On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Microsoft transforming finance with AI, earnings for Salesforce, HPE, HP, Dell, and Pure Storage, and Intel’s new standalone FPGA company, Altera.
The Company Distinguishes Itself by Strategically Shifting Toward AI, Utilizing This Evolving Field to Drive Growth and Solidify Its Leading Place in the Market
Steven Dickens, VP and Practice Lead, and Sam Holschuh, Analyst, at The Futurum Group share their insights on Elastic’s earnings and how strategic investments will create competition in the market.
FY 2024 Revenue Reaches $34.9 Billion, Up 11% YoY, with FY 2024 Non-GAAP Operating Margin of 30.5%
The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover Salesforce’s Q4 and FY 2024 earnings and discuss the factors contributing to the company’s strong quarterly performance.
Azure for Operators Unveils the General Availability of Azure Operator Nexus Aimed Primarily at Running Mobile Workloads on Azure to Deliver Breakthrough CX
The Futurum Group’s Ron Westfall examines why the general availability of Azure Operator Nexus exemplifies Azure for Operator’s strategic commitment to empowering telecom operators with security, performance, and efficiency innovation.
On this episode of The Six Five In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Dan Kusel, GM and Managing Partner at IBM and Usman Zafar, Assistant Vice President, Product Management & Development at AT&T at MWC 2024 for a conversation on the influence generative AI has on transforming the telecom industry.
On this episode of The Six Five – Insider, hosts Daniel Newman and Patrick Moorhead welcome Walter Sun, Global Head of AI at SAP for a conversation on SAP’s AI strategy.
HP Q1 2024 Earnings Could Be Hiding a Demand Easter Egg Ahead of the Impending AI-Driven PC Refresh Cycle Reset
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on HP Q1 2024 earnings, which send mixed messages about PC demand ahead of the impending PC segment’s refresh cycle reset, driven by the new AI PCs.
Company Banking on Significant Revenue Growth in 2024 with Upcoming Volvo Launch
Daniel Newman and Keith Kirkpatrick of The Futurum Group cover Luminar’s Q4 2023 and FY 2023 earnings and discuss the challenges and opportunities that lie ahead for the LiDAR provider.
HPE GreenLake Provides Hybrid Cloud Services as a Service
Alastair Cooke, CTO Advisor at The Futurum Group, shares his insights on how HPE has developed the GreenLake portfolio to deliver a variety of hybrid cloud infrastructure as a service offerings.
The Futurum Group’s latest research brief, Integrating Cloud and Mainframe: Rocket Software's Vision for Data-Driven Futures, done in partnership with Rocket Software, we talk through digital transformation and cloud integration.
On this episode of The Six Five In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Stephen Rose, General Manager for Global Industries at IBM and Alex Sinclair, CTO at GSMA at MWC 2024 for a conversation on generative AI adoption in the telecom industry.