The FPGA Market Remains Hot for the Low-Power Programmable FPGA Maker, Though Its Growth Slowed Slightly in Q3
Daniel Newman and Todd R. Weiss, analysts with The Futurum Group, share their latest insights as Lattice Semiconductor Q3 2023 revenue hits $192 million, up 11% YoY in the latest quarter for the FPGA specialist.
Strong AI and Execution Strategy Drive Results from Government, Transportation, and Education Markets
The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover ServiceNow’s Q3 2023 earnings and discuss how the company’s strong AI strategy and execution plan are delivering robust results to customers and investors.
Commvault Q2 Earnings Exceed Guidance, on the Back of Metallic-Led SaaS Expansion
Krista Macomber, Senior Analyst at The Futurum Group, shares her insights on Commvault’s reported fiscal 2024 Q2 revenue of $201 million, which exceeded guidance and was driven by Metallic SaaS ARR growth of 77% YoY.
Partners Include Boba Tea Company, Sutter Health, and Waterco
Alex Gaw, contributing analyst at The Futurum Group, provides a roundup of the latest customer wins for CX firms and their partners. In this edition, he examines initiatives from CX providers UKG, Press Ganey, and SugarCRM.
Dave Raffo, Senior Analyst at The Futurum Group, dissects Lamina CTO Greg Diamos’ step-by-step account of how the startup built its LLM Superstation on AMD Instinct GPUs.
Juniper Delivers Record Enterprise Business and Another Quarter of Improved Profitability Amid Macroeconomic Uncertainties in Fiscal Q3 2023
The Futurum Group’s Ron Westfall and Daniel Newman assess Juniper’s fiscal Q3 2023 performance including a record quarter in enterprise, another quarter of improved profitability, and advancing portfolio innovation.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Qualcomm Snapdragon Summit 2023, NVIDIA creating Arm-based SOC, and the latest earnings from Microsoft, Google, Intel and IBM.
