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Category: AI Platforms

Nvidia Q4 FY 2025: AI Momentum Strengthens Despite Margin Pressures
February 28, 2025

Nvidia Q4 FY 2025: AI Momentum Strengthens Despite Margin Pressures

Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, analyzes Nvidia’s Q4 FY 2025 earnings, highlighting record-breaking AI-driven growth, Blackwell’s rapid adoption, and margin pressures amid supply constraints....
Focus on Execution as Synopsys Reports Solid 1Q FY 2025 Financial Results
February 28, 2025

Focus on Execution as Synopsys Reports Solid 1Q FY 2025 Financial Results

Richard Gordon, Vice President & Practice Lead, Semiconductors at The Futurum Group shares his insights on Synopsys’ 1Q FY 2025 earnings report, where the company demonstrated that strong design activity...
Snowflake Q4 FY25 Shows Strong Momentum in Core Business and AI Initiatives
February 28, 2025

Snowflake Q4 FY25 Shows Strong Momentum in Core Business and AI Initiatives

Nick Patience, AI Practice Lead at The Futurum Group shares his insights on Snowflake’s Q4 2025 earnings & what they mean for the broader AI and data analytics space....
Apple Launches the iPhone 16e A Budget Game-Changer or an Overpriced Entry Model
February 28, 2025

Apple Launches the iPhone 16e: A Budget Game-Changer or an Overpriced Entry Model?

Olivier Blanchard, Research Director at The Futurum Group, analyzes Apple’s iPhone 16e launch, its pricing shift, AI integration, in-house modem transition, and the broader impact on Apple's iPhone strategy amid...
Salesforce Q4 FY 2025 Results Deliver Strong AI Growth, but FY 2026 Outlook Disappoints
February 28, 2025

Salesforce Q4 FY 2025 Results Deliver Strong AI Growth, but FY 2026 Outlook Disappoints

Keith Kirkpatrick, Research Director at The Futurum Group, analyzes Salesforce’s Q4 FY 2025 earnings, highlighting AI growth, margin expansion, and concerns over muted FY 2026 guidance....
Proactive Mainframe Performance Management How Hybrid AI-Guided Remediation and AI Agents are Transforming Operations - Six Five On The Road
February 27, 2025

Proactive Mainframe Performance Management: How Hybrid AI-Guided Remediation and AI Agents are Improving Operations – Six Five On The Road

Anthony DiStauro and Liat Sokolov from BMC Software join Mitchell Ashley to discuss Hybrid AI-Guided Remediation's revolutionary role in modernizing mainframe operations, highlighting practical examples and the technology's impact....
AI Agents and Hybrid AI: Preserving Mainframe Knowledge and the Impact of BMC’s AMI Assistant
February 27, 2025

AI Agents and Hybrid AI: Preserving Mainframe Knowledge and the Impact of BMC’s AMI Assistant – Six Five On The Road

David Jeffries and Priya Doty from BMC Software discuss preserving mainframe knowledge and driving transformation with AI Agents and Hybrid AI on the latest Six Five On The Road....
Zendesk to Acquire Local Measure to Strengthen Its AI-Driven Contact Center Solutions
February 27, 2025

Zendesk to Acquire Local Measure to Strengthen Its AI-Driven Contact Center Solutions

Keith Kirkpatrick, Research Director at The Futurum Group, analyzes Zendesk’s acquisition of Local Measure and its impact on AI-powered contact centers, enterprise growth, and AWS integration....
Maximizing ROI with Agentic AI: Why Agentforce Is the Fast Path to Enterprise Value
February 27, 2025

Maximizing ROI with Agentic AI: Why Agentforce Is the Fast Path to Enterprise Value

In the latest study by Futurum Research, Maximizing ROI with Agentic AI: Why Agentforce Is the Fast Path to Enterprise Value, completed in partnership with Salesforce, Futurum Research explores why...
Solidigm and Broadcom Extend SSD Partnership to Power AI’s Next Growth Phase
February 27, 2025

Solidigm and Broadcom Extend SSD Partnership to Power AI’s Next Growth Phase

Camberley Bates, VP & Practice Lead at The Futurum Group, analyzes how Solidigm’s extended partnership with Broadcom ensures high-capacity SSD controllers for AI, supporting efficient, scalable storage as AI infrastructure...
Does Salesforce and Google’s Partnership Raise the Bar for AI Agent Capability?
February 27, 2025

Does Salesforce and Google’s Partnership Raise the Bar for AI Agent Capability?

The Futurum Group analysts share their insights on the partnership between Salesforce and Google, which is designed to provide more capability for Agentforce agents, and offer greater service capabilities for...
HP’s AI PC Push: How Victus 15 Fits into Its Bigger Strategy
February 27, 2025

HP’s AI PC Push: How Victus 15 Fits into Its Bigger Strategy

Olivier Blanchard, Research Director at The Futurum Group, analyzes HP’s AI-powered Victus 15 and its role in HP’s broader AI PC strategy. With AI-driven gaming enhancements and a push into...

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