On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead sit down with Dell Tech’s Mindy Cancila, VP, Corporate Strategy, Strategic Growth and Activation during Dell Tech World 2023.
The Futurum Group VP & Practice Leader Steven Dickens offers his take on the latest earnings announcement from Splunk. Splunk's Q1 performance demonstrates its strength in the face of explosive data growth and cybersecurity threats. The company's ARR growth and expanding customer base highlight its success in the security and observability market. Splunk's comprehensive data analytics and security platform enable CIOs and CISOs to make data-driven decisions, gain operational visibility, and enhance security intelligence.
The Futurum Group’s Chief Analyst Daniel Newman looks at Salesforce’s Q1 FY 2024 earnings that handily beat analyst estimates, and at how the company’s leaner cost structure and AI product developments mean for its customers moving forward.
The Futurum Group’s Ron Westfall and Daniel Newman explore why they believe Pure Storage is demonstrating the portfolio-wide innovation in key areas such as AI, the partnership dexterity, and data storage ecosystem momentum needed to fulfill its Q2 and FY24 guidance including revenue of $680M in Q2 FY24 and mid to high single digital YoY revenue growth across FY24. Pure is firmly positioned to deliver the modern data experience that puts data to use and enables customers to run their operations on an automated, storage as-a-service model throughout the multi-cloud realm.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss SAP Sapphire 2023, Dell Technologies World 2023, Microsoft Build, NVIDIA, Marvell and Lenovo.
Camberley Bates, VP and Practice Lead at Futurum Research (formerly known as Evaluator Group), shares her experience from Dell Tech World and provides insights into what common two themes she noticed and what this means for the future of IT.
The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights as HPE revenue hits $7B in Q2 2023 as ARR rises 38% to $1.1B as the global edge to cloud company reported its latest earnings for the period ending on April 30.
