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Category: CIO & Technology Buyers

Dell Expands Virtualized Networking Capabilities Through 6WIND Partnership
March 19, 2025

Dell Expands Virtualized Networking Capabilities Through 6WIND Partnership

Ron Westfall, Research Director at The Futurum Group, examines Dell’s partnership with 6WIND, integrating VSR software with PowerEdge servers to enhance virtualized networking for CSPs and enterprises....
Coherent Introduces 793nm Pump Laser Diode Solidifies Company's Integration Strategy
March 19, 2025

Coherent Introduces 793nm Pump Laser Diode Solidifies Company’s Integration Strategy

Olivier Blanchard, Research Director at The Futurum Group, analyzes Coherent’s 793nm pump laser diode, a breakthrough in Thulium fiber laser efficiency....
Olivier Blanchard
VAST Data Takes on Agentic AI with a Major Platform Update
March 18, 2025

VAST Data Takes on Agentic AI with a Major Platform Update

Brad Shimmin and Stephen Foskett at The Futurum Group examine VAST Data's platform update, evaluating its AI-ready data capabilities and how those will disrupt the broader agentic AI marketplace....
Brad Shimmin
 & 
Alphabet’s Proposed Acquisition of Wiz Shifts Cloud Security Landscape
March 18, 2025

Alphabet’s Proposed Acquisition of Wiz Shifts Cloud Security Landscape

The Futurum Group analysts Fernando Montenegro, Krista Case, Mitch Ashley, and Alex Smith share their insights on the blockbuster deal announced by Alphabet that it intends to acquire Wiz to...
Fernando Montenegro
Krista Case
Mitch Ashley
Alex Smith
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MWC 2025: Why Mobile Security Matters More than Ever
March 17, 2025

MWC 2025: Why Mobile Security Matters More than Ever

Futurum’s Ron Westfall examines how cybersecurity portfolio development and marketing moves by key players Deutsche Telekom, Vodafone, IBM, Palo Alto, AWS, Nokia, and Microsoft will play a more integral role...
Apple Pushes AI and Performance with New MacBook Air and Mac Studio
March 17, 2025

Apple Pushes AI and Performance with New MacBook Air and Mac Studio

Olivier Blanchard, Research Director at The Futurum Group, breaks down Apple's MacBook Air and Mac Studio updates. With the M4 and M3 Ultra chips, plus a price cut and AI...
Olivier Blanchard
The Six Five Pod | Ep. 253: Navigating Market Volatility: Tech Moves and Looming Tariffs
March 17, 2025

The Six Five Pod | Ep. 253: Navigating Market Volatility: Tech Moves and Looming Tariffs

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Intel's new CEO Lipu Tan, the potential impact of tariffs on the US economy, and...
Samsara Q4 FY 2025 Earnings: Understanding Market Reactions
March 14, 2025

Samsara’s Post-Earnings Drop: Understanding Market Reactions

Olivier Blanchard, Research Director at The Futurum Group, shares insights on Samsara’s strong Q4 FY 2025 earnings, the 11% stock drop, and key investor concerns over CapEx slowdowns and AI-driven...
Olivier Blanchard
Surprise: AI Drives Earnings Up and Down, Plus Agentic AI and Tariffs - Six Five Webcast - Infrastructure Matters
March 14, 2025

Surprise: AI Drives Earnings Up and Down, Plus Agentic AI and Tariffs – Six Five Webcast – Infrastructure Matters

Discover how AI is driving major shifts in tech earnings on this episode of the Six Five Webcast - Infrastructure Matters. Learn about Broadcom's AI-fueled growth, VMware's Private AI Foundation,...
Camberley Bates
Keith Townsend
Dion Hinchcliffe
,  & 
Qualcomm’s X85 5G Modem Sets New AI-Powered Speed and Efficiency Benchmark
March 14, 2025

Qualcomm’s X85 5G Modem Sets New AI-Powered Speed and Efficiency Benchmark

Olivier Blanchard, Research Director at The Futurum Group, examines how Qualcomm’s X85 5G Modem-RF advances AI-driven 5G, delivering faster speeds, better efficiency, and improved connectivity for smartphones, PCs, and IoT....
Olivier Blanchard
Oracle Q3 FY 2025 Earnings Show Strong RPO Growth Amid Cloud Expansion
March 11, 2025

Oracle Q3 FY 2025 Earnings Show Strong RPO Growth Amid Cloud Expansion

Keith Kirkpatrick and Daniel Newman at The Futurum Group examine Oracle’s Q3 FY 2025 earnings, highlighting record RPO growth, expanding AI infrastructure, and deepening multi-cloud adoption....
 & 
What’s Driving the Next Wave of Mobile - Six Five Media from MWC 2025
March 10, 2025

What’s Driving the Next Wave of Mobile – Six Five Media from MWC 2025

Erik Ekudden, CTO at Ericsson, joins Dan Newman and Patrick Moorhead to discuss how 5G is spearheading the next wave of mobile innovations, closely intertwined with AI and Cloud technologies....

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