Olivier Blanchard, Research Director at Futurum, breaks down Amazon’s Q1 FY 2025 results. The focus is on AWS growth, rising ad revenues, cost efficiencies, and tariff risk shaping the outlook...
Qualcomm’s Q2 FY 2025 Earnings: YoY QCT Revenue Growth Momentum Continues
May 5, 2025

Qualcomm’s Q2 FY 2025 Earnings: YoY QCT Revenue Growth Momentum Continues

Olivier Blanchard, Research Director at Futurum, analyzes Qualcomm’s record Q1 FY 2025 earnings, highlighting strong YoY growth AI-driven IoT and automotive....
OpenText Q3 FY 2025 Earnings Highlight Cloud Growth and Cost Discipline
May 5, 2025

OpenText Q3 FY 2025 Earnings Highlight Cloud Growth and Cost Discipline

Keith Kirkpatrick and Daniel Newman examine OpenText’s Q3 FY 2025 results, highlighting cost discipline, progress on AI initiatives, and strategic product rollouts amid ongoing global demand uncertainty....
The Six Five Pod | EP 259: Tech Titans Under Scrutiny: Antitrust, AI, and Global Competition
May 5, 2025

The Six Five Pod | EP 259: Tech Titans Under Scrutiny: Antitrust, AI, and Global Competition

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Google's antitrust issues, IBM and Nvidia's White House announcements, Taiwan's semiconductor regulations, and Intel's Foundry...
RSAC 2025 HPE Transforms Cloud Security with ZTNA and Private Cloud Boosts
May 2, 2025

RSAC 2025: HPE Transforms Cloud Security with ZTNA and Private Cloud Boosts

Futurum’s Ron Westfall shares his insights on why HPE’s new ZTNA security portfolio capabilities are ready to provide robust protection, enabling organizations to reduce risks, counter attacks, and enhance organization-wide...
Microsoft Q3 FY 2025 Earnings Beat on Strong Cloud and AI Services Growth - Market Coverage-Earnings
May 2, 2025

Microsoft Q3 FY 2025 Earnings Beat on Strong Cloud and AI Services Growth

Keith Kirkpatrick and Daniel Newman of The Futurum Group analyze Microsoft’s Q3 FY 2025 results, with Azure growth, expanding AI workloads, and broad enterprise traction driving stronger-than-expected performance across segments....
Cisco: Reimagining Security for the AI Era - Six Five On The Road
April 30, 2025

Cisco: Reimagining Security for the AI Era – Six Five On The Road

Jeetu Patel, EVP & Chief Product Officer at Cisco, joins Daniel Newman and Patrick Moorhead to discuss the complexities of securing AI and Cisco’s innovative strategies in this field....
WalkMe and ABeam to Support Digital Adoption Efforts
April 30, 2025

WalkMe Partners with ABeam Consulting to Support Digital Transformation Efforts

Keith Kirkpatrick, Research Director at The Futurum Group, discusses the partnership between digital adoption platform provider WalkMe and ABeam Consulting, highlighting the additional value created through the partnership....
Fact? Fiction? Uncovering the Truth of Agentic AI & Legacy Transformation with Pega’s Don Schuerman - Six Five Virtual Webcast
April 30, 2025

Fact? Fiction? Uncovering the Truth of Agentic AI & Legacy Transformation with Pega’s Don Schuerman – Six Five Virtual Webcast

Don Schuerman, CTO at Pega, joins Keith Kirkpatrick to share his insights on responsibly leveraging Agentic AI for impactful business transformation....

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