Webscale AI Orders Surpass $1 Billion YTD as Cisco Beats Top and Bottom-Line Estimates
Krista Case and Fernando Montenegro at Futurum analyze Cisco’s Q3 FY 2025 results, highlighting strong AI infrastructure growth, security momentum with Splunk, and solid execution across networking and enterprise transformation.
Armv9 Adoption and Smartphone Royalty Growth Drive Top-Line Performance
Olivier Blanchard and Daniel Newman at Futurum analyse Arm’s Q4 FY25 results, highlighting how Armv9 and CSS adoption are driving record royalty and licensing growth across smartphones, AI infrastructure, and automotive compute.
Gross Margin Gains and Datacenter Momentum Support Coherent’s Record Quarterly Performance
Olivier Blanchard, Research Director at Futurum, shares insights on Coherent’s record Q3 FY 2025 results, driven by strong AI datacenter momentum, next-gen optical product launches, and the upcoming commercialization of its OCS platform.
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.
Automotive, PC, and IOT Drive Encouraging YoY Revenue Growth as Qualcomm’s Diversification Strategy Expands
Olivier Blanchard, Research Director at Futurum, analyzes Qualcomm’s record Q1 FY 2025 earnings, highlighting strong YoY growth AI-driven IoT and automotive.
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.
Commvault Outperforms in Q4 FY 2025 With Robust SaaS ARR and Multi-Cloud Traction
Krista Case, Research Director at The Futurum Group, explores Commvault’s strong Q4 FY 2025 finish, fueled by SaaS momentum, enterprise traction, and cyber resilience-led innovation.
Sap Q1 FY 2025 Sees Continued Success in Cloud Transformation, With 27% Cloud Growth and Operating Margin up 810 BPS
Keith Kirkpatrick and Daniel Newman at The Futurum Group examine SAP’s Q1 FY 2025 earnings, highlighting strong cloud ERP growth, rising AI adoption, and resilience amid macro and tariff pressures.
Expanded NetApp Volumes Capabilities Extend Enterprise-Grade AI and EDA Storage to Google Cloud with Enhanced Scalability, Cost Control, and Compliance Features
Camberley Bates and Krista Case of The Futurum Group share insights on how NetApp and Google Cloud’s storage updates enable scalable, AI-ready, and compliance-aware cloud infrastructure.
Oracle, at Its Annual Oracle Database Analyst Summit, Showed Why It Is the Powerhouse for Optimizing Data Workloads in the AI Era
Futurum’s Brad Shimmin and Ron Westfall examine why Oracle is well-positioned to leverage its unique architectural approach to data management and cloud services to tackle evolving enterprise demand for more efficient data use and new ways of building enterprise software.
Dion Hinchcliffe, VP of CIO Practice at The Futurum Group, recaps GTC 2025, ServiceNow’s Yokohama update, and AWS’s AI pricing strategy - helping CIOs rethink AI infrastructure, automation, and SaaS data control.
Commvault and SimSpace Introduce a Platform for Ransomware Attack Simulation and Recovery Training
Krista Case, Research Director at The Futurum Group, shares her insights on Commvault's new Recovery Range, a cyber recovery training platform that simulates real-world ransomware attacks to build enterprise-wide readiness and resilience.
