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Category: Cloud

Enterprise AI Needs a Data Foundation You Can Trust The Six Five – Insider Edition
Daniel Newman

Enterprise AI Needs a Data Foundation You Can Trust The Six Five – Insider Edition

On this episode of The Six Five – Insider Edition, hosts Daniel Newman and Patrick Moorhead welcome Cloudera’s Ram Venkatesh, CTO for a discussion on the importance of data in enabling Enterprise AI and the role of trust in ensuring AI success in navigating this rapid evolution of AI.
Nasuni Bolsters Cyber Security, Integrates with Microsoft Sentinel
Dave Raffo

Nasuni Bolsters Cybersecurity, Integrates with Microsoft Sentinel

The Futurum Group Senior Analyst Dave Raffo looks at Nasuni’s cyber-resiliency features added to its Ransomware Protection service, and its integration with Microsoft Sentinel.
SAP Q2 Revenue Reaches €7.55 Billion, up 5%, as Cloud Climbs
Daniel Newman & tweiss@futurumresearch.com

SAP Q2 Revenue Reaches €7.55 Billion, up 5%, as Cloud Climbs

Daniel Newman and Todd R. Weiss, analysts at The Futurum Group, share their insights as SAP Q2 revenue reaches €7.55 billion, up 5%, as cloud revenue climbs again. SAP’s Q2 revenue came in a bit lower than analyst consensus estimates of €7.6 billion for the quarter, but the company clearly sees progress as it raised its second half earnings guidance for cloud and software revenue and non-IFRS operating profit through the end of fiscal year 2023.
Nokia Fiscal Q2 and Half Year 2023- Showing Resilience Amid Macro Uncertainties
Daniel Newman & Ron Westfall

Nokia Fiscal Q2 and Half Year 2023: Showing Resilience Amid Macro Uncertainties

The Futurum Group’s Ron Westfall and Daniel Newman assess Nokia’s fiscal Q2 2023 as the company demonstrated its resilience by delivering fiscal Q2 2023 results including stable net sales in constant currency compared to 2022 amid macroeconomic uncertainties and customer inventory shifts. This includes the expectation that Nokia’s competitive prospects will benefit from more diversification in the enterprise and web scale spaces and the advancement of 5G SA network capabilities on a global basis.
Qualcomm-Meta Llama 2 Could Unleash LLM Apps at the Edge
Mark Beccue

Qualcomm-Meta Llama 2 Could Unleash LLM Apps at the Edge

Is It Counterintuitive to Think Compute-Hungry LLMs Can Work at the Edge? Two Tech Giants Map a Path
Mark Beccue, Research Director at The Futurum Group, examines Qualcomm and Meta’s partnership to implement Llama 2-based AI capabilities on smartphones and PCs starting in 2024. The idea that LLM applications could be run on compute-cost efficient edge devices is enough to make most AI application developers’ imaginations run wild, since this capability would bring lots of potential new use cases and business opportunities
Google Cloud Engineering Exec: Welcome to Generative Engineering
Mark Beccue

Google Cloud Engineering Exec: Welcome to Generative Engineering

Generative AI Could Reduce Enterprise Dependence on Data Science Expertise
Mark Beccue, Research Director at The Futurum Group, examines how generative AI could reduce enterprise dependence on data science expertise. The piece explores Google Cloud Engineering executive Andi Gutmans’ premise, which is bold and framed in a way that many have previously alluded to: that generative AI democratizes AI uses. Will GenEng emerge, and what are the potential impacts?
Broadcom-VMWare Deal Approved by EU
Daniel Newman

Broadcom-VMWare Deal Approved by EU

The Six Five team discusses the Broadcom-VMWare Deal Approved by the European Union.
Microsoft Takes ‘AIM’ at On-Premises Customers
Keith Kirkpatrick

Microsoft Takes ‘AIM’ at On-Premises Customers

New Program Offers Accelerated Migration Assistance to Drive Adoption of Cloud-Based, AI Powered Software
Keith Kirkpatrick, Research Director at The Futurum Group, covers Microsoft’s announcement of AIM, and discusses how this program should help the company drive long-term relationships with customers.
Oracle MySQL HeatWave Lakehouse Delivering a New Competitive Level Set for Cloud Data Warehouse
Ron Westfall

Oracle MySQL HeatWave Lakehouse: Delivering a New Competitive Level Set for Cloud Data Warehouse

The Futurum Group’s Ron Westfall examines why the latest release of MySQL HeatWave Lakehouse delivers record performance and breakthrough innovation in cloud data warehouse for loading data from object store, including sharply competitive advantageous price performance across loading data and querying data processes.
IBM Q2 Earnings Beats EPS Estimates, Just Misses on Revenue of $15.48B
Daniel Newman & tweiss@futurumresearch.com

IBM Q2 Earnings Beats EPS Estimates, Just Misses on Revenue of $15.48B

IBM posted a solid second quarter for fiscal year 2023, with revenue of $15.48 billion, which just missed analyst estimates, and earnings per share of $2.18 that handily beat analyst estimates of $2.01 per share
Daniel Newman and Todd R. Weiss of The Futurum Group share their insights as IBM’s Q2 earnings beat EPS estimates, just missing on analyst revenue estimates, as the company launches its new watsonx generative AI and data platform into general availability. The nascent watsonx platform is positioned to help drive broad enterprise success in generative AI for the company.
5G Factor- Chips Ahoy! How Chips are Integral to 5G Transformation with Qualcomm Promoting 5G Standalone, Juniper Beyond Labs Using Intel Xeon:FlexRAN, and Samsung MediaTek Boosting 3Tx Antennas
Clint Wheelock
Ron Westfall & Clint Wheelock

5G Factor: Chips Ahoy! How Chips are Integral to 5G Transformation with Qualcomm Promoting 5G Standalone, Juniper Beyond Labs Using Intel Xeon/FlexRAN, and Samsung MediaTek Boosting 3Tx Antennas

The Futurum Group’s Ron Westfall and Clint Wheelock explore how chipmakers are powering innovation across the 5G ecosystem including Qualcomm advocacy of operators accelerating their 5G Standalone implementations to spur wider developer interest, Juniper and Intel working together on Juniper’s Beyond Labs initiative to foster 5G transformation, and Samsung and Mediatek demonstrating 3Tx antenna capabilities key to spurring 5G uplink performance and experience.
Alteryx Can’t Wait- Works With AWS to Spur Cloud and Data Analytics Adoption in Finance
Ron Westfall

Alteryx Can’t Wait: Works With AWS to Spur Cloud and Data Analytics Adoption in Finance

The Futurum Group’s Ron Westfall assesses how Alteryx gains a sales and marketing boost by enabling finance teams to use AWS to aid the modernization of their financial processes that improves their organization-wide analytical performance. Now organizations can use the cloud capabilities key to the integration of their data with intelligent automation workflows and decision intelligence that can significantly improve business outcomes.
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