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Category: Data Center

Pure Storage Q4 FY 2025: Double-Digit Revenue Growth Amid Strong Subscription Momentum
Camberley Bates
Camberley Bates

Pure Storage Q4 FY 2025: Double-Digit Revenue Growth Amid Strong Subscription Momentum

Pure Storage Delivered Record Sales in Key Product Lines and Strong Subscription Growth, but Soft FY 2026 Guidance Weighed on Shares
Camberley Bates, VP & Practice Lead at The Futurum Group, analyzes Pure Storage’s Q4 FY 2025 results, noting sales, subscription growth, AI and cloud gains, and hyperscale progress, amid margin pressures and FY 2026 guidance concerns.
Nvidia Q4 FY 2025: AI Momentum Strengthens Despite Margin Pressures
Richard Gordon
Richard Gordon

Nvidia Q4 FY 2025: AI Momentum Strengthens Despite Margin Pressures

Record Blackwell Sales of $11 Billion in Q4 FY 2025 Push Nvidia’s Data Center Revenue up 93% YoY
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, analyzes Nvidia’s Q4 FY 2025 earnings, highlighting record-breaking AI-driven growth, Blackwell’s rapid adoption, and margin pressures amid supply constraints. Key insights on gaming, automotive, and professional visualization trends.
Snowflake Q4 FY25 Shows Strong Momentum in Core Business and AI Initiatives
Nick Patience

Snowflake Q4 FY25 Shows Strong Momentum in Core Business and AI Initiatives

Snowflake Reports Healthy Q4 Results as AI Investments Begin Paying Dividends
Nick Patience, AI Practice Lead at The Futurum Group shares his insights on Snowflake’s Q4 2025 earnings & what they mean for the broader AI and data analytics space.
Lenovo Q3 FY 2025 Revenue Jumps 20%, AI Momentum Fuels Expansion
Olivier Blanchard
Olivier Blanchard

Lenovo Q3 FY 2025 Revenue Jumps 20%, AI Momentum Fuels Expansion

AI Acceleration and Hybrid Infrastructure Strategy Lift Lenovo’s Earnings
Olivier Blanchard, Research Director with The Futurum Group, analyzes Lenovo’s Q3 FY2025 earnings, highlighting AI-driven growth in ISG, premium PC momentum in IDG, and sustained double-digit expansion in SSG.
Zoho Analyst Day 2025: Zoho Readies Agentic AI to Elevate IoT Proposition
Ron Westfall

Zoho Analyst Day 2025: Zoho Readies Agentic AI to Elevate IoT Proposition

Zoho Unveiled a New Agentic Platform to Deliver AI-enhanced Portfolio-wide Improvements Including Zoho IoT
Futurum’s Ron Westfall explores how Zoho is positioned to develop AI-enhanced solutions that can drive customer value including the optimization and full security of IoT assets that improve business outcomes and overall experience.
Coherent Reports Robust Q2, Driven by Datacom Strength and Margin Expansion
Olivier Blanchard
Olivier Blanchard

Coherent Reports Robust Q2, Driven by Datacom Strength and Margin Expansion

Q2 Revenue and Margin Expansion Driven by AI-Powered Data Center Demand, Telecom Recovery, and Industrial Resilience
Olivier Blanchard, Research Director at The Futurum Group, analyzes Coherent’s Q2 FY 2025 earnings, highlighting record networking revenue fueled by AI data center demand, telecom recovery, and margin expansion.
Arm Q3 FY 2025 Results: Armv9 and CSS Adoption Accelerates
Richard Gordon
Richard Gordon

Arm Reports Record Q3 Revenue as Armv9 and CSS Adoption Accelerates

The Latest Earnings Reinforce Arm’s Competitive Momentum, Driven by the Increasing Integration of Its Technology in AI Workloads and High-Performance Computing
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, examines Arm’s Q3 FY 2025 earnings, highlighting AI-driven royalty growth, Compute Subsystem expansion, and key AI collaborations.
Kyndryl Delivers Strong Q3 FY 2025 Signing Growth and Margin Expansion
Krista Case
Krista Case

Kyndryl Delivers Strong Q3 FY 2025 Signing Growth and Margin Expansion

Kyndryl’s Latest Results Reflect a Turnaround in Profitability, With Expanding Margins and Rising Contributions From High-Value Contracts and Kyndryl Consult
Krista Case, Research Director at The Futurum Group, analyzes Kyndryl’s Q3 FY 2025 results, highlighting strong margin expansion, higher-value signings, and the company's progress in eliminating unprofitable pre-spinoff contracts.
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.
Microsoft Q2 FY 2025: Cloud and AI Strength Offset Margin Pressures from Rising Capex
Keith Kirkpatrick & Nick Patience

Microsoft Q2 FY 2025: Cloud and AI Strength Offset Margin Pressures from Rising Capex

Cloud and AI Services Saw Strong Adoption, While Heightened Capex for AI Infrastructure Affected Margin Performance
The Futurum Group’s Keith Kirkpatrick and Nick Patience analyze Microsoft’s Q2 FY 2025 results, highlighting strong cloud and AI-driven growth, a surge in commercial bookings, and record-high AI infrastructure investments.
CoreWeave Stakes Claim in UK AI Market with Advanced GPU Infrastructure Build-Out
Nick Patience

CoreWeave Stakes Claim in UK AI Market with Advanced GPU Infrastructure Build-Out

CoreWeave’s Newly Opened Crawley and London Docklands Facilities, Featuring NVIDIA H200 GPUs, Bolster Its AI Hyperscaling Efforts in Alignment With the UK’s AI Opportunities Action Plan
Nick Patience, VP and AI Practice Lead at The Futurum Group, explores CoreWeave's launch of UK-based data centers featuring NVIDIA H200 GPUs, driving AI innovation and supporting the UK’s AI Opportunities Action Plan.
Oracle Exadata X11M: The Enterprise AI Architecture
Ron Westfall

Oracle Exadata X11M: The Enterprise AI Architecture

Oracle’s Latest Exadata X11M Platform Delivers Key Enhancements in Performance, Efficiency, and Energy Conservation for AI and Data Workloads
Futurum’s Ron Westfall examines why Exadata X11M allows customers to decide where they want to gain the best performance for their Oracle Database workloads from new levels of price performance, consolidation, and efficiency alongside savings in hardware, power and cooling, and data center space.
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