Olivier Blanchard, Research Director at Futurum, breaks down Amazon’s Q1 FY 2025 results. The focus is on AWS growth, rising ad revenues, cost efficiencies, and tariff risk shaping the outlook...
Keith Kirkpatrick and Daniel Newman examine OpenText’s Q3 FY 2025 results, highlighting cost discipline, progress on AI initiatives, and strategic product rollouts amid ongoing global demand uncertainty....
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Google's antitrust issues, IBM and Nvidia's White House announcements, Taiwan's semiconductor regulations, and Intel's Foundry...
Keith Kirkpatrick and Daniel Newman of The Futurum Group analyze Microsoft’s Q3 FY 2025 results, with Azure growth, expanding AI workloads, and broad enterprise traction driving stronger-than-expected performance across segments....
Alex Smith, VP Channels Research at The Futurum Group, shares his insights on how tariffs impact different technology sectors and vendors. It will explore how the industry is looking to...
Don Schuerman, CTO at Pega, joins Keith Kirkpatrick to share his insights on responsibly leveraging Agentic AI for impactful business transformation....
Krista Case, Research Director at The Futurum Group, explores Commvault’s strong Q4 FY 2025 finish, fueled by SaaS momentum, enterprise traction, and cyber resilience-led innovation....
Brad Shimmin, VP & Practice Lead, Data & Analytics at The Futurum Group, shares insights on Dataiku's strategy to tame the "agentic AI fray" with new AI Agent tools on...
Ron Westfall at The Futurum Group analyzes T-Mobile’s Q1 FY 2025 earnings, highlighting why it delivered robust results, including revenue growth, record customer additions, and new 5GA, T-Fiber, and T-Satellite...
Daniel Newman and Nick Patience of The Futurum Group break down IBM’s Q1 FY 2025 results, with a focus on software-led growth, expanding AI backlog, and strategic traction across hybrid...
Keith Kirkpatrick and Daniel Newman at The Futurum Group analyze Alphabet's Q1 FY 2025 earnings. Key highlights include strong AI adoption, significant growth in ads and Cloud, and the continued...
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