Category: Business Information

April 26, 2024

T-Mobile Q1 2024: Breakthrough Service Revenue and Profitability

T-Mobile Raises 2024 Guidance Driven by Q1 2024 Service Revenue, Profitability, and High-Speed Internet Breakthroughs Plus Record Low Postpaid Phone Churn

The Futurum Group’s Ron Westfall and Daniel Newman examine T-Mobile’s Q1 2024 results and why they expect T-Mobile to fulfill its raised 2024 guidance as the company is outperforming its rivals across important mobile network service categories.

5G, AI, Business Information, Digital Transformation, Hybrid Cloud, Infrastructure, and Operations, Machine Learning

April 26, 2024

Daniel Newman and Keith Kirkpatrick

Research Note

ServiceNow Posts Strong Q1, Driven by Big Deals and Subscriptions

Generative AI-Powered Workflows Are Helping to Fuel Performance Across All Key Business Areas

The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover ServiceNow’s Q1 2024 earnings and discuss how the company has successfully leveraged generative AI across its platform to drive revenue growth.

AI, Business Information, Enterprise Applications

April 26, 2024

Steven Dickens and Keith Kirkpatrick

Research Note

Alphabet Earnings Analysis: Navigating AI and Cloud Computing

Google Announces Q1 2024 Earnings, Powered by Revenue Gains across Cloud, Advertising, AI, and Search

The Futurum Group’s Steven Dickens and Keith Kirkpatrick cover Google’s Q1 2024 earnings and discuss how the company’s innovations across cloud, workflows, and AI are helping it to drive success.

AI, Business Information, Enterprise Applications

April 26, 2024

Ron Westfall and Daniel Newman

Research Note

Intel Q1 2024 Results: New Reporting Structure with Top Bottom Beat

Intel Showed Progress in Q1 2024 Results Led by Double-Digit Growth in Intel Products and Intel Foundry Delivering Breakthrough Intel 3 Production

The Futurum Group’s Ron Westfall and Daniel Newman assess Intel Q1 2024 results and why Intel’s new foundry operating model provides transparency and the new Intel Products immediately bolster the Intel enterprise AI proposition.

AI, Business Information, Cloud, Communications Networks, Data Center, Digital Transformation, Semiconductors and Components

April 25, 2024

Steven Dickens

Research Note

IBM Q1 2024 Earnings: A Deep Dive into Hybrid Cloud and AI Strategy

Steven Dickens, Vice President and Practice Lead, at The Futurum Group, provides his insights into IBM’s earnings and how the announcement of the HashiCorp acquisition is playing into continued growth for the company.

AI, Business Information, Hybrid Cloud, Infrastructure, and Operations

April 25, 2024

Daniel Newman and Keith Kirkpatrick

Research Note

SAP’S Strong Q1 2024 Revenue Driven by Cloud and Business AI Demand

Though SAP Missed Analysts’ Bottom-Line Expectations, Its Core Business Remains Strong

The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover SAP’s Q1 2024 earnings and discuss the continuing impact of the company’s focus on migrating customers to its cloud-based ERP system.