Category: AI

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.
Our latest research brief, Responsible Artificial Intelligence: Dell Data Protection for AI Applications– done in partnership with Dell Technologies– explores AI’s increasing need for data protection and cyber security, the unique protection requirements for AI, and how Dell’s data protection portfolio can be leveraged to meet these data protection needs.
Visualizing a Sharper Message to the Market, Partners, and Core Users
Keith Kirkpatrick, Research Director with The Futurum Group, discusses Tableau Conference 2024 and provides his take on the company’s strategy for moving ahead in a competitive and evolving market for data visualization software.
Strong Automotive Growth Ahead of Snapdragon X PC Launches
The Futurum Group’s Daniel Newman and Olivier Blanchard share their insights into Qualcomm’s Q2 2024 earnings and discuss why steady growth, measured pace, and lean execution may set the stage for Qualcomm’s next growth cycle.
The ERP Giant Is Leaning into AI and Healthcare
Keith Kirkpatrick, Research Director with The Futurum Group, discusses Oracle’s focus on customer experience (CX) enhancements within its Fusion Cloud CCX Suite, as well as the company’s further penetration into the healthcare space.
Oracle Databases 23ai Unleashes Breakthrough Enterprise AI Capabilities Across AI Vector Search, App Dev Acceleration, and Mission-Critical Data Domains
The Futurum Group’s Ron Westfall and Steven Dickens examine why Oracle's comprehensive suite of enhancements in Oracle Database 23ai positions it uniquely in the marketplace.
AMD’s AI-Enabling Solutions Portfolio Gains Traction in All the Right Places
Olivier Blanchard, Research Director at The Futurum Group, shares his insights about AMD’s Q1 2024 earnings and how its investments in AI solutions sets up the company for growth early in the AI disruption cycle.
In our latest offering, Market Insight Report: AI RAN, focuses on the nascent AI RAN market, sharpening the definition of the category’s addressable market and market sizing data specific to the AI RAN market segment as it evolves.
In our latest deliverable, Market Insight Report: Industrial IoT Platform 2024 assesses the state of the IIoT platform market in 2024 and the integral role IIoT solutions play in enabling organizations to improve operational efficiency and business outcomes by ensuring granular and detailed data in real-time.

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