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Category: Hybrid Cloud, Infrastructure, and Operations

Daniel Newman

Earningspalooza Returns: Can Big Tech Keep Up With the Market’s Insatiable Growth Appetite? – The Six Five Webcast

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss all things earnings related from Qualcomm, Microsoft, AMD, Google, Amazon and Poly.
Steven Dickens

Amazon Exploring Crypto? The Cryptocurrency and Blockchain World Goes Crazy

Futurum Research Senior Analyst, Steven Dickens provides his take on what appears to be indicative of Amazon exploring crypto. A recent job listing by Amazon and what this could mean for the innovative global retailer and cloud provider has the cryptocurrency and Blockchainworld going a bit crazy. As the global landscape for money transforms, nations states issue digital currencies and Bitcoin continues its path to wider adoption, it’s interesting to consider when and how Amazon will respond.
Daniel Newman

SAS Announces Plan to go Public Seeking Talent and Transformation

SAS Institute, best known as SAS Software announced a plan to go public by 2024 in search of greater talent and a long-term succession plan.
Daniel Newman

Citrix Pivots Attention to ARR and That’s a Good Thing!

Citrix saw its critics come out after a down revenue quarter and slowing growth, but it has a brighter future if it can make its ARR pivot.
Daniel Newman

Amazon Q2 Is Very Good Even Though Some Suggest Otherwise

The market reaction to Amazon: Only in these times would 27% growth for a company doing over a $100 billion a quarter be frowned upon.
Daniel Newman

Embracing the Intelligent Enterprise in the High Tech Industry

Broadcom Purchasing SAS Would Propel the Company into the Big Leagues
Daniel Newman

Broadcom Purchasing SAS Would Propel the Company into the Big Leagues

A deal to purchase SAS would diversify Broadcom’s prospects as a real player in software, which it has struggled to achieve.
Daniel Newman

Microsoft Sees Overall Revenue Growth Pass 20% in Q4

Microsoft delivered strong results in its fiscal Q4 with its best YoY growth in three years as Cloud and business app growth remains robust.
Daniel Newman

Intel Provides its Multi-Year Roadmap Beyond 3nm to 20A

Intel CEO Pat Gelsinger has charted a path to expand Intel’s leadership in both semiconductor design and fabrication, including the new RibbonFET transistor architecture, the PowerVia power delivery system, and a revamped node framework that sets the stage for a shift from Nanometer to Angstrom terminology. Our Futurum analysts break it down and explain why this, and the new Intel Foundry Services (IFS), are key to Intel achieving process performance parity by 2024 and leadership by 2025.
Steven Dickens

Earnings Reports, Acquisitions, and Antitrust. Oh My! – The Futurum Tech Webcast

In this episode of the Futurum Tech Webcast, analysts Steven Dickens and Daniel Newman discuss the latest earnings reports from SUSE and IBM, Intel and Temenos, Zoom’s acquisition of Five9, and other technology news you won't want to miss.
Daniel Newman

Recent Earnings from IBM

Daniel Newman

The Future of the Utilities Industry – The SAP Industry Cloud Series – Futurum Tech Podcast Interview Series

In this new episode of the Futurum Tech Podcast – Interview Series, Futurum co-founder Daniel Newman talks with SAP’s Jennifer Baldwin and Intel’s Mark Davis about the changes we are seeing in the utilities industry and the technologies and strategies that can make a difference.
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