Category: Business Information

June 4, 2024

Ron Westfall & Daniel Newman

Research Note

Marvell Q1 Fiscal 2025: Custom AI Silicon Plays the Starring Role

Marvell Q1 2025 Revenue Came in Above Mid-point of Guidance Showing AI’s Key Role in Boosting Data Center Revenue Plus Overall Brighter Q2 2025 Guidance

The Futurum Group’s Ron Westfall and Daniel Newman assess why Marvell’s Q1 Fiscal 2025 results show why the company is positioned solidly to meet the demands of accelerated infrastructure across fast evolving AI environments through portfolio innovation such as the Alaska P PCIe launch and a multitude of breakthrough optical portfolio offerings.

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

June 4, 2024

Daniel Newman & Keith Kirkpatrick

Research Note

Salesforce $9.13B Q1 FY 2025 Revenue Narrowly Misses Estimates

Company’s Strong AI Strategy May Offset Economic and Industry Headwinds

Daniel Newman, CEO and Principal Analyst and Keith Kirkpatrick, Research Director at The Futurum Group, cover Salesforce’s Q1 2025 earnings and discuss the factors contributing to the company’s quarterly performance.

AI, Business Information, Enterprise Applications

June 4, 2024

Olivier Blanchard

Research Note

HP Q2 2024 Earnings: HP’s PC Refresh Supercycle Opportunity Comes Into Clearer Focus

Olivier Blanchard, Research Director with The Futurum Group, shares his insights into HP’s Q2 2024 earnings and makes the case for why the PC segment’s recovery has dragged in anticipation of the PC refresh supercycle.

Business Information, Operating Systems, PCs and Devices, Processors

June 3, 2024

Olivier Blanchard

Research Note

Dell Technologies Delivers Q1 Fiscal 2025 Financial Results

Olivier Blanchard, Research Director with The Futurum Group, shares his insights into Dell’s Q1 2025 earnings, and sheds some light into how Dell’s complete end-to-end AI ecosystem play, from data center to edge to PC, is absolutely the right approach to the transition to AI.

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

June 3, 2024

Steven Dickens

Research Note

Elastic’s Fiscal 2024 Earnings: Transforming AI, Security, and Observability

Steven Dickens, VP and Practice Leader, highlights the significant role Elastic plays in driving innovation within the search AI space, particularly as businesses increasingly seek out robust, AI-enhanced tools for data observability and security. He points out that Elastic’s strategic alignment with emerging technology trends positions it well to leverage the growing demand for advanced search functionalities integrated with AI capabilities.