Category: Business Information

The Six Five team discusses Amazon/AWS's latest earnings release.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings for Amazon/AWS, Apple, Qualcomm, AMD, and Lattice and the recent Zoom Perspectives 2023 event.
Funding Will Help to Streamline CI/CD Security for DevSecOps With Code and Pipeline Governance Platform
Krista Macomber, Senior Analyst, and Steven Dickens, VP and Practice Lead, of The Futurum Group, share their insights on the news about Endor Labs securing $70M in Series A funding to revolutionize DevSecOps with Code and Pipeline Governance Platform, aiming to address critical vulnerabilities and streamline open-source software development.
Topics Include Poor Bank CX, CX Quality of US Brands, CX Use of Chatbots, and More
Alex Gaw, Contributing Analyst at The Futurum Group, provides a roundup of the latest CX research reports and survey findings from 10x Banking, Forrester, Gartner, Qualtrics, and Coveo. In this edition, he writes about how poor CX is causing banks to lose customers; the decline of CX quality among US brands for the second straight year; the difference in sentiment toward AI between business executives and rank-and-file employees; and the difficulty of Gen Z and other young digital natives in finding information relevant to their work.
Strong Revenue Growth Driven by Healthy Enterprise Cloud Bookings and Rising ARR
Steven Dickens, VP and Practice Leader and Keith Kirkpatrick, Research Director at The Futurum Group share their insights on OpenText’s Q4 and FY 2023 earnings. OpenText Inc. has reported strong Q4 and FY 2023 performance, driven by significant growth in ARR and cloud bookings. Notably, the company achieved its tenth consecutive quarter of organic growth in constant currency for both cloud and ARR. OpenText also launched a new version of its customer experience management platform, integrating technology from its acquisition of Micro Focus setting a target to return Micro Focus to organic growth in 2024.
Q2 Earnings Report Provides a Positive Outlook for the Future, Insights Into AWS Cloud Growth
Daniel Newman, Chief Analyst and Steven Dickens, VP and Practice Leader at The Futurum Group share their insights on Amazon’s Q2 earnings. Amazon's Q2 2023 financial performance, marked by its largest earnings beat since Q4 2020, reflects the positive impact of CEO Andy Jassy's cost-cutting strategies and the success of AWS.
AI-Driven DManagement Innovations Fuel Customer Traction and Subscription Revenue Growth
Steven Dickens, VP and Practice Leader at The Futurum Group shares his insights on Informatica's Q2 earnings. Informatica reported quarterly earnings of $0.17 per share, demonstrating robust financial management. Over the last four quarters, the company exceeded consensus EPS estimates three times, showcasing consistent strength in earnings. Looking ahead, the company's ability to innovate in the AI space will be crucial for driving relevance and traction with customers in the ever-evolving data landscape.
AMD’s Q2 Revenue Was Hit by Weaker PC and Gaming Markets
Chief analyst Daniel Newman and senior analyst Todd R. Weiss of The Futurum Group share their insights as AMD revenue hits $5.4 billion in Q2, down 18% YoY, but beats estimates. The CPU, GPU, and AI chip vendor saw revenue affected by weaker PC and gaming markets and global supply chain inventory corrections.
New Solution Helps Leaders Better Understand Engagement, Performance, Turnover, and Manager Effectiveness
Sherril Hanson, Senior Analyst at The Futurum Group chats with 15Five and gets insights into the company’s newly released HR Outcome Dashboard, designed to help leaders better understand employee engagement, performance, turnover and manager effectiveness
Open Source Success Means Tying Open Source to Your Core Business at Every Step
Todd R. Weiss, senior analyst with The Futurum Group, shares his insights after talking open source with Intel’s Arun Gupta at Open Source Summit 2023, including what enterprise IT leaders must analyze about how their developers should participate in contributing code to open source development projects.
Data Security and Protection Vendor Commvault Makes Progress With Metallic SaaS Backup
The Futurum Group’s Daniel Newman and Dave Raffo provide their take on Commvault fiscal Q1 2024 earnings report, which demonstrates that the data protection vendor is continuing to make strides with its Metallic SaaS backup product and its subscription and recurring revenue models.
Lattice Continues 13 Consecutive Quarters of Record Revenue Gains
The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights as Lattice Semiconductor Q2 2023 revenue hit $190.08 million, up 18% YoY, as the low-power programmable FPGA maker reported its latest earnings figures on July 31. The company’s Q2 revenue total marks 13 consecutive quarters of record revenue increases for the company.

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