Combined Offering Will Help Enterprises Map IT Architecture to Business Processes
Keith Kirkpatrick, Research Director at The Futurum Group, covers SAP’s acquisition of LeanIX and discusses how the additional capabilities will help the company compete for services and management revenue with other cloud providers.
Q3 2023 Revenue Increases 5% Year-Over-Year as Twilio Continues on Its Path for Growth
Daniel Newman and Sherril Hanson of The Futurum Group break down Twilio’s strong Q3 2023 earnings. Twilio exceeded its revenue targets and delivered solid product innovation.
Company Attributes Revenue Target Miss to Larger-Than-Expected Development Costs and Deal Slippage
Daniel Newman and Keith Kirkpatrick of The Futurum Group cover Luminar’s Q3 2023 earnings and discuss the key company strategies and external factors that will help the LiDAR provider’s story resonate more clearly with investors over the next year.
Spark AI, HR Outcomes Flywheel, and HR Outcomes Dashboard Enhancements Will Deliver Much Needed Support to Managers and HR Leaders
Sherril Hanson, Senior Analyst at The Futurum Group, shares insights into strategic performance management platform provider 15Five’s latest platform enhancements, designed to support strategic HR.
GlobalFoundries Q3 2023 Earnings Delivered Positive Outcomes Amid Macro Uncertainties with Fab Security and Portfolio Innovation Driving Demand
The Futurum Group’s Daniel Newman and Ron Westfall assess why they believe GlobalFoundries’ Q3 2023 results demonstrate resilience amid geopolitical and macro uncertainties and are fueled by demand for fab security and portfolio innovation.
Teradata’s Public Cloud ARR Also Showed Good Performance, Rising 63% to $454 Million in Q3, Up from $279 Million YoY
The Futurum Group’s Daniel Newman and Todd R. Weiss share their insights as Teradata revenue for Q3 2023 reaches $438 million, up 5% YoY, as the cloud analytics and data platform vendor announced its latest earnings on November 6.
The Acquisitions of Talon Cyber Security and Dig Security Will Add Powerful Defensive Tools to Better Protect Palo Alto Networks Customers
Todd R. Weiss, Senior Analyst with The Futurum Group, shares his insights as Palo Alto Networks acquires two tech security firms, Talon Cyber Security and Dig Security, to bolster defenses for its customers around the world.
Growth Drivers in Q3 2023 Include New Customer Wins and an Expansion of Consumer Subscribers
The Futurum Group’s Steven Dickens and Keith Kirkpatrick share their insights on Udemy’s Q3 2023 earnings results, driven by customer wins, rising subscriber counts, geographic expansion, and the use of AI across its marketplace platform.
Earnings Growth Powered by Subscription and Cloud Revenue and a Focus on Organic Growth
Daniel Newman, Chief Analyst, and Keith Kirkpatrick, Research Director, at The Futurum Group share their insights on OpenText’s strong Q1 FY 2024 earnings.
The Futurum Group’s Daniel Newman and Olivier Blanchard share insights on Qualcomm Q4 2023 earnings, which beat expectations and join other tech sector quarterly earnings in suggesting an improving demand environment for handsets and other devices.
