Category: Digital Transformation

Alphabet’s Q4 Saw Solid Gains in Search and YouTube, Yet Google Cloud’s Revenue Fell Short, and a $75 Billion Capex Forecast Raised Investor Concerns
The Futurum Group’s Keith Kirkpatrick and Nick Patience analyze Alphabet’s Q4 2024 earnings, highlighting strong ad revenue from Search and YouTube, concerns over Google Cloud’s growth miss, and the company’s aggressive $75 billion capex plan.
Oracle Fusion Cloud Sales and SCM Introduce AI Agents to Boost Customer Interactions, Optimize Supply Chains, and Drive Productivity
Keith Kirkpatrick, Research Director at The Futurum Group, analyzes Oracle's AI-driven enhancements in Fusion Cloud Sales and SCM, evaluating how embedded AI agents streamline sales, optimize supply chains, and improve enterprise efficiency.
ServiceNow’s AI Strategy Shifts to Usage-Based Pricing, Impacting Near-Term Revenue
Keith Kirkpatrick, Research Director at The Futurum Group, examines ServiceNow’s Q4 FY 2024 earnings, focusing on its AI pricing shift, key partnerships, and enterprise adoption impact.
At WalkMe’s Analyst Day, Company Executives Laid Out a Compelling Plan to Leverage the Strengths of New Parent SAP and Sister Companies
Keith Kirkpatrick, Research Director at The Futurum Group, shares his insights into WalkMe’s 2025 Analyst Day, which covered the company’s current products and roadmap, corporate strategy and direction, and current go-to-market initiatives.
Lenovo’s CES 2025 Lineup Included Two New AI-Powered ThinkPad X9 Prosumer PCs for Hybrid Workers
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on how Lenovo’s new Aura Edition ThinkPad X9 prosumer PCs help the company maximize Intel’s new Core Ultra processors to deliver a richer and more differentiated AI feature set on premium tier Copilot+ PCs to hybrid workers.
Adobe Reports Record FY2024 Revenue Driven by Strong Digital Media and Digital Experience Segments While Leveraging AI to Drive Innovation and Meet Analyst Expectations
Keith Kirkpatrick, Research Director at The Futurum Group, analyzes Adobe’s FY2024 performance. Growth in the Digital Media and Digital Experience segments contributed to record revenue while addressing challenges like the impacts of foreign exchange.
By Excluding “Soft” Services and Working on a Project Basis, SOUTHWORKS Offers a Completion-Focused Model for Engaging an External Firm on Application Development
Guy Currier, CTO of Visible Impact at The Futurum Group, shares his insights on the model provided by app dev services firm SOUTHWORKS for leveraging the expertise and reliable output of a service provider without creating ongoing dependencies that can delay release or cause lock-in.
An Analysis of HP’s Fiscal 2024 Performance, Emphasizing Revenue Trends, EPS, and Strategic Growth Areas
Olivier Blanchard, Research Director at The Futurum Group, examines HP Inc.'s Q4 FY24 earnings, highlighting revenue gains in Personal Systems and Printing alongside strategic investments to drive growth in high-potential areas.
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.
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.
Kyndryl’s Growth Fueled by Strategic Alliances, AI-Powered Delivery, and Margin-Expanding Initiatives
Camberley Bates, Chief Technological Advisor at The Futurum Group, analyzes Kyndryl’s Q2 FY25 earnings. Focused on strategic growth through alliances, AI-enabled platforms, and margin expansion initiatives.
Cisco Unveils Plug-and-Play Use Case and Industry-specific AI PODs
Futurum Group’s Ron Westfall examines why Cisco’s new plug-and-play AI solutions directly address burgeoning enterprise demand to take advantage of AI’s ability to autonomously address top business and technical priorities.

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