Category: Digital Leadership & CIO

March 17, 2025

Olivier Blanchard

Market Coverage

Apple Pushes AI and Performance with New MacBook Air and Mac Studio

Apple Updates Its Bestselling Laptop and Pro Desktop with M4 and M3 Ultra Chips

Olivier Blanchard, Research Director at The Futurum Group, breaks down Apple's MacBook Air and Mac Studio updates. With the M4 and M3 Ultra chips, plus a price cut and AI upgrades, how will these changes impact Apple’s market position?

AI Platforms, Digital Leadership & CIO, Intelligent Devices, Semiconductors, Supply Chain, & Emerging Tech

March 17, 2025

Daniel Newman

Six Five Webcast

The Six Five Pod | Ep. 253: Navigating Market Volatility: Tech Moves and Looming Tariffs

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Intel's new CEO Lipu Tan, the potential impact of tariffs on the US economy, and recent earnings from Oracle and Adobe.

AI Platforms, Digital Leadership & CIO, Intelligent Devices, Semiconductors, Supply Chain, & Emerging Tech

March 14, 2025

Olivier Blanchard

Market Coverage

Samsara’s Post-Earnings Drop: Understanding Market Reactions

Strong ARR and Margin Expansion, but Investor Concerns Over CapEx and AI-Driven Shifts Remain

Olivier Blanchard, Research Director at The Futurum Group, shares insights on Samsara’s strong Q4 FY 2025 earnings, the 11% stock drop, and key investor concerns over CapEx slowdowns and AI-driven edge computing. How will these factors shape Samsara’s growth?

AI Platforms, Digital Leadership & CIO, Intelligent Devices

March 14, 2025

Camberley Bates, Keith Townsend & Dion Hinchcliffe

Infrastructure Matters

Surprise: AI Drives Earnings Up and Down, Plus Agentic AI and Tariffs – Six Five Webcast – Infrastructure Matters

Discover how AI is driving major shifts in tech earnings on this episode of the Six Five Webcast - Infrastructure Matters. Learn about Broadcom's AI-fueled growth, VMware's Private AI Foundation, Salesforce's Agentforce, and the satellite internet race, and the impact of tariffs and the future of AI in business.

AI Platforms, Digital Leadership & CIO

March 14, 2025

Olivier Blanchard

Market Coverage

Qualcomm’s X85 5G Modem Sets New AI-Powered Speed and Efficiency Benchmark

Qualcomm’s Latest 5G Modem Features AI-Driven Optimization, Delivering 12.5 Gbps Speeds, Enhanced Power Efficiency, and Connectivity for Smartphones, PCs, and IoT Devices

Olivier Blanchard, Research Director at The Futurum Group, examines how Qualcomm’s X85 5G Modem-RF advances AI-driven 5G, delivering faster speeds, better efficiency, and improved connectivity for smartphones, PCs, and IoT.

AI Platforms, Digital Leadership & CIO, Intelligent Devices

March 11, 2025

Keith Kirkpatrick & Daniel Newman

Market Coverage

Oracle Q3 FY 2025 Earnings Show Strong RPO Growth Amid Cloud Expansion

With Record RPO Growth and Strong Cloud Momentum, Oracle Forecasts Accelerating Revenue Expansion Into FY 2026, Driven by AI Demand and Hyperscaler Partnerships

Keith Kirkpatrick and Daniel Newman at The Futurum Group examine Oracle’s Q3 FY 2025 earnings, highlighting record RPO growth, expanding AI infrastructure, and deepening multi-cloud adoption.

AI Platforms, Data Intelligence, Analytics, & Infrastructure, Digital Leadership & CIO

March 10, 2025

Daniel Newman

Six Five Webcast

What’s Driving the Next Wave of Mobile – Six Five Media from MWC 2025

Erik Ekudden, CTO at Ericsson, joins Dan Newman and Patrick Moorhead to discuss how 5G is spearheading the next wave of mobile innovations, closely intertwined with AI and Cloud technologies.

AI Platforms, Data Intelligence, Analytics, & Infrastructure, Digital Leadership & CIO, Intelligent Devices

March 10, 2025

Richard Gordon & Daniel Newman

Market Coverage

Broadcom Q1 FY 2025: AI and Software Power 25% Revenue Growth

AI-Driven Semiconductor Demand and Infrastructure Software Expansion Fueled Broadcom’s 25% YoY Revenue Growth in Q1 FY 2025

Richard Gordon and Daniel Newman at The Futurum Group break down Broadcom’s Q1 FY 2025 earnings, highlighting AI semiconductor growth, hyperscaler demand for XPUs, and VMware’s software transition driving 25% YoY revenue growth and strong Q2 guidance.

AI Platforms, Data Center, Digital Leadership & CIO, Intelligent Devices

March 10, 2025

Richard Gordon & Daniel Newman

Market Coverage

Marvell Q4 FY 2025 Reports 27% Revenue Growth, AI Custom Chips Drive Momentum

Strong AI Adoption Propels Marvell’s Revenue Growth, With Custom Silicon Ramping Up

Richard Gordon and Daniel Newman analyze Marvell’s Q4 FY 2025 earnings, highlighting AI growth, custom silicon momentum, and evolving semiconductor trends amid rising demand for efficiency-focused AI models.

AI Platforms, Data Center, Digital Leadership & CIO, Intelligent Devices

March 10, 2025

Ron Westfall & Daniel Newman

Market Coverage

HPE Q1 FY 2025: Server Boom Fuels Revenue Jump, But Margins Pressured

AI-Driven Server Growth Lifts HPE’s Revenue, but Profit Margins Disappoint

Ron Westfall and Daniel Newman at The Futurum Group analyze HPE’s Q1 FY 2025 earnings, highlighting AI-driven server growth, GreenLake expansion, margin pressures, weak guidance, cost cuts, and Juniper deal uncertainty.

AI Platforms, Data Center, Digital Leadership & CIO, Intelligent Devices

March 10, 2025

Mitch Ashley

Six Five Webcast

No More Tapes! How Hybrid Cloud Storage Ensures Compliance, Resilience, and Immutable Data Protection for Mainframe Environments

Tomer Zelberzvig and Mikhael Liberman from BMC Software join Mitch Ashley to share insights on the shift from tape to hybrid cloud storage in mainframe environments, ensuring compliance and immutable data protection.