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Category: AI

MWC 2025: Qualcomm and IBM Raise GenAI Competitive Stakes
Ron Westfall

MWC 2025: Qualcomm and IBM Raise GenAI Competitive Stakes

Qualcomm and IBM Unveil Expanded Collaboration to Drive Enterprise-Ready Generative AI Solutions Across Cloud and Edge Devices
Futurum’s Ron Westfall examines how the Qualcomm IBM alliance can spur broader enterprise adoption of on-device inferencing and low-power features key to sustainable GenAI deployment that improves energy efficiencies, performance, and user experiences.
NetApp Q3 FY 2025 Reports Revenue Growth of 2%
Camberley Bates
Krista Case
Camberley Bates & Krista Case

NetApp Revenue Grows 2%, Driven by Key All-Flash and Storage-as-a-Service Offerings

Slight Miss of $60M, but Overall Strong Progress With All Flash and AI
Camberley Bates and Krista Case, analysts at The Futurum Group, share their insights on NetApp Q3 earnings and key momentum on all flash, AI, and VMware decisions.
Talking NVIDIA, Amazon, Cisco & NVIDIA, Qualcomm, and More
Daniel Newman

Talking NVIDIA, Amazon, Cisco & NVIDIA, Qualcomm, and More

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss NVIDIA, Amazon, Qualcomm and more.
Ericsson Open RAN, Apple C1 & Telstra Open Programmable 5G Advanced Moves - Six Five Webcast - The 5G Factor
Ron Westfall

Ericsson Open RAN, Apple C1 & Telstra Open Programmable 5G Advanced Moves – Six Five Webcast – The 5G Factor

On this episode of The 5G Factor, hosts cover Ericsson's Open RAN initiatives, Apple's entry into modem design with the iPhone 16e, Qualcomm's modem technology leadership, and Telstra's 5G Advanced network launch. The episode explores the implications of these advancements for the mobile ecosystem and the transformative role of 5G Advanced programmability
Nvidia Q4 FY 2025: AI Momentum Strengthens Despite Margin Pressures
Richard Gordon
Richard Gordon

Nvidia Q4 FY 2025: AI Momentum Strengthens Despite Margin Pressures

Record Blackwell Sales of $11 Billion in Q4 FY 2025 Push Nvidia’s Data Center Revenue up 93% YoY
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, analyzes Nvidia’s Q4 FY 2025 earnings, highlighting record-breaking AI-driven growth, Blackwell’s rapid adoption, and margin pressures amid supply constraints. Key insights on gaming, automotive, and professional visualization trends.
Focus on Execution as Synopsys Reports Solid 1Q FY 2025 Financial Results
Richard Gordon
Richard Gordon

Focus on Execution as Synopsys Reports Solid 1Q FY 2025 Financial Results

Latest Synopsys Financial Report Shows Solid Performance and Continued Innovation Across Key Segments
Richard Gordon, Vice President & Practice Lead, Semiconductors at The Futurum Group shares his insights on Synopsys’ 1Q FY 2025 earnings report, where the company demonstrated that strong design activity remained a cornerstone of the company’s performance, driven by its leadership in hardware-assisted verification (HAV) solutions, advancements in EDA software, AI-driven innovations, and Design IP solutions.
Snowflake Q4 FY25 Shows Strong Momentum in Core Business and AI Initiatives
Nick Patience

Snowflake Q4 FY25 Shows Strong Momentum in Core Business and AI Initiatives

Snowflake Reports Healthy Q4 Results as AI Investments Begin Paying Dividends
Nick Patience, AI Practice Lead at The Futurum Group shares his insights on Snowflake’s Q4 2025 earnings & what they mean for the broader AI and data analytics space.
Apple Launches the iPhone 16e A Budget Game-Changer or an Overpriced Entry Model
Olivier Blanchard
Olivier Blanchard

Apple Launches the iPhone 16e: A Budget Game-Changer or an Overpriced Entry Model?

Apple Aims to Redefine Its Budget Lineup with AI and In-House Modem
Olivier Blanchard, Research Director at The Futurum Group, analyzes Apple’s iPhone 16e launch, its pricing shift, AI integration, in-house modem transition, and the broader impact on Apple's iPhone strategy amid growing competition.
Salesforce Q4 FY 2025 Results Deliver Strong AI Growth, but FY 2026 Outlook Disappoints
Keith Kirkpatrick

Salesforce Q4 FY 2025 Results Deliver Strong AI Growth, but FY 2026 Outlook Disappoints

Despite a Record RPO of $63.4 Billion and 11% YoY Growth, Salesforce’s FY 2026 Revenue Forecast Signals Slower-Than-Expected AI Adoption and Near-Term Subscription Headwinds
Keith Kirkpatrick, Research Director at The Futurum Group, analyzes Salesforce’s Q4 FY 2025 earnings, highlighting AI growth, margin expansion, and concerns over muted FY 2026 guidance.
Proactive Mainframe Performance Management How Hybrid AI-Guided Remediation and AI Agents are Transforming Operations - Six Five On The Road
Mitch Ashley
Mitch Ashley

Proactive Mainframe Performance Management: How Hybrid AI-Guided Remediation and AI Agents are Improving Operations – Six Five On The Road

Anthony DiStauro and Liat Sokolov from BMC Software join Mitchell Ashley to discuss Hybrid AI-Guided Remediation's revolutionary role in modernizing mainframe operations, highlighting practical examples and the technology's impact.
AI Agents and Hybrid AI: Preserving Mainframe Knowledge and the Impact of BMC’s AMI Assistant
Daniel Newman

AI Agents and Hybrid AI: Preserving Mainframe Knowledge and the Impact of BMC’s AMI Assistant – Six Five On The Road

David Jeffries and Priya Doty from BMC Software discuss preserving mainframe knowledge and driving transformation with AI Agents and Hybrid AI on the latest Six Five On The Road.
Zendesk to Acquire Local Measure to Strengthen Its AI-Driven Contact Center Solutions
Keith Kirkpatrick

Zendesk to Acquire Local Measure to Strengthen Its AI-Driven Contact Center Solutions

The Deal Accelerates Zendesk’s AI-Powered Voice Strategy and Expands Its Amazon Connect Integration
Keith Kirkpatrick, Research Director at The Futurum Group, analyzes Zendesk’s acquisition of Local Measure and its impact on AI-powered contact centers, enterprise growth, and AWS integration.
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