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Category: Hybrid Cloud, Infrastructure, and Operations

Camberley Bates
February 7, 2025

Camberley Bates

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Qualcomm’s Q1 FY 2025 Earnings: Record QCT Revenue and Expanding AI Adoption
February 7, 2025

Qualcomm’s Q1 FY 2025 Earnings: Record QCT Revenue and Expanding AI Adoption

Olivier Blanchard, Research Director at The Futurum Group, analyzes Qualcomm’s record Q1 FY 2025 earnings, highlighting strong growth in premium-tier smartphones, AI-driven IoT, and automotive....
Olivier Blanchard
Can Hammerspace’s Tier 0 Unlock the Full Potential of AI GPUs?
February 6, 2025

Can Hammerspace’s Tier 0 Unlock the Full Potential of AI GPUs?

The Futurum Group’s Krista Case and Camberley Bates analyze Hammerspace’s 10x growth and Tier 0 storage, which eliminates GPU bottlenecks. Can its expansion and innovation reshape AI infrastructure?...
Krista Case
Camberley Bates
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Kyndryl Delivers Strong Q3 FY 2025 Signing Growth and Margin Expansion
February 5, 2025

Kyndryl Delivers Strong Q3 FY 2025 Signing Growth and Margin Expansion

Krista Case, Research Director at The Futurum Group, analyzes Kyndryl’s Q3 FY 2025 results, highlighting strong margin expansion, higher-value signings, and the company's progress in eliminating unprofitable pre-spinoff contracts....
Krista Case
HPE Private Cloud AI with NVIDIA AI Computing by HPE Essential to Accelerating GenAI Industrial Transformation
February 4, 2025

HPE Private Cloud AI with NVIDIA AI Computing by HPE: Essential to Accelerating GenAI Industrial Transformation

The Futurum Group’s latest research report, HPE Private Cloud AI with NVIDIA AI Computing by HPE: Essential to Accelerating GenAI Industrial Transformation, completed in partnership with HPE and NVIDIA, assesses...
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Unlocking the Power of Private Cloud With NVIDIA AI Computing by HPE A Smarter Approach
February 4, 2025

Unlocking the Power of Private Cloud With NVIDIA AI Computing by HPE: A Smarter Approach

In our latest brief, Unlocking the Power of Private Cloud With NVIDIA AI Computing by HPE: A Smarter Approach, completed in partnership with HPE and NVIDIA, delves into HPE’s Private...
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DOJ Blocks HPE’s $14 billion Juniper Deal – A Competitive Setback or Market Win?
February 4, 2025

DOJ Blocks HPE’s $14 billion Juniper Deal – A Competitive Setback or Market Win?

Ron Westfall, Research Director at The Futurum Group, shares insights on the DOJ’s lawsuit blocking HPE’s Juniper acquisition. He examines its impact on competition, innovation, and whether blocking the deal...
T-Mobile Q4 FY 2024: Sustained Growth and 5G Leadership
January 31, 2025

T-Mobile Q4 FY 2024: Sustained Growth and 5G Leadership

Ron Westfall, Research Director at The Futurum Group, examines T-Mobile’s 5G expansion, postpaid growth, and broadband strategy, highlighting its strong market position and strategic moves for 2025....
Commvault Q3 FY 2025: Subscription & Cloud Gains Fuel Strong ARR Growth
January 29, 2025

Commvault Q3 FY 2025: Subscription & Cloud Gains Fuel Strong ARR Growth

Krista Case, Research Director at The Futurum Group, examines Commvault’s Q3 FY2025 results, highlighting SaaS growth, multi-cloud expansion, and cyber resilience innovations driving ARR acceleration....
Krista Case
Antonio Neri Discusses Hewlett Packard Enterprise's Future - The View From Davos
January 28, 2025

Antonio Neri Discusses Hewlett Packard Enterprise’s Future – The View From Davos

Antonio Neri, President & CEO at Hewlett Packard Enterprise, joins Daniel Newman and Patrick Moorhead to share his insights on leading HPE into the future with a focus on innovation,...
IBM Power Driving Innovation for Core Workloads with AI and Hybrid Cloud
January 23, 2025

IBM Power: Driving Innovation for Core Workloads with AI and Hybrid Cloud

The Futurum Group’s latest research report, IBM Power: Driving Innovation for Core Workloads with AI and Hybrid Cloud, completed in partnership with IBM, examines why IBM’s commitment to ongoing investment...
Oracle Exadata X11M: The Enterprise AI Architecture
January 20, 2025

Oracle Exadata X11M: The Enterprise AI Architecture

Futurum’s Ron Westfall examines why Exadata X11M allows customers to decide where they want to gain the best performance for their Oracle Database workloads from new levels of price performance,...

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