Category: Business Information

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

July 27, 2023

Daniel Newman & Steven Dickens

Research Note

Alphabet’s Impressive Q2 Results Surpass Expectations, Driven by Advertising and Cloud Growth

Google Earnings Provide Insights Into Cloud Growth

The Futurum Group analysts Daniel Newman and Steven Dickens share their insights on Q2 earnings from Alphabet, parent company of Google. Alphabet's Q2 earnings surpassed expectations, driven by strong advertising and Google Cloud growth. The company reported a substantial increase in YouTube ads revenue and a record operating income for Google Cloud, indicating a positive trajectory for future growth. Additionally, CEO Sundar Pichai highlighted the growing adoption of generative AI among startups, signaling a promising trend for AI adoption and revenue growth for the Google Cloud Platform in the future.

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

July 27, 2023

Daniel Newman & tweiss@futurumresearch.com

Research Note

ServiceNow Revenue Up in Q2 2023 to $2.15 Billion, Beating Estimates

The Futurum Group analysts Daniel Newman and Todd R. Weiss examine ServiceNow’s increase in revenue during Q2 2023 to $2.15 billion, beating estimates, as the cloud digital workflow automation software vendor announced its latest earnings on July 26. ServiceNow is bringing powerful new generative AI features to its offerings, which will be a big lever of growth for ServiceNow as customers seek these new capabilities.

Business Information, Cloud, Digital Transformation, Hybrid Cloud, Infrastructure, and Operations

July 27, 2023

Keith Kirkpatrick

Research Note

Fiserv Announces Nearly 100 Client Commitments to FedNow Real-Time Transaction Service

Mediapolis Savings Bank and Salem Five Bank Go Live at Launch of Instant Payment Rail via Fiserv

Keith Kirkpatrick, Research Director at The Futurum Group, focuses on the recent announcement by Fiserv on the launch of FedNow, the Federal Reserve’s instant payment service, and discusses the benefits of real-time payments for customers, businesses, and payment processors.

Business Information, Communications Networks, Customer Experience, Digital Transformation, Enterprise Applications

July 25, 2023

Daniel Newman

Video Research Note

Broadcom CMA Approval

The Six Five team discusses the approval of Broadcom's acquisition of VMWare by the UK's CMA, the largest transaction the CMA has ever investigated.

Business Information, Mergers and Acquisitions

July 25, 2023

Daniel Newman

Video Research Note

IBM Q2 2023 Earnings

The Six Five team discusses IBM's Q2 2023 earnings release.

Business Information

July 25, 2023

Daniel Newman

Video Research Note

SAP Q2 2023 Earnings

The Six Five team discusses SAP's Q2 2023 earnings release and SAP's approach to cloud and implementing AI.

Business Information

July 25, 2023

Daniel Newman

Six Five Webcast

We are Live! Talking Oracle, SAP, IBM, Microsoft, Lenovo, Broadcom

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Oracle, SAP, IBM, Microsoft, Lenovo, and Broadcom.

AI, AI and Data Analytics, Business Information, Cloud, Collaboration, Customer Experience, Data Center, Data Warehousing, Employee Experience, Hybrid Cloud, Infrastructure, and Operations, Mergers and Acquisitions, Storage

July 24, 2023

Alex Gaw

Industry News

CX Customer Wins for Nextiva, Amperity, LiveVox, 8×8, and Quadient

New Partners Include Spurs Sports & Entertainment, Palace Resorts, OTD Americas, Southwest Transplant Alliance, and PacificSource Health Plans

Alex Gaw, Contributing Analyst at The Futurum Group, provides a roundup of the latest customer wins for CX providers and their partners. In this edition, he examines initiatives from CX firms Nextiva, Amperity, LiveVox, 8x8, and Quadient—and how their tie-ups benefit partners including Spurs Sports & Entertainment, Palace Resorts, OTD Americas, Southwest Transport Alliance, and PacificSource Health Plans.

Business Information, Customer Experience

July 24, 2023

Keith Kirkpatrick

Research Note

Salesforce Announces General Availability of Embedded Generative AI Tools

Service GPT, Sales GPT, and the Einstein GPT Trust Layer Features and Pricing Are Now Public

Keith Kirkpatrick, Research Director at The Futurum Group covers the general availability of Salesforce’s generative AI offerings within Sales Cloud and Service Cloud, and discusses the potential strategy enterprises may use to roll out these features based on Salesforce’s pricing model.