Daniel Newman, Chief Analyst at The Futurum Group, provides his insights on the U.S. government's increased focus on the potential for Chinese cellular modules to track and potentially control devices on the Internet of Things.
Positive Sequential Growth Signals Rebound for PCs and Improving Demand for AI-Driven Infrastructure
Daniel Newman and Olivier Blanchard, analysts at The Futurum Group, share their insights on Dell’s Q2 2024 earnings, which suggest an improving demand environment for PCs and AI-driven infrastructure.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss their experience at Google Cloud Next, the latest earnings releases for Pure Storage, HP Inc, HPE and Salesforce, and Intel Habana 2 on Hugging Face.
Momentous Event Included Key Transformative Announcements Related to Partnerships, Infrastructure, AI, and Security
Steven Dickens, VP and Practice Leader at The Futurum Group highlights Google Cloud Next's key revelations. These include enhancements in Vertex AI, the introduction of TPU v5e, and A3 VMs, along with Duet AI for streamlined workflow.
A Review Of The Key Fiber Technology Advances That Are Powering 5G Ecosystem Innovations Across xHaul, Mobile Backhaul, And RAN Technologies
The Futurum Group’s Ron Westfall and Todd Weiss examine fiber’s vital role in 5G builds and innovation, including how Nokia, Ciena, and Calix fiber portfolio capabilities boost 5G deployments and capabilities.
FlashBlade Sales, Subscriptions, AI, and Customer Growth All Contribute to Strong Results
Dave Raffo and Camberley Bates, analysts at The Futurum Group, share their insights on Pure Storage’s Q2 fiscal 2024 revenue success, driven by strong FlashBlade sales, AI deals, and subscriptions.
HP Earnings Point to Coming Rebound in PC Market Despite Market Headwinds
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on HP Q3 2023 earnings, which suggest a rebound for PCs in 2024 despite persistent market headwinds.
It Was a Solid Quarter for HPE, With Continuing Growth in Its Intelligent Edge Market
Daniel Newman and Todd R. Weiss, analysts at The Futurum Group, share their insights as HPE revenue hits $7 billion in Q3 2023, beating analyst estimates. Overall, it was a solid quarter for HPE with continuing growth in its intelligent edge market.
