Category: AI Platforms

GlobalFoundries Q1 2024 Delivered Beats on Top and Bottom Results Gaining Momentum from Mobility Recovery and GenAI-Fueled Power Management Demand
The Futurum Group’s Ron Westfall and Daniel Newman examine GlobalFoundries’ solid Q1 2024 results due to funding from the US Department of Commerce and New York State that enables the company to expand and build new manufacturing capacity.
Growth Powered by Rising Revenue in Communications and Segment Businesses
The Futurum Group’s Daniel Newman and Keith Kirkpatrick share their insights on Twilio’s Q1 2024 earnings and discuss the elements that the company must address to move forward in the year ahead.
Chris Koehler Joins Twilio as Chief Marketing Officer to Enhance Global Marketing Strategies and Product Innovation
Paul Nashawaty, Practice Lead, and Sam Holschuh, Analyst, at The Futurum Group share their insights on Twilio's strategic move to boost market influence and innovation through new CMO Chris Koehler.
Explore Amazon’s Latest Innovation, Amazon Q, and Its Impact on Software Development and Business Data Analysis
Paul Nashawaty, Practice Lead, and Sam Holschuh, Analyst, at The Futurum Group share their insights on the transformative potential of Amazon Q across software development and business operations.
Vasu Jakkal, Corporate VP at Microsoft joins us to share insights on Microsoft's robust security ecosystem. Discover Microsoft's approach to defending against aggressive cyber threats and fostering a secure future.
Herain Oberoi, General Manager at Microsoft Security, joins us to share his insights on the critical topic of securing and governing AI within organizations. Discover the unique challenges and Microsoft's innovative approaches.
Building Business Applications with LLM AI Is Complex and Running Those Applications Is Expensive—LLM Inference Needs Big Changes to Enable Widespread Use
Alastair Cooke, CTO Advisor at The Futurum Group, shares his insights on the changes needed for organizations to overcome the complexity and cost of LLMs and finally get tremendous business value from them.
Exploring the Impact of Salesforce’s Latest Data Integration Enhancements on Market Dynamics and Developer Operations
Paul Nashawaty, Practice Lead, and Sam Holschuh, Analyst, at The Futurum Group share their insight on the transformative potential of Salesforce Zero Copy Partner Network.
Performance Exceeds Analyst Expectations
The Futurum Group’s Steven Dickens shares his insights on the recent release of the Informatica first quarter (Q1) 2024 earnings report.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Q1 2024 earnings for AMD, Amazon, and Lattice; Q2 earnings for Qualcomm and Apple; and Q4 earnings for Commvault.
Amazon’s First Quarter Earnings Blend Robust Growth and Competitive Dynamics
The Futurum Group’s Daniel Newman and Steven Dickens note Amazon's Q1 2024 earnings and discuss the company’s expansion into retail, advertising, and cloud computing as a masterclass in market disruption.
Q3 FY 2024 Revenue Reached $1.4 Billion, Up 16.3% YoY
The Futurum Group’s Daniel Newman and Keith Kirkpatrick share their insights on OpenText’s strong Q3 fiscal 2024 earnings.