Category: Data Infrastructure

August 15, 2022

Dave Raffo

Analyst Insight

AWS Expands File Storage Performance

Data Infrastructure

August 11, 2022

Krista Case

Analyst Insight

Using AWS Services for Cyber-Resiliency

Data Infrastructure

August 5, 2022

Mitch Lewis

Analyst Insight

Life After Optane

Data Infrastructure

August 4, 2022

Steven Dickens

Research Note

Confluent Q2 2022 Revenue Up 58% to $139M as Growth Continues

Futurum senior analyst Steven Dickens provides his take on Confluent’s Q2 earnings. As clients look to innovate and integrate data flows as part of digital transformation efforts, Kafka is playing a significant role. Confluent is providing robust and wide-ranging solutions on top of these open source layers that are gaining traction with customers, especially in the cloud.

Data Infrastructure

June 3, 2022

Daniel Newman

Research Note

C3 AI Beats FY Q4 2022 Earnings Expectations, Continues to Diversify and Work to Improve Profitability

Futurum analysts Daniel Newman and Michael Diamond cover C3 AI’s most recent Fiscal Q4 2022 earnings and discuss how the firm’s revenues remain in positive territory despite supply chain and continued pressures from the Russian and Ukraine conflict.

AI, CRM, Data Analytics, Data Infrastructure

May 2, 2022

Janae Stow Lee

Analyst Insight

Observability Takes the Driver’s Seat….

Data Infrastructure

April 6, 2022

Krista Case

Analyst Insight

Kubernetes Data Protection – Addressing Ransomware Threats and Maintaining DevOps Agility

Data Infrastructure

March 22, 2022

Steven Dickens

Research Note

SUSE Announces Solid Q1 Earnings and Updates on Rancher Growth — Are They Becoming an Acquisition Target?

Futurum analyst Steven Dickens provides his take on the recently announced Q1 earnings from SUSE. With SUSE having recently acquired Rancher Labs and NeuVector, this set of numbers goes a long way toward demonstrating proficiencies on both execution and growth. What’s ahead? SUSE’s continued growth may well make the company show up on the radar of mega-cap IT titans as they look to add growth to the mix and freshen up their approach to hybrid cloud.

Cloud, Data Infrastructure

March 14, 2022

tweiss@futurumresearch.com

Research Note

The Tech World Continues to React to Russia’s Attack on Ukraine

Futurum analyst Todd R. Weiss describes how many U.S. technology companies are reacting to the growing military conflict in Ukraine following Russia’s recent invasion.

Data Infrastructure, Digital Transformation

February 10, 2022

Daniel Newman

Research Note

Twilio Sees Revenue Accelerate in Q4, Edges Closer to Profitability

Twilio has released the financial results for its fourth quarter and full-year ending December 31, 2021, delivering strong earnings. Futurum's Daniel Newman and Steven Dickens provide insights into how the company did and what to expect going forward.

Data Infrastructure

January 21, 2022

Steven Dickens

Research Note

SUSE Announces Full Year ’21 Earnings and Q4 Results — Busy Year Ends in Solid Performance

Futurum analyst Steven Dickens provides his take on the recently announced Q4 and full year 2021 earnings from SUSE. With SUSE having had a busy year with the acquisitions of NeuVector and Rancher Labs, the company had a lot to digest. SUSE showed strong growth and positive signals across all areas of the business, including hyperscaler cloud adoption, and continued to demonstrate that the company’s strategic investments in marketing and sales execution are paying off.