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Category: Hybrid Cloud, Infrastructure, and Operations

Broadcom Q2 FY 2025 Sees Record Revenue, Solid AI and Software Growth
June 10, 2025
 

Broadcom Q2 FY 2025 Sees Record Revenue, Solid AI and Software Growth

Olivier Blanchard and Daniel Newman, at Futurum, explore Broadcom’s strong Q2 FY2025 earnings driven by robust growth in AI networking, VMware-led infrastructure software, and strategic acceleration of custom AI chip...
Olivier Blanchard
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Hybrid Cloud & AI: The Future of Enterprises - Six Five On The Road
June 10, 2025

Hybrid Cloud & AI: The Future of Enterprises – Six Five On The Road

Menaka Sundar, VP at HPE, joins the discussion to share insights into how HPE's hybrid cloud and AI solutions are crafting the future of enterprises....
Six Five Connected with Diana Blass at Dell Tech World: From Data Chaos to AI-Ready—Inside the Enterprise Shift
June 9, 2025

Six Five Connected with Diana Blass at Dell Tech World: From Data Chaos to AI-Ready—Inside the Enterprise Shift

Justin Jones, Spencer Bull, Graham Steen, Christopher M. Sullivan, Mitch Mcleod, and Michael Catrone join Diana Blass to discuss the enterprise shift towards AI readiness, highlighting real-world applications and the...
Diana Blass
HPE Q2 FY 2025 Revenue Tops Estimates on Server and Cloud Gains
June 5, 2025
 

HPE Q2 FY 2025 Revenue Tops Estimates on Server and Cloud Gains

Fernando Montenegro and Krista Case at Futurum examine HPE’s Q2 FY 2025 results, with improved server execution, AI systems traction, and hybrid cloud strength driving upside despite margin pressure and...
Fernando Montenegro
Marvell Q1 FY 2026 Results Driven by Custom Silicon and Data Center Momentum
June 3, 2025
 

Marvell Q1 FY 2026 Results Driven by Custom Silicon and Data Center Momentum

Olivier Blanchard, Research Director at Futurum, unpacks Marvell’s Q1 FY 2026 results, where strong AI demand, custom silicon ramp, and electro-optics gains fuel data center momentum amid cautious sentiment on...
Olivier Blanchard
Dell Q1 FY 2026: Robust AI Server Sales, Guidance Lift Despite EPS Miss
June 3, 2025
 

Dell Q1 FY 2026: Robust AI Server Sales, Guidance Lift Despite EPS Miss

Olivier Blanchard and Daniel Newman of Futurum explore how Dell’s record AI server momentum and rising backlog are fueling its infrastructure lead, even as consumer softness delays broader PC refresh...
Olivier Blanchard
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Modern Data Protection for Modern Threats A Strategic Blueprint for Cyber Resilience
May 30, 2025

Modern Data Protection for Modern Threats: A Strategic Blueprint for Cyber Resilience

In our latest market brief, Modern Data Protection for Modern Threats: A Strategic Blueprint for Cyber Resilience, written in collaboration with Quantum, Futurum outlines how IT leaders can move beyond...
Krista Case
NetApp Q4 FY 2025 Results Show Record Margins, Cloud and Flash Momentum
May 30, 2025
 

NetApp Q4 FY 2025 Results Show Record Margins, Cloud and Flash Momentum

Krista Case, Research Director at Futurum, examines how NetApp’s record Q4 margins, all-flash growth, and AI reference wins position the company for resilient performance and continued enterprise....
Krista Case
Salesforce Q1 FY 2026 Results Show AI Momentum and Strong RPO Growth
May 30, 2025
 

Salesforce Q1 FY 2026 Results Show AI Momentum and Strong RPO Growth

Keith Kirkpatrick and Daniel Newman at Futurum unpack Salesforce’s Q1 FY 2026 results, highlighting AI-led growth, Agentforce and Data Cloud traction, and why 60% of large deals now bundle AI...
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Can Dell and NVIDIA’s AI Factory 2.0 Solve Enterprise-Scale AI Infrastructure Gaps?
May 29, 2025
 

Can Dell and NVIDIA’s AI Factory 2.0 Solve Enterprise-Scale AI Infrastructure Gaps?

Olivier Blanchard, Research Director at Futurum, shares insights on Dell and NVIDIA’s upgraded AI Factory and how it enables enterprises to deploy high-performance, full-stack AI infrastructure with integrated services and...
Olivier Blanchard
Accelerating Customer Innovation with Oracle Database and Google Cloud - Six Five Media
May 28, 2025

Accelerating Customer Innovation with Oracle Database and Google Cloud – Six Five Media

Nathan Thomas and GG Goindi discuss the groundbreaking Oracle Database at Google Cloud partnership, highlighting how it empowers customers to utilize Oracle’s robust database capabilities within Google Cloud, marking a...
Workday Q1 FY 2026 Delivers Strong Profitability Despite Macro Pressures
May 27, 2025
 

Workday Q1 FY 2026 Delivers Strong Profitability Despite Macro Pressures

Keith Kirkpatrick, Research Director at Futurum, examines Workday’s Q1 FY 2026 results, spotlighting accelerating AI adoption, partner-driven growth, and platform expansion across customer tiers and global markets....

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