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Category: Data Intelligence, Analytics, & Infrastructure

Optimizing Customer Engagement with Salesforce Communications Cloud + Agentforce - Six Five On The Road at MWC
Daniel Newman

Optimizing Customer Engagement with Salesforce Communications Cloud + Agentforce – Six Five On The Road at MWC

Jeff Amann, EVP & GM at Salesforce, alongside analysts Daniel Newman and Patrick Moorhead, dives into how Salesforce Communications Cloud and Agentforce are revolutionizing customer engagement in telecom.
HPE and Intel – Building Future-ready Compute Platforms Together
Six Five Media
Six Five Media

HPE and Intel – Building Future-ready Compute Platforms Together

Krista Satterthwaite and Karin Eibschitz Segal join Patrick Moorhead to share insights on HPE's and Intel's collaboration in evolving compute platforms that are not just performant but future-ready.
IBM Announces Ceph as a Service - A Managed StaaS Offering
Camberley Bates
Camberley Bates

IBM Announces Ceph as a Service – A Managed StaaS Offering

Bringing the Capabilities of IBM Cloud Management to On-Premises Storage
Camberley Bates at The Futurum Group covers IBM’s Ceph as a service offering, bringing IBM cloud capabilities to on premises.
Interview with Interim co-CEO at Intel and CEO of Intel Products, Michelle Johnston Holthaus - Six Five On The Road
Six Five Media
Six Five Media

Interview with Interim co-CEO at Intel and CEO of Intel Products, Michelle Johnston Holthaus – Six Five On The Road

Michelle Johnston Holthaus, Interim co-CEO and CEO of Intel Products, joins Patrick Moorhead to share Intel's strategic focus on AI and infrastructure modernization discussed at MWC Barcelona.
AI-Driven Cybersecurity: What Palo Alto Networks is Doing in Threat Detection and Response - Six Five Media at MWC Barcelona
Daniel Newman

AI-Driven Cybersecurity: What Palo Alto Networks is Doing in Threat Detection and Response – Six Five Media at MWC Barcelona

Nir Zuk, Founder and CTO at Palo Alto Networks, joins Daniel Newman and Patrick Moorhead discussing the transformative power of AI in cybersecurity.
Expediting the Journey to Become an Agile and Intelligent Enterprise - Six Five Media at MWC Barcelona
Daniel Newman

Expediting the Journey to Become an Agile and Intelligent Enterprise – Six Five Media at MWC Barcelona

Niklas Heuveldop and Åsa Tamsons from Ericsson join Daniel Newman and Patrick Moorhead to discuss the pivotal role of digital transformation in shaping agile and intelligent enterprises.
Dell Q4 FY 2025 Earnings Show Strong AI Momentum, ISG Revenue Up 22% YoY
Olivier Blanchard
Olivier Blanchard

Dell Q4 FY 2025 Earnings Show Strong AI Momentum, ISG Revenue Up 22% YoY

Dell’s Q4 FY 2025 Results Show Strong AI Infrastructure Demand, Boosting ISG Growth While CSG Continues to Face Softness in Consumer Sales
Olivier Blanchard, Research Director at The Futurum Group, analyzes Dell’s Q4 FY 2025 earnings, highlighting record AI-driven ISG growth, a $9 billion AI backlog, and CSG challenges. With AI server demand surging, execution remains key in FY 2026.
HP Q1 FY 2025: Commercial PCs Fuel Growth, While Printing Struggles Against Market Pressures
Olivier Blanchard
Olivier Blanchard

HP Q1 FY 2025: Commercial PCs Fuel Growth, While Printing Struggles Against Market Pressures

Commercial PC Momentum and AI PC Demand Drive HP’s Q1 FY 2025 Revenue Growth, Offset by Weak Consumer PC Sales and Soft Printing Demand
Olivier Blanchard, Research Director with The Futurum Group, analyzes HP’s Q1 FY 2025 earnings, exploring how AI PC adoption and commercial demand are driving growth, while rising costs, tariffs, and supply chain shifts challenge profitability.
Earnings Impact, AI and DNA, AI and Data Management - Six Five Webcast - Infrastructure Matters
Camberley Bates
Keith Townsend
Dion Hinchcliffe
Camberley Bates, Keith Townsend & Dion Hinchcliffe

Earnings Impact, AI and DNA, AI and Data Management – Six Five Webcast – Infrastructure Matters

Explore the cutting edge of AI with Infrastructure Matters. Hosts discuss NVIDIA's Evo2 biology model, AI's impact on drug discovery, and how CIOs are seeing ROI from generative AI. Plus, insights on AI adoption in enterprise IT and the challenges of managing AI-driven innovation.
NetApp Q3 FY 2025 Reports Revenue Growth of 2%
Camberley Bates
Krista Case
Camberley Bates & Krista Case

NetApp Revenue Grows 2%, Driven by Key All-Flash and Storage-as-a-Service Offerings

Slight Miss of $60M, but Overall Strong Progress With All Flash and AI
Camberley Bates and Krista Case, analysts at The Futurum Group, share their insights on NetApp Q3 earnings and key momentum on all flash, AI, and VMware decisions.
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.
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