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Category: Hybrid Cloud, Infrastructure, and Operations

Qualcomm’s Q2 FY 2025 Earnings: YoY QCT Revenue Growth Momentum Continues
Olivier Blanchard
Olivier Blanchard

Qualcomm’s Q2 FY 2025 Earnings: YoY QCT Revenue Growth Momentum Continues

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.
OpenText Q3 FY 2025 Earnings Highlight Cloud Growth and Cost Discipline
Keith Kirkpatrick & Daniel Newman

OpenText Q3 FY 2025 Earnings Highlight Cloud Growth and Cost Discipline

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 Q4 FY 2025 SaaS Momentum and Subscription Gains Drive Growth
Krista Case
Krista Case

Commvault Q4 FY 2025: SaaS Momentum and Subscription Gains Drive Growth

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 Results Exceed Profit Forecasts as Cloud ERP Drives Growth
Keith Kirkpatrick & Daniel Newman

SAP Q1 FY 2025 Results Exceed Profit Forecasts as Cloud ERP Drives Growth

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.
Can NetApp Volumes Deliver on AI and EDA Storage Demands in the Cloud?
Camberley Bates
Krista Case
Camberley Bates & Krista Case

Can Google Cloud Deliver on AI and EDA Storage Demands with NetApp?

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 Database Analyst Summit 2025 Oracle Raises its Database Game
Brad Shimmin
Brad Shimmin & Ron Westfall

Oracle Database Analyst Summit 2025: Oracle Raises its Database Game

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.
How AI Is Reshaping Enterprise Strategy - A Recap from The CIO Pulse Report
Dion Hinchcliffe
Dion Hinchcliffe

How AI Is Reshaping Enterprise Strategy – A Recap from The CIO Pulse Report

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 Launches Cyber Recovery Range to Enable Real-World Recovery Practice
Krista Case
Krista Case

Commvault Launches Cyber Recovery Range to Enable Real-World Recovery Practice

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.
Is GM’s AI Bet With NVIDIA a Turning Point for Its Vehicle and Factory Roadmap?
Olivier Blanchard
Olivier Blanchard

Is GM’s AI Bet With NVIDIA a Turning Point for Its Vehicle and Factory Roadmap?

General Motors and NVIDIA Expand Collaboration to Deploy AI in Manufacturing, ADAS, and Vehicle Development
Olivier Blanchard, Research Director at The Futurum Group, shares insights on GM’s partnership with NVIDIA to advance smart manufacturing, robotics, and driver-assistance systems using AI platforms like Omniverse and Drive AGX.
MWC 2025: The AI Factor
Ron Westfall

MWC 2025: The AI Factor

MWC 2025 Generated a Mother Lode of Announcements and Initiatives, With the Spotlight Often Focused On AI’s Impact on the Mobile Ecosystem – And With Good Reason
Futurum’s Ron Westfall examines how AI portfolio development and marketing moves by key players HPE, Cisco, Ericsson, and Rakuten Symphony will play a more integral role in the overall success of mobile networks including 5G service innovation.
Why Organizations Are Switching to Google Cloud
Ron Westfall

Why Organizations Are Switching to Google Cloud

In our latest Research Brief, “Why Organizations Are Switching to Google Cloud”, completed in partnership with Google, The Futurum Group uncovered the top drivers for making the switch to Google Cloud from Azure linked directly to gaining advantages such as superior security capabilities, uninterrupted reliability, and improved cost optimization.
MWC 2025: Why Mobile Security Matters More than Ever
Ron Westfall

MWC 2025: Why Mobile Security Matters More than Ever

MWC 2025 Produced a Tidal Wave of Announcements, With Cybersecurity Standing Out as a Consistent Priority Amid 5G, AI, Geopolitical, API, and RAN Concerns
Futurum’s Ron Westfall examines how cybersecurity portfolio development and marketing moves by key players Deutsche Telekom, Vodafone, IBM, Palo Alto, AWS, Nokia, and Microsoft will play a more integral role in the overall success of mobile networks, including 5G service innovation.
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