Microsoft Cloud Revenue Increased 19% from a Year Ago to Reach $24.3 Billion
The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover Microsoft’s Q1 2024 earnings and discuss how the company’s laser-like focus on AI and cloud computing are helping to drive revenue.
Cisco’s Webex Innovations Reflect a Smart Approach to AI Enterprise Communications
Craig Durr, Research Director at The Futurum Group, delves into Cisco's latest AI innovations for Webex, highlighting their potential to revolutionize hybrid work communications.
Subscriptions and Ad Sales Are Powering Alphabet Revenue Growth
The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover Alphabet’s Q3 2023 earnings and discuss how the company’s focus on AI will help drive additional revenue growth in the future.
Nokia Shows Resilience in Operating Margin Amid Macroeconomic Uncertainties as It Adopts Key Actions to Meet Long-Term Targets and Protect Profitability
The Futurum Group’s Ron Westfall and Daniel Newman assess Nokia’s fiscal Q3 2023 as the company showed resilience in operating margin amid uncertain economic conditions and is taking the right strategic actions to prepare for expected improved conditions.
Lenovo Showcases the Next Generation of AI Capabilities Focused on Developing Inclusive Solutions According to Organization and Individual Priorities
The Futurum Group’s Ron Westfall and Steven Dickens cover Lenovo's strategic pivot toward an AI for All ecosystem, marked by collaborations with industry leaders and a $1 billion investment.
On-Device AI Leader Qualcomm Shows How Intelligence Can Enhance Experiences from Snapdragon PCs and Phones to Earbuds
Olivier Blanchard, Research Director at The Futurum Group, shares insights on the new on-device generative AI capabilities of Qualcomm’s next-gen Snapdragon platforms and what this market differentiator means for the premium mobile, PC, and IoT competitive landscape.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Qualcomm and Google's wearable platform, Lenovo’s Analyst Event, Oracle, NetSuite, SuiteWorld 2023, NVIDIA, AWS Chips, and SAP Q3 2023 Earnings.
SAP’s Cloud Revenue Rose 16% in Q3 to €3.47 Billion, While Its S/4HANA Cloud Revenue Jumped 67% to €914 Million
Daniel Newman and Todd R. Weiss, analysts with The Futurum Group, share their insights as SAP Q3 revenue is up 4% to €7.74 billion as cloud growth continues for the intelligent cloud ERP software vendor.
