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Category: Digital Leadership & CIO

SAP Q2FY24 Earnings
Daniel Newman

SAP Q2FY24 Earnings

The Six Five team discusses SAP Q2FY24 earnings.
How Kyndryl's Consult Business and Bridge Platform Drive Revenue Growth
Steven Dickens

How Kyndryl’s Consult Business and Bridge Platform Drive Revenue Growth

Steven Dickens from The Futurum Group highlights Kyndryl's strategic pivot towards high-margin services and innovative platforms like Kyndryl Bridge as key to its post-IBM transformation. He notes that these efforts position Kyndryl favorably for sustainable growth, distinguishing it from competitors facing significant challenges.
T-Mobile Reports Stellar Q2 2024 Earnings, Raises Guidance for the Year
Ron Westfall

T-Mobile Reports Stellar Q2 2024 Earnings, Raises Guidance for the Year

T-Mobile’s Q2 2024 Earnings Report Reveals Record-breaking Customer Growth and Service Revenue Growth Providing Impetus to Raise Full-Year Guidance
The Futurum Group’s Ron Westfall assesses T-Mobile's positive Q2 2024 earnings, customer growth gains, and the acquisition of UScellular wireless ops, showcasing its competitive and innovation acumen.
AMD Q2 2024 Financial Results Highlight Strong Momentum in Data Center and PC Segments
Olivier Blanchard
Olivier Blanchard

AMD Q2 2024 Financial Results Highlight Strong Momentum in Data Center and PC Segments

AMD Reports Record Growth in Data Center and Client (PC) Segments Thanks to Its Growing Portfolio of Competitive AI-Enabling IP
Olivier Blanchard, Research Director at The Futurum Group, zooms in on AMD’s Q2 2024 financial results and discusses the opportunities, threats, velocity, and momentum of AMD’s opportunity across all business segments, with particular attention to the data center and PC segments, where the chipmaker could start capturing market share from rivals NVIDIA and Intel as early as H2 2024.
Top and Bottom-Line Performance Drives Microsoft's Q4 2024 Earnings
Keith Kirkpatrick & Daniel Newman

Top and Bottom-Line Performance Drives Microsoft’s Q4 2024 Earnings

Weakness in the Company’s Intelligent Cloud Segment Could Indicate Slower AI Adoption
The Futurum Group’s Keith Kirkpatrick and Daniel Newman highlights Microsoft’s strong Q4 2024 earnings, driven by cloud and AI investments. Despite Azure’s growth falling short of expectations, the company’s strong revenue performance remains encouraging.
The Tech CEO's Perspectives on Marketing
Lisa Martin
Lisa Martin

The Tech CEO’s Perspectives on Marketing

Lisa Martin, CMO Advisor at The Futurum Group, and Observe, Inc. CEO Jeremy Burton dive into the evolving role of the CMO, with Burton sharing invaluable insights from his experiences running companies and marketing organizations at businesses like Dell.
Marvell Unveils Structera CXL Solutions to Meet Hyperscaler Memory Needs
Camberley Bates
Camberley Bates & Ron Westfall

Marvell Unveils Structera CXL Solutions to Meet Hyperscaler Memory Needs

Marvell Unveils Structera CXL Product Line Using Near-Memory Accelerator and Memory Expansion Innovations to Meet Memory Challenge Across Cloud Data Centers
Camberley Bates and Ron Westfall examine why the Structera product line launch underscores Marvell’s commitment to directly addressing the server memory bandwidth and capacity challenges faced by modern data centers and cloud environments.
Lattice Semiconductor Maintains Growth Trajectory in Q2 2024
Ron Westfall

Lattice Semiconductor Maintains Growth Trajectory in Q2 2024

Lattice Semiconductor’s Q2 2024 Earnings Reveal Cyclic Industry Headwinds with Execution of Product Portfolio Expansion Setting up Solid Long-term Growth
The Futurum Group’s Ron Westfall analyzes Lattice Semiconductor's Q2 2024 earnings, addressing why new product launches in autonomous applications, secure control FPGAs, and logic-optimized FPGAs, counter-cyclical industry headwinds and bolster long-term growth prospects.
VAST Data’s AI Vision, Supported by Breakthrough Technology and Customer Perspectives - Six Five On the Road
Daniel Newman

VAST Data’s AI Vision, Supported by Breakthrough Technology and Customer Perspectives – Six Five On the Road

Renen Hallak, CEO at VAST Data, joins Daniel Newman and Patrick Moorhead to share insights on propelling AI forward with breakthrough technologies and enriching customer perspectives.
Subscription Revenue Drives Commvault’s Exceptional Q1 2025 Results
Krista Case
Krista Case

Subscription Revenue Drives Commvault’s Exceptional Q1 2025 Results

Krista Case, Research Director at The Futurum Group, shares insights on Commvault’s strong Q1 2025 performance, driven by subscription growth and strategic investments in cyber-resiliency. Learn about the company's strategic vision and future projections.
AMD and Solidigm Power the Open AI Ecosystem - Six Five On the Road
Keith Townsend
David Nicholson & Keith Townsend

AMD and Solidigm Power the Open AI Ecosystem – Six Five On the Road

Robert Hormuth and Mark Orthodoxou from AMD join Keith Townsend and Dave Nicholson to share their insights on AMD and Solidigm's efforts to empower the open AI ecosystem, highlighting the significance of collaboration and innovation in this rapidly evolving field.
Facebook to Rival AWS, Microsoft, and Google in the Public Cloud?
Steven Dickens

Facebook to Rival AWS, Microsoft, and Google in the Public Cloud?

Steven Dickens at The Futurum Group commented that the speculation around Meta's potential entry into the public cloud market highlights both opportunities and significant challenges. While Meta has the infrastructure and scale to rival AWS, Microsoft, and Google, its history of data privacy issues presents a substantial hurdle in gaining the trust of enterprises seeking secure cloud solutions.
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