Erik Ekudden, CTO at Ericsson, joins Dan Newman and Patrick Moorhead to discuss how 5G is spearheading the next wave of mobile innovations, closely intertwined with AI and Cloud technologies.
AI-Driven Semiconductor Demand and Infrastructure Software Expansion Fueled Broadcom’s 25% YoY Revenue Growth in Q1 FY 2025
Richard Gordon and Daniel Newman at The Futurum Group break down Broadcom’s Q1 FY 2025 earnings, highlighting AI semiconductor growth, hyperscaler demand for XPUs, and VMware’s software transition driving 25% YoY revenue growth and strong Q2 guidance.
Strong AI Adoption Propels Marvell’s Revenue Growth, With Custom Silicon Ramping Up
Richard Gordon and Daniel Newman analyze Marvell’s Q4 FY 2025 earnings, highlighting AI growth, custom silicon momentum, and evolving semiconductor trends amid rising demand for efficiency-focused AI models.
AI-Driven Server Growth Lifts HPE’s Revenue, but Profit Margins Disappoint
Ron Westfall and Daniel Newman at The Futurum Group analyze HPE’s Q1 FY 2025 earnings, highlighting AI-driven server growth, GreenLake expansion, margin pressures, weak guidance, cost cuts, and Juniper deal uncertainty.
Anthony Anter and Mark Schettenhelm from BMC Software join Mitchell Ashley to share insights on optimizing mainframe application development for enhanced efficiency.
Hosts Camberley Bates, Keith Townsend, and Dion Hinchcliffe discuss the latest AI model releases, ChatGPT 4.5 and Google's Gemini, along with market insights and more.
Jeff Amann, EVP & GM at Salesforce, alongside analysts Daniel Newman and Patrick Moorhead, dives into how Salesforce Communications Cloud and Agentforce are revolutionizing customer engagement in telecom.
Krista Satterthwaite and Karin Eibschitz Segal join Patrick Moorhead to share insights on HPE's and Intel's collaboration in evolving compute platforms that are not just performant but future-ready.
As Secure Access Service Edge (SASE) Vendors Look To Differentiate, We See a Rise in More Specialized Deployments. Along These Lines, Palo Alto Networks Introduces Prisma SASE 5G, Leveraging Now Ubiquitous AI-Enabled and Zero Trust Concepts Alongside SIM-Based Authentication to Potentially Secure Enterprise 5G Connectivity
Fernando Montenegro, VP and Practice Lead, Cybersecurity at The Futurum Group, examines how Palo Alto Networks' Prisma SASE 5G enhances enterprise 5G security with AI-driven Zero Trust and SIM-based authentication.
