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.
This week's episode of The Six Five Webcast, hosted by Patrick Moorhead and Daniel Newman., covers the latest IBM & SAP Earnings, the Chips Act, Intel's new Arc A750, news from Alexa Live, and Microsoft's Contact Center.
Futurum senior analyst Steven Dickens provides his take on the announcement of MongoDB 6.0. As customers look to innovate and garner better insights into vast quantities of data, they need simplified data platforms and an overall improved developer experience. MongoDB is laser focused on delivering the developer data platform and these announcements build on this holistic vision.
We are LIVE! Talking Google, Tesla, IBM, Apple, Qualcomm, & GlobalFoundries. A new episode of The Six Five Webcast with hosts Patrick Moorhead and Daniel Newman.
Futurum’s Ron Westfall assesses Micron’s three-prong Embedded World 2022 announcement, consisting of new memory and storage portfolio innovation across its industrial and automotive offerings, such as the i400 microSD card, ASIL D certification for its LPDDR5 DRAM, and the expansion of its IQ Partner Program, and why it can bolster Micron’s competitive position in driving breakthroughs in key vertical areas such as video surveillance and automotive safety.
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.
Futurum analysts Daniel Newman and Todd R. Weiss examine Lenovo’s $71.6B record FY2021/22 revenue, up 18% YoY as the Chinese computer, storage, software, services, and HPC vendor unveils its latest earnings numbers.
Futurum’s Daniel Newman and Ron Westfall examine Marvell Technologies financial results for the first quarter of fiscal year 2023 and why they validate Marvell as a major player across the semiconductor space who exercises considerable ecosystem influence and is exceptionally adept at capitalizing on secular growth drivers across the data infrastructure, cloud, 5G, and auto market segments which help power the company’s long-term growth prospects.
Futurum principal analyst Daniel Newman shares his thoughts on Micron’s Investor Day 2022 with insights on what is to come for the memory and storage market.
