Dell Q4 and FY 2024 Earnings Reflect the Proverbial Calm Before the Impending AI Storm
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Dell’s Q4 and FY 2024 earnings, which point to a rebound for PCs in H2 2024 with the arrival of AI PCs and to gathering strength in AI-optimized servers and services.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Microsoft transforming finance with AI, earnings for Salesforce, HPE, HP, Dell, and Pure Storage, and Intel’s new standalone FPGA company, Altera.
The Company Distinguishes Itself by Strategically Shifting Toward AI, Utilizing This Evolving Field to Drive Growth and Solidify Its Leading Place in the Market
Steven Dickens, VP and Practice Lead, and Sam Holschuh, Analyst, at The Futurum Group share their insights on Elastic’s earnings and how strategic investments will create competition in the market.
FY 2024 Revenue Reaches $34.9 Billion, Up 11% YoY, with FY 2024 Non-GAAP Operating Margin of 30.5%
The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover Salesforce’s Q4 and FY 2024 earnings and discuss the factors contributing to the company’s strong quarterly performance.
On this episode of The Six Five – Insider, hosts Daniel Newman and Patrick Moorhead welcome Walter Sun, Global Head of AI at SAP for a conversation on SAP’s AI strategy.
