Despite Earnings Miss, Company Continues to Acquire New Customers and Drive ARR
The Futurum Group’s Keith Kirkpatrick examines OpenText's Q4 2024 financial results, highlighting the company's restructuring and AI-focused initiatives. Discover how OpenText is positioning itself for sustained growth and innovation.
Steven Dickens, Chief Technology Advisor at The Futurum Group, shares insights on Amazon's Q2 2024 earnings, highlighting AWS's growth and strategic innovations.
Weakness in the Company’s Intelligent Cloud Segment Could Indicate Slower AI Adoption
The Futurum Group’s Keith Kirkpatrick and Daniel Newman highlights Microsoft’s strong Q4 2024 earnings, driven by cloud and AI investments. Despite Azure’s growth falling short of expectations, the company’s strong revenue performance remains encouraging.
Marvell Unveils Structera CXL Product Line Using Near-Memory Accelerator and Memory Expansion Innovations to Meet Memory Challenge Across Cloud Data Centers
Camberley Bates and Ron Westfall examine why the Structera product line launch underscores Marvell’s commitment to directly addressing the server memory bandwidth and capacity challenges faced by modern data centers and cloud environments.
Krista Case, Research Director at The Futurum Group, shares insights on Commvault’s strong Q1 2025 performance, driven by subscription growth and strategic investments in cyber-resiliency. Learn about the company's strategic vision and future projections.
Steven Dickens at The Futurum Group commented that the speculation around Meta's potential entry into the public cloud market highlights both opportunities and significant challenges. While Meta has the infrastructure and scale to rival AWS, Microsoft, and Google, its history of data privacy issues presents a substantial hurdle in gaining the trust of enterprises seeking secure cloud solutions.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Q2FY24 earnings for: SAP, Google, IBM, and ServiceNow, rumored NVIDIA B20 for China, and another day, another Apple booting Qualcomm rumor.
Marvell’s Teralynx 51.2T Ethernet Switch Enters Volume Production for Worldwide AI Cloud Deployments Showcasing Breakthrough Cloud Data Center Benefits
The Futurum Group’s Ron Westfall assesses why the Marvell Teralynx 10 Ethernet switch delivers the low-latency, low-power, high-bandwidth, programmable platform and an architecture optimized for AI and cloud network demands which can assure customers use a comprehensive hardware/software solution that fully aligns with the cloud AI shift to open networking.
Growth Powered by Strength and Momentum in Cloud, Search Products
Keith Kirkpatrick, Research Director with The Futurum Group, shares his insights on Alphabet's Q2 2024 earnings, focusing on significant revenue growth, the impact of generative AI, and impressive Google Cloud performance.
