Ray Wang, Research Director at Futurum, examines Synopsys’ Q3 FY 2025 earnings, where strong Design Automation growth and Ansys contributions were tempered by weakness in Design IP and ongoing China-related...
Brad Shimmin, Analyst at Futurum, shares insights on Neo4j's Infinigraph, its bold bet on becoming the data layer for agentic AI, and if it's a future-proof strategy or a solution...
Olivier Blanchard, Research Director at Futurum, shares insights on Qualcomm’s Dragonwing Q-6690, the first processor with integrated RFID, AI, and 5G, redefining retail, logistics, and industrial mobility....
Ray Wang, Research Director at Futurum, analyzes Broadcom’s Q3 FY2025 earnings, highlighting AI semiconductor momentum, VMware Cloud Foundation growth, and record backlog that reinforce Broadcom’s position in semiconductors and software....
Sanjay Mirchandani, CEO at Commvault, joins Patrick Moorhead and Daniel Newman to discuss Commvault’s strategy for advancing cyber resilience through acquisitions, AI, and upcoming SHIFT event highlights....
Alexandru Costin, VP of Generative AI at Adobe, joins Daniel Newman and Patrick Moorhead to discuss the evolution of Adobe Firefly, integration with creative tools, and how generative AI is...
Ritika Gunnar, GM of Data & AI at IBM, joins Daniel Newman to discuss IBM’s role at the US Open, innovations in AI-powered fan experiences, and how new platforms like...
Olivier Blanchard, Research Director at Futurum, shares insights on the Google Pixel 10, highlighting its 5x telephoto camera, larger 4,970 mAh battery, and on-device AI features that enhance reliability and...
Fernando Montenegro, VP & Practice Lead for Cybersecurity & Resilience at Futurum, examines HPE’s Q3 FY 2025 results, where record revenue, Juniper integration, and AI-driven momentum position the company for...
Adam King, VP and GM at MediaTek, joins the webcast to share insights on the company's approach to bringing advanced AI capabilities to consumer devices, including smart home tech, Chromebooks,...
Keith Kirkpatrick and Daniel Newman at Futurum analyze Salesforce’s Q2 FY 2026 earnings, highlighting subscription growth, margin expansion, AI adoption, and capital return, with guidance raised as the company pivots...
Broadcom’s leadership joins Six Five hosts to break down the biggest VMware Explore 2025 announcements – including VCF 9.0, new AI partnerships, and strategies for secure hybrid infrastructure. Discover the...
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