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Category: Cybersecurity

AI-Driven Cybersecurity: What Palo Alto Networks is Doing in Threat Detection and Response - Six Five Media at MWC Barcelona
Daniel Newman

AI-Driven Cybersecurity: What Palo Alto Networks is Doing in Threat Detection and Response – Six Five Media at MWC Barcelona

Nir Zuk, Founder and CTO at Palo Alto Networks, joins Daniel Newman and Patrick Moorhead discussing the transformative power of AI in cybersecurity.
Elastic Q3 FY 2025 Delivers Strong Performance, Cloud, and GenAI Growth
Mitch Ashley
Mitch Ashley

Elastic Q3 FY 2025 Delivers Strong Performance, Cloud, and GenAI Growth

The Latest Earnings by Elastic Show Strong Growth and Innovations While GAAP Losses Remain
Mitch Ashley, Vice President and Practice Lead of DevOps and Application Development at The Futurum Group, shares his insights on Elastic’s Q3 2025 earnings performance, fiscal year-end guidance, Elastic Cloud Search, and moving into generative AI retrieval augmented generation.
Kyndryl Strengthens Security Play with AI-Powered SASE Offering
Fernando Montenegro
Fernando Montenegro

Kyndryl Strengthens Security Play with AI-Powered SASE Offering

Strategic Move Aligns with Growing Enterprise Demand for Secure Cloud Connectivity
Fernando Montenegro, VP and Practice Lead, Cybersecurity at The Futurum Group, examines Kyndryl’s expanded Palo Alto partnership, highlighting its impact on cybersecurity, revenue growth, and zero-trust positioning.
OpenText Launches Core TDR, But Can It Stand Out in a Crowded XDR Market?
Fernando Montenegro
Fernando Montenegro

OpenText Launches Core TDR, But Can It Stand Out in a Crowded XDR Market?

OpenText Pushes Further Into Enterprise Security With Core TDR, Leveraging Microsoft Integrations and AI
Fernando Montenegro, VP & Practice Lead for Cybersecurity at The Futurum Group, analyzes OpenText’s launch of Core TDR, its Microsoft collaboration, and how it competes in the crowded XDR market.
Cisco Q2 FY 2025 Earnings Benefit from AI Infrastructure & Security Growth
Ron Westfall

Cisco Q2 FY 2025 Earnings Benefit from AI Infrastructure & Security Growth

Strong Demand From Webscale and Enterprise Segments Positions Cisco for Continued AI-Driven Growth
Ron Westfall, Research Director at The Futurum Group, shares insights on Cisco’s Q2 FY 2025 results, focusing on AI infrastructure growth, Splunk’s impact on security, and innovations like AI PODs and HyperFabric driving future opportunities.
Lattice Semiconductor Sees Stabilization Signs Despite Q4 FY 2024 Revenue Decline
Richard Gordon
Richard Gordon

Lattice Semiconductor Sees Stabilization Signs Despite Q4 FY 2024 Revenue Decline

Revenue in Line With Expectations; Stronger Backlog, New Product Ramps, and Double-Digit Growth in New FPGAs Set a Positive Tone for FY 2025
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, highlights Lattice Semiconductor’s Q4 FY 2024 results, covering Nexus and Avant growth, market stabilization, and expanding software capabilities driving future performance.
NetApp Introduces New Members to the ASA Block Storage Family
Camberley Bates
Camberley Bates

NetApp Introduces New Members to the ASA Block Storage Family

Entry, Mid-Level Models Plus More on Cyber Resiliency
Camberley Bates at The Futurum Group covers NetApp’s announcement on block, cyber resiliency, and BlueXP.
OpenText Q2 FY 2025: Solid Margins, Record Cloud Bookings, & Growth Uncertainty
Keith Kirkpatrick

OpenText Q2 FY 2025: Solid Margins, Record Cloud Bookings, & Growth Uncertainty

OpenText Shifts Focus to Growth After Margin-Driven Execution, With AI and Cloud Leading the Strategy
Keith Kirkpatrick, Research Director at The Futurum Group, examines OpenText’s Q2 FY 2025 results, highlighting strong profitability, record cloud bookings, and a strategic pivot toward AI-driven growth.
Why Lenovo Smart Manufacturing Solutions Are Ready to Drive AI-enabled Transformation
Ron Westfall

Why Lenovo Smart Manufacturing Solutions Are Ready to Drive AI-enabled Transformation

The Futurum Group’s latest research report, Why Lenovo Smart Manufacturing Solutions Are Ready to Drive AI-enabled Transformation, completed in partnership with Lenovo and Intel, explores why smart manufacturing solutions offer significant advantages in today's competitive landscape.
DeepSeek Disrupts AI Market with Low-Cost Training and Open Source, Yet Many Questions Loom
Mitch Ashley
Olivier Blanchard
Krista Case
Fernando Montenegro
Daniel Newman, Mitch Ashley, Olivier Blanchard, Krista Case, Keith Kirkpatrick, Fernando Montenegro, Nick Patience & Ron Westfall

DeepSeek Disrupts AI Market with Low-Cost Training and Open Source, Yet Many Questions Loom

AI Investors, Tech Leaders, and Customers Sort Through Short-Term Fallout and Longer-Term Claims By China’s DeepSeek
The Futurum Group analysts share their insights on DeepSeek R1 claims of model training and cost efficiency, questions about the potential use of competitors' models, and security and privacy concerns. Analysts discuss the near and long-term implications of faster and lower-cost LLM development.
Commvault Q3 FY 2025: Subscription & Cloud Gains Fuel Strong ARR Growth
Krista Case
Krista Case

Commvault Q3 FY 2025: Subscription & Cloud Gains Fuel Strong ARR Growth

Commvault’s Q3 Results Highlight Strong Subscription Growth, Accelerating SaaS Adoption, and Expanding Cloud Workloads, Reinforcing Its ARR-Driven Strategy
Krista Case, Research Director at The Futurum Group, examines Commvault’s Q3 FY2025 results, highlighting SaaS growth, multi-cloud expansion, and cyber resilience innovations driving ARR acceleration.
Cloud, Complexity, AI: Threats to Cyber Resilience - Six Five On The Road
Daniel Newman

Cloud, Complexity, AI: Threats to Cyber Resilience – Six Five On The Road

Gagan Gulati, GM at NetApp, joins Daniel Newman to share his insights on the critical findings from the NETAPP–FUTURUM GROUP CYBER RESILIENCE STUDY, highlighting the need for advanced cybersecurity strategies in facing modern threats.
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