Category: Business Information

November 20, 2023

Daniel Newman

Video Research Note

Microsoft’s Custom Silicon at Microsoft Ignite 2023

The Six Five team discusses Microsoft’s Custom Silicon at Microsoft Ignite 2023.

AI, Business Information, Semiconductors and Components

November 20, 2023

Daniel Newman

Six Five Webcast

Talking Microsoft, Synopsys, Qualcomm, Supercomputing 2023, Lenovo, Cisco

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Microsoft’s custom silicon announcement at Ignite 2023, Synopsys, Qualcomm, Supercomputing 2023, and the latest earnings releases from Cisco and Lenovo.

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

November 20, 2023

Steven Dickens

Research Note

Microsoft’s Custom Silicon: A Game-Changer for AI and Cloud Computing?

Microsoft Unveils Custom Chips for Optimized Cloud and AI Workloads

The Futurum Group’s Steven Dickens offers his take on the latest announcement from Microsoft. At Microsoft Ignite, the tech giant introduced two custom-designed chips – the Microsoft Azure Maia AI Accelerator and the Microsoft Azure Cobalt CPU.

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

November 17, 2023

Daniel Newman

Futurum Tech Webcast

Data Security’s Uncertain Future: What You Need to Know – Futurum Tech Webcast

The Futurum Group’s Daniel Newman is joined by Steve Stone, Head of Rubrik Zero Labs for a conversation on how AI is responsible for creating a large amount of data but it can also be the solution for protecting it, and the importance of data visibility.

AI, Business Information, Cybersecurity, Data Protection, Security, Security Operations

November 17, 2023

Randy Kerns

Futurum Tech Webcast

Infinidat and The Futurum Group Discuss Infinidat’s New Solutions – Futurum Tech Webcast

The Futurum Group’s Randy Kerns is joined by Eric Herzog, CMO for Infinidat for a conversation on Infinidat’s new solutions and other recent announcements.

Business Information, Data Storage and SAN

November 17, 2023

Ron Westfall & Daniel Newman

Research Note

Cisco Q1 2024: AI, Security, Cloud, and Observability Fuel Results

Cisco Delivers Record Q1 Results on Both Revenue and Profitability Fueled by AI, Security, Cloud, and Observability Inroads and Business Model Transformation

The Futurum Group’s Ron Westfall and Daniel Newman examine Cisco’s Q1 FY 2024 results and why a record Q1 is a positive sign for Cisco and the enterprise IT space, indicating a gradual recovery and strong spending on AI and cybersecurity are in play.

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

November 17, 2023

Daniel Newman, Olivier Blanchard & Steven Dickens

Research Note

Lenovo Q2 FY 2024 Earnings

Strong Lenovo Q2 FY 2024 Earnings Boosted by Storage, Services, and AI as Primary Growth Drivers

The Futurum Group’s Daniel Newman, Olivier Blanchard, and Steven Dickens share insights on the Lenovo Q2 FY 2024 earnings, which strengthen the argument for an accelerating sector-wide recovery and highlight storage, AI, and hybrid IT solutions as Lenovo growth drivers.

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

November 16, 2023

Daniel Newman & Sherril Hanson

Research Note

WalkMe’s Q3 2023: Record Non-GAAP Operating Income Achieved

WalkMe Continues to Execute On Its Plan, Reaching Profitability Ahead of Schedule

Daniel Newman and Sherril Hanson of The Futurum Group cover WalkMe’s Q3 2023 earnings. The company continues to show strong progress against its objectives, accomplishing operational efficiencies and reaching financial milestones.

Business Information, Customer Experience, Digital Transformation, Employee Experience

November 15, 2023

Craig Durr

Research Note

Microsoft Ignite Showcases AI Advancements with Copilot in Teams

The Deeper Integration of Copilot within Microsoft Teams Is Raising the Bar for Enterprise Collaboration

Craig Durr, Research Director at The Futurum Group, believes that Microsoft's Copilot in Teams is a significant leap toward more efficient and collaborative work environments, ushering in a new era of productivity.