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Category: AI

Twilio's AI-Driven Success in Q2 2024-Insights and Outlook
Keith Kirkpatrick

Twilio’s AI-Driven Success in Q2 2024-Insights and Outlook

Company’s Focus on Leveraging Data and AI for New Customer Growth
The Futurum Group’s Keith Kirkpatrick discusses how Twilio’s AI advancements significantly boosted its Q2 2024 performance, driving revenue growth and operational efficiency, and helping position the company as a leading customer engagement platform.
Intel’s Q2 2024 Earnings Release: Navigating Challenges and Strategic Shifts
Ron Westfall

Intel’s Q2 2024 Earnings Release: Navigating Challenges and Strategic Shifts

Intel’s Q2 2024 Earnings Usher in a $10B Cost Reduction Plan Per Guidance Miss to Bolster Near-term Competitiveness in Key Segments and Land Long Game Strategy
The Futurum Group’s Ron Westfall shares his insights on why Intel’s Q2 2024 earnings release demonstrates significant challenges amid strategic industry shifts while its new cost reductions are key to boosting competitiveness and long-term strategy.
Simplifying High-Performance Computing with Parallel Works ACTIVATE
Paul Nashawaty
Paul Nashawaty

Simplifying High-Performance Computing with Parallel Works ACTIVATE

Paul Nashawaty, Practice Lead at The Futurum Group analyzes the new platform for AI and HPC resources offered by Parallel Works and the announcement to drive adoption of ACTIVATE.
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.
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