Category: Data Intelligence, Analytics, & Infrastructure

Rob Thomas, SVP Software & Chief Commercial Officer at IBM, joins Daniel Newman to share his insights on transforming AI challenges into opportunities for value creation.
Sheree Britt discusses the importance of DevOps in modernizing application development at TD Bank, highlighting the journey and cultural shifts entailed.
Key Announcements Center on watsonx.orchestrate, watsonx.data, and Granite 4.0, as IBM Aims to Make AI Agents and Unstructured Data Pivotal for Enterprise Transformation
Nick Patience and Brad Shimmin, analysts at Futurum, share insights on IBM Think 2025, where IBM showcased advancements in its watsonx platform, focusing on IBM Agentic AI, unstructured data, and hybrid cloud to drive enterprise value.
AWS Leads Amazon’s Q1 FY 2025 With 17% Yoy Revenue Growth; Retail Business Remains Steady
Olivier Blanchard, Research Director at Futurum, breaks down Amazon’s Q1 FY 2025 results. The focus is on AWS growth, rising ad revenues, cost efficiencies, and tariff risk shaping the outlook for Amazon’s operating margin and cloud scale-up.
Jeetu Patel, EVP & Chief Product Officer at Cisco, joins Daniel Newman and Patrick Moorhead to discuss the complexities of securing AI and Cisco’s innovative strategies in this field.
Don Schuerman, CTO at Pega, joins Keith Kirkpatrick to share his insights on responsibly leveraging Agentic AI for impactful business transformation.
Commvault Outperforms in Q4 FY 2025 With Robust SaaS ARR and Multi-Cloud Traction
Krista Case, Research Director at The Futurum Group, explores Commvault’s strong Q4 FY 2025 finish, fueled by SaaS momentum, enterprise traction, and cyber resilience-led innovation.
Nikesh Arora, Chairman and CEO at Palo Alto Networks, joins the Six Five team to discuss the company's innovative strides in AI-driven security, amidst emerging cybersecurity needs and competitive challenges.
Q1 FY 2025 Results Show Intel Maintaining Topline but Facing Margin Pressure
Richard Gordon and Daniel Newman explore Intel’s Q1 FY 2025 results, highlighting flat revenue, margin challenges, and CEO Lip-Bu Tan’s early turnaround actions.
In our latest Research Brief, Hammerspace Tier 0: Unlocking Greater Efficiency in GPU-Driven Computing, The Futurum Group explores how organizations can overcome latency and storage inefficiencies by unlocking stranded NVMe capacity within GPU servers.
Dataiku Hopes Its LLM Mesh Can Help Enterprises Quell AI Agent Technology Sprawl Through Technology-Agnostic Yet Centralized Control, Orchestration, and Management
Brad Shimmin, VP & Practice Lead, Data & Analytics at The Futurum Group, shares insights on Dataiku's strategy to tame the "agentic AI fray" with new AI Agent tools on its LLM Mesh, focusing on centralized control and orchestration, discussed at Everyday AI.
IBM’s Software Strength and AI Bookings Support Its Reaffirmed 2025 Guidance
Daniel Newman and Nick Patience of The Futurum Group break down IBM’s Q1 FY 2025 results, with a focus on software-led growth, expanding AI backlog, and strategic traction across hybrid cloud and automation.

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