Category: Collaboration Devices and Services

November 17, 2023

Daniel Newman, Olivier Blanchard and Steven Dickens

Lenovo Q2 FY 2024 Earnings

Strong Lenovo Q2 FY 2024 Earnings Boosted by Storage, Services, and AI as Primary Growth Drivers

The Futurum Group’s Daniel Newman, Olivier Blanchard, and Steven Dickens share insights on the Lenovo Q2 FY 2024 earnings, which strengthen the argument for an accelerating sector-wide recovery and highlight storage, AI, and hybrid IT solutions as Lenovo growth drivers.

AI, Business Information, Collaboration Devices and Services, Computing, Data Center, Data Infrastructure, Devices, Digital Transformation, High Performance Computing, PCs and Devices, Storage

November 16, 2023

tweiss@futurumresearch.com

Research Note

IBM and KPMG SAP S/4HANA Expertise for Energy and Utilities Industry

IBM and KPMG Are Expanding Their Alliance to Help Energy and Utilities Vendors Boost Their SAP S/4HANA Cloud ERP Implementations

Todd R. Weiss, Senior Analyst with The Futurum Group, shares his insights as the energy and utilities industry gets SAP S/4HANA expertise from IBM and KPMG through an expanded partnership between the two consulting companies.

AI, Collaboration, Collaboration Devices and Services, Digital Transformation, Enterprise Applications

November 1, 2023

Keith Kirkpatrick

Research Note

Rockwell Automation and Microsoft Bring AI to Industrial Automation

Microsoft’s Azure OpenAI Service Will Be Incorporated into FactoryTalk Design Studio to Enhance Time-to-Market for Industrial Automation Systems

Keith Kirkpatrick, Research Director with The Futurum Group, covers Rockwell Automation and Microsoft’s announcement of generative AI tools for industrial automation and discusses how they will help drive ROI for non-office workers.

AI, Automation, Collaboration, Collaboration Devices and Services, Enterprise Applications

October 20, 2023

Olivier Blanchard

Analyst Insight

HP Imagine: A Glimpse Into How Hybrid Work Is Reshaping PC Markets

HP Leans Hard Into Hybrid Work Market With the Latest Wave of Innovative Crossover Designs

Olivier Blanchard, research director at The Futurum Group, shares his thoughts on the inaugural HP Imagine showcase, and digs into why hybrid work’s impact on product design and UX innovation presents a significant market opportunity for HP.

Collaboration Devices and Services, Computing, Customer Experience, Devices, Digital Home, PCs and Devices

September 25, 2023

Daniel Newman

Video Research Note

Apple’s Spectacular Failure to Replace Qualcomm

The Six Five Team discusses Apple’s Spectacular Failure to Replace Qualcomm.

Business Information, Collaboration, Collaboration Devices and Services, Devices, Mobile Devices

September 20, 2023

Ron Westfall

Research Note

DTW23: Netcracker and Microsoft Put ChatGPT in GenAI Telco Use Cases

Netcracker Bolsters Its Relationship with Microsoft to Integrate GenAI Telco Solution with ChatGPT to Spur the Development of Telco High-Value Use Cases

The Futurum Group’s Ron Westfall examines Netcracker’s selection of Microsoft Azure OpenAI Service to boost GenAI Telco Solution to fulfill top telco use case demands such as improved productivity and enhanced interactions with customers.

AI, Cloud, Collaboration, Collaboration Devices and Services, Communications Networks, Digital Transformation, Hybrid Cloud, Infrastructure, and Operations

September 20, 2023

Dave Raffo

Research Note

Cisco Discontinues HyperFlex to Focus on Nutanix-Based HCI

The News Comes Less Than 3 Weeks After the Cisco-Nutanix Partnership Announcement

Dave Raffo, Senior Analyst at The Futurum Group, explores Cisco’s end-of-life announcement of its HyperFlex HCI system, with the news coming less than 3 weeks after Cisco launched a partnership with HCI rival Nutanix.

Business Information, Collaboration, Collaboration Devices and Services, Data Infrastructure, Hybrid Cloud, Infrastructure, and Operations, Infrastructure, Storage

September 18, 2023

Daniel Newman

Video Research Note

Oracle Database @Azure

The Six Five Team discusses Oracle Database on Microsoft Azure.

AI, AI and Data Analytics, Business Information, Collaboration, Collaboration Devices and Services

September 18, 2023

Olivier Blanchard

Research Note

Qualcomm Supplying Apple With Snapdragon 5G Modem-RF Systems Into 2026

The Impact of Qualcomm’s Multi-Year Snapdragon 5G Modem-RF System Agreement With Apple on Both Companies and Consumers

Olivier Blanchard, Research Director at The Futurum Group, shares his insights into why the multi-year Snapdragon 5G modem-RF system agreement between Apple and Qualcomm is good news for both companies and for iPhone users.

5G, Collaboration, Collaboration Devices and Services, Devices, Semiconductors and Components

September 18, 2023

Daniel Newman

Six Five Webcast

We are Live! Talking Microsoft, Oracle, Arm, Apple, Salesforce and Adobe

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Oracle and Azure, Arm’s successful public debut, Apple’s September 2023 event announcements, Salesforce Dreamforce 2023 and the latest earnings releases for Oracle and Adobe.

AI, AI and Data Analytics, Cloud, Collaboration, Collaboration Devices and Services, CRM, Enterprise Applications, Hybrid Cloud, Infrastructure, and Operations, Mobile Devices, PCs and Devices, Sustainability, Markets, and Policy

September 13, 2023

Keith Kirkpatrick

Research Note

Zoom Rebrands Zoom IQ for Sales as Zoom Revenue Accelerator

New Sales Team Capabilities Launching in Fall 2023, Including Virtual Coach, Deal Risk Signals, and Discover Monthly

Keith Kirkpatrick, Research Director at The Futurum Group, covers Zoom’s rebrand of IQ for Sales as Zoom Revenue Accelerator, and discusses why the fall launch of new sales support features will be essential to the company’s platform strategy.