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Category: Digital Leadership & CIO

Scaling Smarter: Empowering Partners to Deploy AI with Ease - Six Five On the Road
Tiffani Bova
Tiffani Bova

Scaling Smarter: Empowering Partners to Deploy AI with Ease – Six Five On the Road

Kareem Yusuf, Ph.D. at IBM joins Tiffani Bova to discuss how IBM is enabling partners to deploy AI with ease, leveraging open ecosystems for innovation and growth.
MFD13: Juniper Showcases AI-Native Portfolio Innovations
Ron Westfall
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MFD13: Juniper Showcases AI-Native Portfolio Innovations

Juniper Networks Ushers in a New Phase of AI-Native Innovation, Enhancing Client-to-Cloud Visibility and Advancing Self-Driving Network Operation
Futurum's Ron Westfall shares his insights on why Juniper Networks' AI-native platform enhancements set a high standard for end-to-end visibility and proactive management in the modern network ecosystem.
Oracle Database@Azure: The Genesis of Oracle’s Multi-Cloud Leadership
Ron Westfall

Oracle Database@Azure: The Genesis of Oracle’s Multi-Cloud Leadership

In our latest Research Brief, Oracle Database@Azure: The Genesis of Oracle’s Multi-Cloud Leadership, completed in partnership with Oracle, The Futurum Group explores how enterprises can simplify migration, reduce costs, and modernize operations while gaining a competitive edge in AI-driven application development.
Delivering on the AI Promise: Economic Realities, ROI, and the Path to Customer Value - Six Five On the Road
Daniel Newman

Delivering on the AI Promise: Economic Realities, ROI, and the Path to Customer Value – Six Five On the Road

Rob Thomas, SVP Software & Chief Commercial Officer at IBM, joins Daniel Newman to share his insights on transforming AI challenges into opportunities for value creation.
Creating a Modern Mainframe Culture Across DevOps Teams - The Main Scoop Episode 33
Daniel Newman

Creating a Modern Mainframe Culture Across DevOps Teams – The Main Scoop Episode 33

Sheree Britt discusses the importance of DevOps in modernizing application development at TD Bank, highlighting the journey and cultural shifts entailed.
The Six Five Pod EP 260: The AI Chip Race and the Trade Deal Gamble: Analyzing AMD, ARM
Daniel Newman

The Six Five Pod EP 260: The AI Chip Race and the Trade Deal Gamble: Analyzing AMD, ARM

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss ServiceNow's Knowledge conference, IBM's Think event, and the UK-US trade deal. The hosts analyze AMD and ARM's recent earnings, highlighting their strong performance in the AI and data center markets. They debate the effectiveness of AI diffusion laws and touch on recent tech industry layoffs. The episode also covers updates from Coherent, Lattice, and Astera Labs.
IBM Think 2025 - Watsonx Platform Fuels Agentic AI and Hybrid Cloud Value
Brad Shimmin
Nick Patience & Brad Shimmin
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IBM Think 2025 – Watsonx Platform Fuels Agentic AI and Hybrid Cloud Value

Key Announcements Center on watsonx.orchestrate, watsonx.data, and Granite 4.0, as IBM Aims to Make AI Agents and Unstructured Data Pivotal for Enterprise Transformation
Nick Patience and Brad Shimmin, analysts at Futurum, share insights on IBM Think 2025, where IBM showcased advancements in its watsonx platform, focusing on IBM Agentic AI, unstructured data, and hybrid cloud to drive enterprise value.
Kyndryl Q4 FY 2025 Earnings Show Growth, Margin Expansion
Fernando Montenegro
Fernando Montenegro
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Kyndryl Q4 FY 2025 Earnings Show Growth, Margin Expansion

Transformation Initiatives Drive Profitability as Company Posts Revenue Growth
Fernando Montenegro, VP and Practice Lead at Futurum, reviews Kyndryl's Q4 FY2025 earnings. Key highlights: Constant-currency growth, notable rise in pretax income, how 'three-A' initiatives drive results, and strategic tailwinds.
Amazon Q1 FY 2025 Earnings Reflect Cloud Momentum, Operating Margin Gains
Olivier Blanchard
Olivier Blanchard
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Amazon Q1 FY 2025 Earnings Reflect Cloud Momentum, Operating Margin Gains

AWS Leads Amazon’s Q1 FY 2025 With 17% Yoy Revenue Growth; Retail Business Remains Steady
Olivier Blanchard, Research Director at Futurum, breaks down Amazon’s Q1 FY 2025 results. The focus is on AWS growth, rising ad revenues, cost efficiencies, and tariff risk shaping the outlook for Amazon’s operating margin and cloud scale-up.
OpenText Q3 FY 2025 Earnings Highlight Cloud Growth and Cost Discipline
Keith Kirkpatrick & Daniel Newman
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OpenText Q3 FY 2025 Earnings Highlight Cloud Growth and Cost Discipline

Demand Headwinds Impact Total Revenue, but OpenText Posts Strong FCF and Margin Performance
Keith Kirkpatrick and Daniel Newman examine OpenText’s Q3 FY 2025 results, highlighting cost discipline, progress on AI initiatives, and strategic product rollouts amid ongoing global demand uncertainty.
The Six Five Pod | EP 259: Tech Titans Under Scrutiny: Antitrust, AI, and Global Competition
Daniel Newman

The Six Five Pod | EP 259: Tech Titans Under Scrutiny: Antitrust, AI, and Global Competition

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Google's antitrust issues, IBM and Nvidia's White House announcements, Taiwan's semiconductor regulations, and Intel's Foundry Day. The hosts debate the consolidation of AI into big tech and its need for regulation. They analyze recent earnings reports from major tech companies, highlighting strong performances in enterprise AI and cloud services. The podcast concludes with a preview of their upcoming Six Five Summit, featuring industry leaders like Michael Dell.
Microsoft Q3 FY 2025 Earnings Beat on Strong Cloud and AI Services Growth - Market Coverage-Earnings
Keith Kirkpatrick & Daniel Newman
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Microsoft Q3 FY 2025 Earnings Beat on Strong Cloud and AI Services Growth

Azure Grew 33% YoY, Adding 16 Points From AI Services; The Operating Margin Expanded by 100 bps
Keith Kirkpatrick and Daniel Newman of The Futurum Group analyze Microsoft’s Q3 FY 2025 results, with Azure growth, expanding AI workloads, and broad enterprise traction driving stronger-than-expected performance across segments.
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