Jeetu Patel, Executive Vice President & Chief Product Officer at Cisco joins host Diana Blass, sharing insights on Cisco's AI journey, from pioneering the internet to now shaping its future with AI advancements and strategic acquisitions like Splunk.
Oracle’s Next-Generation Electronic Health Record Integrates AI and Advanced Data Intelligence
Keith Kirkpatrick, Research Director at The Futurum Group, explores Oracle’s next-generation EHR and its potential to revolutionize healthcare. Focused on AI integration and personalized care, this innovation positions Oracle as a transformative player in the healthcare technology landscape.
Mike Hulme and Mandy Whaley join us to explore how Microsoft Azure is shaping the future of software development with AI, from ground-breaking tools like GitHub Copilot to AI-driven Azure enhancements.
Strong Performance in Security and Observability Offsets a Decline in Legacy Networking Products as Cisco Navigates a Shifting IT Landscape
Ron Westfall, Research Director at The Futurum Group, shares insights on Cisco’s Q1 FY2025 earnings. AI investments and Splunk integration boost security and observability growth, and decreased networking revenue signals shifting IT priorities across organizations.
A Detailed Look at How AI-Driven Data Solutions, Advanced Materials, and Innovative Laser Technology Powered Coherent’s Q1 FY2025 Growth
Olivier Blanchard, Research Director at The Futurum Group, discusses how Coherent’s Q1 FY2025 earnings were driven by AI-enabled Datacom transceivers and advanced laser innovations, positioning the company for growth across data and industrial markets.
Ron Westfall and Tom Hollingsworth discuss the National Spectrum R&D Plan and the latest 5G innovations, revealing how these developments could redefine connectivity and operational efficiency in the telecom sector.
Bargav Balakrishnan, VP of Product Management at IBM, joins Steven Dickens to share insights on the evolution and future of IBM Power servers. Discover the milestones since Power10 and what's next for Power, including the exciting Power11 processor.
A Look Into Arm’s Q2 2025 Earnings, Highlighting Key Growth Drivers and Strategic Positioning in AI, Automotive, and Data Centers
Dr. Bob Sutor, VP and Practice Lead for Emerging Technologies at The Futurum Group, analyzes Arm Holdings’ Q2 FY25 earnings, highlighting key revenue drivers from AI, data centers, and automotive.
Daniel Newman and Patrick Moorhead share insights on Qualcomm, IBM, and SAP, leading AI innovation in enterprise tech, with insights into Qualcomm's Snapdragon Summit, IBM's Granite 3.0 AI models, and SAP's cloud-powered ERP solutions.
An Analytical Look at Lattice’s Q3 FY2024 Earnings, Strategic Cost Reductions, and the Company’s Focus on Long-Term Market Expansion
Bob Sutor, VP and Practice Lead of Emerging Technologies at The Futurum Group analyzes Lattice Semiconductor's Q3 2024 results, examining the company's strategic cost reductions, AI-PC partnerships, and leadership transition to drive long-term growth.
