Category: Business Information

July 31, 2024

AMD Q2 2024 Financial Results Highlight Strong Momentum in Data Center and PC Segments

AMD Reports Record Growth in Data Center and Client (PC) Segments Thanks to Its Growing Portfolio of Competitive AI-Enabling IP

Olivier Blanchard, Research Director at The Futurum Group, zooms in on AMD’s Q2 2024 financial results and discusses the opportunities, threats, velocity, and momentum of AMD’s opportunity across all business segments, with particular attention to the data center and PC segments, where the chipmaker could start capturing market share from rivals NVIDIA and Intel as early as H2 2024.

AI, Business Information, Data Center, PCs and Devices, Semiconductors and Components

July 31, 2024

Keith Kirkpatrick and Daniel Newman

Research Note

Top and Bottom-Line Performance Drives Microsoft’s Q4 2024 Earnings

Weakness in the Company’s Intelligent Cloud Segment Could Indicate Slower AI Adoption

The Futurum Group’s Keith Kirkpatrick and Daniel Newman highlights Microsoft’s strong Q4 2024 earnings, driven by cloud and AI investments. Despite Azure’s growth falling short of expectations, the company’s strong revenue performance remains encouraging.

AI, Business Information, Cloud, Enterprise Applications

July 31, 2024

Ron Westfall

Research Note

Lattice Semiconductor Maintains Growth Trajectory in Q2 2024

Lattice Semiconductor’s Q2 2024 Earnings Reveal Cyclic Industry Headwinds with Execution of Product Portfolio Expansion Setting up Solid Long-term Growth

The Futurum Group’s Ron Westfall analyzes Lattice Semiconductor's Q2 2024 earnings, addressing why new product launches in autonomous applications, secure control FPGAs, and logic-optimized FPGAs, counter-cyclical industry headwinds and bolster long-term growth prospects.

AI and Data Analytics, Business Information, Cybersecurity, Semiconductors and Components

July 30, 2024

Krista Macomber

Research Note

Subscription Revenue Drives Commvault’s Exceptional Q1 2025 Results

Krista Case, Research Director at The Futurum Group, shares insights on Commvault’s strong Q1 2025 performance, driven by subscription growth and strategic investments in cyber-resiliency. Learn about the company's strategic vision and future projections.

Business Information, Cloud, Cybersecurity, Data Protection

July 29, 2024

Daniel Newman

Six Five Webcast

Talking IBM, Google, ServiceNow, SAP, Apple & Qualcomm, NVIDIA

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Q2FY24 earnings for: SAP, Google, IBM, and ServiceNow, rumored NVIDIA B20 for China, and another day, another Apple booting Qualcomm rumor.

AI, Business Information, Cloud, Devices, Semiconductors and Components

July 26, 2024

Steven Dickens

Research Note

Google Cloud – Q2 Earnings Deep Dive

Steven Dickens from The Futurum Group highlights Google's impressive cloud revenue growth, emphasizing its strategic focus on leveraging AI and vast data resources to differentiate itself from competitors. He notes that significant investment in infrastructure is essential for Google to maintain its competitive edge and capitalize on the growing demand for AI-driven cloud services.

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

July 25, 2024

Olivier Blanchard

Research Note

Ford Pro Delivers Another Record Quarter, Highlighting Importance of Software-Enabled Vehicle Opportunity

Why Software-Enabled Vehicle Technologies and Their Services Attach Revenues are a Better Measure of Automaker Success Than EV Sales in This Period of Automotive Tech Disruption.

Olivier Blanchard, Research Director at The Futurum Group, digs into the Ford Motor Company’s Q2 2024 earnings, shares his insights on why EV sales might be a red herring, and makes the case for why software-enabled vehicles and the services-attach opportunity they create, illustrated by Ford Pro’s continuing success, is a better measure of how well automakers are adapting to technology disruption in the segment.

Business Information, Data Infrastructure, Data Management, Digital Transformation, Edge Networking, Environmental, Social, Governance

July 25, 2024

Paul Nashawaty

Research Note

Application Development and Modernization June 2024 Market Snapshot Report

Key Insights into Application Development and Modernization Trends

Paul Nashawaty of The Futurum Group examines the top application development and modernization market and technology moves announced in June 2024.

AI, Application Development and Modernization, Business Information

July 25, 2024

Steven Dickens

Research Note

IBM Reports Q2 2024 Financial Results: Key Insights and Performance Review

Steven Dickens, Chief Technology Advisor from The Futurum Group, shares insights on IBM's strong Q2 2024 performance, driven by strategic investments in AI and hybrid cloud solutions.

AI, Automation, Business Information, Enterprise Applications

July 25, 2024

Keith Kirkpatrick

Research Note

ServiceNow’s Gen AI Innovations Lead to Impressive Q2 2024 Growth

Current Quarter Beats Analysts’ Consensus Estimates for Total Revenue and EPS

Keith Kirkpatrick, Research Director with The Futurum Group, shares insights on how generative AI drove ServiceNow’s impressive Q2 2024 revenue growth, highlighting new AI capabilities and strategic partnerships.