Olivier Blanchard, Research Director at Futurum, shares his insights on AMD’s new EPYC 4005 CPUs. Built for SMBs and hosters, the Zen 5-based chips challenge Intel Xeon on price, performance,...
Futurum’s Alastair Cooke examines building customized infrastructure for generative AI applications using the Google Cloud Platform, which offers numerous options ranging from managed services to Infrastructure-as-a-Service (IaaS)....
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....
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...
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...
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...
Olivier Blanchard, Research Director at Futurum, analyzes Qualcomm’s record Q1 FY 2025 earnings, highlighting strong YoY growth AI-driven IoT and automotive....
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....
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....
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....
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....
Get important insights straight to your inbox, receive first looks at eBooks, exclusive event invitations, custom content, and more. We promise not to spam you or sell your name to anyone. You can always unsubscribe at any time.
Thank you, we received your request, a member of our team will be in contact with you.
