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Category: AI

GlobalFoundries Q2: Robust Performance in the Face of Macro Concerns
Daniel Newman & Ron Westfall

GlobalFoundries Q2: Robust Performance in the Face of Macro Concerns

GlobalFoundries Q2 2023 Earnings Proved Solid, Particularly as China and Other Recessionary Concerns Loom
The Futurum Group’s Daniel Newman and Ron Westfall assess why they believe GlobalFoundries’ Q2 2023 results show it is primed for growth with both broad geographic manufacturing capabilities and process specialization across important legacy nodes.
Zoom Perspectives 2023
Daniel Newman

Zoom Perspectives 2023

The Six Five team discusses Zoom Perspectives 2023.
The Six Five Connected with Diana Blass: The Quantum Arms Race
Diana Blass
Diana Blass

The Six Five Connected with Diana Blass: The Quantum Arms Race

On this episode of The Six Five Connected, host Diana Blass dives into the quantum arms race, which comes as nations rush to develop quantum solutions as world leaders realize the power that could come to those with the technology.
Einstein Studio: Salesforce Introduces No-Code Model Integration
Mark Beccue

Einstein Studio: Salesforce Introduces No-Code Model Integration

Zero-ETL Integration Allows Enterprises to Bring Their Own Models to Their Salesforce Data
Mark Beccue, Research Director at The Futurum Group, examines Salesforce’s general availability launch of Einstein Studio. One of the reasons for Salesforce’s clear AI leadership is that the company understands the value of the clean, machine-readable data it stewards for its customers.
Qualcomm Revenue in Q3 Dips to $8.44 Billion as Mobile, IoT Soften
Daniel Newman & tweiss@futurumresearch.com

Qualcomm Revenue in Q3 Dips to $8.44 Billion as Mobile, IoT Soften

Some Growth in Mobile Phone Sales Expected for the Holiday Season
The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights as Qualcomm’s revenue for Q3 of fiscal year 2023 fell to $8.44 billion, down 23% from $10.9 billion YoY. Qualcomm continues to face challenging macroeconomic issues around the globe, reducing the company’s component sales to mobile phone and IoT manufacturers, but with key bright points from continuing growth in AI and automotive markets.
IrisCX Introduces Session Score
Sherril Hanson

IrisCX Introduces Session Score

Session Score Provides a Real-Time, Comprehensive View of Interactions
Sherril Hanson, Senior Analyst at The Futurum Group, shares insights on the new Session Score measurement tool recently introduced by smart video platform provider IrisCX.
CX Research from 10x Banking, Forrester, Gartner, Qualtrics, and Coveo
Alex Gaw

CX Research from 10x Banking, Forrester, Gartner, Qualtrics, and Coveo

Topics Include Poor Bank CX, CX Quality of US Brands, CX Use of Chatbots, and More
Alex Gaw, Contributing Analyst at The Futurum Group, provides a roundup of the latest CX research reports and survey findings from 10x Banking, Forrester, Gartner, Qualtrics, and Coveo. In this edition, he writes about how poor CX is causing banks to lose customers; the decline of CX quality among US brands for the second straight year; the difference in sentiment toward AI between business executives and rank-and-file employees; and the difficulty of Gen Z and other young digital natives in finding information relevant to their work.
OpenText Reports Strong Q4 and FY 2023 Earnings, Driven by Cloud and ARR Growth
Steven Dickens & Keith Kirkpatrick

OpenText Reports Strong Q4 and FY 2023 Earnings, Driven by Cloud and ARR Growth

Strong Revenue Growth Driven by Healthy Enterprise Cloud Bookings and Rising ARR
Steven Dickens, VP and Practice Leader and Keith Kirkpatrick, Research Director at The Futurum Group share their insights on OpenText’s Q4 and FY 2023 earnings. OpenText Inc. has reported strong Q4 and FY 2023 performance, driven by significant growth in ARR and cloud bookings. Notably, the company achieved its tenth consecutive quarter of organic growth in constant currency for both cloud and ARR. OpenText also launched a new version of its customer experience management platform, integrating technology from its acquisition of Micro Focus setting a target to return Micro Focus to organic growth in 2024.
5G Factor: CapEx Trends, Q2 2023 for T-Mobile, AT&T, Verizon & T-Mobile Moves
Ron Westfall & tweiss@futurumresearch.com

5G Factor: CapEx Trends, Q2 2023 for T-Mobile, AT&T, Verizon & T-Mobile Moves

A delve into recent CSP developments including the 2023 CapEx outlook, T-Mobile’s new 5G four-carrier aggregation capabilities, and Q2 2023 financial results
The Futurum Group’s Ron Westfall and Todd Weiss examine the key developments across the communications service provider (CSP) market with a dive into 2023 and future CapEx trends, T-Mobile’s addition of new 5G four-carrier aggregation capabilities, and the implications of the fiscal Q2 2023 results from AT&T, T-Mobile, and Verizon.
Steven Dickens

Informatica Earnings: Surpassing Estimates With Strong Growth

AI-Driven DManagement Innovations Fuel Customer Traction and Subscription Revenue Growth
Steven Dickens, VP and Practice Leader at The Futurum Group shares his insights on Informatica's Q2 earnings. Informatica reported quarterly earnings of $0.17 per share, demonstrating robust financial management. Over the last four quarters, the company exceeded consensus EPS estimates three times, showcasing consistent strength in earnings. Looking ahead, the company's ability to innovate in the AI space will be crucial for driving relevance and traction with customers in the ever-evolving data landscape.
5G Factor Video Research Note: Nokia Unveils Airscale Baseband Capabilities That Bring AI to Mobile Networks
Clint Wheelock
Ron Westfall & Clint Wheelock

5G Factor Video Research Note: Nokia Unveils Airscale Baseband Capabilities That Bring AI to Mobile Networks

The Futurum Group’s Ron Westfall and Clint Wheelock assess the impact that AI is having throughout the 5G ecosystem including why Nokia’s new AI-infused AirScale portfolio boosts its O-RAN and Cloud RAN proposition and 5G Advanced readiness.
5G Factor Video Research Note: NVIDIA Softbank Collaborate on Gen AI and 5G/6G Apps
Clint Wheelock
Ron Westfall & Clint Wheelock

5G Factor Video Research Note: NVIDIA Softbank Collaborate on Gen AI and 5G/6G Apps

The Futurum Group’s Ron Westfall and Clint Wheelock assess the impact that AI is having throughout the 5G ecosystem including how the NVIDIA Softbank collaboration on Gen AI and 5G/6G Apps validates the key role of AI in driving generate AI and 5G/6G innovation.
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