Ron Westfall, Research Director at The Futurum Group, shares insights on Cisco’s Q2 FY 2025 results, focusing on AI infrastructure growth, Splunk’s impact on security, and innovations like AI PODs...
Nick Patience, AI Practice Lead at The Futurum Group, examines the strategic partnership between SAP and Databricks that combines SAP's enterprise data assets with Databricks' data platform capabilities through SAP...
The Futurum Group’s Keith Kirkpatrick and Alex Smith cover ZohoDay25 and discuss the company’s new strategic focus targeting enterprise customers, and the company’s go-to-market and partnership approach....
Camberley Bates, Keith Townsend, and Dion Hinchcliffe share a conversation on whether hyperscalers can keep up with AI demand and the efficiency of new LLM releases....
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, highlights Lattice Semiconductor’s Q4 FY 2024 results, covering Nexus and Avant growth, market stabilization, and expanding software capabilities driving...
Jay Subramanian, GM of Core Storage Platforms at Hitachi Vantara, joins Daniel Newman to discuss how AI and telemetry are key to achieving sustainability in IT....
Futurum’s Ron Westfall explores how Zoho is positioned to develop AI-enhanced solutions that can drive customer value including the optimization and full security of IoT assets that improve business outcomes...
Keith Kirkpatrick, Research Director at The Futurum Group, examines Microsoft’s shift to metered pricing for autonomous agents in Microsoft 365 Copilot and its impact on enterprise AI adoption....
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Qualcomm, Arm, AMD, Amazon, Alphabet, Coherent as well as IBM Investor Day!...
Olivier Blanchard, Research Director with The Futurum Group, analyzes Amazon’s Q4 2024 earnings, highlighting AWS growth amid supply constraints, the expansion of same-day delivery, and advertising monetization....
Keith Kirkpatrick, Research Director at The Futurum Group, examines OpenText’s Q2 FY 2025 results, highlighting strong profitability, record cloud bookings, and a strategic pivot toward AI-driven growth....
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