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Category: CIO Insights

Davos 2025 in a Nutshell: AI, Energy, and Optimism
Daniel Newman

Davos 2025 in a Nutshell: AI, Energy, and Optimism

Daniel Newman and Patrick Moorhead provide invaluable insights from Davos, highlighting the influential role of emerging technologies and strategic leadership in shaping the future. This episode is a must-listen for anyone interested in the intersection of technology and global trends.
Microsoft Q2 FY 2025: Cloud and AI Strength Offset Margin Pressures from Rising Capex
Keith Kirkpatrick & Nick Patience

Microsoft Q2 FY 2025: Cloud and AI Strength Offset Margin Pressures from Rising Capex

Cloud and AI Services Saw Strong Adoption, While Heightened Capex for AI Infrastructure Affected Margin Performance
The Futurum Group’s Keith Kirkpatrick and Nick Patience analyze Microsoft’s Q2 FY 2025 results, highlighting strong cloud and AI-driven growth, a surge in commercial bookings, and record-high AI infrastructure investments.
ServiceNow Q4 FY 2024: Sales Outlook Falls Short on AI Adoption Focus
Keith Kirkpatrick

ServiceNow Q4 FY 2024: Sales Outlook Falls Short on AI Adoption Focus

ServiceNow’s AI Strategy Shifts to Usage-Based Pricing, Impacting Near-Term Revenue
Keith Kirkpatrick, Research Director at The Futurum Group, examines ServiceNow’s Q4 FY 2024 earnings, focusing on its AI pricing shift, key partnerships, and enterprise adoption impact.
Commvault Q3 FY 2025: Subscription & Cloud Gains Fuel Strong ARR Growth
Krista Case
Krista Case

Commvault Q3 FY 2025: Subscription & Cloud Gains Fuel Strong ARR Growth

Commvault’s Q3 Results Highlight Strong Subscription Growth, Accelerating SaaS Adoption, and Expanding Cloud Workloads, Reinforcing Its ARR-Driven Strategy
Krista Case, Research Director at The Futurum Group, examines Commvault’s Q3 FY2025 results, highlighting SaaS growth, multi-cloud expansion, and cyber resilience innovations driving ARR acceleration.
Cloud, Complexity, AI: Threats to Cyber Resilience - Six Five On The Road
Daniel Newman

Cloud, Complexity, AI: Threats to Cyber Resilience – Six Five On The Road

Gagan Gulati, GM at NetApp, joins Daniel Newman to share his insights on the critical findings from the NETAPP–FUTURUM GROUP CYBER RESILIENCE STUDY, highlighting the need for advanced cybersecurity strategies in facing modern threats.
Lenovo + NetApp Making Moves, The Feds on Security, and Dion's Predictions - Six Five Webcast - Infrastructure Matters
Camberley Bates
Keith Townsend
Dion Hinchcliffe
Camberley Bates, Keith Townsend & Dion Hinchcliffe

Lenovo + NetApp Making Moves, The Feds on Security, and Dion’s Predictions – Six Five Webcast – Infrastructure Matters

Dion Hinchcliffe, Camberley Bates, and Keith Townsend share insights on Lenovo and NetApp's strategic directions, the federal government's evolving approach to cybersecurity, and forward-looking predictions for the tech industry.
Boost Mobile, Cisco, Nokia, & More - Six Five Webcast: The 5G Factor
Ron Westfall

Boost Mobile, Cisco, Nokia, & More – Six Five Webcast: The 5G Factor

Ron Westfall and Tom Hollingsworth discuss the 2025 kickoff 5G ecosystem developments, including Cisco and Boost Mobile's strategic developments and Nokia's security collaboration with NIST.
Antonio Neri Discusses Hewlett Packard Enterprise's Future - The View From Davos
Daniel Newman

Antonio Neri Discusses Hewlett Packard Enterprise’s Future – The View From Davos

Antonio Neri, President & CEO at Hewlett Packard Enterprise, joins Daniel Newman and Patrick Moorhead to share his insights on leading HPE into the future with a focus on innovation, sustainability, and strategic partnerships.
Exploring the Future of Technology with LogicMonitor's CEO - The View From Davos
Daniel Newman

Exploring the Future of Technology with LogicMonitor’s CEO – The View From Davos

Christina Kosmowski, CEO at LogicMonitor, joins our hosts to share her insights on leading a tech company towards innovative horizons and addressing the challenges of digital transformation.
The View From Davos with Ericsson’s Åsa Tamsons
Daniel Newman

The View From Davos with Ericsson’s Åsa Tamsons

Åsa Tamsons, Senior Vice President at Ericsson, joins Daniel Newman to share her insights on the innovative edge of enterprise wireless solutions and Ericsson's role in shaping the future of global connectivity.
The View from Davos with Cisco's Chuck Robbins
Daniel Newman

The View from Davos with Cisco’s Chuck Robbins

Chuck Robbins, Chair and CEO at Cisco joins hosts Daniel Newman and Patrick Moorhead, sharing his insights on global economic trends, Cisco's sustainability efforts, and the transformative power of technology post-Davos.
Insights from Infosys's EVP Anand Swaminathan
Daniel Newman

Insights from Infosys’s EVP Anand Swaminathan – The View From Davos

Anand Swaminathan, EVP at Infosys, joins host Patrick Moorhead, shares his insights on leveraging innovation and sustainability. An engaging overview that touches on the effective integration of emerging technologies and sustainable practices in business strategies.
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