Category: Business Information

December 5, 2023

Daniel Newman

Video Research Note

Talking AWS, VMware & Broadcom, Apple, Synopsys, Salesforce, Pure Storage, Zoom, NVIDIA, HP, Open AI

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss AWS re:Invent 2023, Broadcom and VMware, Apple, the OpenAI debacle, and the latest earnings from Salesforce, Synopsys, Pure Storage, HPE, Zoom, NVIDIA, HP, and Dell.

AI, Business Information, Cloud, Enterprise Applications, Hybrid Cloud, Infrastructure, and Operations, Machine Learning, PCs and Devices, Semiconductors and Components, Storage

December 4, 2023

Steven Dickens & Dave Raffo

Research Note

AWS and Kyndryl Partner to Build an AI Innovation Factory

Tech Giants Sign Multiyear Agreement to Boost Customer Adoption

The Futurum Group’s Steven Dickens and Dave Raffo look at the collaboration between AWS and Kyndryl that will produce an Innovation Factory to boost AI/ML customer adoption by modernizing systems in the AWS cloud.

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

December 4, 2023

Daniel Newman & Keith Kirkpatrick

Research Note

Salesforce Q3 FY 2024 Revenue Hits $8.72B, Up 11% Year-over-Year

Quarterly Performance Up 11% YoY, Driven by Large Deals, Data Cloud Growth

Daniel Newman, CEO and Chief Analyst at The Futurum Group, and Keith Kirkpatrick, Research Director at The Futurum Group, cover Salesforce’s Q3 2024 earnings, and discuss the factors contributing to the company’s strong quarterly performance.

AI, Business Information, Enterprise Applications

December 4, 2023

Olivier Blanchard

Research Note

Dell Q3 FY24 Earnings Show Strength in AI Demand But Sluggish Recovery

Dell Q3 2024 Earnings Feel Like Two Steps Forward, One Step Back But Points to Generative AI Momentum

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Dell Q3 2024 earnings, which, despite reflecting a sluggish and inconsistent recovery, highlight the importance of generative AI to the company’s growth.

AI, Business Information, Collaboration Devices and Services, Data Center, Data Infrastructure, Devices, Digital Transformation, High Performance Computing, PCs and Devices, Storage

Category: Business Information

HP Q4 Earnings

Open AI Debacle Resolved?

Dell Q3 FY 24 Earnings

NVIDIA Q3 Earnings

Zoom Q3 Earnings

HPE Q4 Earnings

Pure Storage Q3 Earnings

Synopsys Q4 Earnings

Talking AWS, VMware & Broadcom, Apple, Synopsys, Salesforce, Pure Storage, Zoom, NVIDIA, HP, Open AI

AWS and Kyndryl Partner to Build an AI Innovation Factory

Salesforce Q3 FY 2024 Revenue Hits $8.72B, Up 11% Year-over-Year

Dell Q3 FY24 Earnings Show Strength in AI Demand But Sluggish Recovery

The Futurum Group

Category: Business Information

The Futurum Group

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