Daniel Newman and Patrick Moorhead share insights on how NVIDIA, Microsoft, Qualcomm, OpenText, and Meta navigate AI-driven innovation, supply chain challenges, and market diversification.
Oracle’s Q2 FY2025 Earnings Highlight AI-Driven Growth in Cloud and Healthcare Despite Narrowly Missing Analyst Expectations
Keith Kirkpatrick, Research Director at The Futurum Group, discusses Oracle’s Q2 FY2025 results and AI’s role in Oracle’s cloud revenue growth, its impact on healthcare innovations, and the strategic significance of recurring revenues.
Marvell Reports 19% Sequential Revenue Growth Fueled by AI and Cloud Solutions While Addressing Operational Challenges Through Restructuring Efforts
Dr. Bob Sutor, VP and Practice Lead at The Futurum Group discusses Marvell’s Q3 FY2025 earnings and how AI silicon and cloud interconnect solutions drove robust revenue growth while restructuring costs presented challenges, shaping the company's outlook.
Smartsheet Posts Robust Q3 Growth and Announces Transformative Acquisition by Blackstone and Vista Equity Partners
Keith Kirkpatrick, Research Director at The Futurum Group, explores Smartsheet’s Q3 FY2025 results, focusing on its 17% revenue growth, customer retention strategies, and the $8.4B acquisition by Blackstone and Vista Equity Partners. What does this mean for its future in enterprise work management?
Usman Khalid, Director at AWS, shares his insights on a decade of AWS Lambda, showcasing its innovation journey and hinting at the future of serverless computing.
Assessing Salesforce’s Financial Results, AI Innovations, and Strategic Developments for Q3 FY25
Keith Kirkpatrick, Research Director at The Futurum Group, discusses Salesforce's Q3 FY25 earnings. Key topics include the financial impact of its Agentforce AI platform, cRPO growth, strategic acquisitions, and the competitive implications of industry talent shifts.
Eduardo Mota, Senior Cloud Architect at DoiT, and Jobi George, Global Head of Partnerships at Weaviate, join Mitch Ashley to share their insights on mitigating cloud costs with GenAI tools while maximizing ROI through strategic reinvestment.
In this research report, Cloud, Complexity, AI: The Triple Threat Demanding New Cyber Resilience Strategies, Futurum delves into pain points, technical approaches, and priorities when it comes to cyber-resiliency.
Microsoft Announces Key Advancements at Ignite 2024, From a Proprietary Chip to Enhanced Ai-Driven Security Tools, to Help Enterprises Keep Pace With the Evolving Threat Landscape
Krista Case, Research Director at The Futurum Group, examines Microsoft Ignite 2024’s key cybersecurity announcements, such as the AI-powered Security Copilot, proprietary Azure HSM, and its SFI and the bug bounty initiatives.
Elastic Posts 18% Revenue Growth, Driven by Elastic Cloud While Addressing Leadership Changes and Persistent GAAP Losses
Mitch Ashley, VP and Practice Lead, DevOps and AppDev at The Futurum Group, discusses Elastic's Q2 FY2025 earnings, exploring cloud growth, key AI innovations, and the challenges posed by leadership changes and profitability concerns.
NetApp’s Q2 FY2025 Results Reflect Strong Gains in Hybrid Cloud and All-Flash Storage, With Opportunities to Accelerate Public Cloud Growth
Camberley Bates, Chief Technology Advisor, and Krista Case, Research Director at The Futurum Group, explores NetApp's Q2 FY2025 performance, highlighting strong gains in hybrid cloud and the company’s strategy to navigate public cloud challenges.
