Category: Business Information

December 4, 2023

Daniel Newman & tweiss@futurumresearch.com

Research Note

HPE Revenue Hits $29 Billion for Full Fiscal Year 2023, Up 2% YoY

HPE Revenue for Q4 of Fiscal Year 2023 Came In at $7.4 Billion, Down 7% from $7.9 Billion YoY

The Futurum Group’s Daniel Newman and Todd R. Weiss share their insights as HPE revenue hits $29 billion for full fiscal year 2023, up 2% YoY as the edge-to-cloud technology vendor reported its latest earnings on November 28.

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

December 4, 2023

Daniel Newman & Ron Westfall

Research Note

Marvell Q3 Fiscal 2024: Datacenter Business Shines

Marvell Q3 Fiscal 2024 Results Are Lifted by AI/Cloud Infrastructure Growth Drivers and Portfolio Diversification, Setting the Foundation for Guidance Fulfillment

The Futurum Group’s Daniel Newman and Ron Westfall assess why Marvell Q3 fiscal 2024 results show its portfolio is in fundamental accord with the topmost data infrastructure priorities.

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

December 1, 2023

Craig Durr

Research Note

Lenovo and EPOS Unite to Transform Hybrid Work

The Unique Partnership Will Leverage EPOS’s Advanced Audio Technology in Today’s Increasingly Challenging Hybrid Work Scenarios

Craig Durr, Research Director at The Futurum Group, highlights the strategic Lenovo and EPOS partnership as a game-changer in professional audio for hybrid work environments.

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

December 1, 2023

Steven Dickens

Research Note

Elastic Reports Strong Q2 Fiscal 2024 Financial Results: A Deep Dive

Steven Dickens, VP and Practice Leader at The Futurum Group, shares his insights Elastic's Q2 fiscal 2024 report, with a remarkable $311 million in revenue, reflecting a strong 17% YoY growth, underscoring the company’s dedication to innovation.

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

November 30, 2023

Dave Raffo

Research Note

Pure Storage Q3 Earnings Growth Fueled by Storage as a Service

Strong Growth of the Evergreen STaaS Program and Subscription Sales Help Balance Disappointing Q4 Guidance

Dave Raffo, Senior Analyst at The Futurum Group, examines Pure Storage’s Q3 earnings report with mixed positive results for past quarter and long-term optimism with a tempered forecast that indicates a YoY Q4 decline.

Business Information, Data Storage and SAN

November 28, 2023

Olivier Blanchard

Research Note

HP Q4 2023 Earnings Point to Market Recovery for the PC Segment

Fourth Quarter Earnings for HP Indicate Continuing Sequential Growth in the Rebounding PC Market

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on the HP Q4 2023 earnings, which suggest a rebound for PCs in 2024 despite persistent market headwinds.

AI, Business Information, Collaboration Devices and Services, Devices, Digital Transformation, High Performance Computing, PCs and Devices

November 22, 2023

Daniel Newman & tweiss@futurumresearch.com

Research Note

Zoom Revenue Up 3.2% to $1.4 Billion in Q3, Beating Analyst Estimates

Zoom Revenue Was Solid Again in Q3 of FY 2024, Showing Steady Growth and Providing Positive Momentum Heading Into 2024 for the Video Conferencing and Collaboration Software Vendor

Daniel Newman and Todd R. Weiss, analysts with The Futurum Group, share their insights as Zoom revenue is up 3.2% to $1.4 billion in Q3, beating estimates as the video conferencing and collaboration vendor reported its latest earnings.

Business Information, Contact Center, Unified Communications, Workplace Collaboration

November 21, 2023

Mitch Lewis

Research Note

SC23 Recap: Nyriad

Nyriad Highlights GPU-Powered UltraIO at SC23

Mitch Lewis, Research Analyst at The Futurum Group, shares his insights on Nyriad’s UltraIO system showcased at SC23.

AI, Business Information, High Performance Computing

November 21, 2023

Alex Gaw

Industry News

AI M&A and New Funding with Anysphere, AlphaSense, and Enflame

Companies Engaged in AI-Related Initiatives Secure Additional Capital

Alex Gaw, contributing analyst at The Futurum Group, provides a roundup of the latest CX funding news involving Anysphere, AlphaSense, and Enflame.

AI, AI and Data Analytics, Business Information, Customer Experience

November 21, 2023

Alex Gaw

Industry News

CX Research from Cloudera, Verint, Talkdesk, Stanford, and Kore.ai

Topics Include Generative AI, Holiday Staffing Shortages, AI and CX Success, and More

Alex Gaw, contributing analyst at The Futurum Group, provides a roundup of new and recent CX research findings from Cloudera, Verint, Talkdesk, Stanford University, and Kore.ai.