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Category: AI Platforms

Qualcomm FYQ3 2024 Earnings
Olivier Blanchard
Olivier Blanchard

Qualcomm FYQ3 2024 Earnings

Olivier Blanchard, Research Director with The Futurum Group, drills down into Qualcomm’s FYQ3 2024 earnings. Highlights include Qualcomm’s impressive YoY growth in the automotive segment, steady growth in handsets despite the segment’s relative maturity, and how the company’s investments in edge AI in the PC, XR, IOT and IIOT segments is already starting to pay off.
Rumored NVIDIA B20 For China
Daniel Newman

Rumored NVIDIA B20 For China

The Six Five team discusses rumored NVIDIA B20 for China.
ServiceNow Q2FY24 Earnings
Daniel Newman

ServiceNow Q2FY24 Earnings

The Six Five team discusses ServiceNow Q2FY24 earnings.
IBM Q2FY24 Earnings
Daniel Newman

IBM Q2FY24 Earnings

The Six Five team discusses IBM Q2FY24 earnings.
Google Q2FY24 Earnings
Daniel Newman

Google Q2FY24 Earnings

The Six Five team discusses Google Q2FY24 earnings.
Adobe Incorporates New Innovations in Illustrator and Photoshop
Keith Kirkpatrick

Adobe Incorporates New Innovations in Illustrator and Photoshop

Powered by Adobe Firefly and the Firefly Vector Model, Creators Will See Efficiency and Productivity Gains
Keith Kirkpatrick, Research Director with The Futurum Group, covers Adobe’s feature and function enhancements to its flagship Illustrator and Photoshop products, incorporating workflow innovations and other features powered by generative AI.
Enterprising Insights: Episode 33 – Salesforce Announces an LLM Benchmark for CRM
Keith Kirkpatrick

Enterprising Insights: Episode 33 – Salesforce Announces an LLM Benchmark for CRM

In this episode of Enterprising Insights, The Futurum Group Research Director Keith Kirkpatrick discusses Salesforce’s LLM benchmark for CRM, and rants about the lack of transparency around the collection of data from Hyundai, Honda, and GM.
AMD Q2 2024 Financial Results Highlight Strong Momentum in Data Center and PC Segments
Olivier Blanchard
Olivier Blanchard

AMD Q2 2024 Financial Results Highlight Strong Momentum in Data Center and PC Segments

AMD Reports Record Growth in Data Center and Client (PC) Segments Thanks to Its Growing Portfolio of Competitive AI-Enabling IP
Olivier Blanchard, Research Director at The Futurum Group, zooms in on AMD’s Q2 2024 financial results and discusses the opportunities, threats, velocity, and momentum of AMD’s opportunity across all business segments, with particular attention to the data center and PC segments, where the chipmaker could start capturing market share from rivals NVIDIA and Intel as early as H2 2024.
Top and Bottom-Line Performance Drives Microsoft's Q4 2024 Earnings
Keith Kirkpatrick & Daniel Newman

Top and Bottom-Line Performance Drives Microsoft’s Q4 2024 Earnings

Weakness in the Company’s Intelligent Cloud Segment Could Indicate Slower AI Adoption
The Futurum Group’s Keith Kirkpatrick and Daniel Newman highlights Microsoft’s strong Q4 2024 earnings, driven by cloud and AI investments. Despite Azure’s growth falling short of expectations, the company’s strong revenue performance remains encouraging.
The Tech CEO's Perspectives on Marketing
Lisa Martin
Lisa Martin

The Tech CEO’s Perspectives on Marketing

Lisa Martin, CMO Advisor at The Futurum Group, and Observe, Inc. CEO Jeremy Burton dive into the evolving role of the CMO, with Burton sharing invaluable insights from his experiences running companies and marketing organizations at businesses like Dell.
Marvell Unveils Structera CXL Solutions to Meet Hyperscaler Memory Needs
Camberley Bates
Camberley Bates & Ron Westfall

Marvell Unveils Structera CXL Solutions to Meet Hyperscaler Memory Needs

Marvell Unveils Structera CXL Product Line Using Near-Memory Accelerator and Memory Expansion Innovations to Meet Memory Challenge Across Cloud Data Centers
Camberley Bates and Ron Westfall examine why the Structera product line launch underscores Marvell’s commitment to directly addressing the server memory bandwidth and capacity challenges faced by modern data centers and cloud environments.
Lattice Semiconductor Maintains Growth Trajectory in Q2 2024
Ron Westfall

Lattice Semiconductor Maintains Growth Trajectory in Q2 2024

Lattice Semiconductor’s Q2 2024 Earnings Reveal Cyclic Industry Headwinds with Execution of Product Portfolio Expansion Setting up Solid Long-term Growth
The Futurum Group’s Ron Westfall analyzes Lattice Semiconductor's Q2 2024 earnings, addressing why new product launches in autonomous applications, secure control FPGAs, and logic-optimized FPGAs, counter-cyclical industry headwinds and bolster long-term growth prospects.
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