Category: Business Information

December 11, 2023

Mark Beccue

Research Note

MongoDB 3Q Results Beat Expectations

Continued Performance Points to the Role Data Platforms Play in AI

Mark Beccue, Research Director at The Futurum Group, examines MongoDB 3Q results beat expectations.

AI, Business Information, Machine Learning

December 11, 2023

Daniel Newman

Six Five Webcast

The Six Five On the Road at AWS re:Invent 2023 with Harshal Pimpalkhute

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Harshal Pimpalkhute, Sr Manager at AWS for a conversation on the latest announcements from Amazon Bedrock made at AWS re:Invent.

AI, Business Information, Data Management, Enterprise Applications

December 11, 2023

Daniel Newman

Six Five Webcast

Talking Lattice, Marvell, Google, AMD, Broadcom, IBM and Meta

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss some special announcements, the Lattice Developers Conference, Marvell AI Day, Google Gemini AI 1.0 and new TPU, AMD Advancing AI Event, Broadcom’s Q4 earnings, and the AI Alliance lead by IBM and Meta.

AI, Business Information, Enterprise Applications, Semiconductors and Components

December 8, 2023

Daniel Newman

Six Five Webcast

The Six Five On the Road at AWS re:Invent 2023 with Chetan Kapoor

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Chetan Kapoor, Director at AWS EC2 for a conversation on AWS Generative AI Infrastructure announced at AWS re:Invent.

AI, Business Information, Data Management, Enterprise Applications

December 7, 2023

Craig Durr

Research Note

New Zoom Feature on Apple TV 4K Aims to Improve Meeting Accessibility

Zoom for Home TV Is the First Third-Party Conferencing App to be Available for Apple TV

Craig Durr, Research Director at The Futurum Group, examines the new Zoom feature on Apple TV 4K aimed at improving the remote meeting experience.

Business Information, Contact Center, Unified Communications, Workplace Collaboration

December 6, 2023

Daniel Newman & tweiss@futurumresearch.com

Research Note

Synopsys Revenue Hits $1.6B in Q4, Up 25% YoY, Beating Estimates

For Full FY 2023, Synopsys Revenue Totaled $5.8 Billion, Up 15% YoY

The Futurum Group’s Daniel Newman and Todd R. Weiss share their insights as semiconductor EDA and IP vendor Synopsys reports revenue of $1.6 billion in Q4, up 25% YoY, beating estimates.

AI, Business Information, Semiconductors and Components

December 5, 2023

Daniel Newman

Video Research Note

Salesforce Q3 Earnings

The Six Five team discusses Salesforce Q3 Earnings.

Business Information, Enterprise Applications

December 5, 2023

Daniel Newman

Video Research Note

Apple Abandoning Home-Grown Modems?

The Six Five team discusses Apple Abandoning Home-Grown Modems.

Business Information, PCs and Devices

December 5, 2023

tweiss@futurumresearch.com & Steven Dickens

Research Note

Rocket Buying OpenText’s Application Modernization Unit for $2 Billion

The Acquisition Proposal Comes Less Than One Year Since OpenText Acquired Application Modernization Vendor Micro Focus in a $6 Billion Transaction

Todd R. Weiss and Steven Dickens, analysts with The Futurum Group, share their insights as Rocket Software is buying OpenText’s application modernization unit for $2 billion, as the companies realign their products to focus on their core businesses.

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

December 5, 2023

Steven Dickens

Futurum Tech Webcast

Rocket Software Talks About Strategic Reasons Behind AMC Deal Announcement – Futurum Tech Webcast

The Futurum Group’s Steven Dickens and Rocket Software’s Phil Buckellew, discuss the company’s plans to acquire OpenText’s Application Modernization and Connectivity Business and the implications for the mainframe modernization landscape.

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

December 5, 2023

Alex Gaw

Industry News

CX M&A: New Acquisitions by Cyara, Adobe, Acquia, and Zillow Group

Acquired Companies Include QBox, Rephrase.ai, Monsido, and Follow Up Boss, and Databricks Secures New Funding

Alex Gaw, Contributing Analyst at The Futurum Group, provides a roundup of the latest CX M&A and funding news involving Cyara, Adobe, Acquia, Zillow Group, and Databricks.