Category: Enterprise Software, & Digital Workflows

Daniel Newman and Patrick Moorhead share insights on how NVIDIA, Microsoft, Qualcomm, OpenText, and Meta navigate AI-driven innovation, supply chain challenges, and market diversification.
Baskar Sridharan, Vice President at Amazon Web Services, shares his insights on transitioning generative AI from proof of concept to production, emphasizing AWS's role in shaping the future of enterprise IT.
Oracle’s Q2 FY2025 Earnings Highlight AI-Driven Growth in Cloud and Healthcare Despite Narrowly Missing Analyst Expectations
Keith Kirkpatrick, Research Director at The Futurum Group, discusses Oracle’s Q2 FY2025 results and AI’s role in Oracle’s cloud revenue growth, its impact on healthcare innovations, and the strategic significance of recurring revenues.
Enabling Enterprises to Confidently Test, Deploy, and Refine AI Agents at Scale With Innovative Tools and Secure Environments
Keith Kirkpatrick, Research Director at The Futurum Group, discusses Salesforce’s Agentforce Testing Center, highlighting how its tools, such as secure sandboxes, synthetic testing, and analytics, redefine AI agent lifecycle management.
Smartsheet Posts Robust Q3 Growth and Announces Transformative Acquisition by Blackstone and Vista Equity Partners
Keith Kirkpatrick, Research Director at The Futurum Group, explores Smartsheet’s Q3 FY2025 results, focusing on its 17% revenue growth, customer retention strategies, and the $8.4B acquisition by Blackstone and Vista Equity Partners. What does this mean for its future in enterprise work management?
Ashley Kramer, Interim CRO and CMSO at GitLab, joins Daniel Newman to discuss the AWS and GitLab's innovative AI collaboration aimed at enhancing software development and security.
Saurabh Kapoor, Director of Product Management & Strategy at Dell, and Jon Stevens, CEO at Hot Aisle, join Keith Townsend to share their insights on providing scalable custom supercomputing solutions to empower businesses.
Assessing Salesforce’s Financial Results, AI Innovations, and Strategic Developments for Q3 FY25
Keith Kirkpatrick, Research Director at The Futurum Group, discusses Salesforce's Q3 FY25 earnings. Key topics include the financial impact of its Agentforce AI platform, cRPO growth, strategic acquisitions, and the competitive implications of industry talent shifts.
Dell Posts a 10% Revenue Increase in Q3 FY2025, Powered by Record-Breaking ISG Performance and Expanding AI Demand
Olivier Blanchard, Research Director at The Futurum Group, analyzes Dell’s Q3 FY2025 earnings, including record AI-driven ISG performance, ongoing challenges in the consumer market, and Dell’s strategic focus on AI.
Hosts Keith Townsend, Camberley Bates, and Dion Hinchcliffe share breakthrough insights on AI's strategic impact on the roles of CIOs and CTOs, along with critical analysis of the latest tech sector earnings.
Sergi Girona, Operations Director at Barcelona Supercomputing Center, and Scott Tease, VP at Lenovo, share insights on enhancing high-performance computing and sustainability through their partnership, highlighting the deployment of MareNostrum 5 with Lenovo's Neptune Water Cooling Technology for environmental efficiency.
Karan Batta, SVP at Oracle, joins Daniel Newman and Patrick Moorhead on the latest episode to share his insights on migrating Oracle Database workloads to AWS, underscoring the pivotal Oracle-AWS partnership.

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