Category: Business Information

July 31, 2023

Daniel Newman

Video Research Note

Intel Earnings and Ericsson 18A for IFS

The Six Five team discusses Intel Earnings and Ericsson 18A for IFS.

Business Information

July 31, 2023

Daniel Newman

Video Research Note

Talking Microsoft, Qualcomm, Samsung, Google, T-Mobile, Intel, Adobe, Figma

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Microsoft Earnings, Qualcomm, Samsung, Google Earnings, T-Mobile, Intel Earnings and Ericsson 18A for IFS, and the Adobe-Figma Deal.

5G, AI, Business Information, Innovation, Mergers and Acquisitions, Regulations and Policy

July 30, 2023

Ron Westfall & Daniel Newman

Research Note

Juniper Q2 2023 Earnings: Enterprise and AI Deliver Solid Performance

The Futurum Group’s Ron Westfall and Daniel Newman assess Juniper’s fiscal Q2 2023 financial performance and why the results demonstrate disciplined execution of the company’s strategic vision across the Enterprise, Service Provider, and Cloud markets. The company’s Q2 momentum was directly bolstered by the expansion of its Enterprise business, registering a record quarter as it has become the company’s largest and fastest growing segment for a third consecutive quarter.

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

July 30, 2023

Ron Westfall & Daniel Newman

Research Note

T-Mobile Q2 2023: Breakthrough Growth in Customers and Profitability

The Futurum Group’s Ron Westfall and Daniel Newman assess T-Mobile’s Q2 2023 results and why they expect T-Mobile to fulfill its raised 2023 guidance as the company is consistently outperforming its key rivals across the most important mobile network service categories, including financial, technical, and customer attraction and retention. Once again, T-Mobile is showing the entire mobile industry why it is the service provider pacesetter by executing relentlessly on its portfolio development and market vision.

5G, Business Information, Communications Networks, Hybrid Cloud, Infrastructure, and Operations

July 30, 2023

Ron Westfall & Daniel Newman

Research Note

Intel Q2 2023 Results: Return to Profitability Energizes Turnaround

The Futurum Group’s Ron Westfall and Daniel Newman assess Intel’s fiscal Q2 2023 and why they see Intel executing on its strategy across its portfolio, including advancing its five processes in 4 years on time as well as positive indications around foundry, reinforced by the robust revenue growth registered by IFS. As such, Q2 2023 marked a positive inflection and can be flagged as a potential turning point after several very tough quarters.

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

July 28, 2023

Daniel Newman & tweiss@futurumresearch.com

Research Note

Honeywell Revenue Hits $9.15 Billion in Q2, Raises FY2023 Guidance

New Leadership and Focus on Innovation Continue to Drive Progress for a Highly Diversified Global Business

The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights as Honeywell revenue hits $9.15 billion in Q2 and the company raises FY2023 guidance, as the diversified building technologies, performance materials, aerospace, defense, and safety/productivity products vendor released its latest earnings results on July 27. Honeywell’s results show continuing sales progress, especially as challenging pandemic-related global macroeconomic conditions for tech and consumer focused companies are finally beginning to ease up.

Business Information, Environmental, Social, Governance, Industrial Devices, IoT, IoT Devices, Robotics

July 28, 2023

Alex Gaw

Industry News

New CX Wins with Flytxt, Sprinklr, CleverTap, 8×8, and InMoment

Partnerships Span the Globe to Include Mobicom, Pronovias, SpiceJet, Kubota Tractor Corporation, and Jack in the Box

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 Flytxt, Sprinklr, CleverTap, 8x8, and InMoment—and how their tie-ups benefit partners including Mobicom, Pronovias, SpiceJet, Kubota Tractor Corporation, and Jack in the Box.

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

July 27, 2023

Daniel Newman & Steven Dickens

Research Note

AI Lifts Microsoft to Highest-Ever Earnings Results, Fueled by AI

Daniel Newman, CEO and Steven Dickens, VP and Practice Leader at The Futurum Group, share their insights on Microsoft earnings. Microsoft's Q4 earnings showcased the significant impact of AI across its portfolio, with impressive profits and revenues exceeding expectations. While the Azure cloud revenue growth slightly declined, CEO Satya Nadella remains optimistic about sustained high growth, emphasizing the early stages of cloud migration and AI's potential. Microsoft's commitment to AI research and development positions it as a leader in the digital age, with a promising future of innovation and transformation. However, investors closely monitor Azure's performance amid rising interest rates and cost-cutting measures.

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

July 27, 2023

Clint Wheelock

Research Note

Qualcomm Announces Snapdragon 8 Gen 2 for Samsung Galaxy Z Fold5, Galaxy Z Flip5, and Galaxy Tab S9 Series

Expanded Capabilities Include AI-Powered Enhancements, Desktop-Level Gaming, and Professional-Grade Photography

Clint Wheelock, Chief Research Officer at The Futurum Group, examines the recent announcement by Qualcomm Technologies that its Snapdragon 8 Gen 2 Mobile Platform for Galaxy is now powering the Samsung Galaxy Z Fold5 and Galaxy Z Flip5, along with Samsung Galaxy Tab S9 Series devices.

Business Information, Collaboration Devices and Services, Digital Transformation, Mobile Devices, PCs and Devices

Category: Business Information

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