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, Salesforce's Agentforce, and the satellite internet race, and the impact of tariffs and the future of AI in business.
With Record RPO Growth and Strong Cloud Momentum, Oracle Forecasts Accelerating Revenue Expansion Into FY 2026, Driven by AI Demand and Hyperscaler Partnerships
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.
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.
AI-Driven Semiconductor Demand and Infrastructure Software Expansion Fueled Broadcom’s 25% YoY Revenue Growth in Q1 FY 2025
Richard Gordon and Daniel Newman at The Futurum Group break down Broadcom’s Q1 FY 2025 earnings, highlighting AI semiconductor growth, hyperscaler demand for XPUs, and VMware’s software transition driving 25% YoY revenue growth and strong Q2 guidance.
Strong AI Adoption Propels Marvell’s Revenue Growth, With Custom Silicon Ramping Up
Richard Gordon and Daniel Newman analyze Marvell’s Q4 FY 2025 earnings, highlighting AI growth, custom silicon momentum, and evolving semiconductor trends amid rising demand for efficiency-focused AI models.
AI-Driven Server Growth Lifts HPE’s Revenue, but Profit Margins Disappoint
Ron Westfall and Daniel Newman at The Futurum Group analyze HPE’s Q1 FY 2025 earnings, highlighting AI-driven server growth, GreenLake expansion, margin pressures, weak guidance, cost cuts, and Juniper deal uncertainty.
Tomer Zelberzvig and Mikhael Liberman from BMC Software join Mitch Ashley to share insights on the shift from tape to hybrid cloud storage in mainframe environments, ensuring compliance and immutable data protection.
Hosts Camberley Bates, Keith Townsend, and Dion Hinchcliffe discuss the latest AI model releases, ChatGPT 4.5 and Google's Gemini, along with market insights and more.
Jeff Amann, EVP & GM at Salesforce, alongside analysts Daniel Newman and Patrick Moorhead, dives into how Salesforce Communications Cloud and Agentforce are revolutionizing customer engagement in telecom.
Krista Satterthwaite and Karin Eibschitz Segal join Patrick Moorhead to share insights on HPE's and Intel's collaboration in evolving compute platforms that are not just performant but future-ready.
Agentic AI Has Become the Latest Must-Have Technology, and May Become the Flagship Offering at Large Technology Companies
Keith Kirkpatrick and Dion Hinchcliffe at The Futurum Group share insights into AWS’s announcement around the formation of an agentic AI group, and discuss potential product offerings for the cloud giant in the enterprise space.
Google Is Heavily Leveraging Its Cloud, Compute, and Security Offerings and Newly Minted Agentspace Strategy to Woo Public Sector and Education Customers
Keith Kirkpatrick, Research Director at The Futurum Group, shares his insights on the Gen AI Live & Labs Event, which focused on Google’s activity in the public sector and education market.
